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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6626 |
TCOK
6626
Trust Company of Kansas
Wichita,
Kansas
| USD 195 M | +USD 13.8 M | +8% | 13.7% | 87% | 63 | 17.46% | 3.3 |
|
| 6627 |
FI
6627
Finivi Inc
Westborough,
Massachusetts
| USD 195 M | +USD 11.8 M | +6% | 15.6% | 144% | 119 | 20.17% | 2.3 |
|
| 6628 |
SRA
6628
Secured Retirement Advisors
St Louis Park,
Minnesota
| USD 195 M | +USD 18.2 M | +10% | 15.4% | – | 157 | 31.85% | 1.2 |
|
| 6629 |
CC
6629
Constitution Capital
Shelton,
Connecticut
| USD 195 M | -USD 5.29 M | -3% | 10.7% | 70.2% | 66 | 13.64% | 3.9 |
|
| 6630 |
CFG
6630
Cosner Financial Group
Windsor,
Colorado
| USD 195 M | +USD 12.7 M | +7% | 12.2% | 49.7% | 37 | 8.11% | 2.2 |
|
| 6631 |
CWI
6631
Conscious Wealth Investments
Coral Gables,
Florida
| USD 195 M | +USD 15 M | +8% | 31.3% | – | 68 | 16.18% | 1.5 |
|
| 6632 |
PBO
6632
Peoples Bank (Ohio)
Marietta,
Ohio
| USD 195 M | +USD 31.6 M | +19% | 16.4% | 71.7% | 109 | 15.6% | 6.1 |
|
| 6633 |
BFG
6633
Birch Financial Group
Keene,
New Hampshire
| USD 195 M | +USD 23.3 M | +14% | 13.2% | – | 153 | 22.88% | 1 |
|
| 6634 |
ONST
6634
Old North State Trust
Greensboro,
North Carolina
| USD 194 M | +USD 26.1 M | +16% | 23.1% | – | 159 | 10.69% | 4.5 |
|
| 6635 |
SAM
6635
SVRN Asset Management
Austin,
Texas
| USD 194 M | +USD 91.2 M | +88% | 9.6% | – | 53 | 33.96% | 0.3 |
|
| 6636 |
EFG
6636
Ehrlich Financial Group
Laguna Niguel,
California
| USD 194 M | +USD 20.4 M | +12% | 10.9% | – | 128 | 19.53% | 1.4 |
|
| 6637 |
AIC
6637
Aurora Investment Counsel
Atlanta,
Georgia
| USD 194 M | +USD 14.1 M | +8% | 10.4% | 31.7% | 127 | 27.56% | 1.1 |
|
| 6638 |
PDN
6638
Pensionfund DSM Netherlands
Sittard,
Netherlands
| USD 194 M | +USD 21.4 M | +12% | 12.6% | 36.9% | 76 | 0% | 8.2 |
|
| 6639 |
DWM
6639
Defined Wealth Management
Beaverton,
Oregon
| USD 194 M | +USD 23.6 M | +14% | 16.4% | 70.3% | 120 | 13.33% | 3.5 |
|
| 6640 |
GPW
6640
Gentry Private Wealth
Wichita,
Kansas
| USD 194 M | +USD 28.3 M | +17% | 16.3% | – | 109 | 17.43% | 1 |
|
| 6641 |
IPWA
6641
International Private Wealth Advisors
San Diego,
California
| USD 194 M | +USD 30.8 M | +19% | 8.61% | – | 178 | 24.72% | 1.4 |
|
| 6642 |
KCM
6642
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
| USD 194 M | +USD 42.8 M | +28% | 8.31% | – | 834 | 30.46% | 0.3 |
|
| 6643 |
II
6643
Ibex Investors
Denver,
Colorado
| USD 194 M | +USD 42.1 M | +28% | 21% | 16.6% | 17 | 29.41% | 1.1 |
|
| 6644 |
PFO
6644
Pioneer Family Office
North Miami Beach,
Florida
| USD 194 M | +USD 38.4 M | +25% | 23.3% | – | 140 | 32.86% | 0.4 |
|
| 6645 |
TGP
6645
TMT General Partner
Hong Kong
| USD 194 M | -USD 56 M | -22% | 21.8% | – | 3 | 0% | 1.3 |
|
| 6646 |
SW
6646
Schulz Wealth
Mansfield,
Texas
| USD 194 M | – | – | 8.96% | – | 70 | – | 1.8 |
|
| 6647 |
CPL
6647
Capital & Planning LLC
Jonesboro,
Georgia
| USD 194 M | +USD 28.8 M | +17% | 15.1% | – | 174 | 75.29% | 0.5 |
|
| 6648 |
OCM
6648
Orleans Capital Management
Mandeville,
Louisiana
| USD 194 M | +USD 45.8 M | +31% | 21.4% | 94.6% | 128 | 21.88% | 2.9 |
|
| 6649 |
HIM
6649
Harbour Investment Management
Edmonds,
Washington
| USD 194 M | +USD 9.48 M | +5% | 8.32% | 58.8% | 109 | 8.26% | 6.3 |
|
| 6650 |
EA
6650
Echo45 Advisors
Walnut Creek,
California
| USD 194 M | +USD 15.8 M | +9% | 10.3% | 53.6% | 83 | 14.46% | 2.3 |
|