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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
2726
Pacific Life Fund Advisors
Newport Beach,
California
| USD 910 M | +USD 39.1 M | +4% | 11.3% | 47.6% | 35 | 62.86% | 1 |
|
| 2727 |
2727
FORM Wealth Advisors
Lake Geneva,
Wisconsin
| USD 909 M | +USD 55.7 M | +7% | 12.6% | – | 62 | 8.06% | 1.1 |
|
| 2728 |
2728
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| USD 907 M | +USD 149 M | +20% | 16.9% | 65.7% | 220 | 18.64% | 1.6 |
|
| 2729 |
2729
Greatmark Investment Partners
Columbus,
Georgia
| USD 906 M | +USD 52.9 M | +6% | 7.35% | 62% | 154 | 6.49% | 6.3 |
|
| 2730 |
2730
Oak Root LLC
Santa Barbara,
California
| USD 906 M | +USD 86.2 M | +11% | 14.3% | 75.4% | 10 | 0% | 2.5 |
|
| 2731 |
2731
Manchester Global Management
London,
United Kingdom
| USD 906 M | +USD 157 M | +21% | 28.3% | 156% | 24 | 8.33% | 1.6 |
|
| 2732 |
2732
One Wealth Advisors
San Francisco,
California
| USD 906 M | +USD 103 M | +13% | 13.9% | 66% | 351 | 20.51% | 2.1 |
|
| 2733 |
2733
SeaCrest Wealth Management
Purchase,
New York
| USD 903 M | -USD 31.6 M | -3% | 24% | 142% | 683 | 26.5% | 4.8 |
|
| 2734 |
2734
Ranmore Fund Management
Cobham,
United Kingdom
| USD 903 M | +USD 146 M | +19% | 4.47% | – | 29 | 51.72% | 0.4 |
|
| 2735 |
2735
Light Street Capital Management
Palo Alto,
California
| USD 903 M | +USD 369 M | +69% | 77.1% | 377% | 32 | 37.5% | 1.3 |
|
| 2736 |
2736
Bay Colony Advisors
Concord,
Massachusetts
| USD 903 M | +USD 84.5 M | +10% | 19% | 91.8% | 560 | 24.64% | 3.2 |
|
| 2737 |
2737
TFC Financial Management
Boston,
Massachusetts
| USD 902 M | +USD 90.6 M | +11% | 12.2% | 60% | 1,094 | 14.26% | 2.9 |
|
| 2738 |
2738
Parkside Investments
Deerfield,
Illinois
| USD 902 M | +USD 79.1 M | +10% | 14.6% | 70% | 101 | 12.87% | 4.4 |
|
| 2739 |
2739
Soundwatch Capital
Rowayton,
Connecticut
| USD 901 M | +USD 108 M | +14% | 15.2% | 68.6% | 53 | 11.32% | 1.6 |
|
| 2740 |
2740
Strid Group
Newtown Square,
Pennsylvania
| USD 901 M | +USD 93.9 M | +12% | 10.9% | 50.4% | 94 | 10.64% | 2.9 |
|
| 2741 |
2741
Nellore Capital Management
Redwood City,
California
| USD 901 M | +USD 118 M | +15% | 11.1% | 73.8% | 11 | 9.09% | 4.4 |
|
| 2742 |
2742
MayTech Global Investments
New York
| USD 900 M | +USD 80.4 M | +10% | 21.1% | 158% | 25 | 20% | 5 |
|
| 2743 |
2743
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
| USD 900 M | +USD 73.6 M | +9% | 14.8% | – | 1,560 | 51.99% | 0.2 |
|
| 2744 |
2744
Blueprint Financial Advisors
Greensboto,
North Carolina
| USD 900 M | +USD 225 M | +33% | 18.2% | – | 136 | 30.15% | 0.6 |
|
| 2745 |
2745
North Peak Capital Management
New York
| USD 900 M | +USD 299 M | +50% | 232% | 301% | 9 | 33.33% | 1.7 |
|
| 2746 |
2746
Valley National Advisers
Bethlehem,
Pennsylvania
| USD 900 M | +USD 127 M | +16% | 18.8% | 79% | 1,084 | 22.42% | 4.5 |
|
| 2747 |
2747
BSW Wealth Partners
Boulder,
Colorado
| USD 899 M | +USD 79.8 M | +10% | 16.1% | 75.4% | 345 | 13.62% | 3.9 |
|
| 2748 |
2748
Financial Consulate
Hunt Valley,
Maryland
| USD 899 M | +USD 96 M | +12% | 11.1% | 53.3% | 1,533 | 13.96% | 0.7 |
|
| 2749 |
2749
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 898 M | -USD 306 M | -25% | 8.88% | 98.1% | 118 | 68.64% | 0.7 |
|
| 2750 |
2750
Johnson Bixby & Associates
Vancouver,
Washington
| USD 896 M | +USD 89.3 M | +11% | 10.1% | 48.7% | 138 | 13.04% | 3.1 |
|