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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
5251
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| USD 153 M | +USD 8.01 M | +6% | 7.17% | 83.9% | 126 | 15.87% | 1.1 |
|
| 5252 |
5252
AAF Wealth Management
Westborough,
Massachusetts
| USD 153 M | +USD 12.1 M | +9% | 6% | 75.1% | 50 | 22% | 1.2 |
|
| 5253 |
5253
Centennial Bank
Conway,
Arkansas
| USD 153 M | -USD 21.6 M | -12% | 3.63% | 69.9% | 344 | 10.17% | 0.2 |
|
| 5254 |
5254
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| USD 153 M | +USD 16.8 M | +12% | 5.48% | 103% | 36 | 16.67% | 4.9 |
|
| 5255 |
5255
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| USD 153 M | +USD 8.27 M | +6% | 4.61% | 112% | 164 | 10.37% | 6.9 |
|
| 5256 |
5256
Fortis Advisors
Wayne,
Pennsylvania
| USD 153 M | +USD 21.8 M | +17% | 3.42% | 72.8% | 286 | 15.73% | 2.6 |
|
| 5257 |
5257
Aurora Investment Counsel
Atlanta,
Georgia
| USD 153 M | +USD 8.3 M | +6% | 6.62% | 31.7% | 128 | 25.78% | 1.2 |
|
| 5258 |
5258
Crestmont Private Wealth
Houston,
Texas
| USD 153 M | +USD 6.8 M | +5% | 4.57% | 54.8% | 49 | 6.12% | 0.6 |
|
| 5259 |
5259
Agate Pass Investment Management
Bainbridge Island,
Washington
| USD 153 M | +USD 11.5 M | +8% | 3.83% | 76% | 97 | 6.19% | 1.1 |
|
| 5260 |
5260
Goepper Burkhardt
Greenville,
South Carolina
| USD 153 M | +USD 10 M | +7% | 5.16% | 50.4% | 70 | 15.71% | 1.8 |
|
| 5261 |
5261
Range Financial Group
Tigard,
Oregon
| USD 153 M | +USD 6.06 M | +4% | 6.12% | 195% | 192 | 33.33% | 1.2 |
|
| 5262 |
5262
Acute Investment Advisory
Mesa,
Arizona
| USD 153 M | +USD 5.99 M | +4% | 0.2% | 15% | 22 | 54.55% | 0.6 |
|
| 5263 |
5263
Bennett Selby Investments
Falmouth,
Maine
| USD 153 M | +USD 19.2 M | +14% | 18% | 82.1% | 58 | 12.07% | 1.7 |
|
| 5264 |
FSA
5264
Financial Services Advisory
Rockville,
Maryland
| USD 153 M | -USD 2.33 M | -2% | 7.45% | 82.5% | 45 | 57.78% | 0.5 |
|
| 5265 |
DCM
5265
Difesa Capital Management
New York
| USD 153 M | +USD 23.8 M | +18% | 5.46% | – | 252 | 19.84% | 0.7 |
|
| 5266 |
5266
Trinity Wealth Management
Berwyn,
Pennsylvania
| USD 152 M | +USD 11.9 M | +8% | 4.64% | 56.7% | 47 | 29.79% | 1.9 |
|
| 5267 |
5267
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| USD 152 M | +USD 4.76 M | +3% | 4.39% | 66% | 209 | 22.97% | 1 |
|
| 5268 |
5268
FOCUS Wealth Advisors
Houston,
Texas
| USD 152 M | +USD 7.65 M | +5% | 2.64% | 68.7% | 65 | 29.23% | 1.1 |
|
| 5269 |
5269
Blue Square Asset Management
New York
| USD 152 M | -USD 3.39 M | -2% | 3.64% | 117% | 77 | 66.23% | 0.4 |
|
| 5270 |
5270
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| USD 152 M | +USD 7.25 M | +5% | 5.81% | 63.8% | 104 | 10.58% | 2.6 |
|
| 5271 |
5271
Imprint Wealth
Mount Pleasant,
South Carolina
| USD 152 M | – | – | 2.91% | – | 158 | – | 0 |
|
| 5272 |
5272
LDR Capital Management
New York
| USD 152 M | -USD 30.6 M | -17% | 6.63% | 28.4% | 39 | 7.69% | 1.3 |
|
| 5273 |
5273
Axis Capital Holdings
Pembroke,
| USD 152 M | +USD 10 M | +7% | 7.01% | 76% | 3 | 0% | 6.3 |
|
| 5274 |
5274
Mader & Shannon Wealth Management
Kansas City,
Missouri
| USD 152 M | +USD 532 k | +0.4% | 4.64% | 62.5% | 17 | 11.76% | 2.2 |
|
| 5275 |
5275
Shira Ridge Wealth Management
Larkspur,
California
| USD 151 M | +USD 6.23 M | +4% | 6.76% | 72.8% | 64 | 10.94% | 0.2 |
|