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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
Strategies Wealth Advisors
Grand Rapids,
Michigan
| USD 687 M | +USD 36.6 M | +6% | 1.08% | 64.6% | 101 | 10.89% | 1.8 |
|
| 2577 |
2577
Greatmark Investment Partners
Columbus,
Georgia
| USD 686 M | -USD 18.1 M | -3% | 1.3% | 62% | 129 | 3.1% | 6.2 |
|
| 2578 |
2578
Adams Natural Resources Fund
Baltimore,
Maryland
| USD 685 M | -USD 23.7 M | -3% | 2.92% | 50.6% | 55 | 1.82% | 6.9 |
|
| 2579 |
2579
Aperture Investors
New York
| USD 685 M | -USD 96.5 M | -12% | 0.06% | 211% | 93 | 32.26% | 1.3 |
|
| 2580 |
2580
Monograph Wealth Advisors
Manhattan Beach,
California
| USD 684 M | +USD 3.08 M | +0.5% | 2.19% | 68% | 163 | 41.72% | 1.7 |
|
| 2581 |
2581
Gilbert & Cook
West Des Moines,
Iowa
| USD 684 M | -USD 49.7 M | -7% | 1.87% | 63.2% | 229 | 10.92% | 3.3 |
|
| 2582 |
LP
2582
LGL Partners
Philadelphia,
Pennsylvania
| USD 684 M | +USD 87.1 M | +15% | 2.65% | 68.9% | 120 | 19.17% | 3.4 |
|
| 2583 |
2583
LVW Advisors
Pittsford,
New York
| USD 684 M | +USD 93.2 M | +16% | 2.89% | 79.1% | 315 | 15.24% | 2.9 |
|
| 2584 |
2584
Arbor Investment Advisors
Winston Salem,
North Carolina
| USD 684 M | +USD 820 k | +0.1% | 0.47% | 44.3% | 115 | 15.65% | 4.7 |
|
| 2585 |
2585
Ascent Wealth Partners
New Hartford,
New York
| USD 683 M | +USD 9.4 M | +1% | 3.35% | 105% | 167 | 10.78% | 4 |
|
| 2586 |
2586
GCM Grosvenor Holdings
Chicago,
Illinois
| USD 683 M | +USD 27.2 M | +4% | 5.16% | 78.7% | 22 | 13.64% | 1 |
|
| 2587 |
2587
Avitas Wealth Management
Los Angeles,
California
| USD 683 M | +USD 24.6 M | +4% | 6.6% | 56.2% | 213 | 8.92% | 2.9 |
|
| 2588 |
2588
Bedel Financial Consulting
Indianapolis,
Indiana
| USD 682 M | +USD 44.8 M | +7% | 8.07% | 104% | 260 | 6.15% | 4.3 |
|
| 2589 |
2589
Keebeck Wealth Management
Chicago,
Illinois
| USD 682 M | +USD 1.88 M | +0.3% | 3.35% | 81.3% | 287 | 12.54% | 2.7 |
|
| 2590 |
2590
LaFleur & Godfrey
Grand Rapids,
Michigan
| USD 682 M | +USD 5.99 M | +0.9% | 1.58% | 85.2% | 141 | 8.51% | 4.2 |
|
| 2591 |
2591
Multicoin Capital Management
Austin,
Texas
| USD 681 M | +USD 44.2 M | +7% | 1.21% | – | 3 | 0% | 0.4 |
|
| 2592 |
2592
Cary Street Partners Asset Management
Richmond,
Virginia
| USD 681 M | +USD 36.1 M | +6% | 0.26% | 25.3% | 210 | 11.43% | 2.3 |
|
| 2593 |
2593
Ardsley Advisory Partners
Stamford,
Connecticut
| USD 681 M | -USD 15.3 M | -2% | 6.14% | 555% | 188 | 59.57% | 0.7 |
|
| 2594 |
2594
MONECO Advisors
Fairfield,
Connecticut
| USD 680 M | +USD 50.5 M | +8% | 2.11% | 70.5% | 450 | 16.67% | 2.2 |
|
| 2595 |
2595
Cooper Financial Group
Irvine,
California
| USD 680 M | +USD 71.7 M | +12% | 2.93% | 87.2% | 398 | 18.84% | 2.1 |
|
| 2596 |
2596
Passaic Partners
Newark,
New Jersey
| USD 680 M | -USD 13.5 M | -2% | 1.44% | 53.2% | 11 | 0% | 1.3 |
|
| 2597 |
2597
Newbrook Capital Advisors
New York
| USD 680 M | -USD 91.2 M | -12% | 4.46% | 299% | 21 | 23.81% | 0.9 |
|
| 2598 |
2598
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| USD 680 M | +USD 50.7 M | +8% | 2.96% | 97.3% | 518 | 14.09% | 3.7 |
|
| 2599 |
2599
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| USD 679 M | +USD 328 M | +94% | 0.46% | 47.9% | 131 | 19.08% | 1.6 |
|
| 2600 |
2600
Greenland Capital Management
New York
| USD 679 M | -USD 218 M | -24% | 3.23% | 210% | 501 | 67.86% | 0.3 |
|