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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
Abbot Financial Management
Andover,
Massachusetts
| USD 187 M | +USD 5.41 M | +3% | 4.58% | 102% | 130 | 6.15% | 4.8 |
|
| 5502 |
5502
Tandem Wealth Advisors
Phoenix,
Arizona
| USD 187 M | +USD 4.63 M | +3% | 0.61% | 43.1% | 51 | 5.88% | 1.3 |
|
| 5503 |
5503
Porter White Investment Advisors
Birmingham,
Alabama
| USD 187 M | -USD 1.58 M | -0.8% | 0.77% | 58% | 32 | 3.13% | 1.2 |
|
| 5504 |
5504
Mendota Financial Group
Madison,
Wisconsin
| USD 187 M | +USD 15.6 M | +9% | 0.91% | 50.1% | 410 | 26.34% | 0.8 |
|
| 5505 |
5505
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| USD 187 M | +USD 2.13 M | +1% | 0.56% | 46.9% | 149 | 6.04% | 2.4 |
|
| 5506 |
5506
Signet Investment Advisory Group
Providence,
Rhode Island
| USD 187 M | +USD 3.57 M | +2% | 1.48% | 59.6% | 67 | 1.49% | 4.5 |
|
| 5507 |
ALS
5507
Andrew L. Share
| USD 186 M | -USD 19.1 M | -9% | 8.48% | 14.8% | 13 | 7.69% | 1.2 |
|
| 5508 |
5508
Ted Buchan & Co
San Diego,
California
| USD 186 M | +USD 23.6 M | +14% | 1.44% | 65.2% | 100 | 26% | 1 |
|
| 5509 |
5509
Worldly Partners Management
Needham,
Massachusetts
| USD 186 M | -USD 25.9 M | -12% | 8.22% | 19.2% | 3 | 0% | 1.5 |
|
| 5510 |
5510
Maltin Wealth Management
Ridgewood,
New Jersey
| USD 186 M | +USD 8.4 M | +5% | 0.32% | 58.2% | 128 | 13.28% | 2.5 |
|
| 5511 |
5511
New Wave Wealth Advisors
Springdale,
Arkansas
| USD 186 M | – | – | 4.91% | – | 135 | – | 0 |
|
| 5512 |
5512
Alexander Labrunerie & Co
Columbia,
Missouri
| USD 186 M | +USD 6.96 M | +4% | 6.77% | – | 96 | 11.46% | 0.2 |
|
| 5513 |
5513
Beaton Management Company
Haverhill,
Massachusetts
| USD 186 M | +USD 2.3 M | +1% | 2.9% | 95.9% | 141 | 7.09% | 5 |
|
| 5514 |
5514
Lipe & Dalton
Syracuse,
New York
| USD 186 M | -USD 8.04 M | -4% | 0.57% | 101% | 107 | 9.35% | 5.5 |
|
| 5515 |
5515
Colonial River Investments
Midlothian,
Virginia
| USD 186 M | +USD 8.77 M | +5% | 6.26% | 156% | 178 | 11.24% | 1.7 |
|
| 5516 |
5516
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| USD 186 M | +USD 1.19 M | +0.6% | 0.78% | 58.7% | 49 | 10.2% | 4.3 |
|
| 5517 |
5517
Maryland Capital Advisors
Chester,
Maryland
| USD 186 M | +USD 24.6 M | +15% | 3.25% | – | 254 | 14.57% | 1.8 |
|
| 5518 |
5518
HTG Investment Advisors
New Canaan,
Connecticut
| USD 185 M | +USD 13 M | +8% | 0.61% | 57.4% | 63 | 9.52% | 1.3 |
|
| 5519 |
5519
Red Tortoise LLC
Atlanta,
Georgia
| USD 185 M | +USD 6.41 M | +4% | 0.55% | 43.7% | 604 | 13.08% | 1.3 |
|
| 5520 |
5520
ShariaPortfolio
Lake Mary,
Florida
| USD 185 M | +USD 11.9 M | +7% | 1.85% | 254% | 35 | 8.57% | 0.7 |
|
| 5521 |
5521
New Vernon Capital Holdings II
Morristown,
New Jersey
| USD 185 M | -USD 7.89 M | -4% | 7.04% | 114% | 89 | 30.34% | 1.3 |
|
| 5522 |
PCMK
5522
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| USD 185 M | -USD 293 k | -0.2% | 4.33% | 87.5% | 56 | 12.5% | 6.5 |
|
| 5523 |
5523
Optivise Advisory Services
Franklin,
Tennessee
| USD 185 M | – | – | 2.94% | – | 179 | – | 0 |
|
| 5524 |
5524
Kessler Investment Group
Columbus,
Indiana
| USD 185 M | +USD 23.9 M | +15% | 5.19% | 251% | 210 | 16.19% | 2.4 |
|
| 5525 |
DRD
5525
Dennis R. Delaney
| USD 185 M | +USD 1.53 M | +0.8% | 3.02% | 84.3% | 48 | 6.25% | 5.9 |
|