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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5201 |
5201
Garrett Wealth Advisory Group
Weatherford,
Texas
| USD 153 M | +USD 11.3 M | +8% | 7.21% | 74.6% | 49 | 2.04% | 1.8 |
|
| 5202 |
5202
C.M. Bidwell & Associates
Honolulu,
Hawaii
| USD 153 M | +USD 15.7 M | +11% | 7.21% | 70.6% | 645 | 35.81% | 1.3 |
|
| 5203 |
5203
First Dallas Securities
Dallas,
Texas
| USD 153 M | +USD 35 M | +30% | 5.44% | 163% | 118 | 14.41% | 2.8 |
|
| 5204 |
5204
Costello Asset Management
Feasterville,
Pennsylvania
| USD 153 M | +USD 7.85 M | +5% | 8.23% | 65.9% | 269 | 23.79% | 1.1 |
|
| 5205 |
5205
Sterling Investment Management
Tucson,
Arizona
| USD 153 M | +USD 6.38 M | +4% | 5.92% | 45.3% | 64 | 12.5% | 3.5 |
|
| 5206 |
5206
Corundum Group
Colorado Springs,
Colorado
| USD 152 M | +USD 24.5 M | +19% | 6.64% | 80.5% | 104 | 13.46% | 2.4 |
|
| 5207 |
5207
Cooper/Haims Advisors
Victor,
New York
| USD 152 M | +USD 10.9 M | +8% | 7.32% | 53.1% | 92 | 19.57% | 1.7 |
|
| 5208 |
5208
Cherry Creek Investment Advisors
Englewood,
Colorado
| USD 152 M | – | – | 9.69% | 151% | 112 | – | 0 |
|
| 5209 |
5209
Jess S. Morgan & Co
Los Angeles,
California
| USD 152 M | +USD 9.45 M | +7% | 12.9% | 69.3% | 44 | 9.09% | 1.3 |
|
| 5210 |
5210
Hurlow Wealth Management Group
Bloomington,
Indiana
| USD 152 M | +USD 13.3 M | +10% | 6.77% | 55.8% | 101 | 7.92% | 2 |
|
| 5211 |
5211
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| USD 152 M | +USD 20.8 M | +16% | 6.64% | 31.9% | 14 | 21.43% | 1.1 |
|
| 5212 |
5212
Harbor Group
Bedford,
New Hampshire
| USD 152 M | +USD 5.42 M | +4% | 6.58% | 43% | 54 | 20.37% | 0.5 |
|
| 5213 |
5213
Investment Research & Advisory Group
Atlanta,
Georgia
| USD 152 M | +USD 15.6 M | +11% | 8.68% | 105% | 183 | 26.78% | 1.1 |
|
| 5214 |
5214
Iron Horse Wealth Management
Johston,
Iowa
| USD 152 M | +USD 18.1 M | +14% | 4.6% | 29.1% | 220 | 12.27% | 0.4 |
|
| 5215 |
5215
Banco BTG Pactual
Rio De Janeiro,
Brazil
| USD 152 M | -USD 143 M | -49% | 9.37% | 135% | 147 | 61.9% | 0.4 |
|
| 5216 |
5216
Weitzel Financial Services
Dubuque,
Iowa
| USD 151 M | +USD 8.34 M | +6% | 3.58% | 46.3% | 30 | 16.67% | 0.4 |
|
| 5217 |
5217
Gunma Bank
Gunma,
Japan
| USD 151 M | -USD 23.7 M | -14% | 5.82% | 24.5% | 54 | 50% | 0.8 |
|
| 5218 |
5218
XXEC Inc
Tulsa,
Oklahoma
| USD 151 M | +USD 9.19 M | +6% | 13.3% | 19.3% | 30 | 13.33% | 0.6 |
|
| 5219 |
5219
Barnett & Company
Chattanooga,
Tennessee
| USD 151 M | -USD 36.5 M | -19% | 5.65% | 65.9% | 295 | 28.14% | 3.3 |
|
| 5220 |
5220
BCK Partners
Corning,
New York
| USD 151 M | +USD 11 M | +8% | 5.1% | 46% | 28 | 3.57% | 0.5 |
|
| 5221 |
5221
Attestor
London,
United Kingdom
| USD 151 M | -USD 9.21 M | -6% | 6.93% | 55.7% | 3 | 66.67% | 0.1 |
|
| 5222 |
5222
Private Wealth Group
Tampa,
Florida
| USD 151 M | +USD 11.1 M | +8% | 4.88% | 52.9% | 39 | 12.82% | 1.5 |
|
| 5223 |
5223
Quaero Capital
Geneve,
Switzerland
| USD 151 M | +USD 7.31 M | +5% | 9.48% | 62.4% | 60 | 31.67% | 0.4 |
|
| 5224 |
5224
Empirical Capital Management
Hendersonville,
Tennessee
| USD 151 M | +USD 8.72 M | +6% | 6.9% | – | 27 | 25.93% | 1.2 |
|
| 5225 |
5225
Accel Wealth Management
Waverly,
Iowa
| USD 151 M | +USD 27.4 M | +22% | 5.94% | 82.4% | 939 | 8.52% | 0.5 |
|