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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
5401
Grunden Financial Advisory
Denton,
Texas
| USD 204 M | +USD 12.2 M | +6% | 5.48% | – | 27 | 14.81% | 0.7 |
|
| 5402 |
5402
Rockingstone Advisors
Great Barrington,
Massachusetts
| USD 204 M | +USD 8.76 M | +4% | 5.25% | 114% | 111 | 16.22% | 1.5 |
|
| 5403 |
5403
Hi-Line Capital Management
Watertown,
South Dakota
| USD 204 M | -USD 34.5 M | -14% | 13.2% | 57.5% | 39 | 38.46% | 2.8 |
|
| 5404 |
5404
Financial Connections Group
Corte Madera,
California
| USD 203 M | +USD 10.7 M | +6% | 5.48% | 44.4% | 353 | 41.64% | 1.4 |
|
| 5405 |
PK
5405
Pflug Koory
Omaha,
Nebraska
| USD 203 M | – | – | 7.69% | – | 396 | – | 5.7 |
|
| 5406 |
5406
Brown Shipley & Co
London,
United Kingdom
| USD 203 M | -USD 18.8 M | -8% | 3.37% | 125% | 81 | 20.99% | 1.4 |
|
| 5407 |
MI
5407
Moneywise Inc
Forest,
Virginia
| USD 203 M | +USD 14.4 M | +8% | 5.86% | 60.8% | 63 | 14.29% | 3.2 |
|
| 5408 |
5408
Swan Capital
Pensacola,
Florida
| USD 203 M | +USD 19.7 M | +11% | 7.65% | 47.9% | 386 | 30.83% | 0.3 |
|
| 5409 |
5409
Financial Avengers
Oakland,
California
| USD 203 M | +USD 14.9 M | +8% | 3.06% | 108% | 179 | 15.08% | 2.5 |
|
| 5410 |
5410
Norris Financial Group
Greenville,
South Carolina
| USD 203 M | +USD 11.2 M | +6% | 7.53% | 142% | 87 | 22.99% | 1.5 |
|
| 5411 |
5411
Nova R Wealth
Overland Park,
Kansas
| USD 203 M | +USD 9.1 M | +5% | 5.57% | 60.7% | 86 | 10.47% | 1.8 |
|
| 5412 |
CCC
5412
Chelsea Counsel Company
Los Angeles,
California
| USD 203 M | +USD 2.55 M | +1% | 5.92% | 106% | 204 | 4.9% | 3.2 |
|
| 5413 |
5413
Cora Capital Advisors
Marlton,
New Jersey
| USD 203 M | +USD 8.67 M | +4% | 5.88% | 70.5% | 106 | 13.21% | 1.4 |
|
| 5414 |
AFC
5414
AFT Forsyth & Company
West Palm Beach,
Florida
| USD 203 M | -USD 1.13 M | -0.6% | 4.28% | 135% | 141 | 10.64% | 6.8 |
|
| 5415 |
5415
Marathon Asset Management (New York)
New York
| USD 203 M | +USD 91 M | +81% | 40.7% | 490% | 12 | 41.67% | 1.1 |
|
| 5416 |
5416
MB, Levis & Associates
Center Valley,
Pennsylvania
| USD 203 M | +USD 12.6 M | +7% | 6.25% | 43.1% | 299 | 5.69% | 1.6 |
|
| 5417 |
5417
TKG Advisors
Valparaiso,
Indiana
| USD 203 M | +USD 18.4 M | +10% | 7.16% | 104% | 110 | 25.45% | 1.3 |
|
| 5418 |
5418
Wealthspan Partners
Davenport,
Iowa
| USD 203 M | +USD 21.4 M | +12% | 6.89% | 65% | 107 | 3.74% | 1.7 |
|
| 5419 |
5419
Sequent Asset Management
Houston,
Texas
| USD 203 M | +USD 3.83 M | +2% | 2.33% | 51.3% | 100 | 16% | 2.6 |
|
| 5420 |
DI
5420
Disciplined Investments
Tulsa,
Oklahoma
| USD 203 M | +USD 14.7 M | +8% | 5.27% | 51.4% | 126 | 10.32% | 3.3 |
|
| 5421 |
5421
First County Bank
Stamford,
Connecticut
| USD 203 M | +USD 8.08 M | +4% | 7.86% | 101% | 166 | 10.24% | 1.6 |
|
| 5422 |
5422
Colorado Capital Management
Boulder,
Colorado
| USD 203 M | +USD 23.2 M | +13% | 6.66% | 60.4% | 98 | 4.08% | 4.9 |
|
| 5423 |
5423
Benchmark Wealth Management
Old Lyme,
Connecticut
| USD 202 M | +USD 14.8 M | +8% | 5.92% | 42.7% | 55 | 9.09% | 3.3 |
|
| 5424 |
5424
Origin Asset Management
London,
United Kingdom
| USD 202 M | -USD 198 M | -49% | 16.2% | 59.3% | 13 | 38.46% | 1.4 |
|
| 5425 |
5425
Martin Capital Partners
Eugene,
Oregon
| USD 202 M | -USD 45.2 M | -18% | 7.45% | 42.3% | 72 | 5.56% | 4.3 |
|