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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
RPGK
2226
Retirement Planning Group (Kansas)
Leawood,
Kansas
| USD 472 M | +USD 31.4 M | +7% | 1.2% | 54.7% | 71 | 12.68% | 3.6 |
|
| 2227 |
2227
Suncoast Equity Management
Tampa,
Florida
| USD 472 M | -USD 16.4 M | -3% | 1.95% | 82.9% | 39 | 0% | 2.7 |
|
| 2228 |
AIC
2228
AWM Investment Company
New York
| USD 471 M | -USD 51.7 M | -10% | 2.35% | 778% | 101 | 21.78% | 2.2 |
|
| 2229 |
2229
Ropes Wealth Advisors
Boston,
Massachusetts
| USD 471 M | -USD 2.61 M | -0.6% | 2.96% | 71% | 606 | 15.51% | 2.7 |
|
| 2230 |
2230
LVM Capital Management
Portage,
Michigan
| USD 471 M | +USD 32 M | +7% | 3.82% | 121% | 117 | 6.84% | 4.1 |
|
| 2231 |
2231
Barber Financial Group
Lenexa,
Kansas
| USD 470 M | +USD 42.5 M | +10% | 1.71% | 39% | 156 | 17.31% | 1.6 |
|
| 2232 |
2232
Circle Wealth Management
Summit,
New Jersey
| USD 470 M | +USD 8.45 M | +2% | 0.8% | 71.8% | 177 | 16.38% | 1.2 |
|
| 2233 |
2233
Weatherly Asset Management
Del Mar,
California
| USD 469 M | -USD 32.5 M | -6% | 0.02% | 116% | 189 | 7.41% | 4.4 |
|
| 2234 |
2234
Incline Global Management
New York
| USD 468 M | -USD 17.2 M | -4% | 4.4% | 40.1% | 29 | 51.72% | 0.7 |
|
| 2235 |
2235
Parthenon LLC
Louisville,
Kentucky
| USD 468 M | +USD 1.26 M | +0.3% | 1.85% | 93.3% | 107 | 1.87% | 5 |
|
| 2236 |
2236
TrustCore Financial Services
Brentwood,
Tennessee
| USD 467 M | +USD 19.6 M | +4% | 0.13% | 28.3% | 1,017 | 15.93% | 0.9 |
|
| 2237 |
2237
First Heartland Consultants
Lake St. Louis,
Missouri
| USD 466 M | +USD 49.7 M | +12% | 1.66% | 59.2% | 303 | 12.21% | 2.7 |
|
| 2238 |
2238
Covenant Multifamily Offices
San Antonio,
Texas
| USD 465 M | +USD 9.27 M | +2% | 2.95% | 38.3% | 158 | 21.52% | 0.7 |
|
| 2239 |
2239
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| USD 465 M | +USD 36.5 M | +9% | 0.38% | 58% | 253 | 13.44% | 2.4 |
|
| 2240 |
CBT
2240
Central Bank & Trust
Lexington,
Kentucky
| USD 465 M | +USD 21.1 M | +5% | 2.59% | 118% | 302 | 17.55% | 3.8 |
|
| 2241 |
2241
Maple Capital Management
Montpelier,
Vermont
| USD 465 M | +USD 19.5 M | +4% | 3.4% | 100% | 129 | 10.08% | 3.8 |
|
| 2242 |
2242
Cardano Risk Management
Rotterdam,
Netherlands
| USD 464 M | +USD 43.9 M | +10% | 9.36% | 200% | 4 | 0% | 0.8 |
|
| 2243 |
2243
Heathbridge Capital Management
Toronto,
Ontario, Canada
| USD 464 M | -USD 26.3 M | -5% | 1.74% | 58.7% | 30 | 3.33% | 3.9 |
|
| 2244 |
2244
Symphony Asset Management
San Francisco,
California
| USD 464 M | -USD 14.9 M | -3% | 3.57% | 21.6% | 218 | 41.28% | 1.1 |
|
| 2245 |
2245
Cornerstone Advisory
Hunt Valley,
Maryland
| USD 464 M | +USD 2.19 M | +0.5% | 0.34% | 53.5% | 164 | 7.32% | 2.5 |
|
| 2246 |
2246
Angeles Investment Advisors
Santa Monica,
California
| USD 463 M | +USD 55.9 M | +14% | 1.07% | 78.3% | 91 | 40.66% | 0.4 |
|
| 2247 |
2247
Roundview Capital
Princeton,
New Jersey
| USD 463 M | +USD 19.3 M | +4% | 1.62% | 77.7% | 224 | 2.68% | 3.5 |
|
| 2248 |
NC
2248
Nokomis Capital
Dallas,
Texas
| USD 463 M | -USD 46.8 M | -9% | 2.46% | 145% | 49 | 32.65% | 2 |
|
| 2249 |
2249
Heritage Trust
Oklahoma City,
Oklahoma
| USD 463 M | +USD 12.9 M | +3% | 1.42% | – | 195 | 11.79% | 2 |
|
| 2250 |
2250
Adelphi Capital
London,
United Kingdom
| USD 463 M | +USD 36.2 M | +8% | 3.88% | – | 4 | 50% | 1.8 |
|