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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
5501
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| USD 148 M | +USD 11.6 M | +9% | 3.39% | 67.8% | 140 | 11.43% | 7.1 |
|
| 5502 |
5502
Gunma Bank
Gunma,
Japan
| USD 148 M | -USD 79.7 M | -35% | 0.37% | 24.5% | 40 | 37.5% | 1.6 |
|
| 5503 |
5503
Greenfield Savings Bank
Greenfield,
Massachusetts
| USD 148 M | -USD 6.16 M | -4% | 6.52% | 108% | 146 | 15.75% | 0.8 |
|
| 5504 |
5504
Acuta Capital Partners
Redwood City,
California
| USD 148 M | +USD 11.9 M | +9% | 25.8% | 7,269% | 48 | 54.17% | 1 |
|
| 5505 |
5505
Pinion Investment Advisors
Wichita,
Kansas
| USD 148 M | +USD 40.9 M | +38% | 5.62% | 75.4% | 162 | 27.78% | 2.3 |
|
| 5506 |
5506
Tower View Wealth Management
Shorewood,
Wisconsin
| USD 147 M | -USD 1.35 M | -0.9% | 9.95% | 135% | 197 | 26.4% | 2.6 |
|
| 5507 |
5507
Coulter & Justus Financial Services
Knoxville,
Tennessee
| USD 147 M | -USD 5.92 M | -4% | 2.66% | – | 50 | 16% | 0.8 |
|
| 5508 |
5508
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| USD 147 M | +USD 8.46 M | +6% | 4.18% | 61.6% | 61 | 8.2% | 1.1 |
|
| 5509 |
5509
EPIQ Partners
Minneapolis,
Minnesota
| USD 147 M | +USD 2.32 M | +2% | 4.09% | 49.6% | 80 | 7.5% | 2.5 |
|
| 5510 |
5510
Virtus Investment Advisers
Hartford,
Connecticut
| USD 147 M | +USD 4.45 M | +3% | 4.99% | 172% | 303 | 24.42% | 0.6 |
|
| 5511 |
5511
Interactive Financial Advisors
New Lenox,
Illinois
| USD 147 M | -USD 8.77 M | -6% | 3.55% | 47.6% | 85 | 11.76% | 6.1 |
|
| 5512 |
5512
Prairie Sky Financial Group
Lake Bluff,
Illinois
| USD 147 M | – | – | 8.42% | – | 79 | – | 0 |
|
| 5513 |
5513
Omnia Family Wealth
Aventura,
Florida
| USD 147 M | +USD 17.2 M | +13% | 5.89% | 80.6% | 70 | 14.29% | 4.4 |
|
| 5514 |
5514
Warther Private Wealth
Akron,
Ohio
| USD 147 M | +USD 15.8 M | +12% | 9.54% | 94.1% | 73 | 23.29% | 1.4 |
|
| 5515 |
5515
MQS Management
New York
| USD 147 M | -USD 8.73 M | -6% | 0.35% | 6.42% | 635 | 79.53% | 0.1 |
|
| 5516 |
FCFC
5516
First Citizens Financial Corp
Mason City,
Iowa
| USD 147 M | – | – | 5.65% | 72.9% | 112 | – | 2.4 |
|
| 5517 |
5517
Solano Wealth Management
Fairfield,
California
| USD 147 M | +USD 10.1 M | +7% | 6.68% | – | 24 | 4.17% | 0.2 |
|
| 5518 |
5518
Naman Capital
Sao Paulo,
Brazil
| USD 147 M | +USD 25.2 M | +21% | 25.6% | 89.9% | 11 | 0% | 3.2 |
|
| 5519 |
JKSF
5519
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| USD 147 M | +USD 15.8 M | +12% | 6.35% | 30.8% | 4 | 0% | 1.3 |
|
| 5520 |
5520
Choice Wealth Advisors
Waterville,
Maine
| USD 147 M | +USD 9.43 M | +7% | 7.13% | 60.3% | 24 | 8.33% | 0.9 |
|
| 5521 |
5521
Muzinich & Co
New York
| USD 147 M | +USD 9.32 M | +7% | 4.08% | 13.5% | 80 | 48.75% | 3.5 |
|
| 5522 |
5522
William Marsh Rice University
Houston,
Texas
| USD 147 M | -USD 3.47 M | -2% | 0.27% | 1.81% | 8 | 37.5% | 2.3 |
|
| 5523 |
5523
McCarthy Asset Management
Redwood Shores,
California
| USD 147 M | -USD 376 k | -0.3% | 3.88% | – | 37 | 8.11% | 2 |
|
| 5524 |
5524
Western Financial Corp
San Diego,
California
| USD 147 M | +USD 6.29 M | +4% | 9.83% | 275% | 119 | 15.97% | 1.1 |
|
| 5525 |
5525
Acorn Wealth Advisors
Grand Blanc,
Michigan
| USD 147 M | +USD 11.2 M | +8% | 4.53% | 58.8% | 180 | 11.67% | 3 |
|