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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5676 |
JCFM
5676
JBR Co Financial Management
Ardmore,
Oklahoma
| USD 239 M | +USD 2.54 M | +1% | 1.3% | 126% | 128 | 15.63% | 1.5 |
|
| 5677 |
5677
MBE Wealth Management
Tomah,
Wisconsin
| USD 239 M | +USD 7.62 M | +3% | 2.41% | 66.5% | 142 | 9.15% | 2.6 |
|
| 5678 |
5678
New England Professional Planning Group
Westerly,
Rhode Island
| USD 239 M | +USD 20.4 M | +9% | 1.88% | 64.1% | 52 | 17.31% | 4.4 |
|
| 5679 |
CWMGP
5679
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| USD 239 M | +USD 2.46 M | +1% | 2.26% | 85.4% | 91 | 24.18% | 1.7 |
|
| 5680 |
5680
Cresta Advisors
Laredo,
Texas
| USD 239 M | +USD 14.4 M | +6% | 1.93% | 66.8% | 167 | 71.26% | 0.7 |
|
| 5681 |
5681
Cordant Inc
Portland,
Oregon
| USD 239 M | +USD 16.9 M | +8% | 3.19% | 47% | 72 | 13.89% | 4.3 |
|
| 5682 |
5682
Raelipskie Partnership
Waterloo,
Ontario, Canada
| USD 239 M | +USD 5.68 M | +2% | 2.62% | – | 120 | 6.67% | 1.7 |
|
| 5683 |
5683
Harber Asset Management
Asheville,
North Carolina
| USD 238 M | -USD 40.5 M | -15% | 1.84% | 63.6% | 44 | 38.64% | 1.2 |
|
| 5684 |
5684
Tribridge Partners Financial
Columbia,
Maryland
| USD 238 M | +USD 20.6 M | +9% | 0.86% | – | 78 | 10.26% | 0.4 |
|
| 5685 |
5685
MRA Advisory Group
Parsippany,
New Jersey
| USD 238 M | +USD 8.91 M | +4% | 1.97% | 86.8% | 153 | 20.26% | 2.2 |
|
| 5686 |
5686
IMPACTfolio
Denver,
Colorado
| USD 238 M | +USD 6.28 M | +3% | 1.82% | 58.8% | 42 | 19.05% | 2.3 |
|
| 5687 |
BWA
5687
BlueChip Wealth Advisors
Milton,
Georgia
| USD 238 M | +USD 3.76 M | +2% | 1.66% | 62.2% | 170 | 16.47% | 1.3 |
|
| 5688 |
5688
Aviso Wealth Management
Bellevue,
Washington
| USD 238 M | +USD 8.47 M | +4% | 3.95% | 153% | 151 | 10.6% | 1.6 |
|
| 5689 |
5689
Ironwood Investment Management
Boston,
Massachusetts
| USD 238 M | +USD 8.5 M | +4% | 5.22% | 164% | 180 | 9.44% | 6.5 |
|
| 5690 |
5690
Greenfield Savings Bank
Greenfield,
Massachusetts
| USD 238 M | +USD 703 k | +0.3% | 3.2% | 108% | 149 | 5.37% | 2.9 |
|
| 5691 |
5691
Axiom Financial Strategies
New Albany,
Indiana
| USD 238 M | +USD 5.29 M | +2% | 1.74% | 54.5% | 50 | 4% | 2.1 |
|
| 5692 |
5692
Edge Financial Advisors
Wheaton,
Illinois
| USD 238 M | +USD 14.5 M | +6% | 2.21% | – | 144 | 11.81% | 1.1 |
|
| 5693 |
5693
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| USD 238 M | +USD 6.24 M | +3% | 6.32% | 22.2% | 5 | 40% | 1.5 |
|
| 5694 |
5694
22NW LP
Seattle,
Washington
| USD 238 M | +USD 25.3 M | +12% | 22% | 138% | 22 | 13.64% | 2.2 |
|
| 5695 |
5695
MB, Levis & Associates
Center Valley,
Pennsylvania
| USD 238 M | +USD 6.44 M | +3% | 1.81% | 43.1% | 262 | 13.36% | 2.4 |
|
| 5696 |
SC
5696
Schulhoff & Co
Cincinnati,
Ohio
| USD 238 M | +USD 3.32 M | +1% | 3.51% | 51.8% | 138 | 6.52% | 8.3 |
|
| 5697 |
5697
ShariaPortfolio
Lake Mary,
Florida
| USD 237 M | -USD 23.9 M | -9% | 5.36% | 254% | 25 | 8% | 1.6 |
|
| 5698 |
BC
5698
Bowman & Company
Oshkosh,
Wisconsin
| USD 237 M | +USD 359 k | +0.2% | 1.57% | 59.7% | 120 | 11.67% | 2.6 |
|
| 5699 |
5699
Ballentine Capital Advisors
Greenville,
South Carolina
| USD 237 M | +USD 11.3 M | +5% | 2.2% | 48.8% | 26 | 3.85% | 1.8 |
|
| 5700 |
5700
Kessler Investment Group
Columbus,
Indiana
| USD 237 M | +USD 4.47 M | +2% | 1.21% | 251% | 94 | 21.28% | 2.6 |
|