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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6976 |
6976
Certior Financial Group
King Of Prussia,
Pennsylvania
| USD 134 M | +USD 10.4 M | +8% | 7.39% | – | 124 | 12.1% | 0.4 |
|
| 6977 |
6977
Cravens & Co Advisors
Cookeville,
Tennessee
| USD 134 M | +USD 5.29 M | +4% | 9.61% | 70.4% | 59 | 10.17% | 2 |
|
| 6978 |
6978
Fingerlakes Wealth Management
Ithaca,
New York
| USD 134 M | +USD 16.4 M | +14% | 11.7% | 80.2% | 93 | 8.6% | 2.8 |
|
| 6979 |
6979
Three Cord True Wealth Management
Beaver,
Pennsylvania
| USD 134 M | +USD 17.3 M | +15% | 8.89% | – | 32 | 28.13% | 0.4 |
|
| 6980 |
BF
6980
Baring Financial
Bellingham,
Washington
| USD 134 M | +USD 14.8 M | +12% | 9.27% | – | 67 | 2.99% | 0.5 |
|
| 6981 |
6981
Charter Research & Investment Group
Southport,
Connecticut
| USD 134 M | +USD 3.18 M | +2% | 5.42% | 82.3% | 83 | 4.82% | 7.1 |
|
| 6982 |
6982
Ampfield Management
New York
| USD 134 M | +USD 48.9 M | +58% | 26.2% | 56.9% | 5 | 20% | 2.2 |
|
| 6983 |
PP
6983
Pingora Partners
Wilson,
Wyoming
| USD 134 M | -USD 938 k | -0.7% | 3.58% | – | 210 | 4.29% | 1.3 |
|
| 6984 |
6984
Massar Capital Management
Stamford,
Connecticut
| USD 134 M | +USD 44.4 M | +50% | 14.3% | – | 171 | 69.01% | 0.1 |
|
| 6985 |
6985
Sagace Wealth Management
St. Petersburg,
Florida
| USD 134 M | +USD 1.37 M | +1% | 7.86% | – | 69 | 18.84% | 0.8 |
|
| 6986 |
6986
Schulz Wealth
Mansfield,
Texas
| USD 134 M | +USD 2.66 M | +2% | 7.04% | – | 68 | 10.29% | 1.2 |
|
| 6987 |
6987
Financial Harvest
Winter Park,
Florida
| USD 134 M | +USD 12.5 M | +10% | 7.93% | – | 105 | 98.1% | 0 |
|
| 6988 |
6988
WealthTrust Asset Management
Destin,
Florida
| USD 134 M | -USD 1.17 M | -0.9% | 12.6% | 102% | 96 | 31.25% | 1.8 |
|
| 6989 |
JWM
6989
JP Wealth Management
Mt. Pleasant,
South Carolina
| USD 134 M | +USD 9.6 M | +8% | 9.59% | – | 17 | 23.53% | 0.4 |
|
| 6990 |
6990
OmniStar Financial Group
Wilmington,
North Carolina
| USD 134 M | +USD 6.75 M | +5% | 2.99% | 67.1% | 124 | 19.35% | 1.2 |
|
| 6991 |
6991
Valley Brook Capital Group
Venetia,
Pennsylvania
| USD 134 M | +USD 6.21 M | +5% | 11.6% | 106% | 116 | 5.17% | 3.4 |
|
| 6992 |
6992
Aegon USA Investment Management
Cedar Rapids,
Iowa
| USD 133 M | +USD 7.63 M | +6% | 7.29% | 39.9% | 46 | 6.52% | 1.6 |
|
| 6993 |
6993
Norwood Investment Partners
Mill Valley,
California
| USD 133 M | +USD 21.4 M | +19% | 14.7% | 25.2% | 18 | 38.89% | 1.4 |
|
| 6994 |
6994
Genesis Wealth Advisors
Braintree,
Massachusetts
| USD 133 M | +USD 9.8 M | +8% | 7.01% | – | 64 | 7.81% | 5.8 |
|
| 6995 |
6995
Campion Asset Management
Falls Church,
Virginia
| USD 133 M | +USD 3.95 M | +3% | 7.33% | 70.2% | 85 | 8.24% | 3.7 |
|
| 6996 |
6996
Northern Financial Advisors
Bloomfield Hills,
Michigan
| USD 133 M | +USD 12.1 M | +10% | 13.2% | 109% | 109 | 5.5% | 2.1 |
|
| 6997 |
6997
Forge Financial Services
Edmond,
Oklahoma
| USD 133 M | +USD 20 M | +18% | 10.5% | – | 22 | 13.64% | 0.5 |
|
| 6998 |
MSK
6998
Melissa S. Kampmann
| USD 133 M | +USD 6.66 M | +5% | 10.7% | 70.4% | 43 | 11.63% | 1.6 |
|
| 6999 |
HFAS
6999
Hummer Financial Advisory Services
Chicago,
Illinois
| USD 133 M | +USD 10 M | +8% | 7.42% | 71.8% | 117 | 11.11% | 3.7 |
|
| 7000 |
EMB
7000
Elefante Mark B
| USD 133 M | +USD 6.93 M | +5% | 7.61% | – | 62 | 16.13% | 4.2 |
|