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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5451 |
5451
Cascade Investment Advisors
Oregon City,
Oregon
| USD 127 M | -USD 36.9 M | -22% | 14.5% | 71.4% | 258 | 10.08% | 3.6 |
|
| 5452 |
5452
Financial Guidance Group
Palm Harbor,
Florida
| USD 127 M | -USD 18.2 M | -13% | 11.6% | 58.7% | 46 | 13.04% | 0.2 |
|
| 5453 |
5453
Precision Wealth Strategies
Saint Louis,
Missouri
| USD 127 M | -USD 41.3 M | -25% | 12.1% | 106% | 189 | 30.16% | 0.8 |
|
| 5454 |
5454
Ridgewood Investments
Springfield,
New Jersey
| USD 127 M | -USD 25.4 M | -17% | 14.1% | – | 206 | 15.53% | 2.5 |
|
| 5455 |
EL
5455
EQ LLC
Bellevue,
Washington
| USD 127 M | -USD 10.7 M | -8% | 9.38% | 72.9% | 54 | 27.78% | 1.1 |
|
| 5456 |
5456
Adamsbrown Wealth Consultants
Wichita,
Kansas
| USD 127 M | +USD 777 k | +0.6% | 11.8% | 60.6% | 98 | 21.43% | 0.4 |
|
| 5457 |
5457
Prosight Management
Dallas,
Texas
| USD 127 M | -USD 28 M | -18% | 25.1% | 39.5% | 39 | 56.41% | 0.8 |
|
| 5458 |
5458
Planning Center Inc
Moline,
Illinois
| USD 127 M | +USD 92.1 M | +265% | 14% | 38.9% | 54 | 25.93% | 0.4 |
|
| 5459 |
5459
Founders Capital Management (Texas)
Houston,
Texas
| USD 127 M | -USD 29.1 M | -19% | 11.2% | 131% | 415 | 26.51% | 2.8 |
|
| 5460 |
5460
Motive Wealth Advisors
Birmingham,
Michigan
| USD 127 M | -USD 19.1 M | -13% | 14.3% | 66% | 85 | 17.65% | 0.8 |
|
| 5461 |
AIM
5461
Athena Investment Management
Orinda,
California
| USD 127 M | -USD 2.09 M | -2% | 11.4% | 80.6% | 138 | 20.29% | 0.2 |
|
| 5462 |
5462
HPS Investment Partners
New York
| USD 127 M | -USD 133 M | -51% | 43.1% | 55.9% | 7 | 28.57% | 1.1 |
|
| 5463 |
5463
Penbrook Management
New York
| USD 127 M | -USD 27.3 M | -18% | 14.3% | 107% | 112 | 8.04% | 4.6 |
|
| 5464 |
5464
Intergy Private Wealth
Colorado Springs,
Colorado
| USD 127 M | -USD 16.6 M | -12% | 14.9% | 73.8% | 68 | 38.24% | 0.3 |
|
| 5465 |
5465
Acorn Wealth Advisors
Grand Blanc,
Michigan
| USD 127 M | -USD 18.6 M | -13% | 11.7% | 58.8% | 186 | 20.97% | 2.6 |
|
| 5466 |
5466
CoreFirst Bank & Trust
Topeka,
Kansas
| USD 127 M | -USD 19.6 M | -13% | 8.83% | 61.4% | 445 | 22.7% | 1.3 |
|
| 5467 |
5467
Herbst Group
Westport,
Connecticut
| USD 127 M | -USD 26.6 M | -17% | 16.7% | 142% | 82 | 17.07% | 0.4 |
|
| 5468 |
5468
F/M Investments
Washington,
District of Columbia
| USD 126 M | +USD 2.47 M | +2% | 28.2% | 101% | 98 | 63.27% | 0.7 |
|
| 5469 |
5469
C.M. Bidwell & Associates
Honolulu,
Hawaii
| USD 126 M | -USD 26.2 M | -17% | 12.1% | 70.6% | 592 | 29.56% | 1.8 |
|
| 5470 |
CC
5470
Corsicana & Co
Corsicana,
Texas
| USD 126 M | -USD 27.9 M | -18% | 13.2% | – | 217 | 4.61% | 0.9 |
|
| 5471 |
PHM
5471
Prospect Hill Management
Short Hills,
New Jersey
| USD 126 M | -USD 43.3 M | -26% | 25.3% | 85.1% | 16 | 6.25% | 1.4 |
|
| 5472 |
5472
Starfox Financial Services
The Woodlands,
Texas
| USD 126 M | USD 0 | 0% | 10.7% | – | 26 | 0% | 0.4 |
|
| 5473 |
KC
5473
Kenfarb & Co
Ashland,
Kentucky
| USD 126 M | USD 0 | 0% | 11.7% | – | 168 | 0% | 0.5 |
|
| 5474 |
5474
Covestor
London,
United Kingdom
| USD 126 M | -USD 24 M | -16% | 14.5% | 136% | 2,572 | 9.37% | 0.5 |
|
| 5475 |
5475
Castellan Group
Louisville,
Kentucky
| USD 126 M | -USD 18 M | -12% | 10.3% | 184% | 71 | 38.03% | 0.9 |
|