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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
IAS
5076
Investment Advisory Services
The Woodlands,
Texas
| USD 162 M | – | – | 7.24% | 65.4% | 92 | – | 1.2 |
|
| 5077 |
CWA
5077
Clearview Wealth Advisors
Salem,
Oregon
| USD 162 M | +USD 7.82 M | +5% | 4.68% | 45.2% | 699 | 13.3% | 0.4 |
|
| 5078 |
5078
Camarda Financial Advisors
Fleming Island,
Florida
| USD 162 M | +USD 22 M | +16% | 5.59% | 196% | 102 | 37.25% | 1 |
|
| 5079 |
5079
AUA Capital Management
Camp Hill,
Pennsylvania
| USD 162 M | +USD 9.7 M | +6% | 5.4% | 70.2% | 369 | 7.86% | 2.2 |
|
| 5080 |
CIA
5080
Citadel Investment Advisory
Chesterland,
Ohio
| USD 162 M | +USD 8.8 M | +6% | 7.15% | 66.1% | 74 | 0% | 0.5 |
|
| 5081 |
5081
Sterneck Capital Management
Kansas City,
Missouri
| USD 162 M | +USD 18.4 M | +13% | 7.11% | 61.5% | 107 | 27.1% | 3 |
|
| 5082 |
5082
Treybourne Wealth Planners
Greenwood,
Indiana
| USD 162 M | +USD 17.3 M | +12% | 7.15% | – | 48 | 14.58% | 0.4 |
|
| 5083 |
5083
Delta Capital Management
Red Bank,
New Jersey
| USD 162 M | +USD 5.04 M | +3% | 4.29% | 129% | 82 | 4.88% | 4.4 |
|
| 5084 |
5084
Members Capital Advisors Inc
Madison,
Wisconsin
| USD 162 M | +USD 31 M | +24% | 4.72% | – | 69 | 33.33% | 0.9 |
|
| 5085 |
5085
Arrow Investment Advisors
Laurel,
Maryland
| USD 162 M | +USD 16.5 M | +11% | 5.26% | 36.3% | 112 | 59.82% | 0.5 |
|
| 5086 |
5086
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| USD 161 M | +USD 17.9 M | +12% | 8.9% | 61.1% | 119 | 5.88% | 4.6 |
|
| 5087 |
REMS
5087
Real Estate Management Services
| USD 161 M | +USD 18.5 M | +13% | 8.12% | 67.2% | 39 | 20.51% | 2.6 |
|
| 5088 |
5088
Baugh & Associates
Atlanta,
Georgia
| USD 161 M | +USD 9.8 M | +6% | 5.47% | 98.8% | 41 | 2.44% | 2.8 |
|
| 5089 |
5089
Prosperity Planning
Kansas City,
Missouri
| USD 161 M | +USD 20.4 M | +14% | 18.3% | 43.5% | 89 | 20.22% | 0.4 |
|
| 5090 |
5090
GoalVest Advisory
New York
| USD 161 M | +USD 27 M | +20% | 7.51% | 94.8% | 243 | 30.04% | 0.3 |
|
| 5091 |
5091
Compass Advisory Group
Melville,
New York
| USD 161 M | +USD 11.2 M | +8% | 3.24% | 49.2% | 51 | 21.57% | 0.4 |
|
| 5092 |
5092
Fundsmith Investment Services
Grande Riviere Noire,
Mauritius
| USD 161 M | – | – | 13.1% | 53.6% | 29 | – | 0 |
|
| 5093 |
5093
Apexium Financial
Dallas,
Texas
| USD 161 M | +USD 24.7 M | +18% | 8.18% | 89.6% | 83 | 13.25% | 1.2 |
|
| 5094 |
5094
Hollow Brook Wealth Management
Katonah,
New York
| USD 161 M | +USD 8.63 M | +6% | 12.7% | 92.8% | 61 | 18.03% | 3.1 |
|
| 5095 |
5095
Baron Financial Group
Fair Lawn,
New Jersey
| USD 161 M | +USD 15.5 M | +11% | 4.69% | 55.5% | 241 | 1.24% | 0.8 |
|
| 5096 |
5096
Orion Capital Management
Coronado,
California
| USD 161 M | +USD 17.5 M | +12% | 9.78% | 75.3% | 315 | 7.94% | 0.5 |
|
| 5097 |
5097
Banyan Capital Management
Atlanta,
Georgia
| USD 161 M | +USD 9.7 M | +6% | 7.19% | 42.5% | 20 | 0% | 2.2 |
|
| 5098 |
5098
E Fund Management (HK)
Central,
Hong Kong
| USD 161 M | -USD 150 M | -48% | 3.97% | 163% | 54 | 31.48% | 0.8 |
|
| 5099 |
CL
5099
COWA LLC
Tulsa,
Oklahoma
| USD 161 M | -USD 6.16 M | -4% | 4.87% | 65.5% | 365 | 68.22% | 0.5 |
|
| 5100 |
SMP
5100
Santa Monica Partners
Palm Beach Gardens,
Florida
| USD 160 M | +USD 4.9 M | +3% | 3.43% | 135% | 27 | 11.11% | 2.6 |
|