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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
Absher Wealth Management
Chapel Hill,
North Carolina
| USD 563 M | +USD 34.9 M | +7% | 5.3% | 54.5% | 75 | 6.67% | 1.3 |
|
| 2702 |
2702
LVW Advisors
Pittsford,
New York
| USD 563 M | +USD 42.7 M | +8% | 7.1% | 79.1% | 231 | 10.39% | 2.2 |
|
| 2703 |
2703
Hardy Reed
Tupelo,
Mississippi
| USD 562 M | +USD 40.8 M | +8% | 6.27% | 69.7% | 109 | 11.93% | 1.5 |
|
| 2704 |
2704
Hoover Financial Advisors
Malvern,
Pennsylvania
| USD 562 M | +USD 28.6 M | +5% | 5.9% | – | 710 | 17.46% | 0.6 |
|
| 2705 |
2705
Avitas Wealth Management
Los Angeles,
California
| USD 562 M | +USD 51.1 M | +10% | 10.3% | 56.2% | 227 | 22.91% | 1.4 |
|
| 2706 |
2706
Tarbox Family Office
Newport Beach,
California
| USD 560 M | +USD 51.4 M | +10% | 6.31% | 66.4% | 1,255 | 14.26% | 3.5 |
|
| 2707 |
2707
Apollon Wealth Management
Mount Pleasant,
South Carolina
| USD 559 M | +USD 41.9 M | +8% | 9.8% | 96.7% | 387 | 20.16% | 0.6 |
|
| 2708 |
2708
Tanglewood Wealth Management
Houston,
Texas
| USD 559 M | +USD 56.1 M | +11% | 6.68% | 64.6% | 23 | 13.04% | 2.7 |
|
| 2709 |
2709
Mirabella Financial Services
London,
United Kingdom
| USD 559 M | +USD 236 M | +73% | 6.41% | 86.2% | 438 | 75.11% | 0.2 |
|
| 2710 |
2710
Medicxi Ventures Management
St. Helier,
Jersey
| USD 558 M | +USD 386 M | +225% | 0.51% | 505% | 6 | 16.67% | 1 |
|
| 2711 |
2711
Capital Advisors Ltd
Shaker Heights,
Ohio
| USD 557 M | +USD 12.3 M | +2% | 5.2% | 54.2% | 496 | 4.84% | 4.4 |
|
| 2712 |
2712
Globeflex Capital
San Diego,
California
| USD 557 M | +USD 8.06 M | +1% | 7.43% | 186% | 514 | 24.71% | 1.7 |
|
| 2713 |
2713
BFSG LLC
Irvine,
California
| USD 557 M | -USD 60 M | -10% | 5.57% | 81.9% | 219 | 45.66% | 2 |
|
| 2714 |
2714
RGT Wealth Advisors
Dallas,
Texas
| USD 557 M | +USD 44.3 M | +9% | 5.69% | 9.35% | 64 | 21.88% | 1.4 |
|
| 2715 |
2715
Permanens Capital
New York
| USD 557 M | +USD 69.9 M | +14% | 6.81% | 76.9% | 133 | 21.8% | 1.7 |
|
| 2716 |
2716
ARS Wealth Advisors
St. Petersburg,
Florida
| USD 556 M | +USD 97.2 M | +21% | 5.9% | 62.5% | 146 | 17.12% | 3.2 |
|
| 2717 |
2717
Sunbelt Securities
Houston,
Texas
| USD 556 M | +USD 47.9 M | +9% | 7.67% | 83.5% | 468 | 17.52% | 1.8 |
|
| 2718 |
2718
Gilbert & Cook
West Des Moines,
Iowa
| USD 556 M | +USD 47.1 M | +9% | 6.62% | 63.2% | 223 | 15.25% | 1.8 |
|
| 2719 |
ACM
2719
AIGH Capital Management
Baltimore,
Maryland
| USD 555 M | +USD 80.2 M | +17% | 27.2% | 3,007% | 63 | 49.21% | 0.3 |
|
| 2720 |
2720
PM Capital
Sydney,
Australia
| USD 555 M | +USD 7.62 M | +1% | 12.2% | 105% | 17 | 23.53% | 3.8 |
|
| 2721 |
2721
Nicholas Hoffman & Company
Atlanta,
Georgia
| USD 554 M | +USD 58 M | +12% | 6.8% | 65.1% | 265 | 9.06% | 2.7 |
|
| 2722 |
2722
Gramercy Funds Management
Greenwich,
Connecticut
| USD 553 M | +USD 158 M | +40% | 0.08% | 87.6% | 14 | 78.57% | 0.7 |
|
| 2723 |
2723
Caledonia Investments plc (UK)
London England,
United Kingdom
| USD 553 M | +USD 36.5 M | +7% | 8.77% | 61.9% | 11 | 0% | 4.5 |
|
| 2724 |
2724
Berger Financial Group
Plymouth,
Minnesota
| USD 553 M | +USD 93.7 M | +20% | 5.98% | 59.9% | 209 | 10.53% | 0.4 |
|
| 2725 |
2725
Greatmark Investment Partners
Columbus,
Georgia
| USD 553 M | +USD 41 M | +8% | 7.64% | 62% | 140 | 5.71% | 4.6 |
|