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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
ASI
5176
Advisory Services & Investments
Bend,
Oregon
| USD 152 M | +USD 15.1 M | +11% | 1.15% | 19.9% | 35 | 37.14% | 0.3 |
|
| 5177 |
5177
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| USD 152 M | -USD 6.55 M | -4% | 1.84% | 51.3% | 115 | 23.48% | 1.7 |
|
| 5178 |
5178
Investment Research & Advisory Group
Atlanta,
Georgia
| USD 152 M | +USD 560 k | +0.4% | 0.69% | 105% | 184 | 26.09% | 1.5 |
|
| 5179 |
5179
Briaud Financial Planning
College Station,
Texas
| USD 152 M | +USD 1.96 M | +1% | 1.2% | 113% | 21 | 19.05% | 1.2 |
|
| 5180 |
5180
Field & Main Bank
Henderson,
Kentucky
| USD 152 M | -USD 4.04 M | -3% | 1.38% | 107% | 218 | 5.96% | 4.6 |
|
| 5181 |
5181
Horizon Financial Services
Winston Salem,
North Carolina
| USD 152 M | +USD 14.1 M | +10% | 0.81% | 42.6% | 156 | 19.87% | 0.5 |
|
| 5182 |
5182
S.A. Mason
Holland,
Michigan
| USD 152 M | +USD 6.51 M | +4% | 0.18% | 116% | 328 | 5.79% | 1.5 |
|
| 5183 |
5183
Boyar Asset Management
New York
| USD 152 M | -USD 3.41 M | -2% | 1.57% | 75.5% | 86 | 3.49% | 4.6 |
|
| 5184 |
5184
Palumbo Wealth Management
Great Neck,
New York
| USD 152 M | +USD 2.68 M | +2% | 0.67% | 115% | 106 | 18.87% | 0.6 |
|
| 5185 |
5185
Decatur Capital Management
Decatur,
Georgia
| USD 152 M | -USD 168 M | -53% | 2.35% | 135% | 71 | 21.13% | 1.9 |
|
| 5186 |
5186
Jess S. Morgan & Co
Los Angeles,
California
| USD 152 M | -USD 629 k | -0.4% | 0.64% | 69.3% | 42 | 7.14% | 1.5 |
|
| 5187 |
5187
TPG Financial Advisors
Portland,
Oregon
| USD 151 M | +USD 9.01 M | +6% | 1.17% | – | 37 | 5.41% | 2.1 |
|
| 5188 |
5188
Private Wealth Group
Tampa,
Florida
| USD 151 M | +USD 298 k | +0.2% | 0.9% | 52.9% | 41 | 12.2% | 1.7 |
|
| 5189 |
5189
Norris Financial Group
Greenville,
South Carolina
| USD 151 M | +USD 2.9 M | +2% | 3.22% | 142% | 90 | 16.67% | 0.8 |
|
| 5190 |
5190
Beaton Management Company
Haverhill,
Massachusetts
| USD 151 M | -USD 6.02 M | -4% | 1.09% | 95.9% | 138 | 5.07% | 3 |
|
| 5191 |
5191
HighVista Strategies
Boston,
Massachusetts
| USD 151 M | +USD 10.1 M | +7% | 1.91% | 622% | 155 | 43.23% | 0.5 |
|
| 5192 |
5192
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| USD 151 M | +USD 2.61 M | +2% | 0.53% | 62% | 308 | 13.96% | 1.1 |
|
| 5193 |
5193
Seneca Financial Advisors
Rochester,
New York
| USD 151 M | -USD 1.85 M | -1% | 1.18% | 50.9% | 41 | 2.44% | 0.7 |
|
| 5194 |
5194
Portland Hill Asset Management
London,
United Kingdom
| USD 151 M | -USD 18.5 M | -11% | 6.18% | 30.2% | 45 | 35.56% | 2.2 |
|
| 5195 |
5195
Core Wealth Advisors (Florida)
Lakeland,
Florida
| USD 151 M | +USD 843 k | +0.6% | 0.71% | 59.7% | 211 | 22.27% | 1.1 |
|
| 5196 |
5196
Endicott Management
New York
| USD 151 M | -USD 146 M | -49% | 15.3% | 229% | 8 | 0% | 1.2 |
|
| 5197 |
5197
Fi3 Financial Advisors
Indianapolis,
Indiana
| USD 151 M | +USD 4.85 M | +3% | 5.24% | 83.1% | 45 | 6.67% | 0.5 |
|
| 5198 |
5198
C.M. Bidwell & Associates
Honolulu,
Hawaii
| USD 151 M | -USD 2.01 M | -1% | 0.56% | 70.6% | 642 | 25.7% | 1.4 |
|
| 5199 |
5199
Greencape Capital
Melbourne,
Australia
| USD 151 M | +USD 57.9 M | +62% | 6.98% | 98.1% | 2 | 0% | 4.3 |
|
| 5200 |
5200
First Financial Corp
Terre Haute,
Indiana
| USD 151 M | +USD 161 k | +0.1% | 0.76% | 95.3% | 357 | 5.32% | 5.6 |
|