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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 |
5976
Cobblestone Asset Management
Richmond,
Virginia
| USD 240 M | +USD 17.4 M | +8% | 10.9% | 60.6% | 83 | 22.89% | 1.4 |
|
| 5977 |
5977
GPM Growth Investors
Bloomfield Hills,
Michigan
| USD 239 M | +USD 1.62 M | +0.7% | 10% | – | 45 | 11.11% | 3.5 |
|
| 5978 |
5978
Southern Capital Advisors
Jackson,
Tennessee
| USD 239 M | +USD 25.9 M | +12% | 12.9% | 66.8% | 91 | 14.29% | 2.9 |
|
| 5979 |
5979
Brown Financial Advisory
Fairhope,
Alabama
| USD 239 M | +USD 37.8 M | +19% | 16.2% | 66.3% | 53 | 15.09% | 2.8 |
|
| 5980 |
5980
Cerity Partners Retirement Plan Advisors
New York
| USD 239 M | +USD 43.7 M | +22% | 12.1% | – | 49 | 67.35% | 0.1 |
|
| 5981 |
5981
Visionary Horizons
Knoxville,
Tennessee
| USD 239 M | +USD 36.3 M | +18% | 12.1% | 69.2% | 152 | 20.39% | 1.3 |
|
| 5982 |
FCFC
5982
First Citizens Financial Corp
Mason City,
Iowa
| USD 239 M | +USD 27.4 M | +13% | 15.5% | 72.9% | 142 | 7.04% | 3.7 |
|
| 5983 |
5983
Aull & Monroe Investment Management
Mobile,
Alabama
| USD 239 M | +USD 23.9 M | +11% | 20% | 98.3% | 130 | 6.92% | 9 |
|
| 5984 |
5984
R.W. Roge & Company
Bohemia,
New York
| USD 239 M | +USD 29.2 M | +14% | 13.6% | 68.1% | 71 | 9.86% | 3.1 |
|
| 5985 |
5985
CNA Financial
Chicago,
Illinois
| USD 239 M | +USD 3.84 M | +2% | 5.95% | 48.6% | 24 | 62.5% | 0.8 |
|
| 5986 |
5986
Bright Financial Advisors
Portage,
Michigan
| USD 239 M | +USD 20.6 M | +9% | 8.89% | – | 76 | 17.11% | 1.6 |
|
| 5987 |
5987
Kapstone Financial Advisors
Lebanon,
Ohio
| USD 239 M | +USD 34.7 M | +17% | 14.8% | 131% | 181 | 18.23% | 1.8 |
|
| 5988 |
CF
5988
CDC Financial
Chicago,
Illinois
| USD 239 M | +USD 81.6 M | +52% | 16.3% | – | 64 | 40.63% | 0.3 |
|
| 5989 |
5989
Carl P. Sherr & Co
Worcester,
Massachusetts
| USD 239 M | +USD 25.8 M | +12% | 11.3% | 68.8% | 139 | 14.39% | 3.6 |
|
| 5990 |
5990
Victrix Investment Advisors
Stuart,
Florida
| USD 239 M | -USD 36.8 M | -13% | 24% | – | 113 | 38.94% | 1.2 |
|
| 5991 |
5991
Clarity Capital Advisors
Lakewood Ranch,
Florida
| USD 239 M | +USD 23.9 M | +11% | 10.6% | 57.9% | 96 | 2.08% | 2.1 |
|
| 5992 |
5992
Norway Savings Bank
Portland,
Maine
| USD 239 M | +USD 27.6 M | +13% | 26.6% | 117% | 109 | 10.09% | 6.3 |
|
| 5993 |
5993
City National Bank of Florida
Miami,
Florida
| USD 238 M | +USD 70.8 M | +42% | 18.2% | – | 163 | 30.06% | 0.9 |
|
| 5994 |
5994
Collaborative Wealth Management
Lake Mary,
Florida
| USD 238 M | +USD 20.6 M | +9% | 8.16% | 41.6% | 180 | 15.56% | 3.2 |
|
| 5995 |
5995
Pinnacle Family Advisors
Springfield,
Missouri
| USD 238 M | +USD 25.5 M | +12% | 15.2% | 85.8% | 170 | 29.41% | 2.3 |
|
| 5996 |
5996
Ring Mountain Capital
Tiburon,
California
| USD 238 M | +USD 55.5 M | +30% | 39.5% | – | 110 | 16.36% | 1.2 |
|
| 5997 |
5997
SMA Capital
New York
| USD 238 M | +USD 6.45 M | +3% | 14.6% | – | 184 | 82.61% | 0.1 |
|
| 5998 |
5998
Tandem Capital Management
Woodcliff Lake,
New Jersey
| USD 238 M | +USD 38.1 M | +19% | 29% | 128% | 121 | 11.57% | 3.6 |
|
| 5999 |
5999
Soviero Asset Management
New York
| USD 238 M | +USD 37.5 M | +19% | 37.8% | 676% | 82 | 52.44% | 0.4 |
|
| 6000 |
GRWP
6000
Green Ridge Wealth Planning
Montville,
New Jersey
| USD 238 M | +USD 47.7 M | +25% | 23.3% | – | 98 | 16.33% | 0.4 |
|