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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 |
IA
2551
Independence Advisors
Wayne,
Pennsylvania
| USD 414 M | +USD 3.43 M | +0.8% | 6.77% | 24.4% | 168 | 41.07% | 1.5 |
|
| 2552 |
2552
McAdam LLC
Philadelphia,
Pennsylvania
| USD 414 M | +USD 47 M | +13% | 6.32% | 65.4% | 91 | 15.38% | 1.7 |
|
| 2553 |
WFI
2553
West Family Investments
Carlsbad,
California
| USD 414 M | +USD 11.2 M | +3% | 4.11% | 116% | 92 | 16.3% | 3.8 |
|
| 2554 |
VCM
2554
Vivaldi Capital Management
Chicago,
Illinois
| USD 414 M | -USD 8.6 M | -2% | 4.95% | 69.2% | 249 | 21.69% | 1.3 |
|
| 2555 |
2555
AIP LLC
New York
| USD 413 M | +USD 27 M | +7% | 7% | 54.9% | 1 | 0% | 2 |
|
| 2556 |
2556
Serengeti Asset Management
New York
| USD 413 M | +USD 207 M | +101% | 11.2% | 14.9% | 27 | 51.85% | 1.3 |
|
| 2557 |
2557
HCR Wealth Advisors
Los Angeles,
California
| USD 412 M | +USD 111 M | +37% | 9.67% | 107% | 252 | 48.41% | 1.2 |
|
| 2558 |
2558
Private Ocean
San Rafael,
California
| USD 412 M | +USD 9.36 M | +2% | 3.08% | 2.82% | 661 | 34.19% | 2 |
|
| 2559 |
2559
Parkside Investments
Deerfield,
Illinois
| USD 412 M | +USD 38.1 M | +10% | 9.02% | 70.4% | 117 | 26.5% | 1.4 |
|
| 2560 |
TAM
2560
Tradition Asset Management
Richmond,
Virginia
| USD 412 M | +USD 25.5 M | +7% | 8.22% | – | 197 | 8.12% | 0.5 |
|
| 2561 |
2561
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| USD 412 M | +USD 4.02 M | +1% | 6.11% | 71.4% | 152 | 14.47% | 2.6 |
|
| 2562 |
2562
Empirical Finance
Havertown,
Pennsylvania
| USD 411 M | +USD 53.1 M | +15% | 8.72% | 124% | 205 | 23.9% | 1.1 |
|
| 2563 |
2563
Advisory Alpha
Holland,
Michigan
| USD 411 M | +USD 73.3 M | +22% | 7.85% | 50.3% | 965 | 32.12% | 0.4 |
|
| 2564 |
2564
German American Bancorp
Jasper,
Indiana
| USD 409 M | +USD 32.7 M | +9% | 8.39% | 92.3% | 89 | 7.87% | 1.2 |
|
| 2565 |
ECG
2565
EPIQ Capital Group
San Francisco,
California
| USD 409 M | – | – | 59.4% | 6.25% | 42 | – | 0 |
|
| 2566 |
2566
Verdence Capital Advisors
Hunt Valley,
Maryland
| USD 409 M | +USD 52.7 M | +15% | 8.54% | 104% | 343 | 17.49% | 1.3 |
|
| 2567 |
2567
Gilbert & Cook
West Des Moines,
Iowa
| USD 408 M | +USD 51.3 M | +14% | 5.47% | 63.2% | 152 | 22.37% | 1.5 |
|
| 2568 |
2568
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| USD 408 M | +USD 14.8 M | +4% | 6.45% | 85.6% | 297 | 13.13% | 0.7 |
|
| 2569 |
2569
Private Capital Advisors
Darien,
Connecticut
| USD 408 M | +USD 47.9 M | +13% | 13.8% | 132% | 92 | 14.13% | 4.3 |
|
| 2570 |
2570
Incline Global Management
New York
| USD 408 M | -USD 60.4 M | -13% | 9.08% | 40.1% | 25 | 40% | 0.8 |
|
| 2571 |
2571
PFG Advisors
Phoenix,
Arizona
| USD 408 M | +USD 45.2 M | +12% | 6.19% | 82.7% | 322 | 13.04% | 1.3 |
|
| 2572 |
2572
Conrad N. Hilton Foundation
Agoura Hills,
California
| USD 407 M | +USD 239 M | +142% | 7.22% | – | 5 | 20% | 1.6 |
|
| 2573 |
2573
Parker Investment Management
Menlo Park,
California
| USD 407 M | +USD 72.6 M | +22% | 9.07% | 208% | 44 | 13.64% | 1.5 |
|
| 2574 |
2574
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| USD 407 M | +USD 37 M | +10% | 5.68% | 55.7% | 122 | 2.46% | 5.3 |
|
| 2575 |
2575
Evermay Wealth Management
Arlington,
Virginia
| USD 407 M | +USD 39.8 M | +11% | 7.02% | 56.2% | 170 | 18.24% | 2.7 |
|