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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
2151
JNBA Financial Advisors
Bloomington,
Minnesota
| USD 965 M | -USD 14.6 M | -1% | 1.07% | 66.8% | 692 | 12.86% | 5.7 |
|
| 2152 |
2152
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| USD 965 M | -USD 424 k | -0% | 1.19% | 55.5% | 180 | 7.78% | 2.6 |
|
| 2153 |
2153
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| USD 962 M | -USD 13.8 M | -1% | 2.26% | 58% | 190 | 10.53% | 2.2 |
|
| 2154 |
GA
2154
GRS Advisors
Chicago,
Illinois
| USD 961 M | -USD 52.7 M | -5% | 0.63% | 54.3% | 41 | 48.78% | 0.6 |
|
| 2155 |
AH
2155
Allen Holding
New York
| USD 961 M | +USD 49.3 M | +5% | 13.1% | 185% | 14 | 0% | 7.1 |
|
| 2156 |
2156
Tortoise Investment Management
White Plains,
New York
| USD 960 M | +USD 13.1 M | +1% | 0.04% | 40.2% | 894 | 10.4% | 5.3 |
|
| 2157 |
2157
Crescent Grove Advisors
Lake Forest,
Illinois
| USD 960 M | -USD 49 M | -5% | 4.54% | 64.1% | 291 | 14.43% | 3.8 |
|
| 2158 |
2158
Moody National Bank Trust Division
Galveston,
Texas
| USD 959 M | +USD 3.03 M | +0.3% | 2.87% | 115% | 514 | 11.48% | 4.5 |
|
| 2159 |
2159
Townsend & Associates
Westminster,
Colorado
| USD 959 M | -USD 17.4 M | -2% | 4.35% | 58% | 106 | 10.38% | 2.6 |
|
| 2160 |
2160
Meridiem Capital Partners
Dallas,
Texas
| USD 959 M | -USD 178 M | -16% | 4.96% | – | 98 | 72.45% | 0.1 |
|
| 2161 |
2161
PrairieView Partners
St. Paul,
Minnesota
| USD 958 M | +USD 1.68 M | +0.2% | 0.01% | 34% | 402 | 6.72% | 3.9 |
|
| 2162 |
2162
Traphagen Investment Advisors
Oradell,
New Jersey
| USD 958 M | -USD 25 M | -3% | 1.77% | 65.8% | 192 | 10.94% | 3.2 |
|
| 2163 |
2163
Petredis Investment Advisors
Warrendale,
Pennsylvania
| USD 957 M | -USD 11.1 M | -1% | 4.4% | 158% | 102 | 5.88% | 2 |
|
| 2164 |
2164
FourThought Financial Partners
Venice,
Florida
| USD 956 M | -USD 7.07 M | -0.7% | 0.68% | 95.9% | 338 | 11.83% | 1.1 |
|
| 2165 |
2165
Pertento Partners
London,
United Kingdom
| USD 955 M | -USD 226 M | -19% | 2.57% | 196% | 31 | 41.94% | 1 |
|
| 2166 |
2166
Quent Capital
New York
| USD 953 M | -USD 13.6 M | -1% | 0.82% | 78.1% | 1,375 | 5.96% | 2.6 |
|
| 2167 |
2167
Avenir Corporation
Alexandria,
Virginia
| USD 953 M | -USD 23.8 M | -2% | 1.67% | 34.4% | 72 | 6.94% | 6.2 |
|
| 2168 |
2168
Certuity
North Palm Beach,
Florida
| USD 953 M | +USD 32.2 M | +3% | 0.94% | 197% | 434 | 18.2% | 2 |
|
| 2169 |
2169
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| USD 952 M | -USD 15.9 M | -2% | 1.88% | 58.6% | 118 | 14.41% | 1.8 |
|
| 2170 |
2170
Asset Advisors Investment Management
Augusta,
Georgia
| USD 952 M | -USD 4.2 M | -0.4% | 0.32% | 67.5% | 113 | 5.31% | 4.2 |
|
| 2171 |
2171
Kensington Asset Management
Austin,
Texas
| USD 952 M | -USD 755 M | -44% | 0.35% | 38.1% | 35 | 42.86% | 0.7 |
|
| 2172 |
2172
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| USD 951 M | +USD 33.9 M | +4% | 0.43% | 40.2% | 153 | 12.42% | 3.8 |
|
| 2173 |
2173
RMR Wealth Builders
Montclair,
New Jersey
| USD 950 M | -USD 17.4 M | -2% | 3.71% | 91.7% | 271 | 9.96% | 2.6 |
|
| 2174 |
2174
Moss Adams Wealth Advisors
Seattle,
Washington
| USD 950 M | +USD 3.45 M | +0.4% | 2.97% | 79.6% | 238 | 21.43% | 1.2 |
|
| 2175 |
2175
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| USD 948 M | +USD 93.6 M | +11% | 0.81% | 66.9% | 104 | 56.73% | 1.4 |
|