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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7076 |
7076
Community Bank of Raymore
Raymore,
Missouri
| USD 170 M | +USD 20.4 M | +14% | 14.2% | 91.9% | 77 | 5.19% | 6.2 |
|
| 7077 |
7077
Christian Investment Advisors
New Braunfels,
Texas
| USD 170 M | +USD 11.4 M | +7% | 8.01% | – | 15 | 26.67% | 0.9 |
|
| 7078 |
7078
Nautilus Advisors
La Jolla,
California
| USD 170 M | +USD 23.8 M | +16% | 15.9% | – | 185 | 15.68% | 1.1 |
|
| 7079 |
7079
Collar Capital Management
Appleton,
Wisconsin
| USD 170 M | +USD 15.1 M | +10% | 39.7% | – | 76 | 9.21% | 1.2 |
|
| 7080 |
7080
Arsenal Capital Advisors
Conshohocken,
Pennsylvania
| USD 169 M | +USD 31.8 M | +23% | 14% | – | 113 | 17.7% | 0.4 |
|
| 7081 |
7081
RiverTree Advisors
Winter Park,
Florida
| USD 169 M | +USD 11.4 M | +7% | 7.58% | 25.4% | 74 | 21.62% | 1.5 |
|
| 7082 |
7082
Ellerson Group
Annapolis,
Maryland
| USD 169 M | +USD 16.7 M | +11% | 12.8% | 148% | 66 | 10.61% | 2.2 |
|
| 7083 |
7083
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| USD 169 M | +USD 17.7 M | +12% | 13.1% | 114% | 14 | 7.14% | 4.1 |
|
| 7084 |
7084
Wilian Securities
Vadnais Heights,
Minnesota
| USD 169 M | +USD 129 M | +315% | 13.2% | – | 93 | 43.01% | 0.3 |
|
| 7085 |
7085
Palacios Wealth Management
Ormond Beach,
Florida
| USD 169 M | +USD 9.41 M | +6% | 27.6% | – | 78 | 6.41% | 1.2 |
|
| 7086 |
JD6
7086
J Digital 6
Chicago,
Illinois
| USD 169 M | +USD 29 M | +21% | 6.6% | – | 3 | 33.33% | 0.5 |
|
| 7087 |
7087
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| USD 169 M | +USD 21.1 M | +14% | 15.1% | 74.9% | 52 | 21.15% | 2.2 |
|
| 7088 |
7088
Davis Capital Management
Jacksonville,
Florida
| USD 169 M | +USD 21.4 M | +14% | 11.3% | – | 1,286 | 55.44% | 1.2 |
|
| 7089 |
DIG
7089
Daniel Investment Group
Royal Oak,
Michigan
| USD 169 M | – | – | 7.08% | – | 33 | – | 0 |
|
| 7090 |
7090
Fairbanks Capital Management
Rancho Santa Fe,
California
| USD 169 M | +USD 9.09 M | +6% | 14.8% | 81.3% | 52 | 11.54% | 5.9 |
|
| 7091 |
7091
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
| USD 169 M | +USD 16 M | +10% | 11.3% | – | 356 | 8.15% | 1.3 |
|
| 7092 |
7092
Processus Wealth & Capital Management
Brentwood,
Tennessee
| USD 169 M | +USD 21.5 M | +15% | 22.2% | 160% | 36 | 5.56% | 2.2 |
|
| 7093 |
7093
Somnio Financial Group
Glastonbury,
Connecticut
| USD 169 M | +USD 16.6 M | +11% | 9.79% | – | 14 | 0% | 1.9 |
|
| 7094 |
7094
North Dallas Bank & Trust
Dallas,
Texas
| USD 169 M | +USD 20.9 M | +14% | 17.2% | – | 119 | 13.45% | 0.8 |
|
| 7095 |
7095
Granite Group Advisors
Stamford,
Connecticut
| USD 169 M | +USD 3.34 M | +2% | 10.4% | 74% | 96 | 22.92% | 1.6 |
|
| 7096 |
AIM
7096
Athena Investment Management
Orinda,
California
| USD 169 M | -USD 24.1 M | -13% | 19% | 80.6% | 156 | 17.31% | 3.6 |
|
| 7097 |
7097
Bravias Capital Group
Iselin,
New Jersey
| USD 168 M | +USD 15.5 M | +10% | 9.7% | – | 101 | 8.91% | 1.2 |
|
| 7098 |
7098
Sunrise Financial Services
Burien,
Washington
| USD 168 M | +USD 27.2 M | +19% | 15.5% | – | 658 | 16.26% | 0.4 |
|
| 7099 |
7099
Eight 31 Financial
Midland,
Texas
| USD 168 M | +USD 2.61 M | +2% | 3.56% | – | 75 | 16% | 1.8 |
|
| 7100 |
KLCM
7100
KG&L Capital Management
Saint Francisville,
Louisiana
| USD 168 M | +USD 28.6 M | +21% | 16.5% | 91.9% | 150 | 23.33% | 3.5 |
|