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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
CRA Financial Services
Northfield,
New Jersey
| USD 868 M | +USD 97.5 M | +13% | 15.2% | 91.9% | 324 | 9.57% | 3.7 |
|
| 2802 |
2802
Fractal Investments
Glastonbury,
Connecticut
| USD 867 M | +USD 21.9 M | +3% | 3.97% | 86.4% | 91 | 23.08% | 2.3 |
|
| 2803 |
2803
Freedom Together Foundation
New York
| USD 867 M | +USD 105 M | +14% | 13.8% | – | 2 | 0% | 1.5 |
|
| 2804 |
LA
2804
LM Advisors
San Diego,
California
| USD 866 M | +USD 860 M | +13,596% | 18.7% | – | 231 | 11.26% | 1.8 |
|
| 2805 |
2805
Parkway Wealth Management
Plano,
Texas
| USD 866 M | +USD 75.6 M | +10% | 22.8% | – | 157 | 19.11% | 0.4 |
|
| 2806 |
2806
LexAurum Advisors
Overland Park,
Kansas
| USD 866 M | +USD 94.6 M | +12% | 10.2% | – | 440 | 12.95% | 3.2 |
|
| 2807 |
LCM
2807
Lynx1 Capital Management
San Juan,
Puerto Rico
| USD 866 M | +USD 233 M | +37% | 48.1% | 883% | 29 | 27.59% | 0.9 |
|
| 2808 |
2808
Valliance Asset Management
Central,
Hong Kong
| USD 864 M | +USD 742 M | +609% | 252% | 2,198% | 13 | 84.62% | 0.1 |
|
| 2809 |
BBI
2809
Baxter Bros Inc
Riverside,
Connecticut
| USD 864 M | +USD 54.2 M | +7% | 9.61% | 73.8% | 184 | 16.3% | 6 |
|
| 2810 |
2810
D'Orazio & Associates
Falls Church,
Virginia
| USD 864 M | +USD 91.9 M | +12% | 15.2% | 61.2% | 345 | 19.71% | 3.1 |
|
| 2811 |
2811
Berman McAleer
Timonium,
Maryland
| USD 864 M | +USD 131 M | +18% | 13.7% | – | 182 | 14.84% | 0.6 |
|
| 2812 |
2812
New England Asset Management
Farmington,
Connecticut
| USD 863 M | +USD 77.2 M | +10% | 8.61% | 55.6% | 133 | 27.07% | 5.5 |
|
| 2813 |
2813
BlueSky Wealth Advisors
New Bern,
North Carolina
| USD 863 M | +USD 86.8 M | +11% | 9.84% | 42.9% | 129 | 24.81% | 2.6 |
|
| 2814 |
2814
Curated Wealth Partners
El Segundo,
California
| USD 863 M | +USD 69.7 M | +9% | 10.1% | 39.9% | 271 | 26.94% | 1 |
|
| 2815 |
2815
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| USD 863 M | +USD 176 M | +26% | 17.9% | 68.3% | 464 | 44.18% | 0.7 |
|
| 2816 |
HP
2816
Hound Partners
New York
| USD 863 M | +USD 63.5 M | +8% | 20.2% | 19.7% | 45 | 51.11% | 0.9 |
|
| 2817 |
2817
EQT Fund Management
Luxembourg
| USD 863 M | -USD 158 M | -15% | 12.7% | – | 5 | 0% | 0.6 |
|
| 2818 |
2818
Bernicke Wealth Management
Altoona,
Wisconsin
| USD 861 M | +USD 87.3 M | +11% | 10% | – | 113 | 10.62% | 3.4 |
|
| 2819 |
2819
Ellenbecker Investment Group
Waukesha,
Wisconsin
| USD 860 M | +USD 117 M | +16% | 11.4% | 56.3% | 155 | 17.42% | 3.7 |
|
| 2820 |
2820
PSG Equity
Boston,
Massachusetts
| USD 860 M | -USD 117 M | -12% | 12% | 15% | 1 | 0% | 4.5 |
|
| 2821 |
2821
Foundation Resource Management
Little Rock,
Arkansas
| USD 860 M | -USD 28.8 M | -3% | 1.32% | 67.8% | 57 | 5.26% | 8.1 |
|
| 2822 |
CANC
2822
Culbertson A N & Co
Charlottesville,
Virginia
| USD 859 M | +USD 87.8 M | +11% | 12.7% | 80.7% | 142 | 8.45% | 7.8 |
|
| 2823 |
2823
Portside Wealth Group
Provo,
Utah
| USD 858 M | +USD 120 M | +16% | 15.8% | 81.1% | 564 | 26.42% | 1.6 |
|
| 2824 |
2824
Unique Wealth
Clearwater,
Florida
| USD 858 M | +USD 135 M | +19% | 13.7% | 68.5% | 211 | 18.48% | 1.4 |
|
| 2825 |
2825
Stokes Family Office
New Orleans,
Louisiana
| USD 858 M | -USD 111 M | -11% | 13.4% | 68.1% | 292 | 12.33% | 3.6 |
|