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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6151 |
6151
One William Street Capital Management
New York
| USD 146 M | +USD 79.4 M | +120% | 0% | 44% | 6 | 100% | 0 |
|
| 6152 |
6152
Valued Wealth Advisors
Holladay,
Utah
| USD 146 M | +USD 4.51 M | +3% | 0.07% | – | 633 | 7.9% | 0.4 |
|
| 6153 |
CNFG
6153
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| USD 146 M | -USD 3.93 M | -3% | 1.73% | 52.6% | 80 | 6.25% | 6.2 |
|
| 6154 |
6154
Financial Designs
Claremont,
California
| USD 145 M | -USD 6.23 M | -4% | 0.13% | 49% | 21 | 23.81% | 0.3 |
|
| 6155 |
6155
Oxford Wealth Group
Orlando,
Florida
| USD 145 M | +USD 35.6 M | +32% | 3.03% | – | 74 | 27.03% | 0.2 |
|
| 6156 |
6156
Merrion Investment Management
Cranford,
New Jersey
| USD 145 M | +USD 5.54 M | +4% | 6.16% | 161% | 102 | 7.84% | 2.4 |
|
| 6157 |
ALAM
6157
Asahi Life Asset Management
Tokyo,
Japan
| USD 145 M | -USD 21.4 M | -13% | 4.28% | 122% | 225 | 62.22% | 1.9 |
|
| 6158 |
6158
Renasant Bank
Tupelo,
Mississippi
| USD 145 M | +USD 4.76 M | +3% | 1.95% | 65% | 207 | 31.88% | 2.2 |
|
| 6159 |
6159
Invesco Senior Secured Management
New York
| USD 145 M | -USD 24.6 M | -14% | 8.3% | 18.1% | 8 | 0% | 2 |
|
| 6160 |
EP
6160
Elkhorn Partners
Omaha,
Nebraska
| USD 145 M | +USD 6.6 M | +5% | 3.74% | 32.2% | 54 | 22.22% | 4.5 |
|
| 6161 |
6161
Foundry Financial Group
Laconia,
New Hampshire
| USD 145 M | +USD 5.04 M | +4% | 0.51% | – | 60 | 16.67% | 0.4 |
|
| 6162 |
6162
Davidson Trust Company
Seattle,
Washington
| USD 145 M | -USD 26.5 M | -15% | 2.44% | 77% | 151 | 11.92% | 3.1 |
|
| 6163 |
6163
Wrenne Financial Planning
Lexington,
Kentucky
| USD 145 M | +USD 9.8 M | +7% | 0.71% | – | 41 | 29.27% | 0.3 |
|
| 6164 |
6164
Sebold Capital Management
Lisle,
Illinois
| USD 145 M | -USD 3.37 M | -2% | 0.26% | – | 75 | 10.67% | 1.3 |
|
| 6165 |
6165
Palo Alto Wealth Advisors
Palo Alto,
California
| USD 145 M | +USD 2.84 M | +2% | 4.68% | 108% | 42 | 0% | 1.3 |
|
| 6166 |
6166
Lynx Capital Group
Beachwood,
Ohio
| USD 145 M | -USD 3.54 M | -2% | 1.5% | – | 83 | 10.84% | 0.5 |
|
| 6167 |
6167
Tenret Company
Tampa,
Florida
| USD 144 M | +USD 2.61 M | +2% | 0.42% | – | 32 | 6.25% | 2.4 |
|
| 6168 |
EIM
6168
Ervin Investment Management
Seattle,
Washington
| USD 144 M | +USD 1.59 M | +1% | 3.92% | 92.9% | 39 | 10.26% | 2 |
|
| 6169 |
NAMNJ
6169
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
| USD 144 M | +USD 12.3 M | +9% | 6.39% | – | 84 | 13.1% | 0.5 |
|
| 6170 |
6170
First Affirmative Financial Network
Colorado Springs,
Colorado
| USD 144 M | +USD 8.43 M | +6% | 3.32% | – | 275 | 12.73% | 1.5 |
|
| 6171 |
6171
Millington Financial Advisors
Naperville,
Illinois
| USD 144 M | +USD 3.68 M | +3% | 2.45% | 77.5% | 87 | 19.54% | 1.1 |
|
| 6172 |
6172
Revisor Wealth Management
Akron,
Ohio
| USD 144 M | -USD 77.2 M | -35% | 2.99% | 72% | 198 | 24.75% | 0.9 |
|
| 6173 |
ASI
6173
Advisory Services & Investments
Bend,
Oregon
| USD 144 M | -USD 1.05 M | -0.7% | 0.2% | 19.9% | 37 | 5.41% | 1.9 |
|
| 6174 |
6174
Ulland Investment Advisors
Minneapolis,
Minnesota
| USD 144 M | +USD 18.6 M | +15% | 6.84% | 161% | 247 | 15.38% | 1.8 |
|
| 6175 |
6175
Aspen Wealth Strategies
Arvada,
Colorado
| USD 144 M | -USD 991 k | -0.7% | 0.74% | 65.8% | 78 | 8.97% | 1.2 |
|