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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5976 |
CF
5976
CNA Financial
Chicago,
Illinois
| USD 239 M | +USD 3.84 M | +2% | 5.95% | 48.6% | 24 | 62.5% | 0.8 |
|
| 5977 |
BFA
5977
Bright Financial Advisors
Portage,
Michigan
| USD 239 M | +USD 20.6 M | +9% | 8.89% | – | 76 | 17.11% | 1.6 |
|
| 5978 |
KFA
5978
Kapstone Financial Advisors
Lebanon,
Ohio
| USD 239 M | +USD 34.7 M | +17% | 14.8% | 131% | 181 | 18.23% | 1.8 |
|
| 5979 |
CF
5979
CDC Financial
Chicago,
Illinois
| USD 239 M | +USD 81.6 M | +52% | 16.3% | – | 64 | 40.63% | 0.3 |
|
| 5980 |
CPSC
5980
Carl P. Sherr & Co
Worcester,
Massachusetts
| USD 239 M | +USD 25.8 M | +12% | 11.3% | 68.8% | 139 | 14.39% | 3.6 |
|
| 5981 |
VIA
5981
Victrix Investment Advisors
Stuart,
Florida
| USD 239 M | -USD 36.8 M | -13% | 24% | – | 113 | 38.94% | 1.2 |
|
| 5982 |
CCA
5982
Clarity Capital Advisors
Lakewood Ranch,
Florida
| USD 239 M | +USD 23.9 M | +11% | 10.6% | – | 96 | 2.08% | 2.1 |
|
| 5983 |
NSB
5983
Norway Savings Bank
Portland,
Maine
| USD 239 M | +USD 27.6 M | +13% | 26.6% | 101% | 109 | 10.09% | 6.3 |
|
| 5984 |
CNBOF
5984
City National Bank of Florida
Miami,
Florida
| USD 238 M | +USD 70.8 M | +42% | 18.2% | – | 163 | 30.06% | 0.9 |
|
| 5985 |
CWM
5985
Collaborative Wealth Management
Lake Mary,
Florida
| USD 238 M | +USD 20.6 M | +9% | 8.16% | 41.6% | 180 | 15.56% | 3.2 |
|
| 5986 |
PFA
5986
Pinnacle Family Advisors
Springfield,
Missouri
| USD 238 M | +USD 25.5 M | +12% | 15.2% | 85.8% | 170 | 29.41% | 2.3 |
|
| 5987 |
RMC
5987
Ring Mountain Capital
Tiburon,
California
| USD 238 M | +USD 55.5 M | +30% | 39.5% | – | 110 | 16.36% | 1.2 |
|
| 5988 |
SC
5988
SMA Capital
New York
| USD 238 M | +USD 6.45 M | +3% | 14.6% | – | 184 | 82.61% | 0.1 |
|
| 5989 |
TCM
5989
Tandem Capital Management
Woodcliff Lake,
New Jersey
| USD 238 M | +USD 38.1 M | +19% | 29% | 120% | 121 | 11.57% | 3.6 |
|
| 5990 |
SAM
5990
Soviero Asset Management
New York
| USD 238 M | +USD 37.5 M | +19% | 37.8% | 676% | 82 | 52.44% | 0.4 |
|
| 5991 |
GRWP
5991
Green Ridge Wealth Planning
Montville,
New Jersey
| USD 238 M | +USD 47.7 M | +25% | 23.3% | – | 98 | 16.33% | 0.4 |
|
| 5992 |
HAS
5992
Horizon Advisory Services
West Henrietta,
New York
| USD 238 M | +USD 42.2 M | +22% | 7.12% | – | 52 | 11.54% | 1.2 |
|
| 5993 |
BCFD
5993
Boit C.F. David
| USD 238 M | +USD 12.3 M | +5% | 11.8% | 75.4% | 118 | 28.81% | 4.2 |
|
| 5994 |
CSA
5994
Cornerstone Select Advisors
St. Louis,
Missouri
| USD 238 M | +USD 77.9 M | +49% | 50.2% | – | 155 | 23.87% | 1 |
|
| 5995 |
BPW
5995
BlueDoor Private Wealth
Beverly,
Massachusetts
| USD 238 M | +USD 21.7 M | +10% | 10.8% | – | 171 | 18.13% | 0.4 |
|
| 5996 |
T
5996
Tableaux
Stockbridge,
Massachusetts
| USD 238 M | +USD 31 M | +15% | 12.1% | – | 125 | 13.6% | 0.9 |
|
| 5997 |
NB
5997
NBH Bank
Greenwood Village,
Colorado
| USD 237 M | – | – | 16.2% | – | 552 | – | 0 |
|
| 5998 |
CFIM
5998
Client First Investment Management
West Bend,
Wisconsin
| USD 237 M | +USD 44.9 M | +23% | 43.8% | 243% | 36 | 77.78% | 0.5 |
|
| 5999 |
GPWM
5999
Grant Private Wealth Management
Pleasanton,
California
| USD 237 M | +USD 48.7 M | +26% | 26.7% | – | 171 | 14.04% | 0.8 |
|
| 6000 |
CPI
6000
Crestview Partners III
New York
| USD 237 M | +USD 42.1 M | +22% | 27.4% | 51.2% | 2 | 50% | 3 |
|