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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
2576
HHM Wealth Advisors
Chattanooga,
Tennessee
| USD 996 M | +USD 127 M | +15% | 12.9% | 62.3% | 957 | 14.42% | 3.3 |
|
| 2577 |
2577
Leuthold Group
Minneapolis,
Minnesota
| USD 995 M | +USD 56.4 M | +6% | 18.5% | 126% | 246 | 17.89% | 1.7 |
|
| 2578 |
2578
Nine Masts Capital
Central,
Hong Kong
| USD 995 M | +USD 302 M | +44% | 7.94% | 88.1% | 311 | 65.59% | 0.2 |
|
| 2579 |
2579
Romano Brothers & Co
Evanston,
Illinois
| USD 994 M | +USD 114 M | +13% | 23.6% | 101% | 335 | 5.97% | 3.1 |
|
| 2580 |
2580
Souders Financial Advisors
Cincinnati,
Ohio
| USD 994 M | +USD 118 M | +13% | 11.8% | 54.9% | 240 | 16.67% | 2.8 |
|
| 2581 |
2581
Absolute Gestao de Investimentos
Sao Paulo,
Brazil
| USD 994 M | +USD 117 M | +13% | 11.4% | – | 96 | 80.21% | 0.3 |
|
| 2582 |
2582
Rock Creek Group
Washington,
District of Columbia
| USD 994 M | +USD 6.01 M | +0.6% | 6.89% | 37.2% | 62 | 17.74% | 1.9 |
|
| 2583 |
PAI
2583
Power Alpha Investment
Road Town, Tortola,
British Virgin Islands
| USD 994 M | +USD 119 M | +14% | 14.7% | – | 5 | 20% | 0.5 |
|
| 2584 |
2584
Denali Advisors
San Diego,
California
| USD 993 M | +USD 93.3 M | +10% | 19% | 106% | 347 | 19.88% | 1.7 |
|
| 2585 |
2585
Capital Advisors Ltd
Shaker Heights,
Ohio
| USD 991 M | +USD 111 M | +13% | 13.2% | 54.2% | 1,623 | 10.66% | 4.3 |
|
| 2586 |
2586
Jamison Private Wealth Management
Milton,
Georgia
| USD 990 M | +USD 168 M | +20% | 27.1% | 130% | 229 | 8.3% | 2.1 |
|
| 2587 |
2587
Pine Grove Financial Group
Woodbury,
Minnesota
| USD 990 M | +USD 130 M | +15% | 11.6% | – | 227 | 20.7% | 0.4 |
|
| 2588 |
2588
KTF Investments
Seal Beach,
California
| USD 989 M | +USD 405 M | +69% | 48.8% | – | 100 | 16% | 0.4 |
|
| 2589 |
2589
State of Wyoming
Cheyenne,
Wyoming
| USD 989 M | +USD 145 M | +17% | 25.4% | 131% | 2,319 | 42.39% | 1.3 |
|
| 2590 |
2590
Novem Group
Rochester,
New York
| USD 988 M | +USD 115 M | +13% | 12.3% | – | 506 | 25.69% | 1 |
|
| 2591 |
2591
Archford Capital Strategies
Swansea,
Illinois
| USD 987 M | +USD 114 M | +13% | 17.2% | 76.2% | 376 | 13.83% | 4 |
|
| 2592 |
2592
Global Endowment Management
Charlotte,
North Carolina
| USD 987 M | +USD 90.4 M | +10% | 10.2% | 46.1% | 132 | 50% | 3.4 |
|
| 2593 |
2593
Financial Partners Group (Kansas)
Overland Park,
Kansas
| USD 985 M | +USD 149 M | +18% | 18.1% | 70.7% | 258 | 15.12% | 3 |
|
| 2594 |
2594
Southeast Asset Advisors
Thomasville,
Georgia
| USD 984 M | +USD 72 M | +8% | 11.3% | 91.5% | 237 | 13.5% | 4.1 |
|
| 2595 |
APFP
2595
Action Point Financial Planning
Grand Rapids,
Michigan
| USD 984 M | +USD 872 M | +778% | 12.2% | – | 2,789 | 97.42% | 0 |
|
| 2596 |
2596
LVZ Inc
Holland,
Michigan
| USD 984 M | +USD 108 M | +12% | 10.6% | 47.1% | 184 | 16.3% | 3.1 |
|
| 2597 |
2597
Stanley-Laman Group
Berwyn,
Pennsylvania
| USD 984 M | +USD 170 M | +21% | 35.6% | 124% | 327 | 18.96% | 2.2 |
|
| 2598 |
2598
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
| USD 984 M | +USD 200 M | +26% | 20% | – | 928 | 12.5% | 1.6 |
|
| 2599 |
2599
Cheviot Value Management
Beverly Hills,
California
| USD 984 M | -USD 11.6 M | -1% | 2.73% | 77.8% | 449 | 6.9% | 2 |
|
| 2600 |
2600
Marble Harbor Investment Counsel
Boston,
Massachusetts
| USD 984 M | +USD 61.1 M | +7% | 12.1% | 66.7% | 203 | 6.9% | 7.2 |
|