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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5651 |
5651
Heartland Bank & Trust
Bloomington,
Illinois
| USD 176 M | +USD 4.25 M | +2% | 5.77% | 105% | 153 | 11.76% | 1.6 |
|
| 5652 |
5652
Sterneck Capital Management
Kansas City,
Missouri
| USD 176 M | +USD 8.86 M | +5% | 3.59% | 61.5% | 98 | 9.18% | 5 |
|
| 5653 |
5653
Harrington Investments
Napa,
California
| USD 176 M | +USD 1.52 M | +0.9% | 4.85% | 109% | 83 | 3.61% | 5.3 |
|
| 5654 |
AIA
5654
Arcadia Investment Advisors
Eagle,
Idaho
| USD 176 M | +USD 1.03 M | +0.6% | 1.62% | 56.4% | 81 | 8.64% | 4.3 |
|
| 5655 |
5655
Shore Point Advisors
Brielle,
New Jersey
| USD 176 M | +USD 880 k | +0.5% | 0.45% | 54.6% | 61 | 8.2% | 1.7 |
|
| 5656 |
5656
LSP Investment Advisors
New York
| USD 176 M | -USD 9.48 M | -5% | 2.94% | 79.5% | 29 | 17.24% | 2.2 |
|
| 5657 |
5657
Cornerstone Partners Capital Management
Charlottesville,
Virginia
| USD 176 M | -USD 1314 M | -88% | 1.83% | 51.8% | 9 | 11.11% | 2.7 |
|
| 5658 |
5658
Financial Freedom LLC
Cincinnati,
Ohio
| USD 176 M | +USD 7.28 M | +4% | 1.46% | 72% | 377 | 4.77% | 1.4 |
|
| 5659 |
TIM
5659
Timelo Investment Management
Aurora,
Ontario, Canada
| USD 176 M | -USD 87.3 M | -33% | 6.18% | 104% | 41 | 58.54% | 0.5 |
|
| 5660 |
5660
Castleview Partners
Dallas,
Texas
| USD 176 M | -USD 3.18 M | -2% | 1.46% | 61.3% | 1,016 | 21.65% | 1.7 |
|
| 5661 |
5661
Altman Advisors
Chicago,
Illinois
| USD 176 M | -USD 29.6 M | -14% | 6.07% | 127% | 97 | 30.93% | 2.5 |
|
| 5662 |
CIA
5662
Citadel Investment Advisory
Chesterland,
Ohio
| USD 176 M | -USD 1.62 M | -0.9% | 0.91% | 66.1% | 82 | 0% | 3.2 |
|
| 5663 |
5663
S.A. Mason
Holland,
Michigan
| USD 176 M | +USD 9.5 M | +6% | 4.04% | 116% | 328 | 7.01% | 3.6 |
|
| 5664 |
5664
Dalton Investments
Las Vegas,
Nevada
| USD 176 M | +USD 10.9 M | +7% | 12.9% | 95.1% | 29 | 13.79% | 3.2 |
|
| 5665 |
5665
Gordian Capital (Singapore)
Singapore
| USD 176 M | +USD 41.2 M | +31% | 8.43% | 321% | 189 | 31.75% | 1.3 |
|
| 5666 |
5666
Woodward Financial Advisors
Chapel Hill,
North Carolina
| USD 176 M | +USD 9.35 M | +6% | 0.91% | 55% | 57 | 14.04% | 1.9 |
|
| 5667 |
5667
SFG Wealth Management
Towson,
Maryland
| USD 175 M | +USD 7.03 M | +4% | 2.28% | 86.3% | 105 | 26.67% | 1.6 |
|
| 5668 |
5668
Norway Savings Bank
Portland,
Maine
| USD 175 M | -USD 64.2 M | -27% | 4.44% | 117% | 137 | 27.01% | 5.5 |
|
| 5669 |
5669
Acute Investment Advisory
Mesa,
Arizona
| USD 175 M | +USD 26.3 M | +18% | 0.31% | 15% | 16 | 50% | 0.8 |
|
| 5670 |
5670
Buttonwood Financial Group
Kansas City,
Missouri
| USD 175 M | +USD 6.24 M | +4% | 3.76% | 77.9% | 30 | 6.67% | 1.3 |
|
| 5671 |
5671
Independent Family Office
Albany,
New York
| USD 175 M | -USD 11 M | -6% | 0.87% | 68.4% | 76 | 11.84% | 2.9 |
|
| 5672 |
5672
Capital Wealth Alliance
Scottsdale,
Arizona
| USD 175 M | +USD 6.03 M | +4% | 3.23% | 124% | 115 | 13.91% | 2.3 |
|
| 5673 |
5673
Quantitative Strategies
Calabasas,
California
| USD 175 M | +USD 1.53 M | +0.9% | 1.08% | – | 22 | 9.09% | 0.9 |
|
| 5674 |
5674
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| USD 175 M | +USD 19.8 k | +0% | 0.81% | 58.5% | 34 | 20.59% | 3 |
|
| 5675 |
5675
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| USD 175 M | +USD 12.5 M | +8% | 1.71% | 55.5% | 65 | 15.38% | 1 |
|