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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
5476
Thomas Story & Son
Culver,
Indiana
| USD 283 M | +USD 22.3 M | +9% | 22.6% | 101% | 54 | 7.41% | 7.4 |
|
| 5477 |
5477
O'Connor Financial Group
Quincy,
Illinois
| USD 283 M | +USD 38.3 M | +16% | 11.8% | 48.4% | 72 | 23.61% | 1.9 |
|
| 5478 |
5478
ShariaPortfolio
Lake Mary,
Florida
| USD 283 M | +USD 56.8 M | +25% | 42.8% | 254% | 47 | 23.4% | 1.1 |
|
| 5479 |
5479
Hillman Company
Pittsburgh,
Pennsylvania
| USD 283 M | +USD 25.4 M | +10% | 12.6% | 118% | 17 | 35.29% | 1.9 |
|
| 5480 |
5480
Hendley & Co
Zanesville,
Ohio
| USD 283 M | +USD 12.3 M | +5% | 5.93% | 64.9% | 48 | 8.33% | 5.9 |
|
| 5481 |
5481
BKM Wealth Management
Brookfield,
Wisconsin
| USD 282 M | +USD 8.49 M | +3% | 12.1% | 69.6% | 162 | 17.28% | 2 |
|
| 5482 |
5482
Selby Wealth Management
Emeryville,
California
| USD 282 M | +USD 28.2 M | +11% | 8.08% | – | 85 | 7.06% | 0.5 |
|
| 5483 |
5483
Intrepid Capital Management
Jacksonville Beach,
Florida
| USD 282 M | +USD 21.5 M | +8% | 11.4% | 70.2% | 112 | 7.14% | 2.8 |
|
| 5484 |
5484
Keeler Thomas Management
Orem,
Utah
| USD 282 M | +USD 45.8 M | +19% | 5.78% | 52.1% | 149 | 30.2% | 1.1 |
|
| 5485 |
5485
Juno Financial Group
Richmond,
Virginia
| USD 282 M | +USD 26.9 M | +11% | 10.4% | – | 74 | 6.76% | 0.5 |
|
| 5486 |
5486
Chicago Wealth Management
Chicago,
Illinois
| USD 282 M | +USD 31.4 M | +13% | 18% | 134% | 70 | 25.71% | 2.2 |
|
| 5487 |
5487
N10 Wealth
Greenwich,
Connecticut
| USD 282 M | – | – | 42.1% | – | 43 | – | 0 |
|
| 5488 |
AC
5488
Athos Capital
Hong Kong
| USD 282 M | -USD 42.5 M | -13% | 5.58% | 110% | 52 | 42.31% | 1 |
|
| 5489 |
5489
McNaughton Wealth Management
San Diego,
California
| USD 282 M | +USD 39.8 M | +16% | 12.2% | 55.6% | 78 | 14.1% | 3.8 |
|
| 5490 |
5490
Southern Michigan Bank & Trust
Coldwater,
Michigan
| USD 281 M | +USD 20.7 M | +8% | 11.3% | – | 443 | 9.03% | 0.2 |
|
| 5491 |
5491
Montz Harcus Wealth Management
New Orleans,
Louisiana
| USD 281 M | +USD 33.4 M | +13% | 14.1% | 84.1% | 103 | 12.62% | 2.6 |
|
| 5492 |
5492
Mount Lucas Management
Newtown,
Pennsylvania
| USD 281 M | +USD 9.9 M | +4% | 19.9% | 109% | 187 | 22.99% | 1.3 |
|
| 5493 |
5493
Houlihan Financial Resource Group
Ashburn,
Virginia
| USD 281 M | +USD 24 M | +9% | 10% | 50.6% | 114 | 5.26% | 2.5 |
|
| 5494 |
5494
Reliant Investment Management
Memphis,
Tennessee
| USD 281 M | +USD 73.1 M | +35% | 19.7% | 129% | 61 | 22.95% | 3.9 |
|
| 5495 |
WA
5495
Win Advisors
Palm Beach Gardens,
Florida
| USD 281 M | +USD 61.9 M | +28% | 56.7% | 226% | 120 | 72.5% | 0.3 |
|
| 5496 |
5496
Maripau Wealth Management
Fort Wayne,
Indiana
| USD 280 M | +USD 53 M | +23% | 11.9% | 55.6% | 186 | 15.59% | 1.4 |
|
| 5497 |
5497
Fluent Financial
Dallas,
Texas
| USD 280 M | +USD 6.9 M | +3% | 8.91% | 46.9% | 68 | 52.94% | 1.6 |
|
| 5498 |
5498
TradeWell Securities
Fort Wayne,
Indiana
| USD 280 M | +USD 42.9 M | +18% | 18.3% | – | 54 | 11.11% | 1.2 |
|
| 5499 |
ERFOTCOFW
5499
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
| USD 280 M | +USD 49.7 M | +22% | 4.2% | 30.5% | 22 | 9.09% | 1.9 |
|
| 5500 |
5500
Sagil Capital
London,
United Kingdom
| USD 280 M | +USD 17.1 M | +7% | 2.75% | 104% | 31 | 58.06% | 0.4 |
|