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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 |
5076
Singapore Technologies Telemedia
Singapore
| USD 174 M | -USD 121 M | -41% | 41.1% | 173% | 1 | 0% | 6.3 |
|
| 5077 |
5077
Leeward Financial Partners
Bellevue,
Washington
| USD 174 M | +USD 10.7 M | +7% | 8.91% | 97.9% | 86 | 19.77% | 1 |
|
| 5078 |
5078
Channel Wealth
Santa Barbara,
California
| USD 174 M | +USD 18.6 M | +12% | 5.25% | 59.3% | 214 | 19.63% | 0.2 |
|
| 5079 |
5079
Vantage Consulting Group
Virginia Beach,
Virginia
| USD 174 M | -USD 2.27 M | -1% | 2.39% | 261% | 237 | 11.39% | 1.9 |
|
| 5080 |
5080
Theory Financial
Fort Collins,
Colorado
| USD 174 M | +USD 7 M | +4% | 2.87% | 54.5% | 64 | 12.5% | 1.1 |
|
| 5081 |
5081
Bennett Selby Investments
Falmouth,
Maine
| USD 174 M | +USD 21 M | +14% | 12.3% | 82.1% | 55 | 3.64% | 2 |
|
| 5082 |
5082
Ironwood Investment Management
Boston,
Massachusetts
| USD 174 M | +USD 13.6 M | +8% | 21.5% | 164% | 170 | 5.88% | 5.9 |
|
| 5083 |
5083
Sharper & Granite
El Segundo,
California
| USD 174 M | +USD 6.94 M | +4% | 3.6% | 47.1% | 100 | 4% | 0.5 |
|
| 5084 |
ARIS
5084
Advanced Research Investment Solutions
Los Angeles,
California
| USD 174 M | -USD 1.02 M | -0.6% | 0.3% | 13.1% | 34 | 38.24% | 1.3 |
|
| 5085 |
5085
Kelleher Financial Advisors
New York
| USD 174 M | +USD 22.1 M | +15% | 11.2% | 72.4% | 117 | 12.82% | 3.7 |
|
| 5086 |
5086
Reliant Investment Management
Memphis,
Tennessee
| USD 174 M | +USD 15.1 M | +10% | 7.71% | 129% | 65 | 26.15% | 2.6 |
|
| 5087 |
5087
Retirement Planning Company of New England
Warwick,
Rhode Island
| USD 173 M | +USD 8.77 M | +5% | 7.13% | 125% | 234 | 8.12% | 1.3 |
|
| 5088 |
5088
EnerVest
Houston,
Texas
| USD 173 M | -USD 8.13 M | -4% | 4.48% | 20.5% | 1 | 0% | 4.5 |
|
| 5089 |
5089
Vigilare Wealth Management
Scottsdale,
Arizona
| USD 173 M | -USD 3.82 M | -2% | 4.11% | 56.9% | 106 | 13.21% | 2.4 |
|
| 5090 |
5090
Gallacher Capital Management
Lone Tree,
Colorado
| USD 173 M | +USD 6.48 M | +4% | 4.99% | 70.7% | 289 | 37.37% | 0.4 |
|
| 5091 |
5091
Ceera Investments
Bellaire,
Texas
| USD 173 M | +USD 16.5 M | +10% | 7.86% | 47.9% | 80 | 16.25% | 1.3 |
|
| 5092 |
5092
Beta Wealth Group
San Diego,
California
| USD 173 M | -USD 1.75 M | -1% | 3.12% | 45.4% | 107 | 13.08% | 1.4 |
|
| 5093 |
5093
Tanglewood Legacy Advisors
Houston,
Texas
| USD 173 M | +USD 16.2 M | +10% | 6.73% | 61.1% | 287 | 4.18% | 0.5 |
|
| 5094 |
CNBT
5094
Cornerstone National Bank & Trust
Palatine,
Illinois
| USD 173 M | -USD 10.6 M | -6% | 1.57% | 38.5% | 57 | 5.26% | 3 |
|
| 5095 |
5095
Investment Research & Advisory Group
Atlanta,
Georgia
| USD 173 M | +USD 16.9 M | +11% | 11.9% | 105% | 226 | 12.39% | 2.1 |
|
| 5096 |
5096
Affinity Investment Advisors
Newport Beach,
California
| USD 173 M | -USD 14.3 M | -8% | 6.8% | 189% | 212 | 22.64% | 2.4 |
|
| 5097 |
5097
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| USD 173 M | +USD 7.94 M | +5% | 5.1% | 56.8% | 71 | 7.04% | 2.8 |
|
| 5098 |
5098
Retirement Guys Formula
Maumee,
Ohio
| USD 173 M | +USD 33 M | +24% | 4.68% | 75.7% | 128 | 9.38% | 1.1 |
|
| 5099 |
5099
Barrett & Company
Providence,
Rhode Island
| USD 172 M | +USD 14.6 M | +9% | 6.96% | 83.6% | 621 | 5.31% | 0.7 |
|
| 5100 |
5100
Lansing Street Advisors
Ambler,
Pennsylvania
| USD 172 M | +USD 12.7 M | +8% | 5.77% | – | 309 | 11.97% | 1.1 |
|