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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6651 |
6651
Virtus Investment Advisers
Hartford,
Connecticut
| USD 127 M | +USD 8.91 M | +8% | 15.1% | 172% | 384 | 27.08% | 0.8 |
|
| 6652 |
HFAS
6652
Hummer Financial Advisory Services
Chicago,
Illinois
| USD 127 M | +USD 11.4 M | +10% | 8.62% | 71.8% | 112 | 10.71% | 3.4 |
|
| 6653 |
6653
Profit Investment Management
North Bethesda,
Maryland
| USD 127 M | -USD 32.7 M | -20% | 9.69% | 101% | 86 | 11.63% | 6.2 |
|
| 6654 |
6654
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| USD 127 M | +USD 8.18 M | +7% | 5.5% | 72.3% | 93 | 8.6% | 1.7 |
|
| 6655 |
SR
6655
Summer Road
West Palm Beach,
Florida
| USD 127 M | +USD 23.6 M | +23% | 27% | 130% | 32 | 28.13% | 0.5 |
|
| 6656 |
SA
6656
Sage Advisors
Boulder,
Colorado
| USD 127 M | +USD 3.94 M | +3% | 3.61% | – | 27 | 14.81% | 0.6 |
|
| 6657 |
6657
Merkkuri Wealth Advisors
Hicksville,
New York
| USD 127 M | +USD 18 M | +17% | 5.05% | – | 83 | 4.82% | 0.2 |
|
| 6658 |
6658
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| USD 127 M | +USD 1.73 M | +1% | 6.57% | 65.5% | 82 | 47.56% | 1.2 |
|
| 6659 |
6659
Davis Capital Management
Jacksonville,
Florida
| USD 126 M | +USD 11.3 M | +10% | 8.26% | – | 348 | 12.64% | 2.7 |
|
| 6660 |
APS
6660
American Planning Services
Sun City Center,
Florida
| USD 126 M | -USD 15.7 M | -11% | 4.4% | 23.8% | 54 | 5.56% | 1.3 |
|
| 6661 |
6661
IFS Advisors
Overland Park,
Kansas
| USD 126 M | +USD 7.71 M | +6% | 5.17% | 54.2% | 159 | 1.89% | 2.2 |
|
| 6662 |
6662
Meadow Creek Wealth Advisors
Atlanta,
Georgia
| USD 126 M | +USD 20.4 M | +19% | 7.16% | – | 135 | 15.56% | 2.5 |
|
| 6663 |
6663
Trademark Financial Management
Bloomington,
Minnesota
| USD 126 M | +USD 3.27 M | +3% | 5.31% | 67.5% | 102 | 24.51% | 0.6 |
|
| 6664 |
6664
Mount Vernon Associates
Baltimore,
Maryland
| USD 126 M | +USD 13.2 M | +12% | 6.17% | 136% | 56 | 10.71% | 7.3 |
|
| 6665 |
6665
Grafton Street Partners
North Palm Beach,
Florida
| USD 126 M | +USD 6.68 M | +6% | 8.17% | – | 13 | 7.69% | 0.7 |
|
| 6666 |
SLFPAM
6666
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
| USD 126 M | +USD 9.6 M | +8% | 4.77% | 139% | 44 | 45.45% | 0.7 |
|
| 6667 |
6667
Dougherty Wealth Advisers
Wayzata,
Minnesota
| USD 126 M | +USD 11.4 M | +10% | 7.33% | 67.5% | 113 | 6.19% | 4.8 |
|
| 6668 |
6668
UHLMANN PRICE SECURITIES
Skokie,
Illinois
| USD 126 M | – | – | 6.19% | – | 180 | – | 0 |
|
| 6669 |
MCM
6669
Magnolia Capital Management
Cold Spring,
New York
| USD 126 M | +USD 6.6 M | +6% | 5.73% | 85.9% | 71 | 2.82% | 3.4 |
|
| 6670 |
6670
Northwest Financial Advisors
Herndon,
Virginia
| USD 126 M | +USD 27.3 M | +28% | 6.18% | 67% | 570 | 84.21% | 0.1 |
|
| 6671 |
6671
Accordant Advisory Group
Annapolis,
Maryland
| USD 126 M | +USD 19.9 M | +19% | 8.15% | – | 167 | 28.14% | 0.4 |
|
| 6672 |
6672
Laraway Financial Advisors
Saint Cloud,
Minnesota
| USD 125 M | +USD 8.34 M | +7% | 6.55% | 92.3% | 116 | 4.31% | 2.4 |
|
| 6673 |
6673
Catalys Pacific
Tokyo,
Japan
| USD 125 M | -USD 7.1 M | -5% | 14.9% | 189% | 3 | 0% | 0.8 |
|
| 6674 |
6674
Ridgepath Capital Management
Knoxville,
Tennessee
| USD 125 M | +USD 23.5 M | +23% | 7.82% | 73.5% | 48 | 18.75% | 0.6 |
|
| 6675 |
6675
Gordian Advisors
Tucson,
Arizona
| USD 125 M | +USD 21.6 M | +21% | 5.65% | 55.4% | 41 | 36.59% | 0.4 |
|