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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6376 |
6376
Sowa Financial Group
Lincoln,
Rhode Island
| USD 152 M | -USD 7.45 M | -5% | 1.21% | 100% | 31 | 9.68% | 3.4 |
|
| 6377 |
HAM
6377
Hedges Asset Management
Reno,
Nevada
| USD 152 M | +USD 737 k | +0.5% | 3.87% | – | 113 | 7.08% | 2.5 |
|
| 6378 |
6378
Claris Financial
Glen Allen,
Virginia
| USD 152 M | USD 0 | 0% | 2.86% | – | 153 | 0% | 0.3 |
|
| 6379 |
6379
Sebold Capital Management
Lisle,
Illinois
| USD 152 M | +USD 2.95 M | +2% | 1.08% | – | 77 | 12.99% | 1.8 |
|
| 6380 |
6380
Washburn Capital Management
Vero Beach,
Florida
| USD 152 M | -USD 9.41 M | -6% | 4.55% | 123% | 60 | 23.33% | 2.5 |
|
| 6381 |
6381
National Wealth Management Group
Cincinnati,
Ohio
| USD 152 M | +USD 1.84 M | +1% | 2.05% | 128% | 186 | 43.55% | 1.4 |
|
| 6382 |
6382
Pandora Wealth
Oakbrook Terrace,
Illinois
| USD 152 M | – | – | 1.9% | – | 266 | – | 0 |
|
| 6383 |
6383
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
| USD 152 M | +USD 1.67 M | +1% | 0.8% | 63.8% | 110 | 8.18% | 1.7 |
|
| 6384 |
6384
Avos Capital Management
Seattle,
Washington
| USD 152 M | +USD 25.3 M | +20% | 2.39% | – | 41 | 34.15% | 0.2 |
|
| 6385 |
LAMC
6385
Longview Asset Management (California)
San Rafael,
California
| USD 152 M | +USD 2.67 M | +2% | 0.21% | – | 135 | 5.19% | 0.2 |
|
| 6386 |
6386
First National Bank of Hutchinson
Hutchinson,
Kansas
| USD 151 M | -USD 13.9 M | -8% | 3.93% | 121% | 97 | 16.49% | 4.4 |
|
| 6387 |
6387
Forthright Family Wealth Advisory
Houston,
Texas
| USD 151 M | -USD 2.49 M | -2% | 0.71% | 60.2% | 60 | 8.33% | 1 |
|
| 6388 |
6388
Avory & Company
Miami,
Florida
| USD 151 M | -USD 27.1 M | -15% | 12.2% | 74.9% | 36 | 33.33% | 1.9 |
|
| 6389 |
6389
McClarren Financial Advisors
State College,
Pennsylvania
| USD 151 M | +USD 116 M | +325% | 3.48% | 63% | 380 | 64.74% | 0.8 |
|
| 6390 |
6390
Pensionfund DSM Netherlands
Sittard,
Netherlands
| USD 151 M | -USD 9.8 M | -6% | 1.72% | 36.9% | 71 | 4.23% | 7.5 |
|
| 6391 |
RFMS
6391
RWQ Financial Management Services
Naples,
Florida
| USD 151 M | -USD 104 M | -41% | 9.2% | 446% | 31 | 51.61% | 1.4 |
|
| 6392 |
6392
Lakeside Advisors
Seattle,
Washington
| USD 151 M | -USD 152 k | -0.1% | 1.89% | 83.7% | 64 | 3.13% | 2.9 |
|
| 6393 |
6393
TI-Trust
Quincy,
Illinois
| USD 151 M | +USD 1.68 M | +1% | 2.23% | 88.8% | 127 | 2.36% | 3.9 |
|
| 6394 |
6394
Renasant Bank
Tupelo,
Mississippi
| USD 151 M | -USD 3.35 M | -2% | 2.21% | 72.3% | 175 | 15.43% | 2.5 |
|
| 6395 |
6395
Vernal Point Advisors
San Francisco,
California
| USD 151 M | +USD 5.4 M | +4% | 0.16% | – | 19 | 0% | 1.2 |
|
| 6396 |
6396
Everstar Asset Management
Mooresville,
North Carolina
| USD 151 M | +USD 9.6 M | +7% | 1.2% | – | 199 | 16.58% | 0.4 |
|
| 6397 |
6397
Harper Investing
Santa Clara,
California
| USD 151 M | +USD 15.2 M | +11% | 5.15% | 58.7% | 53 | 20.75% | 1.3 |
|
| 6398 |
6398
Motiv8 Investments
Port St. Lucie,
Florida
| USD 151 M | +USD 8.22 M | +6% | 0.22% | – | 101 | 15.84% | 0.9 |
|
| 6399 |
6399
Valley Financial Group
Ambler,
Pennsylvania
| USD 151 M | +USD 6.92 M | +5% | 0.33% | – | 60 | 6.67% | 1.2 |
|
| 6400 |
6400
Legion Partners Asset Management
Los Angeles,
California
| USD 151 M | -USD 20.8 M | -12% | 18.8% | 206% | 7 | 0% | 3.3 |
|