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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6051 |
6051
Disciplined Equity Management
Neptune Beach,
Florida
| USD 152 M | +USD 1.25 M | +0.8% | 0.36% | 72.3% | 64 | 9.38% | 1.5 |
|
| 6052 |
6052
Cassia Capital Partners
Winston Salem,
North Carolina
| USD 152 M | +USD 1.2 M | +0.8% | 1.11% | 55% | 62 | 4.84% | 1.9 |
|
| 6053 |
6053
Stash Investments
New York
| USD 152 M | +USD 11.9 M | +8% | 0.95% | – | 5 | 0% | 0.5 |
|
| 6054 |
6054
Treasure Coast Financial Planning
Vero Beach,
Florida
| USD 152 M | -USD 1.28 M | -0.8% | 0.17% | 32.6% | 35 | 11.43% | 1.7 |
|
| 6055 |
6055
Advanced Portfolio Management
New York
| USD 152 M | +USD 98.6 M | +186% | 1.63% | 19.8% | 47 | 34.04% | 0.3 |
|
| 6056 |
BMMM
6056
Boston Mountain Money Management
Bentonville,
Arkansas
| USD 152 M | +USD 5.57 M | +4% | 3.9% | – | 64 | 7.81% | 0.2 |
|
| 6057 |
6057
Garrison Point Advisors
Walnut Creek,
California
| USD 152 M | -USD 4.03 M | -3% | 3.47% | 81.5% | 152 | 7.24% | 4.3 |
|
| 6058 |
6058
SWP Financial
San Diego,
California
| USD 151 M | +USD 8.53 M | +6% | 2.53% | 58.4% | 53 | 15.09% | 0.4 |
|
| 6059 |
6059
Asset Allocation & Management Company
Chicago,
Illinois
| USD 151 M | -USD 1.43 M | -0.9% | 1.46% | 58.5% | 49 | 2.04% | 3 |
|
| 6060 |
6060
CMG Global Holdings
Plano,
Texas
| USD 151 M | +USD 5.64 M | +4% | 2.91% | 80.8% | 95 | 6.32% | 2.6 |
|
| 6061 |
6061
Ables Iannone Moore & Associates
Savannah,
Georgia
| USD 151 M | +USD 11.2 M | +8% | 9.9% | 116% | 74 | 28.38% | 0.5 |
|
| 6062 |
6062
Center For Asset Management
Palm Beach Gardens,
Florida
| USD 151 M | +USD 29 M | +24% | 3.17% | 66.6% | 125 | 23.2% | 1.6 |
|
| 6063 |
6063
Battery Global Advisors
Boston,
Massachusetts
| USD 151 M | +USD 27.8 M | +23% | 2.8% | – | 41 | 29.27% | 0.4 |
|
| 6064 |
6064
Pacific Capital Partners
London,
| USD 151 M | -USD 1.76 M | -1% | 1.6% | 49.8% | 63 | 15.87% | 0.7 |
|
| 6065 |
6065
Kestrel Investment Management
San Mateo,
California
| USD 151 M | +USD 1.2 M | +0.8% | 3.28% | 89.2% | 44 | 31.82% | 1.5 |
|
| 6066 |
6066
Ballew Advisors
Jackson,
Mississippi
| USD 151 M | +USD 6.03 M | +4% | 2.38% | 68% | 105 | 6.67% | 3.6 |
|
| 6067 |
6067
Chaney Capital Management
Lynnwood,
Washington
| USD 151 M | +USD 26.5 M | +21% | 5.72% | – | 38 | 23.68% | 0.4 |
|
| 6068 |
6068
Strategic Value Bank Partners
Cleveland,
Ohio
| USD 151 M | -USD 2.03 M | -1% | 1.01% | 98.1% | 22 | 0% | 2.1 |
|
| 6069 |
6069
Evergreen Wealth Management
Williamston,
Michigan
| USD 151 M | +USD 3.19 M | +2% | 2.87% | 62.1% | 55 | 0% | 1.4 |
|
| 6070 |
6070
Archvest Wealth Advisors
Concord,
California
| USD 151 M | +USD 9.41 M | +7% | 1.54% | 47.8% | 65 | 16.92% | 1.6 |
|
| 6071 |
6071
Prepared Retirement Institute
Lansdale,
Pennsylvania
| USD 151 M | +USD 16.9 M | +13% | 1.08% | – | 83 | 18.07% | 0.4 |
|
| 6072 |
6072
Guardian Financial Partners
Orange,
California
| USD 151 M | +USD 4.87 M | +3% | 1.82% | 50.2% | 46 | 4.35% | 1 |
|
| 6073 |
CE
6073
Cornerstone Enterprises
Appleton,
Wisconsin
| USD 151 M | +USD 14.7 M | +11% | 7.61% | 85.7% | 35 | 5.71% | 0.4 |
|
| 6074 |
6074
Millennium Capital Advisors
Little Rock,
Arkansas
| USD 150 M | +USD 8.86 M | +6% | 8.24% | 134% | 126 | 7.94% | 1.9 |
|
| 6075 |
6075
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| USD 150 M | -USD 3.79 M | -2% | 4.72% | 91.4% | 133 | 10.53% | 2.1 |
|