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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Whelan Financial
Fresno,
California
| USD 148 M | -USD 14.5 M | -9% | 12.5% | 57.9% | 27 | 37.04% | 0.5 |
|
| 5052 |
5052
Benedetti & Gucer
Atlanta,
Georgia
| USD 148 M | -USD 1.53 M | -1% | 12.8% | 42.7% | 119 | 36.13% | 0.8 |
|
| 5053 |
5053
Scott Capital Advisors
Portland,
Oregon
| USD 148 M | -USD 22.2 M | -13% | 15.2% | 50.9% | 48 | 22.92% | 0.4 |
|
| 5054 |
5054
Red Cedar Capital
Omaha,
Nebraska
| USD 148 M | -USD 18.3 M | -11% | 13.3% | 43% | 184 | 5.98% | 3.2 |
|
| 5055 |
5055
Washington Harbour Partners
Arlington,
Virginia
| USD 148 M | -USD 126 M | -46% | 31.6% | 162% | 27 | 44.44% | 0.4 |
|
| 5056 |
5056
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| USD 148 M | -USD 20.2 M | -12% | 12.1% | 46.3% | 26 | 26.92% | 1.4 |
|
| 5057 |
5057
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| USD 148 M | -USD 15.8 M | -10% | 11.5% | 36.4% | 119 | 10.92% | 3.5 |
|
| 5058 |
5058
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| USD 148 M | -USD 46 M | -24% | 23.7% | 76.8% | 12 | 0% | 1.2 |
|
| 5059 |
5059
Fort LP
Chevy Chase,
Maryland
| USD 148 M | -USD 117 M | -44% | 8.18% | 56.8% | 286 | 20.98% | 2.6 |
|
| 5060 |
5060
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| USD 148 M | -USD 15.3 M | -9% | 14% | 83.9% | 146 | 13.01% | 0.4 |
|
| 5061 |
CIA
5061
Citadel Investment Advisory
Chesterland,
Ohio
| USD 148 M | -USD 24.6 M | -14% | 13.8% | 66.1% | 82 | 6.1% | 1.4 |
|
| 5062 |
5062
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| USD 148 M | -USD 12.4 M | -8% | 13.8% | 63.5% | 21 | 33.33% | 0.4 |
|
| 5063 |
SA
5063
Stonebridge Advisors
Wilton,
Connecticut
| USD 147 M | -USD 23.3 M | -14% | 8.49% | 3.35% | 4 | 25% | 0.4 |
|
| 5064 |
5064
Vienna Insurance Group
Warsaw,
Poland
| USD 147 M | -USD 30.9 M | -17% | 20% | 188% | 41 | 24.39% | 0.8 |
|
| 5065 |
5065
Meridian Financial Partners
Warrenton,
Virginia
| USD 147 M | +USD 80.4 M | +120% | 11.7% | 80.8% | 89 | 51.69% | 1 |
|
| 5066 |
5066
Counterpoint Mutual Funds
San Diego,
California
| USD 147 M | +USD 17.8 M | +14% | 7.36% | 74.3% | 347 | 65.99% | 0.2 |
|
| 5067 |
5067
Stonebridge Financial Planning Group
Orlando,
Florida
| USD 147 M | -USD 31.3 M | -18% | 16% | 67.2% | 127 | 25.98% | 1.9 |
|
| 5068 |
5068
Watchtower Advisors
Old Greenwich,
Connecticut
| USD 147 M | -USD 52.9 M | -26% | 13.3% | 384% | 17 | 58.82% | 0.3 |
|
| 5069 |
5069
Tradewinds LLC
Raleigh,
North Carolina
| USD 147 M | – | – | 11.8% | – | 118 | – | 0.2 |
|
| 5070 |
5070
Investment Advisory Group
Hanover,
Massachusetts
| USD 147 M | -USD 17.6 M | -11% | 12.4% | 61.6% | 138 | 15.22% | 0.5 |
|
| 5071 |
5071
Brown Miller Wealth Management
Mclean,
Virginia
| USD 147 M | -USD 25.9 M | -15% | 13.1% | 102% | 128 | 17.19% | 1.3 |
|
| 5072 |
SM
5072
Sabby Management
Miami Beach,
Florida
| USD 147 M | -USD 523 M | -78% | 41% | 95.5% | 167 | 34.73% | 0.7 |
|
| 5073 |
5073
AllSquare Wealth Management
Albany,
New York
| USD 147 M | -USD 19.6 M | -12% | 10.7% | 62.4% | 540 | 4.26% | 3.8 |
|
| 5074 |
STC
5074
Sarah T. Connolly
| USD 147 M | -USD 24 M | -14% | 13.5% | 35% | 97 | 8.25% | 1.4 |
|
| 5075 |
5075
First National Bank of South Miami
South Miami,
Florida
| USD 147 M | -USD 18.5 M | -11% | 11.4% | 35.2% | 357 | 19.89% | 2.7 |
|