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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
Rodgers & Associates
Lancaster,
Pennsylvania
| USD 664 M | +USD 49.1 M | +8% | 6.73% | 56.3% | 94 | 4.26% | 0.9 |
|
| 2552 |
2552
Creative Financial Designs
Kokomo,
Indiana
| USD 664 M | +USD 59.1 M | +10% | 4.97% | 58.8% | 1,514 | 26.55% | 1.9 |
|
| 2553 |
2553
LS Investment Advisors
Bloomfield Hills,
Michigan
| USD 663 M | -USD 114 M | -15% | 13% | 98.7% | 168 | 12.5% | 7.5 |
|
| 2554 |
2554
Evolution Wealth Advisors
Aventura,
Florida
| USD 662 M | +USD 196 M | +42% | 2.5% | 96% | 680 | 82.06% | 1.5 |
|
| 2555 |
NEWAS
2555
N.E.W. Advisory Services
De Pere,
Wisconsin
| USD 662 M | +USD 48.4 M | +8% | 5.35% | 51.1% | 140 | 10.71% | 1.4 |
|
| 2556 |
2556
Biglari Capital Corp
San Antonio,
Texas
| USD 660 M | -USD 66.8 M | -9% | 9.62% | 72.7% | 14 | 35.71% | 3.8 |
|
| 2557 |
2557
Signet Financial Management
Parsippany,
New Jersey
| USD 660 M | +USD 81.1 M | +14% | 8.78% | 65.2% | 1,490 | 83.15% | 0.3 |
|
| 2558 |
2558
Morningstar Investment Management
Chicago,
Illinois
| USD 660 M | +USD 60.2 M | +10% | 3.22% | 48.2% | 47 | 10.64% | 1.2 |
|
| 2559 |
2559
Raub Brock Capital Management
Larkspur,
California
| USD 658 M | USD 0 | 0% | 13.6% | 54.7% | 66 | 0% | 2.2 |
|
| 2560 |
2560
Hendershot Investments
Centreville,
Virginia
| USD 658 M | +USD 128 M | +24% | 10.9% | 61.9% | 152 | 34.21% | 2.9 |
|
| 2561 |
2561
Stillwater Capital Advisors
Devon,
Pennsylvania
| USD 657 M | +USD 50.3 M | +8% | 11.9% | 121% | 77 | 11.69% | 4.2 |
|
| 2562 |
2562
Lindbrook Capital
Calabasas,
California
| USD 657 M | +USD 275 M | +72% | 7.36% | 35.8% | 2,266 | 20.87% | 1.8 |
|
| 2563 |
HAM
2563
Hillcrest Asset Management
Plano,
Texas
| USD 656 M | -USD 42.7 M | -6% | 7.9% | 97.2% | 65 | 18.46% | 2 |
|
| 2564 |
2564
Wallington Asset Management
Indianapolis,
Indiana
| USD 656 M | +USD 54.7 M | +9% | 8% | 120% | 83 | 13.25% | 4.1 |
|
| 2565 |
2565
CKW Financial Group
Honolulu,
Hawaii
| USD 656 M | +USD 7.75 M | +1% | 6.93% | 70.3% | 246 | 10.98% | 4 |
|
| 2566 |
2566
RGT Wealth Advisors
Dallas,
Texas
| USD 655 M | +USD 149 M | +29% | 5.32% | 9.35% | 349 | 84.53% | 0.3 |
|
| 2567 |
RCM
2567
Ratan Capital Management
Miami Beach,
Florida
| USD 655 M | -USD 119 M | -15% | 4.22% | 616% | 168 | 61.31% | 1 |
|
| 2568 |
2568
Adams Street Partners
Chicago,
Illinois
| USD 655 M | -USD 124 M | -16% | 19.5% | 399% | 36 | 55.56% | 1.2 |
|
| 2569 |
2569
Prysm Capital
Princeton,
New Jersey
| USD 655 M | – | – | 2.94% | 46.6% | 1 | – | 0 |
|
| 2570 |
DGM
2570
Darwin Global Management
St. Helier,
Jersey
| USD 655 M | +USD 111 M | +20% | 27.1% | 2,582% | 17 | 52.94% | 0.3 |
|
| 2571 |
2571
Caledonia Investments plc (UK)
London England,
United Kingdom
| USD 654 M | +USD 81.6 M | +14% | 7.69% | 61.9% | 12 | 8.33% | 4.6 |
|
| 2572 |
2572
IQ EQ Fund Management
Dublin 2,
Ireland
| USD 652 M | -USD 3.06 M | -0.5% | 5.24% | 109% | 270 | 23.7% | 2.6 |
|
| 2573 |
2573
Tradewinds Capital Management
Bellingham,
Washington
| USD 652 M | +USD 63.5 M | +11% | 7.05% | 96.9% | 846 | 10.99% | 4 |
|
| 2574 |
2574
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| USD 652 M | -USD 121 M | -16% | 7% | 112% | 492 | 40.85% | 4.4 |
|
| 2575 |
2575
Wealthquest
Cincinnati,
Ohio
| USD 652 M | +USD 59.1 M | +10% | 6.88% | 52.1% | 147 | 11.56% | 2.9 |
|