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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
2376
Heritage Trust
Oklahoma City,
Oklahoma
| USD 825 M | -USD 24.5 M | -3% | 0.26% | – | 310 | 6.45% | 4.6 |
|
| 2377 |
2377
Keeley-Teton Advisors
Chicago,
Illinois
| USD 825 M | -USD 36.8 M | -4% | 3.92% | 28.6% | 380 | 7.11% | 3.7 |
|
| 2378 |
2378
Vista Capital Partners
Portland,
Oregon
| USD 824 M | -USD 35.9 M | -4% | 3.28% | 61.2% | 120 | 10% | 4.8 |
|
| 2379 |
2379
Waddell & Associates
Memphis,
Tennessee
| USD 824 M | -USD 157 M | -16% | 2.41% | 194% | 164 | 9.15% | 2.5 |
|
| 2380 |
2380
Octavia Wealth Advisors
Cincinnati,
Ohio
| USD 824 M | -USD 583 k | -0.1% | 2.11% | 67.9% | 239 | 10.88% | 2.6 |
|
| 2381 |
2381
TRUE Private Wealth Advisors
Salem,
Oregon
| USD 823 M | -USD 592 k | -0.1% | 0.47% | 89.2% | 245 | 13.88% | 4.3 |
|
| 2382 |
2382
Jackson Wealth Management
Lake Mary,
Florida
| USD 823 M | -USD 58.7 M | -7% | 3.67% | 72.1% | 203 | 35.96% | 1.1 |
|
| 2383 |
2383
DDD Partners
Bellevue,
Washington
| USD 823 M | +USD 9.33 M | +1% | 0.97% | 85.9% | 108 | 14.81% | 2.7 |
|
| 2384 |
2384
Philip James Wealth Mangement
Milton,
Georgia
| USD 822 M | +USD 48.5 M | +6% | 7.79% | 76% | 191 | 22.51% | 0.7 |
|
| 2385 |
2385
Financial Synergies Wealth Advisors
Houston,
Texas
| USD 822 M | +USD 15.6 M | +2% | 1.35% | 79% | 85 | 18.82% | 3.3 |
|
| 2386 |
2386
BFSG LLC
Irvine,
California
| USD 822 M | -USD 33.5 M | -4% | 1.18% | 90.7% | 721 | 13.31% | 1.8 |
|
| 2387 |
2387
Rodgers & Associates
Lancaster,
Pennsylvania
| USD 820 M | -USD 19 M | -2% | 3.63% | 56.3% | 102 | 8.82% | 3.3 |
|
| 2388 |
2388
Strategies Wealth Advisors
Grand Rapids,
Michigan
| USD 819 M | +USD 15.7 M | +2% | 1.32% | 64.6% | 186 | 38.17% | 1.3 |
|
| 2389 |
BFS
2389
Bard Financial Services
Branford,
Connecticut
| USD 818 M | -USD 16.1 M | -2% | 0.65% | 90.1% | 219 | 9.13% | 3.4 |
|
| 2390 |
2390
Griffin Asset Management
New York
| USD 817 M | -USD 34.2 M | -4% | 0.88% | 88.9% | 219 | 12.33% | 5.9 |
|
| 2391 |
2391
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| USD 816 M | -USD 95.5 M | -10% | 4.47% | 108% | 187 | 14.44% | 2.2 |
|
| 2392 |
2392
Southeast Asset Advisors
Thomasville,
Georgia
| USD 816 M | +USD 397 k | +0% | 0.14% | 91.5% | 192 | 17.19% | 4.1 |
|
| 2393 |
2393
CCM Investment Advisers
Columbia,
South Carolina
| USD 815 M | -USD 89.5 M | -10% | 3.27% | 170% | 77 | 11.69% | 5.2 |
|
| 2394 |
2394
L. Roy Papp & Associates
Phoenix,
Arizona
| USD 815 M | -USD 41.4 M | -5% | 2.11% | 80.1% | 179 | 3.35% | 7.1 |
|
| 2395 |
2395
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| USD 815 M | +USD 10.3 M | +1% | 0.72% | 47.7% | 192 | 6.25% | 4.5 |
|
| 2396 |
2396
McIlrath & Eck
Arlington,
Washington
| USD 814 M | +USD 29.9 M | +4% | 1.54% | 44% | 1,017 | 13.27% | 4 |
|
| 2397 |
2397
Manchester Capital Management
Manchester,
Vermont
| USD 814 M | -USD 47.1 M | -5% | 4.77% | 86.7% | 1,211 | 8.26% | 3.9 |
|
| 2398 |
2398
Barton Investment Management
West Conshohocken,
Pennsylvania
| USD 814 M | -USD 129 M | -14% | 4.32% | 124% | 49 | 8.16% | 7.6 |
|
| 2399 |
2399
RW Investment Management
Eagle,
Idaho
| USD 814 M | -USD 6.98 M | -0.9% | 0.57% | – | 104 | 8.65% | 1.9 |
|
| 2400 |
2400
Parthenon LLC
Louisville,
Kentucky
| USD 813 M | -USD 13.6 M | -2% | 0.51% | 93.3% | 124 | 2.42% | 8.2 |
|