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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2676 |
2676
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| USD 741 M | +USD 347 k | +0% | 10.4% | 83% | 1,182 | 13.37% | 2.3 |
|
| 2677 |
2677
Gilbert & Cook
West Des Moines,
Iowa
| USD 740 M | +USD 50.4 M | +7% | 9.03% | 63.2% | 212 | 7.08% | 3.7 |
|
| 2678 |
HP
2678
Hound Partners
New York
| USD 740 M | +USD 236 M | +47% | 18.4% | 19.7% | 28 | 39.29% | 0.9 |
|
| 2679 |
2679
Wealth Management Nebraska
Norfolk,
Nebraska
| USD 740 M | +USD 82.4 M | +13% | 6.53% | – | 89 | 24.72% | 0.4 |
|
| 2680 |
2680
Sargent Investment Group
Bethesda,
Maryland
| USD 740 M | +USD 113 M | +18% | 17% | 113% | 247 | 10.53% | 3.3 |
|
| 2681 |
2681
Quantum Financial Advisors
El Segundo,
California
| USD 739 M | +USD 67.9 M | +10% | 8.56% | 61.1% | 196 | 18.37% | 1.7 |
|
| 2682 |
2682
Professional Advisory Services
Vero Beach,
Florida
| USD 737 M | +USD 23.1 M | +3% | 6.61% | 69.3% | 85 | 3.53% | 6.1 |
|
| 2683 |
KWMG
2683
King Wealth Management Group
Naples,
Florida
| USD 737 M | +USD 77.4 M | +12% | 13.7% | 86% | 165 | 9.09% | 5.7 |
|
| 2684 |
2684
First Hawaiian Bank
Honolulu,
Hawaii
| USD 737 M | +USD 50.9 M | +7% | 8.89% | 72.7% | 99 | 9.09% | 7.9 |
|
| 2685 |
2685
Dillon & Associates
Jackson,
Michigan
| USD 737 M | +USD 63.6 M | +9% | 12.3% | 117% | 79 | 3.8% | 7.8 |
|
| 2686 |
2686
Resources Management Corp
West Hartford,
Connecticut
| USD 736 M | +USD 25.3 M | +4% | 9.59% | 78.5% | 451 | 11.75% | 4.8 |
|
| 2687 |
2687
Parkside Investments
Deerfield,
Illinois
| USD 736 M | +USD 56.7 M | +8% | 9.47% | 70.4% | 95 | 9.47% | 4.2 |
|
| 2688 |
DTL
2688
Dynamic Technology Lab
Singapore
| USD 736 M | +USD 45.1 M | +7% | 6.87% | 30.8% | 1,424 | 70.79% | 0.3 |
|
| 2689 |
2689
Stockman Wealth Management
Billings,
Montana
| USD 736 M | +USD 60.5 M | +9% | 6.27% | 73.5% | 178 | 9.55% | 5.2 |
|
| 2690 |
WCM
2690
Wallace Capital Management
Dallas,
Texas
| USD 734 M | -USD 47 M | -6% | 3.28% | 62.3% | 86 | 19.77% | 5.5 |
|
| 2691 |
2691
Clark Asset Management
Stratham,
New Hampshire
| USD 734 M | +USD 137 M | +23% | 7.4% | 51.8% | 208 | 29.81% | 1 |
|
| 2692 |
2692
Permanens Capital
New York
| USD 733 M | +USD 183 M | +33% | 8.92% | 76.9% | 76 | 32.89% | 1.6 |
|
| 2693 |
2693
Bedel Financial Consulting
Indianapolis,
Indiana
| USD 733 M | +USD 35.2 M | +5% | 3.42% | 104% | 277 | 6.86% | 4.7 |
|
| 2694 |
2694
Bank Hapoalim BM
Tel Aviv,
Israel
| USD 733 M | +USD 43.5 M | +6% | 11.4% | 76.6% | 132 | 12.88% | 4.8 |
|
| 2695 |
2695
ZEGA Investments
Palm Beach Gardens,
Florida
| USD 733 M | +USD 76.6 M | +12% | 7.42% | – | 163 | 30.06% | 0.4 |
|
| 2696 |
2696
Affinity Asset Advisors
New York
| USD 732 M | -USD 316 M | -30% | 15.9% | 1,487% | 119 | 41.18% | 1 |
|
| 2697 |
2697
Flaharty Asset Management
Clearwater,
Florida
| USD 731 M | +USD 38.1 M | +5% | 4.45% | 33.4% | 513 | 76.02% | 3.4 |
|
| 2698 |
GA
2698
GFS Advisors
Houston,
Texas
| USD 731 M | +USD 233 M | +47% | 9.39% | 97.9% | 150 | 21.33% | 3.2 |
|
| 2699 |
2699
TFC Financial Management
Boston,
Massachusetts
| USD 730 M | +USD 76.8 M | +12% | 8.14% | 60% | 1,106 | 25.5% | 2.4 |
|
| 2700 |
2700
BSW Wealth Partners
Boulder,
Colorado
| USD 730 M | +USD 71.1 M | +11% | 9.83% | 75.4% | 330 | 10.91% | 3.6 |
|