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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
Bedel Financial Consulting
Indianapolis,
Indiana
| USD 783 M | +USD 50.2 M | +7% | 4.34% | 97.4% | 292 | 8.22% | 4.7 |
|
| 2702 |
2702
Hidden Lake Asset Management
New York
| USD 782 M | +USD 415 M | +113% | 39.3% | 849% | 70 | 87.14% | 0.2 |
|
| 2703 |
2703
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| USD 781 M | -USD 90.1 M | -10% | 8.96% | 97.3% | 591 | 26.57% | 3.8 |
|
| 2704 |
BDWCC
2704
B&D White Capital Company
Lakeway,
Texas
| USD 781 M | +USD 124 M | +19% | 6.15% | 44.2% | 97 | 44.33% | 1.1 |
|
| 2705 |
2705
TFC Financial Management
Boston,
Massachusetts
| USD 781 M | +USD 50.5 M | +7% | 6.82% | 66.9% | 1,062 | 14.69% | 2.5 |
|
| 2706 |
2706
Johnson Bixby & Associates
Vancouver,
Washington
| USD 780 M | +USD 52 M | +7% | 5.11% | 48.7% | 125 | 4.8% | 2.9 |
|
| 2707 |
2707
First Hawaiian Bank
Honolulu,
Hawaii
| USD 780 M | +USD 42.9 M | +6% | 6.62% | 72.7% | 96 | 2.08% | 8.1 |
|
| 2708 |
CP
2708
Coho Partners
Berwyn,
Pennsylvania
| USD 779 M | -USD 564 M | -42% | 4.24% | 35.6% | 34 | 5.88% | 6.7 |
|
| 2709 |
2709
Planning Alternatives
Birmingham,
Michigan
| USD 779 M | +USD 60.1 M | +8% | 7.33% | 69.6% | 89 | 11.24% | 4.2 |
|
| 2710 |
HP
2710
Hound Partners
New York
| USD 779 M | +USD 38.7 M | +5% | 10.5% | 19.7% | 35 | 34.29% | 1.1 |
|
| 2711 |
2711
Gilbert & Cook
West Des Moines,
Iowa
| USD 778 M | +USD 38.3 M | +5% | 6.64% | 63.2% | 222 | 12.61% | 3.7 |
|
| 2712 |
2712
Sharkey, Howes & Javer
Denver,
Colorado
| USD 778 M | +USD 32.2 M | +4% | 6.68% | 60.2% | 169 | 14.79% | 3 |
|
| 2713 |
IBOK
2713
Independence Bank of Kentucky
Owensboro,
Kentucky
| USD 778 M | +USD 72.2 M | +10% | 7.83% | 94.3% | 640 | 6.56% | 4.1 |
|
| 2714 |
2714
Dillon & Associates
Jackson,
Michigan
| USD 778 M | +USD 41.1 M | +6% | 8.24% | 117% | 78 | 3.85% | 8 |
|
| 2715 |
2715
Premier Path Wealth Partners
Madison,
New Jersey
| USD 777 M | +USD 58.6 M | +8% | 8.04% | 98.8% | 400 | 5.75% | 1.4 |
|
| 2716 |
2716
CVA Family Office
Denver,
Colorado
| USD 777 M | +USD 65.3 M | +9% | 7.3% | 71.6% | 1,354 | 9.68% | 1.9 |
|
| 2717 |
2717
American Financial Advisors
Marietta,
Georgia
| USD 776 M | +USD 60.3 M | +8% | 5.44% | 52.7% | 167 | 8.98% | 3.4 |
|
| 2718 |
2718
Lake Street Private Wealth
Chicago,
Illinois
| USD 776 M | +USD 73 M | +10% | 8.63% | 105% | 282 | 10.99% | 3.2 |
|
| 2719 |
AAA
2719
Adams Asset Advisors
Dallas,
Texas
| USD 776 M | +USD 64.9 M | +9% | 9.87% | 66.8% | 81 | 1.23% | 5.4 |
|
| 2720 |
2720
Triad Wealth Partners
Lawrence,
Kansas
| USD 775 M | +USD 280 M | +57% | 7.11% | – | 385 | 29.87% | 0.5 |
|
| 2721 |
2721
Brookwood Investment Group
Phoenix,
Arizona
| USD 775 M | +USD 154 M | +25% | 9.78% | – | 556 | 32.73% | 0.4 |
|
| 2722 |
2722
Resources Management Corp
West Hartford,
Connecticut
| USD 774 M | +USD 37.3 M | +5% | 9.14% | 78.5% | 431 | 6.5% | 5 |
|
| 2723 |
2723
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| USD 774 M | +USD 77.5 M | +11% | 7.45% | 64.3% | 445 | 7.19% | 1.6 |
|
| 2724 |
2724
EFG Asset Management
Portland,
Oregon
| USD 773 M | +USD 65.6 M | +9% | 14.6% | 211% | 182 | 19.23% | 1.8 |
|
| 2725 |
2725
Southernsun Asset Management
Memphis,
Tennessee
| USD 772 M | +USD 59.6 M | +8% | 12.2% | 54.7% | 31 | 0% | 5.5 |
|