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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
Mayflower Financial Advisors
Boston,
Massachusetts
| USD 719 M | +USD 60.4 M | +9% | 10.1% | 68.7% | 414 | 12.32% | 3 |
|
| 2727 |
2727
Planning Alternatives
Birmingham,
Michigan
| USD 719 M | +USD 66.4 M | +10% | 10.5% | 69.6% | 85 | 16.47% | 4.4 |
|
| 2728 |
2728
Summit Creek Advisors
Minneapolis,
Minnesota
| USD 719 M | +USD 34 M | +5% | 13.5% | 68.8% | 71 | 7.04% | 4.2 |
|
| 2729 |
2729
Francisco Partners Management
San Francisco,
California
| USD 719 M | +USD 95.6 M | +15% | 20.3% | 14.3% | 5 | 0% | 3.9 |
|
| 2730 |
2730
Premier Path Wealth Partners
Madison,
New Jersey
| USD 718 M | +USD 75.8 M | +12% | 10.6% | 98.8% | 399 | 10.03% | 1.2 |
|
| 2731 |
2731
JLB & Associates
Plymouth,
Michigan
| USD 717 M | +USD 35.1 k | +0% | 7.31% | 69.5% | 76 | 5.26% | 7.8 |
|
| 2732 |
2732
180 Wealth Advisors
Federal Way,
Washington
| USD 717 M | +USD 89.1 M | +14% | 16.1% | 136% | 440 | 9.55% | 3.7 |
|
| 2733 |
2733
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| USD 716 M | +USD 66.3 M | +10% | 6.68% | 44.3% | 116 | 6.9% | 1.3 |
|
| 2734 |
2734
American Financial Advisors
Marietta,
Georgia
| USD 716 M | +USD 26.7 M | +4% | 5.82% | 52.7% | 163 | 11.04% | 3.3 |
|
| 2735 |
2735
Parker Investment Management
Menlo Park,
California
| USD 715 M | +USD 152 M | +27% | 21.7% | 208% | 45 | 26.67% | 3.3 |
|
| 2736 |
2736
Sagefield Capital
Dallas,
Texas
| USD 715 M | -USD 115 M | -14% | 5.41% | 115% | 138 | 55.8% | 1 |
|
| 2737 |
2737
Intrinsic Edge Capital Management
Chicago,
Illinois
| USD 714 M | +USD 170 M | +31% | 24% | 283% | 113 | 65.49% | 0.6 |
|
| 2738 |
2738
Twin Focus Capital Partners
Boston,
Massachusetts
| USD 714 M | +USD 70.3 M | +11% | 10.1% | 92.5% | 179 | 20.67% | 4.4 |
|
| 2739 |
2739
Abacus FCF Advisors
Orlando,
Florida
| USD 714 M | +USD 76.8 M | +12% | 13.8% | 197% | 93 | 45.16% | 1.8 |
|
| 2740 |
2740
AIP LLC
New York
| USD 713 M | -USD 81.8 M | -10% | 3% | 54.9% | 2 | 0% | 2 |
|
| 2741 |
2741
Maltese Capital Management
New York
| USD 713 M | +USD 97.8 M | +16% | 5.46% | 114% | 133 | 20.3% | 2.7 |
|
| 2742 |
2742
Southernsun Asset Management
Memphis,
Tennessee
| USD 712 M | +USD 21.4 M | +3% | 12.5% | 54.7% | 32 | 9.38% | 5.2 |
|
| 2743 |
2743
Naspers
South Africa
| USD 712 M | -USD 324 M | -31% | 9.65% | 88.2% | 4 | 0% | 3.5 |
|
| 2744 |
2744
CVA Family Office
Denver,
Colorado
| USD 712 M | +USD 59.3 M | +9% | 9.09% | 71.6% | 1,481 | 19.99% | 1.7 |
|
| 2745 |
CT
2745
Chicago Trust
Grayslake,
Illinois
| USD 712 M | +USD 148 M | +26% | 7.87% | 85.9% | 424 | 20.99% | 3.7 |
|
| 2746 |
2746
Strid Group
Newtown Square,
Pennsylvania
| USD 711 M | +USD 67 M | +10% | 8.67% | 50.4% | 70 | 21.43% | 3.4 |
|
| 2747 |
2747
Strategic Financial Concepts
San Antonio,
Texas
| USD 711 M | +USD 178 M | +33% | 6.87% | 56.8% | 375 | 36% | 1.1 |
|
| 2748 |
2748
Wallington Asset Management
Indianapolis,
Indiana
| USD 711 M | +USD 16.3 M | +2% | 8.12% | 108% | 99 | 34.34% | 5.8 |
|
| 2749 |
AAA
2749
Adams Asset Advisors
Dallas,
Texas
| USD 711 M | -USD 18.7 M | -3% | 0.66% | 66.8% | 81 | 6.17% | 5.2 |
|
| 2750 |
2750
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| USD 711 M | +USD 90.3 M | +15% | 12.4% | 95.4% | 38 | 7.89% | 6.3 |
|