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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
Great Waters Wealth Management
Shoreview,
Minnesota
| USD 846 M | +USD 77.6 M | +10% | 5.92% | 49% | 117 | 8.55% | 2.1 |
|
| 2577 |
2577
Keebeck Wealth Management
Chicago,
Illinois
| USD 846 M | +USD 81.9 M | +11% | 7.38% | 81.3% | 380 | 17.89% | 2.5 |
|
| 2578 |
2578
Bay Colony Advisors
Concord,
Massachusetts
| USD 845 M | +USD 121 M | +17% | 8.71% | 91.8% | 555 | 23.24% | 2.8 |
|
| 2579 |
2579
Goldstone Financial Group
Oakbrook Terrace,
Illinois
| USD 845 M | +USD 88.1 M | +12% | 6.18% | 54.9% | 227 | 14.54% | 1.7 |
|
| 2580 |
2580
BDF Gestion
Paris,
France
| USD 845 M | -USD 48.5 M | -5% | 9.4% | – | 147 | 9.52% | 1.1 |
|
| 2581 |
2581
Mint Tower Capital Management
Amsterdam,
Netherlands
| USD 844 M | +USD 171 M | +25% | 3.94% | 40% | 248 | 52.02% | 0.5 |
|
| 2582 |
2582
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| USD 843 M | +USD 174 M | +26% | 8.11% | 61.5% | 153 | 7.84% | 3.9 |
|
| 2583 |
2583
Steel Grove Capital Advisors
Memphis,
Tennessee
| USD 843 M | -USD 1.32 M | -0.2% | 9.43% | 106% | 184 | 4.35% | 3.5 |
|
| 2584 |
2584
Engine Capital Management
New York
| USD 842 M | +USD 369 M | +78% | 5.81% | 21.1% | 30 | 16.67% | 2.2 |
|
| 2585 |
2585
Aviance Capital Partners
Naples,
Florida
| USD 842 M | +USD 76.9 M | +10% | 10.7% | 109% | 375 | 9.87% | 4.5 |
|
| 2586 |
2586
Souders Financial Advisors
Cincinnati,
Ohio
| USD 841 M | +USD 55.2 M | +7% | 5.72% | 54.9% | 211 | 7.58% | 2.7 |
|
| 2587 |
VCM
2587
Violich Capital Management
San Francisco,
California
| USD 840 M | +USD 130 M | +18% | 14.1% | 111% | 112 | 15.18% | 6.9 |
|
| 2588 |
2588
Capricorn Investment Group
Palo Alto,
California
| USD 840 M | +USD 230 M | +38% | 62.4% | 95.9% | 5 | 0% | 3.5 |
|
| 2589 |
2589
Moloney Securities Asset Management
Manchester,
Missouri
| USD 840 M | +USD 31.4 M | +4% | 7.86% | 86% | 552 | 18.84% | 3.8 |
|
| 2590 |
2590
Archford Capital Strategies
Swansea,
Illinois
| USD 840 M | +USD 57.9 M | +7% | 7.92% | 87.4% | 347 | 14.12% | 4 |
|
| 2591 |
2591
Royal Fund Management
Lady Lake,
Florida
| USD 840 M | -USD 168 M | -17% | 9.13% | 103% | 360 | 25.83% | 3.2 |
|
| 2592 |
2592
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| USD 840 M | +USD 53.2 M | +7% | 7.46% | 80.3% | 193 | 28.5% | 2.8 |
|
| 2593 |
2593
Nelson Capital Management
Menlo Park,
California
| USD 840 M | +USD 83.3 M | +11% | 10.8% | 121% | 110 | 10% | 5.9 |
|
| 2594 |
2594
Claret Asset Management
Montreal,
Quebec, Canada
| USD 839 M | +USD 67 M | +9% | 11% | 73.3% | 446 | 10.99% | 1.7 |
|
| 2595 |
2595
United Bank (Virginia)
Vienna,
Virginia
| USD 839 M | +USD 3.7 M | +0.4% | 7.54% | 76.1% | 142 | 12.68% | 5.6 |
|
| 2596 |
2596
Wealth Management Nebraska
Norfolk,
Nebraska
| USD 839 M | +USD 99.2 M | +13% | 6.16% | – | 95 | 16.84% | 0.5 |
|
| 2597 |
AO
2597
Allen Operations
New York
| USD 838 M | +USD 111 M | +15% | 16.9% | 218% | 37 | 8.11% | 4.8 |
|
| 2598 |
2598
Parker Investment Management
Menlo Park,
California
| USD 837 M | +USD 122 M | +17% | 18.3% | 208% | 47 | 21.28% | 3.5 |
|
| 2599 |
2599
Prospector Partners
Guilford,
Connecticut
| USD 837 M | -USD 37.9 M | -4% | 4.01% | 53.6% | 99 | 12.12% | 5 |
|
| 2600 |
2600
Absher Wealth Management
Chapel Hill,
North Carolina
| USD 837 M | +USD 30 M | +4% | 5.56% | 54.5% | 92 | 26.09% | 3 |
|