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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8251 |
8251
Sulzberger Capital Advisors
Miami,
Florida
| USD 98 M | -USD 1.02 M | -1% | 2.06% | – | 53 | 9.43% | 1.1 |
|
| 8252 |
8252
Thayer Financial
Hickory,
North Carolina
| USD 98 M | +USD 3.37 M | +4% | 0.91% | – | 33 | 0% | 0.3 |
|
| 8253 |
8253
Walsky Investment Management
Wyomissing,
Pennsylvania
| USD 98 M | -USD 227 k | -0.2% | 1.09% | – | 53 | 7.55% | 0.2 |
|
| 8254 |
8254
Advisory Advocates
Grand Rapids,
Michigan
| USD 97.9 M | -USD 2.63 M | -3% | 3.34% | – | 181 | 18.78% | 0.2 |
|
| 8255 |
8255
Ebert Capital Management
Eureka,
California
| USD 97.9 M | -USD 5.49 M | -5% | 7.36% | – | 26 | 3.85% | 0.2 |
|
| 8256 |
8256
Unified Investment Management
Atlanta,
Georgia
| USD 97.9 M | -USD 1.93 M | -2% | 0.53% | – | 141 | 7.8% | 1.1 |
|
| 8257 |
8257
Wulff, Hansen & Co
San Rafael,
California
| USD 97.9 M | -USD 21.3 M | -18% | 1.9% | 85.8% | 104 | 7.69% | 2.9 |
|
| 8258 |
8258
Whitford Management
New York
| USD 97.9 M | -USD 583 k | -0.6% | 2.74% | 76.2% | 30 | 40% | 0.7 |
|
| 8259 |
8259
Financial Network Wealth Advisors
Murray,
Utah
| USD 97.7 M | +USD 1.73 M | +2% | 0.29% | 57.7% | 917 | 24.97% | 1.3 |
|
| 8260 |
GH
8260
GLP Holdings
Cumming,
Georgia
| USD 97.7 M | -USD 7.28 M | -7% | 6.91% | – | 4 | 0% | 0.3 |
|
| 8261 |
8261
Urban Wealth Management
El Segundo,
California
| USD 97.7 M | -USD 9.9 M | -9% | 2.61% | – | 101 | 14.85% | 1.5 |
|
| 8262 |
8262
CSP Financial Group
Scottsdale,
Arizona
| USD 97.7 M | – | – | 0.21% | – | 20 | – | 0 |
|
| 8263 |
8263
Bluebird Wealth Management
Medfield,
Massachusetts
| USD 97.7 M | -USD 9.38 M | -9% | 1.6% | – | 88 | 32.95% | 0.2 |
|
| 8264 |
8264
Villanova Investment Management
Wayne,
Pennsylvania
| USD 97.6 M | -USD 44.3 M | -31% | 4.62% | – | 60 | 11.67% | 1.4 |
|
| 8265 |
BJB
8265
Broadhurst Jeffrey B
| USD 97.6 M | +USD 1.28 M | +1% | 1.05% | – | 42 | 7.14% | 0.2 |
|
| 8266 |
8266
RCW Management
Jacksonville,
Florida
| USD 97.6 M | -USD 1.44 M | -1% | 1.76% | – | 69 | 5.8% | 0.2 |
|
| 8267 |
8267
Chiron Capital Management
Tallahassee,
Florida
| USD 97.5 M | – | – | 4.31% | – | 117 | – | 2.2 |
|
| 8268 |
8268
Sensenig Capital Advisors
Collegeville,
Pennsylvania
| USD 97.5 M | -USD 874 k | -0.9% | 1.07% | – | 36 | 16.67% | 0.2 |
|
| 8269 |
8269
Ballast Financial Advisors
West Chester,
Pennsylvania
| USD 97.5 M | +USD 413 k | +0.4% | 0.24% | – | 72 | 8.33% | 0.2 |
|
| 8270 |
JKSF
8270
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| USD 97.5 M | -USD 31 M | -24% | 21.8% | 30.8% | 4 | 0% | 3.3 |
|
| 8271 |
8271
Cogent Strategic Wealth
Chicago,
Illinois
| USD 97.3 M | +USD 5.58 M | +6% | 1.7% | – | 57 | 17.54% | 0.2 |
|
| 8272 |
8272
Atlas Wealth Partners
Wyomissing,
Pennsylvania
| USD 97.3 M | +USD 6.27 M | +7% | 12.9% | 145% | 67 | 7.46% | 1.5 |
|
| 8273 |
8273
Strategic Financial Group
Grand Haven,
Michigan
| USD 97.1 M | – | – | 0.18% | – | 18 | – | 0 |
|
| 8274 |
8274
Arrington Capital Management
Miami,
Florida
| USD 97.1 M | -USD 9.5 M | -9% | 2.53% | – | 37 | 45.95% | 0.2 |
|
| 8275 |
8275
Partners Wealth Management
Carmel By The Sea,
California
| USD 97 M | +USD 1.31 M | +1% | 1.94% | – | 116 | 13.79% | 1 |
|