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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8226 |
8226
Stonebridge Wealth Management
Oak Brook,
Illinois
| USD 112 M | +USD 7.36 M | +7% | 6.9% | – | 38 | 7.89% | 0.9 |
|
| 8227 |
8227
truNorth Financial Services
Chambersburg,
Pennsylvania
| USD 112 M | +USD 15 M | +15% | 7.63% | – | 60 | 20% | 0.4 |
|
| 8228 |
8228
Brown University
Providence,
Rhode Island
| USD 112 M | +USD 9.8 M | +10% | 34.7% | 37.9% | 13 | 30.77% | 2 |
|
| 8229 |
8229
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
| USD 112 M | +USD 8.25 M | +8% | 10.5% | – | 329 | 5.47% | 0.5 |
|
| 8230 |
8230
Van Diest Capital
Poly City,
Iowa
| USD 112 M | -USD 15.4 M | -12% | 23.2% | – | 234 | 43.59% | 0.3 |
|
| 8231 |
8231
Ramsey Quantitative Systems
Louisville,
Kentucky
| USD 112 M | +USD 15 M | +16% | 13.4% | 51.1% | 68 | 91.18% | 0.2 |
|
| 8232 |
IMT
8232
Investment Management Trust
Fitchburg,
Massachusetts
| USD 112 M | +USD 8.97 M | +9% | 16.4% | – | 89 | 21.35% | 0.2 |
|
| 8233 |
8233
RCW Management
Jacksonville,
Florida
| USD 112 M | +USD 14 M | +14% | 15.1% | – | 69 | 2.9% | 0.5 |
|
| 8234 |
8234
MH & Associates Securities Management
Carlsbad,
California
| USD 112 M | -USD 3.1 M | -3% | 10.3% | – | 101 | 3.96% | 0.5 |
|
| 8235 |
8235
Layline Advisors
Rochester,
New York
| USD 111 M | +USD 22.1 M | +25% | 10.9% | – | 81 | 19.75% | 0.2 |
|
| 8236 |
8236
Chiron Capital Management
Tallahassee,
Florida
| USD 111 M | +USD 13.9 M | +14% | 4.62% | – | 149 | 30.2% | 1.9 |
|
| 8237 |
8237
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| USD 111 M | +USD 6.6 M | +6% | 9.01% | 52.2% | 63 | 3.17% | 6.6 |
|
| 8238 |
8238
Valued Retirements
Houston,
Texas
| USD 111 M | +USD 9.04 M | +9% | 13.2% | – | 105 | 18.1% | 1.6 |
|
| 8239 |
GH
8239
GLP Holdings
Cumming,
Georgia
| USD 111 M | +USD 13.6 M | +14% | 14% | – | 4 | 0% | 0.5 |
|
| 8240 |
KAM
8240
Kazazian Asset Management
Fort Lauderdale,
Florida
| USD 111 M | +USD 19.8 M | +22% | 14.6% | – | 55 | 29.09% | 1.9 |
|
| 8241 |
8241
Fortitude Financial
Spokane,
Washington
| USD 111 M | -USD 77.7 M | -41% | 18.7% | – | 41 | 36.59% | 0.8 |
|
| 8242 |
8242
Putney Financial Group
San Rafael,
California
| USD 111 M | +USD 11.8 M | +12% | 27% | – | 90 | 20% | 1.2 |
|
| 8243 |
8243
Dalton Investments
Las Vegas,
Nevada
| USD 111 M | +USD 7.63 M | +7% | 6.56% | 95.1% | 17 | 5.88% | 3.1 |
|
| 8244 |
8244
Beryl Capital Management
Redondo Beach,
California
| USD 111 M | +USD 937 k | +0.9% | 12.7% | 3,932% | 16 | 100% | 0 |
|
| 8245 |
8245
Western Pacific Wealth Management
Lake Forest,
Illinois
| USD 111 M | +USD 12.2 M | +12% | 15.6% | 91.4% | 214 | 23.36% | 2.8 |
|
| 8246 |
SM
8246
Sabby Management
Miami Beach,
Florida
| USD 111 M | +USD 65.4 M | +145% | 12.3% | 95.5% | 38 | 65.79% | 0.8 |
|
| 8247 |
IWA
8247
Independent Wealth Advisors
Cary,
North Carolina
| USD 111 M | +USD 8.67 M | +9% | 6.17% | – | 80 | 16.25% | 0.4 |
|
| 8248 |
8248
Ballast Financial Advisors
West Chester,
Pennsylvania
| USD 110 M | +USD 12.9 M | +13% | 9.97% | – | 71 | 4.23% | 0.5 |
|
| 8249 |
8249
Zenith Solutions
Philadelphia,
Pennsylvania
| USD 110 M | – | – | 15.7% | – | 84 | – | 0 |
|
| 8250 |
8250
Karras Company
Roy,
Utah
| USD 110 M | +USD 11.7 M | +12% | 18% | – | 64 | 9.38% | 0.5 |
|