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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 |
RIA
2576
RPG Investment Advisory
Pleasanton,
California
| USD 607 M | -USD 6.54 M | -1% | 1.21% | 186% | 365 | 7.4% | 2.4 |
|
| 2577 |
2577
Planning Alternatives
Birmingham,
Michigan
| USD 607 M | -USD 5.35 M | -0.9% | 1.21% | 69.6% | 46 | 6.52% | 4.8 |
|
| 2578 |
2578
George Kaiser Family Foundation
Tulsa,
Oklahoma
| USD 606 M | -USD 22.4 M | -4% | 12.7% | 106% | 49 | 12.24% | 2.2 |
|
| 2579 |
2579
MV Capital Management
Bethesda,
Maryland
| USD 605 M | +USD 16 M | +3% | 0.37% | 73.3% | 739 | 11.1% | 2.1 |
|
| 2580 |
2580
Rockbridge Investment Management
Syracuse,
New York
| USD 605 M | +USD 14.9 M | +3% | 1.12% | 38.6% | 780 | 7.05% | 1 |
|
| 2581 |
2581
Institutional Venture Management XIV
Menlo Park,
California
| USD 604 M | +USD 53.2 M | +10% | 13.2% | 18.1% | 5 | 40% | 1.1 |
|
| 2582 |
2582
Creative Financial Designs
Kokomo,
Indiana
| USD 604 M | +USD 27.8 M | +5% | 1.11% | 58.8% | 1,488 | 10.28% | 1.7 |
|
| 2583 |
2583
Cornerstone Advisory
Hunt Valley,
Maryland
| USD 604 M | +USD 10.4 M | +2% | 0.63% | 60.6% | 226 | 7.96% | 2.9 |
|
| 2584 |
2584
Engle Capital Management
Greenwich,
Connecticut
| USD 604 M | -USD 78.7 M | -12% | 8.99% | 398% | 34 | 64.71% | 0.4 |
|
| 2585 |
2585
Zuckerman Investment Group
Chicago,
Illinois
| USD 604 M | -USD 30.5 M | -5% | 2.44% | 111% | 121 | 12.4% | 2.3 |
|
| 2586 |
2586
Callan Capital
La Jolla,
California
| USD 602 M | +USD 26.2 M | +5% | 1.29% | 20.1% | 88 | 1.14% | 3.6 |
|
| 2587 |
2587
Wallington Asset Management
Indianapolis,
Indiana
| USD 601 M | +USD 18.3 M | +3% | 1.07% | 120% | 80 | 17.5% | 3.9 |
|
| 2588 |
2588
Kemper
Chicago,
Illinois
| USD 601 M | +USD 5.73 M | +1% | 1.1% | 28.6% | 45 | 8.89% | 3 |
|
| 2589 |
2589
Private Capital Advisors
Darien,
Connecticut
| USD 601 M | +USD 9.39 M | +2% | 2.69% | 132% | 108 | 16.67% | 3.9 |
|
| 2590 |
2590
Morningstar Investment Management
Chicago,
Illinois
| USD 599 M | -USD 293 M | -33% | 1.16% | 48.2% | 49 | 28.57% | 1 |
|
| 2591 |
2591
HCR Wealth Advisors
Los Angeles,
California
| USD 599 M | +USD 23.2 M | +4% | 1.17% | 107% | 208 | 13.46% | 2.4 |
|
| 2592 |
2592
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| USD 596 M | +USD 277 M | +87% | 7.01% | 167% | 102 | 52.94% | 0.6 |
|
| 2593 |
2593
WBI Investments
Red Bank,
New Jersey
| USD 596 M | -USD 54.7 M | -8% | 0.93% | 105% | 245 | 55.1% | 0.6 |
|
| 2594 |
2594
RiverVest Venture Management
St. Louis,
Missouri
| USD 596 M | +USD 84 M | +16% | 20.1% | 16.5% | 5 | 0% | 0.7 |
|
| 2595 |
2595
Land & Buildings Investment Management
Stamford,
Connecticut
| USD 596 M | +USD 61.9 M | +12% | 3.17% | 53.9% | 21 | 19.05% | 1 |
|
| 2596 |
2596
Sierra Capital
Miami,
Florida
| USD 595 M | +USD 55.8 M | +10% | 0.57% | 32.4% | 508 | 9.65% | 0.4 |
|
| 2597 |
2597
Wealthquest
Cincinnati,
Ohio
| USD 593 M | +USD 8.05 M | +1% | 0.25% | 52.1% | 150 | 12.67% | 2.9 |
|
| 2598 |
2598
EAM Investors
Solana Beach,
California
| USD 593 M | -USD 55.1 M | -9% | 29.4% | 6,012% | 448 | 71.43% | 0.2 |
|
| 2599 |
2599
Global Strategic Investment Solutions
Scottsdale,
Arizona
| USD 592 M | -USD 2.58 M | -0.4% | 2.11% | 56.8% | 148 | 12.16% | 1.4 |
|
| 2600 |
2600
Makena Capital Management
Menlo Park,
California
| USD 592 M | -USD 84.8 M | -13% | 5.22% | 85.5% | 46 | 15.22% | 0.9 |
|