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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
V Wealth Advisors
Overland Park,
Kansas
| USD 628 M | +USD 83.7 M | +15% | 8.07% | 36.9% | 487 | 18.69% | 1 |
|
| 2552 |
2552
Whitney & Co
Rochester,
New York
| USD 625 M | +USD 55.3 M | +10% | 8.34% | 93.2% | 130 | 10% | 3.7 |
|
| 2553 |
2553
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| USD 625 M | +USD 64.8 M | +12% | 5.37% | 100% | 1,439 | 11.33% | 4.1 |
|
| 2554 |
2554
Aisling Capital Management
New York
| USD 625 M | +USD 69 M | +12% | 3.66% | 793% | 21 | 28.57% | 1.3 |
|
| 2555 |
2555
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| USD 624 M | +USD 40.1 M | +7% | 5.06% | 47.7% | 766 | 6.4% | 0.8 |
|
| 2556 |
2556
Cannell Capital
Alta,
Wyoming
| USD 623 M | +USD 177 M | +40% | 28.3% | 127% | 94 | 51.06% | 1.1 |
|
| 2557 |
NAH
2557
Neumann Advisory (HK)
Central,
Hong Kong
| USD 622 M | +USD 54 M | +10% | 5.9% | 77.3% | 13 | 15.38% | 1.9 |
|
| 2558 |
2558
Rodgers & Associates
Lancaster,
Pennsylvania
| USD 622 M | +USD 34.4 M | +6% | 6.18% | 56.3% | 94 | 7.45% | 0.5 |
|
| 2559 |
2559
Berkshire Money Management
Dalton,
Massachusetts
| USD 622 M | +USD 49.8 M | +9% | 5.99% | 61.8% | 29 | 10.34% | 2.7 |
|
| 2560 |
2560
Mission Creek Capital Partners
San Francisco,
California
| USD 621 M | -USD 49.1 M | -7% | 0.2% | 138% | 248 | 13.31% | 1.1 |
|
| 2561 |
2561
Greenwood Gearhart
Fayetteville,
Arkansas
| USD 620 M | +USD 58.5 M | +10% | 5.94% | 70.6% | 90 | 15.56% | 3.4 |
|
| 2562 |
2562
Baker Tilly Wealth Management
Madison,
Wisconsin
| USD 620 M | +USD 132 M | +27% | 7.8% | 96.9% | 514 | 14.79% | 0.4 |
|
| 2563 |
DGM
2563
Darwin Global Management
St. Helier,
Jersey
| USD 620 M | +USD 109 M | +21% | 49.4% | 2,582% | 17 | 58.82% | 0.3 |
|
| 2564 |
CBT
2564
Central Bank & Trust
Lexington,
Kentucky
| USD 619 M | +USD 33.3 M | +6% | 9.83% | 118% | 297 | 6.73% | 4.8 |
|
| 2565 |
2565
Main Street Financial Solutions
Newtown,
Pennsylvania
| USD 619 M | +USD 57.4 M | +10% | 6.47% | 75.4% | 461 | 15.18% | 0.4 |
|
| 2566 |
2566
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| USD 618 M | +USD 24.8 M | +4% | 6.77% | 26.3% | 126 | 7.14% | 4.6 |
|
| 2567 |
2567
Allegiant Private Advisors
Sarasota,
Florida
| USD 618 M | +USD 70.2 M | +13% | 6% | – | 168 | 12.5% | 0.4 |
|
| 2568 |
2568
Madrona Venture Group
Seattle,
Washington
| USD 617 M | +USD 73.1 M | +13% | 2.38% | 233% | 4 | 75% | 0.2 |
|
| 2569 |
2569
Teza Capital Management
Chicago,
Illinois
| USD 617 M | +USD 116 M | +23% | 5.65% | 133% | 728 | 63.46% | 0.2 |
|
| 2570 |
2570
Silver Rock Financial
Los Angeles,
California
| USD 616 M | +USD 66.3 M | +12% | 1.48% | 2.58% | 192 | 29.69% | 0.3 |
|
| 2571 |
2571
Canandaigua National Corp
Canandaigua,
New York
| USD 616 M | +USD 24.6 M | +4% | 6.94% | – | 278 | 6.47% | 0.9 |
|
| 2572 |
2572
Marcum Wealth
Cleveland,
Ohio
| USD 616 M | +USD 8.87 M | +1% | 6.74% | 20% | 360 | 10.83% | 0.6 |
|
| 2573 |
2573
North Growth Management
Vancouver,
British Columbia, Canada
| USD 615 M | +USD 51.1 M | +9% | 6.89% | 243% | 50 | 0% | 2.5 |
|
| 2574 |
CL
2574
CIM LLC
Albany,
New York
| USD 615 M | +USD 56.9 M | +10% | 9.41% | 108% | 175 | 17.14% | 2.7 |
|
| 2575 |
2575
Darwin Wealth Management
Tampa,
Florida
| USD 614 M | +USD 41.4 M | +7% | 7.09% | 56.8% | 184 | 18.48% | 2.1 |
|