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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6301 |
6301
Delta Capital Management
Red Bank,
New Jersey
| USD 217 M | +USD 35.5 M | +20% | 37.8% | 129% | 112 | 10.71% | 5.8 |
|
| 6302 |
6302
Envision Financial
Brookfield,
Wisconsin
| USD 217 M | +USD 31.3 M | +17% | 10.3% | – | 49 | 8.16% | 1.3 |
|
| 6303 |
6303
OmniStar Financial Group
Wilmington,
North Carolina
| USD 217 M | +USD 24.2 M | +13% | 6.39% | 75.6% | 125 | 19.2% | 1.3 |
|
| 6304 |
6304
Essential Partners
Rancho Santa Fe,
California
| USD 217 M | -USD 80.1 M | -27% | 18.4% | – | 2,990 | 9.33% | 0.8 |
|
| 6305 |
JKA
6305
Jones Kertz & Associates
Blaine,
Minnesota
| USD 217 M | +USD 28.6 M | +15% | 33.2% | – | 68 | 5.88% | 0.5 |
|
| 6306 |
GAA
6306
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
| USD 217 M | +USD 45.7 M | +27% | 15% | 106% | 130 | 26.15% | 1.7 |
|
| 6307 |
6307
Bellevue Asset Management
Bellevue,
Washington
| USD 217 M | +USD 16.9 M | +8% | 13.8% | 56.7% | 591 | 39.76% | 3.1 |
|
| 6308 |
6308
Chou Associates Management
Toronto,
Ontario, Canada
| USD 217 M | +USD 6.33 M | +3% | 7% | 66.4% | 31 | 3.23% | 3.8 |
|
| 6309 |
6309
Friedenthal Financial
Marlton,
New Jersey
| USD 217 M | +USD 17.1 M | +9% | 9.19% | 105% | 312 | 40.38% | 2 |
|
| 6310 |
6310
Security National Bank of So Dak
Sioux City,
Iowa
| USD 217 M | +USD 9.09 M | +4% | 11.4% | 67.7% | 292 | 60.96% | 2.4 |
|
| 6311 |
6311
Ballast Rock Private Wealth
Charleston,
South Carolina
| USD 217 M | +USD 35.7 M | +20% | 14.2% | – | 195 | 10.77% | 0.4 |
|
| 6312 |
6312
Tenzing Global Management
San Francisco,
California
| USD 216 M | +USD 95.9 M | +80% | 35.4% | 273% | 23 | 56.52% | 0.6 |
|
| 6313 |
6313
Omni 360 Wealth
Plainsboro,
New Jersey
| USD 216 M | +USD 22.6 M | +12% | 11.1% | 59.9% | 137 | 10.22% | 1.8 |
|
| 6314 |
6314
Enstar Group
Hamilton,
Bermuda
| USD 216 M | -USD 1.01 M | -0.5% | 0.19% | 29.5% | 9 | 0% | 4.3 |
|
| 6315 |
6315
Islay Capital Management
Lubbock,
Texas
| USD 216 M | +USD 19.3 M | +10% | 6.66% | 72% | 262 | 34.35% | 3.1 |
|
| 6316 |
6316
Barnes Wealth Management Group
Bakersfield,
California
| USD 216 M | +USD 19.1 M | +10% | 10.4% | – | 205 | 15.12% | 1.1 |
|
| 6317 |
6317
SWP Financial
San Diego,
California
| USD 216 M | +USD 20.1 M | +10% | 11.9% | 58.4% | 80 | 13.75% | 1.6 |
|
| 6318 |
PCMK
6318
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| USD 216 M | +USD 14.1 M | +7% | 14.8% | 87.5% | 61 | 8.2% | 6.6 |
|
| 6319 |
6319
GuidedMoney
Black Earth,
Wisconsin
| USD 216 M | +USD 25.6 M | +13% | 9.45% | – | 34 | 14.71% | 0.4 |
|
| 6320 |
PIM
6320
Pullen Investment Management
Bradenton,
Florida
| USD 216 M | +USD 16.8 M | +8% | 10.9% | – | 108 | 18.52% | 1.6 |
|
| 6321 |
6321
Brendel Financial Advisors
Hanover,
New Hampshire
| USD 216 M | +USD 13.9 M | +7% | 13.3% | 126% | 116 | 31.03% | 1.9 |
|
| 6322 |
6322
Chokshi & Queen Wealth Advisors
San Diego,
California
| USD 216 M | +USD 28.8 M | +15% | 17.8% | – | 69 | 20.29% | 0.9 |
|
| 6323 |
6323
Planning Directions
Glen Mills,
Pennsylvania
| USD 216 M | +USD 18.3 M | +9% | 11.1% | 46.3% | 113 | 8.85% | 3.4 |
|
| 6324 |
6324
Kennicott Capital Management
Corte Madera,
California
| USD 216 M | +USD 32.8 M | +18% | 19.3% | 98% | 48 | 8.33% | 3.6 |
|
| 6325 |
6325
Sharp Financial Services
Horsham,
Pennsylvania
| USD 216 M | +USD 13.4 M | +7% | 10.4% | – | 135 | 17.04% | 1.4 |
|