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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
2551
Quantum Financial Advisors
El Segundo,
California
| USD 1011 M | +USD 120 M | +13% | 12.3% | 61.1% | 261 | 15.33% | 1.9 |
|
| 2552 |
2552
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| USD 1011 M | +USD 82.8 M | +9% | 8.63% | 42.7% | 1,383 | 5.28% | 2.2 |
|
| 2553 |
2553
Gladstone Capital Management
London,
United Kingdom
| USD 1011 M | +USD 14.8 M | +1% | 38.7% | 304% | 44 | 36.36% | 1.1 |
|
| 2554 |
2554
IAG Wealth Partners
Waukesha,
Wisconsin
| USD 1010 M | +USD 115 M | +13% | 8.91% | 47.3% | 525 | 6.29% | 3.9 |
|
| 2555 |
2555
Redwood Investment Management
Scottsdale,
Arizona
| USD 1009 M | +USD 204 M | +25% | 16.2% | 62.5% | 361 | 42.11% | 1.4 |
|
| 2556 |
2556
Steigerwald Gordon & Koch
Leesburg,
Virginia
| USD 1009 M | +USD 34.7 M | +4% | 8.38% | 59.5% | 786 | 3.56% | 1.7 |
|
| 2557 |
2557
KR Capital LP
New York City,
New York
| USD 1009 M | +USD 510 M | +102% | 41.4% | – | 103 | 75.73% | 0.1 |
|
| 2558 |
2558
Catalyst Financial Partners
Boston,
Massachusetts
| USD 1008 M | +USD 161 M | +19% | 19.9% | 98.6% | 435 | 19.31% | 1.9 |
|
| 2559 |
2559
Grove Bank & Trust
Miami,
Florida
| USD 1008 M | +USD 124 M | +14% | 14.2% | 80.5% | 931 | 12.89% | 3.4 |
|
| 2560 |
2560
Occidental Asset Management
Burlingame,
California
| USD 1007 M | +USD 163 M | +19% | 17.7% | 82.5% | 347 | 23.63% | 3.3 |
|
| 2561 |
2561
Eagle Strategies
New York
| USD 1006 M | +USD 169 M | +20% | 16.1% | 77.7% | 282 | 11.7% | 2.2 |
|
| 2562 |
2562
Patton Albertson Miller Group
Chattanooga,
Tennessee
| USD 1005 M | +USD 163 M | +19% | 24.4% | 109% | 217 | 4.15% | 6 |
|
| 2563 |
2563
Mar Vista Investment Partners
Los Angeles,
California
| USD 1005 M | +USD 5.09 M | +0.5% | 14.3% | 73.9% | 36 | 11.11% | 5.8 |
|
| 2564 |
BDWCC
2564
B&D White Capital Company
Lakeway,
Texas
| USD 1005 M | +USD 196 M | +24% | 10.9% | 38.1% | 102 | 35.29% | 1.2 |
|
| 2565 |
2565
Sendero Wealth Management
San Antonio,
Texas
| USD 1004 M | +USD 100 M | +11% | 13.7% | 99.2% | 222 | 13.51% | 2.1 |
|
| 2566 |
2566
BlueStem Wealth Partners
Minnetonka,
Minnesota
| USD 1004 M | +USD 104 M | +12% | 12.1% | – | 143 | 24.48% | 1.1 |
|
| 2567 |
KL
2567
KIM LLC
Wichita,
Kansas
| USD 1003 M | +USD 27.4 M | +3% | 26.9% | 49.7% | 69 | 4.35% | 0.9 |
|
| 2568 |
2568
Fulcrum Asset Management
London,
United Kingdom
| USD 1003 M | +USD 341 M | +52% | 22.1% | – | 1,054 | 81.78% | 0.2 |
|
| 2569 |
2569
Advisory Research
Chicago,
Illinois
| USD 1002 M | +USD 189 M | +23% | 24.2% | 144% | 139 | 3.6% | 3.9 |
|
| 2570 |
2570
Hohimer Wealth Management
Seattle,
Washington
| USD 1002 M | +USD 155 M | +18% | 15.3% | 99.7% | 424 | 16.98% | 1.8 |
|
| 2571 |
2571
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| USD 1000 M | +USD 112 M | +13% | 14.2% | 83.4% | 424 | 11.08% | 5.1 |
|
| 2572 |
2572
Liberty One Investment Management
Libertyville,
Illinois
| USD 1000 M | +USD 30.3 M | +3% | 5.07% | 40.3% | 159 | 6.29% | 3.6 |
|
| 2573 |
2573
Ascent Wealth Partners
New Hartford,
New York
| USD 1000 M | +USD 140 M | +16% | 20.5% | 94.4% | 204 | 9.8% | 4 |
|
| 2574 |
2574
Embree Financial Group
Chicago,
Illinois
| USD 999 M | +USD 149 M | +18% | 14.6% | – | 304 | 17.43% | 1.5 |
|
| 2575 |
2575
180 Wealth Advisors
Federal Way,
Washington
| USD 997 M | +USD 118 M | +13% | 22.1% | 136% | 515 | 12.62% | 3.8 |
|