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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 |
GWSG
2551
GPS Wealth Strategies Group
Centennial,
Colorado
| USD 741 M | -USD 37.7 M | -5% | 5.55% | 118% | 1,586 | 17.47% | 1.6 |
|
| 2552 |
VCM
2552
Violich Capital Management
San Francisco,
California
| USD 741 M | -USD 27.6 M | -4% | 0.99% | 111% | 110 | 9.09% | 7.3 |
|
| 2553 |
2553
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| USD 740 M | -USD 28 M | -4% | 4.53% | 83% | 1,200 | 16.08% | 2 |
|
| 2554 |
TFP
2554
Triple Frond Partners
San Francisco,
California
| USD 740 M | -USD 32.5 M | -4% | 5.31% | 92.9% | 12 | 41.67% | 4.3 |
|
| 2555 |
2555
Focused Wealth Management
Newburgh,
New York
| USD 740 M | -USD 1.12 M | -0.2% | 2.81% | 80.9% | 220 | 26.36% | 6 |
|
| 2556 |
2556
Moloney Securities Asset Management
Manchester,
Missouri
| USD 739 M | -USD 6.02 M | -0.8% | 0.6% | 86% | 534 | 18.54% | 3.6 |
|
| 2557 |
2557
Tamar Securities
Woodland Hills,
California
| USD 738 M | +USD 13 M | +2% | 1.24% | 101% | 89 | 19.1% | 2.6 |
|
| 2558 |
2558
Daido Life Insurance Company
Osaka,
Japan
| USD 738 M | -USD 77.4 M | -9% | 4.51% | 78.3% | 6 | 0% | 4.8 |
|
| 2559 |
2559
LaFleur & Godfrey
Grand Rapids,
Michigan
| USD 737 M | +USD 7.57 M | +1% | 0.78% | 98.2% | 154 | 8.44% | 4.5 |
|
| 2560 |
2560
Arbor Investment Advisors
Winston Salem,
North Carolina
| USD 736 M | +USD 23.6 M | +3% | 0.26% | 48.5% | 118 | 12.71% | 4.7 |
|
| 2561 |
2561
FORM Wealth Advisors
Lake Geneva,
Wisconsin
| USD 736 M | – | – | 0.32% | – | 62 | – | 0 |
|
| 2562 |
2562
Cahill Financial Advisors
Edina,
Minnesota
| USD 736 M | -USD 2.01 M | -0.3% | 1.27% | 55.9% | 270 | 4.44% | 4.6 |
|
| 2563 |
2563
Nellore Capital Management
Redwood City,
California
| USD 735 M | -USD 30.6 M | -4% | 2.66% | 73.8% | 19 | 26.32% | 2.4 |
|
| 2564 |
2564
Hendershot Investments
Centreville,
Virginia
| USD 735 M | +USD 993 k | +0.1% | 1.18% | 61.9% | 133 | 4.51% | 5.6 |
|
| 2565 |
2565
Howard Financial Services
Dallas,
Texas
| USD 734 M | -USD 734 k | -0.1% | 1.37% | 55.9% | 199 | 14.57% | 2.9 |
|
| 2566 |
2566
Monograph Wealth Advisors
Manhattan Beach,
California
| USD 734 M | -USD 22.2 M | -3% | 1.73% | 68% | 124 | 16.94% | 2.1 |
|
| 2567 |
2567
Taikang Asset Management (HK)
Hong Kong
| USD 734 M | +USD 53.6 M | +8% | 1.19% | 172% | 119 | 28.57% | 2.6 |
|
| 2568 |
2568
Greatmark Investment Partners
Columbus,
Georgia
| USD 733 M | -USD 1.03 M | -0.1% | 0.78% | 72.5% | 145 | 6.21% | 6 |
|
| 2569 |
2569
BlueStem Wealth Partners
Minnetonka,
Minnesota
| USD 733 M | -USD 28.4 M | -4% | 2.15% | – | 113 | 19.47% | 0.2 |
|
| 2570 |
2570
TCG Crossover Management
Palo Alto,
California
| USD 733 M | -USD 290 M | -28% | 20.7% | 3,013% | 38 | 2.63% | 1.3 |
|
| 2571 |
2571
Mechanics Bank - Trust Department
Walnut Creek,
California
| USD 733 M | -USD 17.5 M | -2% | 1.59% | 76.8% | 230 | 10.87% | 6 |
|
| 2572 |
2572
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
| USD 733 M | – | – | 2% | – | 254 | – | 0 |
|
| 2573 |
2573
INVST
Indianapolis,
Indiana
| USD 733 M | -USD 90.3 M | -11% | 1.66% | 78.5% | 343 | 48.69% | 1.8 |
|
| 2574 |
2574
Forest Avenue Capital Management
Miami,
Florida
| USD 732 M | -USD 361 M | -33% | 6.7% | 415% | 26 | 57.69% | 0.8 |
|
| 2575 |
2575
Everhart Financial Group
Dublin,
Ohio
| USD 731 M | +USD 245 M | +51% | 2.63% | 123% | 351 | 18.52% | 2 |
|