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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 |
FAG
2551
Financial Advisory Group
Houston,
Texas
| USD 363 M | +USD 37.2 M | +11% | 10.6% | 20.6% | 72 | 9.72% | 3.4 |
|
| 2552 |
2552
Fusion Family Wealth
Woodbury,
New York
| USD 362 M | +USD 21.8 M | +6% | 10.5% | 58.2% | 261 | 41.76% | 1.8 |
|
| 2553 |
2553
Rutabaga Capital Management
Boston,
Massachusetts
| USD 362 M | +USD 58.6 M | +19% | 15.8% | 57% | 49 | 12.24% | 2.1 |
|
| 2554 |
LCM
2554
Lucha Capital Management
San Francisco,
California
| USD 362 M | +USD 48.4 M | +15% | 25% | 84.3% | 43 | 65.12% | 0.5 |
|
| 2555 |
2555
TrustCore Financial Services
Brentwood,
Tennessee
| USD 362 M | +USD 181 M | +100% | 10.8% | 28.3% | 882 | 49.77% | 0.5 |
|
| 2556 |
2556
ACK Asset Management
Greenwich,
Connecticut
| USD 362 M | +USD 66.9 M | +23% | 18% | 132% | 40 | 42.5% | 0.7 |
|
| 2557 |
2557
Mason Investment Advisory Services
Reston,
Virginia
| USD 362 M | – | – | 10.3% | 76.1% | 80 | – | 0 |
|
| 2558 |
2558
Atlantic Union Bankshares
Glen Allen,
Virginia
| USD 361 M | +USD 54.4 M | +18% | 13.1% | 78.9% | 134 | 9.7% | 3.5 |
|
| 2559 |
OM
2559
Opaleye Management
Boston,
Massachusetts
| USD 361 M | +USD 93.2 M | +35% | 51.5% | 748% | 67 | 50.75% | 0.9 |
|
| 2560 |
VCM
2560
Vivaldi Capital Management
Chicago,
Illinois
| USD 360 M | +USD 128 M | +55% | 8.52% | 69.2% | 251 | 29.48% | 0.7 |
|
| 2561 |
2561
Vision Capital Management
Portland,
Oregon
| USD 360 M | +USD 42.3 M | +13% | 13% | 78.4% | 83 | 12.05% | 2.9 |
|
| 2562 |
2562
SOL Capital Management
Rockville,
Maryland
| USD 359 M | +USD 46.4 M | +15% | 12.6% | 56.6% | 245 | 7.35% | 4.1 |
|
| 2563 |
2563
Ostrum Asset Management US
New York
| USD 359 M | -USD 319 M | -47% | 19.9% | – | 245 | 86.53% | 0.3 |
|
| 2564 |
2564
Baker Ellis Asset Management
Vancouver,
Washington
| USD 359 M | +USD 29.5 M | +9% | 11.3% | 91.9% | 233 | 14.59% | 4 |
|
| 2565 |
PCM
2565
Price Capital Management
Lafayette,
Louisiana
| USD 358 M | +USD 287 M | +401% | 4.96% | 124% | 28 | 89.29% | 0 |
|
| 2566 |
2566
Insight Wealth Strategies
San Ramon,
California
| USD 358 M | +USD 31.5 M | +10% | 9.53% | 83.5% | 155 | 29.68% | 0.2 |
|
| 2567 |
AC
2567
Apertura Capital
Dallas,
Texas
| USD 358 M | +USD 101 M | +40% | 16% | 41.5% | 67 | 91.04% | 0.1 |
|
| 2568 |
2568
FRG Family Wealth Advisors
Bellevue,
Washington
| USD 357 M | +USD 47.9 M | +15% | 13.6% | 76.4% | 131 | 7.63% | 2.8 |
|
| 2569 |
2569
Sensato Investors
San Francisco,
California
| USD 357 M | -USD 19.5 M | -5% | 19.4% | 75.8% | 97 | 36.08% | 0.9 |
|
| 2570 |
2570
Bristlecone Advisors
Bellevue,
Washington
| USD 357 M | +USD 23.9 M | +7% | 13.7% | 103% | 134 | 29.85% | 2.9 |
|
| 2571 |
2571
AlphaStar Capital Management
Cornelius,
North Carolina
| USD 357 M | +USD 44 M | +14% | 9.62% | 69.5% | 236 | 20.34% | 0.9 |
|
| 2572 |
2572
HeadInvest LLC
Portland,
Maine
| USD 357 M | -USD 274 M | -43% | 12.6% | 59.1% | 195 | 8.21% | 3.2 |
|
| 2573 |
2573
First Heartland Consultants
Lake St. Louis,
Missouri
| USD 357 M | +USD 89 M | +33% | 10.9% | 59.2% | 288 | 20.83% | 2.5 |
|
| 2574 |
2574
Exchange Capital Management
Ann Arbor,
Michigan
| USD 356 M | +USD 48.5 M | +16% | 12.7% | 57.8% | 135 | 5.19% | 2.9 |
|
| 2575 |
2575
McKinley Carter Wealth Services
Wheeling,
West Virginia
| USD 356 M | +USD 53.6 M | +18% | 14.1% | 63.2% | 156 | 10.26% | 3.3 |
|