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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6326 |
6326
Walker Asset Management
Verona,
Missouri
| USD 178 M | +USD 5.07 M | +3% | 5.18% | 87.6% | 152 | 15.79% | 2.4 |
|
| 6327 |
6327
William Allan Corp
Fort Collins,
Colorado
| USD 178 M | +USD 6.7 M | +4% | 5.47% | 94.2% | 51 | 5.88% | 2.8 |
|
| 6328 |
6328
Broadway Wealth Solutions
San Antonio,
Texas
| USD 178 M | +USD 17.7 M | +11% | 5.33% | – | 102 | 12.75% | 0.6 |
|
| 6329 |
6329
Worth Financial Advisory Group
Charlotte,
North Carolina
| USD 178 M | +USD 15.4 M | +9% | 8.65% | 93.3% | 159 | 12.58% | 1.8 |
|
| 6330 |
FFC
6330
Frederick Financial Consultants
Frederick,
Maryland
| USD 178 M | +USD 17.3 M | +11% | 8.89% | – | 112 | 11.61% | 0.6 |
|
| 6331 |
6331
Sowa Financial Group
Lincoln,
Rhode Island
| USD 178 M | +USD 18.1 M | +11% | 11.4% | 100% | 27 | 3.7% | 3.5 |
|
| 6332 |
6332
Clarity Asset Management
Ames,
Iowa
| USD 178 M | +USD 10.7 M | +6% | 5.72% | 51.8% | 267 | 13.11% | 1.2 |
|
| 6333 |
6333
AUA Capital Management
Camp Hill,
Pennsylvania
| USD 178 M | +USD 10.8 M | +6% | 6.77% | 70.2% | 77 | 1.3% | 6.8 |
|
| 6334 |
CC
6334
Corsicana & Co
Corsicana,
Texas
| USD 178 M | – | – | 7.48% | – | 261 | – | 2.8 |
|
| 6335 |
PI
6335
Pachira Investments
Dana Point,
California
| USD 178 M | +USD 45.7 M | +35% | 8.84% | 82.3% | 65 | 16.92% | 2.5 |
|
| 6336 |
6336
Foresight Capital Management Advisors
Saline,
Michigan
| USD 178 M | +USD 5.89 M | +3% | 8.44% | 100% | 102 | 21.57% | 1.4 |
|
| 6337 |
6337
Financial Advocates Investment Management
Olympia,
Washington
| USD 178 M | -USD 1050 M | -86% | 9.55% | 89.9% | 630 | 83.97% | 4.5 |
|
| 6338 |
6338
Hurley Capital
New York
| USD 178 M | +USD 35.2 M | +25% | 7.59% | – | 711 | 36.57% | 0.5 |
|
| 6339 |
6339
Trust Investment Advisors
Indianapolis,
Indiana
| USD 178 M | +USD 13.1 M | +8% | 12.1% | 178% | 134 | 29.85% | 4.1 |
|
| 6340 |
6340
Panoramic Investment Advisors
Denver,
Colorado
| USD 178 M | +USD 15 M | +9% | 7.86% | – | 129 | 9.3% | 2 |
|
| 6341 |
6341
Delphi Financial Group
Wilmington,
Delaware
| USD 178 M | +USD 36 M | +25% | 6.55% | 66.3% | 28 | 39.29% | 2 |
|
| 6342 |
6342
Fortis Advisors
Wayne,
Pennsylvania
| USD 178 M | +USD 21.6 M | +14% | 10.6% | 72.8% | 131 | 16.79% | 3 |
|
| 6343 |
6343
PharVision Advisers
Boca Raton,
Florida
| USD 178 M | +USD 108 M | +155% | 7.62% | – | 829 | 88.9% | 0.1 |
|
| 6344 |
OCBV
6344
Ownership Capital B.V.
Amsterdam,
Netherlands
| USD 178 M | -USD 1543 M | -90% | 0.13% | 62.8% | 22 | 9.09% | 4.4 |
|
| 6345 |
6345
Aufman Associates
Sewickley,
Pennsylvania
| USD 178 M | +USD 15.5 M | +10% | 12.4% | 141% | 67 | 5.97% | 3.2 |
|
| 6346 |
6346
Leigh Baldwin & Co
Cazenovia,
New York
| USD 178 M | +USD 25.6 M | +17% | 8.88% | – | 210 | 18.1% | 0.6 |
|
| 6347 |
PI
6347
PJT Investments
Toronto,
| USD 178 M | -USD 9.8 M | -5% | 6.26% | – | 6 | 0% | 0.3 |
|
| 6348 |
MF
6348
Meridian Financial
Holliston,
Massachusetts
| USD 178 M | +USD 23 M | +15% | 6.22% | 58.5% | 141 | 10.64% | 2.5 |
|
| 6349 |
6349
Keystone Financial Group (Georgia)
Atlanta,
Georgia
| USD 177 M | +USD 20.4 M | +13% | 4.77% | – | 153 | 18.3% | 0.7 |
|
| 6350 |
6350
Kestrel Investment Management
San Mateo,
California
| USD 177 M | +USD 10.4 M | +6% | 8.21% | 99.8% | 44 | 15.91% | 1.8 |
|