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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
FJ Capital Management
Mclean,
Virginia
| USD 888 M | -USD 17.6 M | -2% | 0.83% | 97.9% | 178 | 57.3% | 1.1 |
|
| 2552 |
2552
Bedel Financial Consulting
Indianapolis,
Indiana
| USD 888 M | -USD 41.2 M | -4% | 5.11% | 104% | 308 | 9.74% | 4.7 |
|
| 2553 |
2553
Howard Financial Services
Dallas,
Texas
| USD 888 M | +USD 32.9 M | +4% | 0.4% | 55.9% | 235 | 17.87% | 2.9 |
|
| 2554 |
2554
Griffin Asset Management
New York
| USD 887 M | -USD 37.7 M | -4% | 0.47% | 88.9% | 261 | 22.99% | 5.5 |
|
| 2555 |
2555
INVST
Indianapolis,
Indiana
| USD 886 M | -USD 34.3 M | -4% | 0.87% | 78.5% | 396 | 37.37% | 1.9 |
|
| 2556 |
2556
NWF Advisory Services
Los Angeles,
California
| USD 886 M | -USD 19.2 M | -2% | 0.89% | 120% | 443 | 14.9% | 1.5 |
|
| 2557 |
2557
McGuire Investment Group
Wakefield,
Rhode Island
| USD 885 M | -USD 50.4 M | -5% | 0.68% | 202% | 123 | 3.25% | 4.5 |
|
| 2558 |
2558
Grove Bank & Trust
Miami,
Florida
| USD 884 M | -USD 4.64 M | -0.5% | 0.31% | 80.5% | 899 | 9.57% | 3.3 |
|
| 2559 |
2559
Motley Fool Wealth Management
Alexandria,
Virginia
| USD 884 M | -USD 405 M | -31% | 6.77% | 70.7% | 130 | 6.15% | 4.6 |
|
| 2560 |
2560
George Kaiser Family Foundation
Tulsa,
Oklahoma
| USD 883 M | +USD 136 M | +18% | 8.86% | 106% | 72 | 8.33% | 1.6 |
|
| 2561 |
2561
American Express
New York
| USD 880 M | -USD 327 M | -27% | 27.1% | – | 1 | 0% | 2.3 |
|
| 2562 |
2562
Romano Brothers & Co
Evanston,
Illinois
| USD 880 M | +USD 245 k | +0% | 2.15% | 110% | 325 | 5.23% | 2.9 |
|
| 2563 |
2563
Capital Advisors Ltd
Shaker Heights,
Ohio
| USD 880 M | -USD 6.87 M | -0.8% | 1.67% | 61.1% | 1,640 | 11.46% | 4.1 |
|
| 2564 |
2564
180 Wealth Advisors
Federal Way,
Washington
| USD 880 M | +USD 1.49 M | +0.2% | 0.22% | 165% | 500 | 11.6% | 3.8 |
|
| 2565 |
2565
Quadcap Wealth Management
Frisco,
Texas
| USD 879 M | +USD 5.03 M | +0.6% | 0.16% | 94.2% | 426 | 13.62% | 1.6 |
|
| 2566 |
DCM
2566
Dupont Capital Management
Wilmington,
Delaware
| USD 879 M | -USD 8.32 M | -0.9% | 0.5% | 100% | 111 | 16.22% | 4.3 |
|
| 2567 |
2567
Oak Hill Advisors
New York
| USD 878 M | +USD 265 M | +43% | 53.1% | 42.4% | 12 | 0% | 4.8 |
|
| 2568 |
2568
Headlands Technologies
Chicago,
Illinois
| USD 878 M | -USD 320 M | -27% | 0.09% | 158% | 1,033 | 67.76% | 0.4 |
|
| 2569 |
2569
True North Advisors
Dallas,
Texas
| USD 877 M | +USD 104 M | +13% | 0.61% | 82.9% | 288 | 28.13% | 2 |
|
| 2570 |
2570
Absolute Gestao de Investimentos
Sao Paulo,
Brazil
| USD 877 M | -USD 79.6 M | -8% | 10.6% | – | 99 | 79.8% | 0.2 |
|
| 2571 |
2571
Middleton & Co
Boston,
Massachusetts
| USD 877 M | -USD 65 M | -7% | 4.83% | 81.8% | 168 | 5.36% | 6.9 |
|
| 2572 |
2572
Souders Financial Advisors
Cincinnati,
Ohio
| USD 876 M | +USD 3.19 M | +0.4% | 1.68% | 59.8% | 227 | 13.22% | 2.8 |
|
| 2573 |
2573
LVZ Inc
Holland,
Michigan
| USD 876 M | -USD 18.2 M | -2% | 0.85% | 52.9% | 180 | 16.67% | 3.3 |
|
| 2574 |
2574
Stillwater Capital Advisors
Devon,
Pennsylvania
| USD 876 M | -USD 54.3 M | -6% | 2.69% | 121% | 73 | 10.96% | 6.1 |
|
| 2575 |
2575
Atlas Capital Advisors
Jackson,
Wyoming
| USD 875 M | -USD 23.2 M | -3% | 1.19% | – | 1,045 | 12.44% | 3.3 |
|