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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
5851
Dogwood Wealth Management
Lenexa,
Kansas
| USD 174 M | +USD 11.5 M | +7% | 5.46% | – | 625 | 11.68% | 0.7 |
|
| 5852 |
5852
LCM Capital Management
Chicago,
Illinois
| USD 174 M | +USD 13.5 M | +8% | 6.89% | 128% | 100 | 13% | 2.8 |
|
| 5853 |
5853
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| USD 174 M | +USD 8.07 M | +5% | 5.31% | 72% | 121 | 8.26% | 2.8 |
|
| 5854 |
RWIA
5854
Roger Wittlin Investment Advisory
San Francisco,
California
| USD 174 M | +USD 18 M | +12% | 5.5% | 61.3% | 55 | 12.73% | 1.3 |
|
| 5855 |
FP
5855
Factorial Partners
Mt. Kisco,
New York
| USD 174 M | +USD 11.3 M | +7% | 11.2% | 88.7% | 87 | 25.29% | 2.9 |
|
| 5856 |
5856
Kestrel Investment Management
San Mateo,
California
| USD 174 M | +USD 22.8 M | +15% | 10.6% | 89.2% | 42 | 16.67% | 1.6 |
|
| 5857 |
5857
FourWorld Capital Management
New York
| USD 174 M | +USD 6.72 M | +4% | 11.4% | 132% | 38 | 47.37% | 0.8 |
|
| 5858 |
5858
Emprise Bank
Wichita,
Kansas
| USD 174 M | +USD 11.5 M | +7% | 5.11% | – | 108 | 14.81% | 0.5 |
|
| 5859 |
5859
Matrix Private Capital Group
New York
| USD 174 M | +USD 14.4 M | +9% | 6.4% | 62.5% | 156 | 7.05% | 3.4 |
|
| 5860 |
5860
Delta Capital Management
Red Bank,
New Jersey
| USD 173 M | +USD 8.03 M | +5% | 6.44% | 129% | 89 | 4.49% | 6 |
|
| 5861 |
5861
Castleview Partners
Dallas,
Texas
| USD 173 M | -USD 2.52 M | -1% | 6.43% | 61.3% | 957 | 47.44% | 2.1 |
|
| 5862 |
5862
Trivant Custom Portfolio Group
San Diego,
California
| USD 173 M | +USD 10.6 M | +6% | 5.99% | 86.1% | 202 | 21.29% | 1.1 |
|
| 5863 |
5863
Independent Order of Foresters
Toronto,
Ontario, Canada
| USD 173 M | +USD 11.1 M | +7% | 6.25% | 66.3% | 15 | 20% | 3.8 |
|
| 5864 |
5864
CoreFirst Bank & Trust
Topeka,
Kansas
| USD 173 M | +USD 24.5 M | +16% | 8.38% | 61.4% | 344 | 65.12% | 1.2 |
|
| 5865 |
5865
Granite Harbor Advisors
Houston,
Texas
| USD 173 M | +USD 15.1 M | +10% | 5.1% | 61.5% | 91 | 10.99% | 1.3 |
|
| 5866 |
5866
AUA Capital Management
Camp Hill,
Pennsylvania
| USD 173 M | +USD 6.62 M | +4% | 5.51% | 70.2% | 84 | 8.33% | 5.9 |
|
| 5867 |
5867
Banyan Capital Management
Atlanta,
Georgia
| USD 173 M | +USD 7.08 M | +4% | 7.81% | 42.5% | 18 | 16.67% | 4.1 |
|
| 5868 |
MA
5868
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| USD 173 M | +USD 22.6 M | +15% | 21.2% | 166% | 57 | 0% | 7.5 |
|
| 5869 |
5869
Heritage Wealth Management (Texas)
Houston,
Texas
| USD 173 M | +USD 12 M | +7% | 6.73% | 52.3% | 40 | 7.5% | 1.2 |
|
| 5870 |
5870
PFG Private Wealth Management
Lutz,
Florida
| USD 172 M | +USD 7.58 M | +5% | 4.5% | 52.6% | 258 | 13.57% | 2.4 |
|
| 5871 |
5871
American Capital Advisory
Ketchum,
Idaho
| USD 172 M | +USD 32.5 M | +23% | 6.32% | 69% | 532 | 26.69% | 0.6 |
|
| 5872 |
5872
Novak & Powell Financial Services
St. Petersburg,
Florida
| USD 172 M | +USD 11.5 M | +7% | 6.78% | – | 157 | 3.82% | 0.7 |
|
| 5873 |
5873
Cape Ann Savings Bank
Glocuster,
Massachusetts
| USD 172 M | +USD 11.2 M | +7% | 5.65% | 72.7% | 92 | 9.78% | 5.7 |
|
| 5874 |
5874
Propel Bio Management
Los Angeles,
California
| USD 172 M | +USD 18.2 M | +12% | 35.5% | – | 27 | 33.33% | 0.5 |
|
| 5875 |
5875
Kaizen Financial Strategies
Campbell,
California
| USD 172 M | +USD 12 M | +7% | 6.77% | 126% | 150 | 20% | 1.8 |
|