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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5901 |
BRC
5901
Bell Rock Capital
Rehoboth Beach,
Delaware
| USD 136 M | – | – | 12.6% | – | 121 | – | 2.3 |
|
| 5902 |
5902
Choice Wealth Advisors
Waterville,
Maine
| USD 136 M | +USD 12.7 M | +10% | 8.01% | 60.3% | 29 | 24.14% | 0.8 |
|
| 5903 |
5903
Evolution Advisers
Richmond,
Virginia
| USD 136 M | – | – | 3.27% | 44.8% | 148 | – | 0 |
|
| 5904 |
5904
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| USD 136 M | – | – | 4.3% | 66% | 149 | – | 0 |
|
| 5905 |
5905
Comprehensive Wealth Management
Lynnwood,
Washington
| USD 136 M | +USD 30.7 M | +29% | 1.54% | 40.6% | 23 | 17.39% | 0.5 |
|
| 5906 |
5906
Frontier Asset Management
Sheridan,
Wyoming
| USD 136 M | – | – | 4.77% | 57.1% | 36 | – | 0 |
|
| 5907 |
5907
UNC Management Company
Chapel Hill,
North Carolina
| USD 136 M | – | – | 7.02% | 92% | 14 | – | 0 |
|
| 5908 |
5908
Lakeside Advisors
Seattle,
Washington
| USD 136 M | – | – | 13.6% | 83.7% | 55 | – | 0 |
|
| 5909 |
5909
Econ Financial Services
Harrisburg,
Pennsylvania
| USD 136 M | – | – | 2.31% | 16.9% | 184 | – | 0.3 |
|
| 5910 |
5910
Bluegrass Capital Partners
Palm Beach,
Florida
| USD 136 M | -USD 21.1 M | -13% | 8.71% | 60.1% | 16 | 31.25% | 0.9 |
|
| 5911 |
5911
Syntax Advisors
New York
| USD 136 M | – | – | 8.36% | – | 238 | – | 0 |
|
| 5912 |
5912
Aldebaran Financial
| USD 135 M | +USD 11.7 M | +9% | 9.37% | 115% | 92 | 8.7% | 4.4 |
|
| 5913 |
5913
Peak Planning Group
Centennial,
Colorado
| USD 135 M | +USD 19.2 M | +17% | 10.7% | 105% | 85 | 11.76% | 0.9 |
|
| 5914 |
5914
Agincourt Capital Management
Richmond,
Virginia
| USD 135 M | – | – | 5.02% | 0.36% | 4 | – | 0 |
|
| 5915 |
5915
St. James Investment Advisors
Port Jefferson,
New York
| USD 135 M | – | – | 5.69% | – | 99 | – | 0 |
|
| 5916 |
5916
Robbins Farley
Bedford,
New Hampshire
| USD 135 M | -USD 233 k | -0.2% | 13.8% | 106% | 221 | 46.61% | 0.4 |
|
| 5917 |
5917
Aufman Associates
Sewickley,
Pennsylvania
| USD 135 M | +USD 13.7 M | +11% | 10.3% | 141% | 54 | 14.81% | 1.3 |
|
| 5918 |
5918
Center For Asset Management
Palm Beach Gardens,
Florida
| USD 135 M | +USD 16.3 M | +14% | 5.98% | 66.6% | 136 | 33.82% | 0.6 |
|
| 5919 |
5919
Heartland Bank & Trust
Bloomington,
Illinois
| USD 135 M | +USD 19 M | +16% | 15.6% | 105% | 146 | 39.73% | 0.5 |
|
| 5920 |
KSCM
5920
Kamunting Street Capital Management
Miami Beach,
Florida
| USD 135 M | -USD 88.8 M | -40% | 14.6% | 7.47% | 77 | 79.22% | 0.5 |
|
| 5921 |
5921
Newport Capital Group
Red Bank,
New Jersey
| USD 135 M | +USD 5.42 M | +4% | 4.61% | – | 64 | 14.06% | 0.9 |
|
| 5922 |
IF
5922
Integrity Financial
Cheyenne,
Wyoming
| USD 135 M | – | – | 6.68% | 66.3% | 215 | – | 0 |
|
| 5923 |
5923
Syverson Strege & Co
West Des Moines,
Iowa
| USD 135 M | +USD 9.42 M | +8% | 5.46% | 74% | 507 | 43.2% | 0.8 |
|
| 5924 |
5924
Pinnacle Wealth Management Group
Plymouth,
Michigan
| USD 135 M | +USD 1.9 M | +1% | 7.56% | 64.3% | 124 | 11.29% | 0.4 |
|
| 5925 |
5925
AllGen Financial Advisors
Orlando,
Florida
| USD 135 M | +USD 12.4 M | +10% | 6.97% | 39.7% | 39 | 20.51% | 0.8 |
|