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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
5101
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| USD 157 M | +USD 184 k | +0.1% | 0.04% | 36.4% | 127 | 6.3% | 2.7 |
|
| 5102 |
5102
Orleans Capital Management
Mandeville,
Louisiana
| USD 157 M | +USD 535 k | +0.3% | 0.26% | 94.6% | 80 | 3.75% | 1.3 |
|
| 5103 |
SV
5103
Stilwell Value
New York
| USD 157 M | +USD 14.8 M | +10% | 5.48% | 87.9% | 43 | 32.56% | 2.9 |
|
| 5104 |
5104
Bluegrass Capital Partners
Palm Beach,
Florida
| USD 157 M | -USD 19.2 M | -11% | 7.31% | 60.1% | 18 | 22.22% | 0.7 |
|
| 5105 |
HCM
5105
Hall Capital Management
Barrington,
Rhode Island
| USD 157 M | +USD 1.69 M | +1% | 0.69% | – | 95 | 2.11% | 4.4 |
|
| 5106 |
5106
Affinia Financial Group
Burlington,
Massachusetts
| USD 157 M | -USD 9.32 M | -6% | 0.02% | 37.5% | 33 | 6.06% | 1.1 |
|
| 5107 |
5107
Mader & Shannon Wealth Management
Kansas City,
Missouri
| USD 157 M | -USD 37.6 M | -19% | 0.33% | 53.1% | 26 | 19.23% | 1.8 |
|
| 5108 |
5108
Garrett Wealth Advisory Group
Weatherford,
Texas
| USD 156 M | +USD 3.83 M | +3% | 0.57% | 74.6% | 57 | 21.05% | 1.8 |
|
| 5109 |
5109
Costello Asset Management
Feasterville,
Pennsylvania
| USD 156 M | +USD 3.87 M | +3% | 0.49% | 81.5% | 243 | 18.11% | 1.3 |
|
| 5110 |
5110
Moser Wealth Advisors
Bellevue,
Washington
| USD 156 M | +USD 1.08 M | +0.7% | 1.07% | – | 149 | 12.08% | 1.3 |
|
| 5111 |
SC
5111
Steph & Co
Marinette,
Wisconsin
| USD 156 M | +USD 2.24 M | +1% | 0.73% | 61.6% | 280 | 19.64% | 1.3 |
|
| 5112 |
5112
Wealth Dimensions Group
Cincinnati,
Ohio
| USD 156 M | +USD 8.82 M | +6% | 0.51% | 57.1% | 131 | 9.16% | 0.7 |
|
| 5113 |
5113
Eliot Finkel Investment Counsel
Beverly Hills,
California
| USD 156 M | +USD 465 k | +0.3% | 3.73% | 88.9% | 32 | 6.25% | 3.4 |
|
| 5114 |
5114
IFS Advisors
Overland Park,
Kansas
| USD 156 M | +USD 7.14 M | +5% | 0.56% | 54.2% | 30 | 16.67% | 0.6 |
|
| 5115 |
5115
Spreng Capital Management
Bucyrus,
Ohio
| USD 156 M | +USD 1.53 M | +1% | 0.59% | 72.5% | 107 | 9.35% | 1.4 |
|
| 5116 |
SCM
5116
Symons Capital Management
Pittsburgh,
Pennsylvania
| USD 156 M | -USD 19.5 M | -11% | 5.64% | 25.4% | 82 | 25.61% | 1.3 |
|
| 5117 |
5117
Mad River Investors
Boston,
Massachusetts
| USD 156 M | USD 0 | 0% | 15.2% | 169% | 25 | 0% | 4.4 |
|
| 5118 |
5118
Sustainable Insight Capital Management
New York
| USD 156 M | -USD 13 M | -8% | 1.16% | 150% | 135 | 26.67% | 1.1 |
|
| 5119 |
SVC
5119
Strycker View Capital
New York
| USD 156 M | +USD 2.99 M | +2% | 2.42% | 114% | 31 | 61.29% | 0.2 |
|
| 5120 |
5120
State of Wyoming
Cheyenne,
Wyoming
| USD 156 M | -USD 3.16 M | -2% | 0.64% | 135% | 1,392 | 24.5% | 0.3 |
|
| 5121 |
5121
ARQ Wealth Advisors
Scottsdale,
Arizona
| USD 156 M | -USD 445 k | -0.3% | 0.04% | 59.3% | 54 | 20.37% | 1.1 |
|
| 5122 |
5122
Mangham Associates
Charlottesville,
Virginia
| USD 155 M | -USD 2.83 M | -2% | 0.19% | 24.4% | 7 | 14.29% | 1.9 |
|
| 5123 |
5123
Albert D. Mason Inc
Boston,
Massachusetts
| USD 155 M | -USD 7.7 M | -5% | 1.86% | 83.4% | 151 | 6.62% | 4.6 |
|
| 5124 |
5124
DB Wealth Management Group
San Diego,
California
| USD 155 M | -USD 995 k | -0.6% | 1% | 19% | 359 | 4.74% | 0.7 |
|
| 5125 |
5125
Watchman Group
Plano,
Texas
| USD 155 M | -USD 16.1 M | -9% | 1.66% | 54% | 77 | 14.29% | 1.4 |
|