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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6551 |
6551
Successful Portfolios
Clearwater,
Florida
| USD 149 M | +USD 1.65 M | +1% | 0.73% | 110% | 170 | 9.41% | 4.7 |
|
| 6552 |
6552
Certus Wealth Management
Redwood City,
California
| USD 149 M | +USD 5.72 M | +4% | 0.62% | – | 57 | 10.53% | 1.1 |
|
| 6553 |
6553
Robocap Asset Management
London,
United Kingdom
| USD 149 M | -USD 9.39 M | -6% | 8.31% | 274% | 28 | 25% | 1.4 |
|
| 6554 |
6554
Pring Turner Capital Group
Alamo,
California
| USD 149 M | -USD 9.1 M | -6% | 0.78% | 70.8% | 72 | 12.5% | 4.2 |
|
| 6555 |
6555
Clarity Capital Advisors
Lakewood Ranch,
Florida
| USD 149 M | +USD 9.9 M | +7% | 1.4% | 57.9% | 80 | 2.5% | 1 |
|
| 6556 |
6556
TI-Trust
Quincy,
Illinois
| USD 149 M | +USD 9.6 M | +7% | 0.07% | 88.8% | 129 | 6.2% | 3.7 |
|
| 6557 |
6557
Ring Mountain Capital
Tiburon,
California
| USD 149 M | – | – | 7.09% | – | 89 | – | 0 |
|
| 6558 |
6558
Ampersand Capital Group
Burlingame,
California
| USD 149 M | – | – | 21.1% | – | 7 | – | 0 |
|
| 6559 |
6559
Sebold Capital Management
Lisle,
Illinois
| USD 149 M | -USD 2.54 M | -2% | 1.38% | – | 74 | 10.81% | 1.6 |
|
| 6560 |
6560
Myriad Asset Management US
West Palm Beach,
Florida
| USD 149 M | – | – | 7.08% | – | 53 | – | 0 |
|
| 6561 |
6561
Barnes Wealth Management Group
Bakersfield,
California
| USD 149 M | – | – | 0.41% | – | 139 | – | 0 |
|
| 6562 |
6562
Penney Financial
Houston,
Texas
| USD 149 M | +USD 2.5 M | +2% | 0.23% | 54.8% | 39 | 7.69% | 0.8 |
|
| 6563 |
SCMS
6563
Serenity Capital Management (Singapore)
Singapore
| USD 149 M | -USD 47.4 M | -24% | 6.27% | 21% | 5 | 20% | 1.1 |
|
| 6564 |
6564
Hofer & Associates
Thousand Oaks,
California
| USD 149 M | +USD 4.02 M | +3% | 1.06% | 61.7% | 61 | 3.28% | 2.3 |
|
| 6565 |
6565
Sard Wealth Management Group
Atlanta,
Georgia
| USD 149 M | -USD 2.4 M | -2% | 0.88% | 51.3% | 47 | 4.26% | 0.9 |
|
| 6566 |
6566
Endowment Wealth Management
Appleton,
Wisconsin
| USD 149 M | -USD 3.19 M | -2% | 0.61% | 70.7% | 152 | 19.08% | 2 |
|
| 6567 |
LAMC
6567
Longview Asset Management (California)
San Rafael,
California
| USD 149 M | – | – | 1.77% | – | 134 | – | 0 |
|
| 6568 |
6568
Councilmark Asset Management
Knoxville,
Tennessee
| USD 149 M | -USD 63.2 k | -0% | 1.7% | – | 84 | 5.95% | 0.7 |
|
| 6569 |
CNFG
6569
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| USD 149 M | -USD 10 M | -6% | 0.5% | 52.6% | 77 | 3.9% | 6.9 |
|
| 6570 |
6570
Anchorage Capital Advisors
New York
| USD 149 M | -USD 64.1 M | -30% | 1.62% | – | 6 | 16.67% | 0.5 |
|
| 6571 |
6571
Quarry Hill Advisors
St Paul,
Minnesota
| USD 149 M | -USD 733 k | -0.5% | 2.81% | 65% | 45 | 2.22% | 1.8 |
|
| 6572 |
6572
Stephenson & Company
San Clemente,
California
| USD 149 M | +USD 806 k | +0.5% | 2.19% | 47% | 41 | 17.07% | 0.9 |
|
| 6573 |
6573
Darden Wealth Group
Ann Arbor,
Michigan
| USD 149 M | +USD 9.09 M | +7% | 7.73% | 243% | 112 | 12.5% | 0.8 |
|
| 6574 |
6574
Ames National Corp
Ames,
Iowa
| USD 149 M | – | – | 0.61% | – | 68 | – | 0 |
|
| 6575 |
6575
Independent Order of Foresters
Toronto,
Ontario, Canada
| USD 149 M | -USD 24.7 M | -14% | 2.37% | 75.1% | 12 | 83.33% | 4.8 |
|