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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
Wealth Architects
Mountain View,
California
| USD 515 M | +USD 4.86 M | +1% | 0.89% | 80.1% | 199 | 12.56% | 3.5 |
|
| 2802 |
2802
Gifford Fong Associates
Lafayette,
California
| USD 515 M | +USD 357 k | +0.1% | 0.3% | 180% | 136 | 0.74% | 3.1 |
|
| 2803 |
2803
Montecito Bank & Trust
Santa Barbara,
California
| USD 515 M | -USD 6.54 M | -1% | 0.37% | – | 263 | 6.84% | 3.8 |
|
| 2804 |
2804
Corbin Capital Partners
New York
| USD 515 M | +USD 31.9 M | +7% | 0.74% | 87.7% | 107 | 30.84% | 0.3 |
|
| 2805 |
2805
Third Security
Radford,
Virginia
| USD 515 M | -USD 194 M | -27% | 22.5% | 28.2% | 11 | 0% | 2.1 |
|
| 2806 |
2806
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| USD 514 M | -USD 897 k | -0.2% | 0.84% | 58.7% | 83 | 12.05% | 1.2 |
|
| 2807 |
2807
Smith Anglin Financial
Dallas,
Texas
| USD 513 M | -USD 6.44 M | -1% | 1.74% | 52.8% | 151 | 15.89% | 0.7 |
|
| 2808 |
VM
2808
VPR Management
Houston,
Texas
| USD 513 M | -USD 37.1 M | -7% | 6.13% | 54.5% | 28 | 0% | 3 |
|
| 2809 |
2809
Edge Wealth Management
New York
| USD 513 M | +USD 21.4 M | +4% | 0.11% | 75.3% | 558 | 24.91% | 2.4 |
|
| 2810 |
2810
First Fiduciary Investment Counsel
Cleveland,
Ohio
| USD 513 M | -USD 9.7 M | -2% | 0.3% | 60% | 67 | 4.48% | 3.4 |
|
| 2811 |
2811
Noesis Capital Mangement
Boca Raton,
Florida
| USD 512 M | +USD 22.8 M | +5% | 0.77% | 139% | 136 | 16.18% | 3.4 |
|
| 2812 |
2812
Absoluto Partners Gestao de Recursos
Leblon, Rio De Janeiro, Rj,
Brazil
| USD 512 M | -USD 275 M | -35% | 1.4% | 78.7% | 30 | 26.67% | 0.5 |
|
| 2813 |
2813
Hahn Capital Management
Walnut Creek,
California
| USD 512 M | -USD 15.8 M | -3% | 0.99% | 71.7% | 34 | 2.94% | 5.7 |
|
| 2814 |
2814
BlueSky Wealth Advisors
New Bern,
North Carolina
| USD 511 M | +USD 637 k | +0.1% | 1.02% | 45.9% | 65 | 3.08% | 2.8 |
|
| 2815 |
2815
Brasada Capital Management
Houston,
Texas
| USD 510 M | +USD 289 k | +0.1% | 3.58% | 76.5% | 162 | 21.6% | 1.7 |
|
| 2816 |
VDBMI
2816
Van Den Berg Management I
Austin,
Texas
| USD 510 M | +USD 2.14 M | +0.4% | 0.87% | 187% | 78 | 8.97% | 2 |
|
| 2817 |
2817
Tectonic Advisors
Frisco,
Texas
| USD 509 M | +USD 24.5 M | +5% | 1.28% | 44.9% | 238 | 22.69% | 0.6 |
|
| 2818 |
2818
Quest Capital Management
Dallas,
Texas
| USD 509 M | +USD 7.16 M | +1% | 1.6% | 87.7% | 314 | 14.01% | 1.6 |
|
| 2819 |
2819
MA Private Wealth
San Carlos,
California
| USD 509 M | +USD 6.14 M | +1% | 0.62% | 57.5% | 96 | 15.63% | 1.5 |
|
| 2820 |
2820
FRG Family Wealth Advisors
Bellevue,
Washington
| USD 509 M | -USD 17.7 M | -3% | 0.67% | 76.4% | 141 | 7.09% | 4.1 |
|
| 2821 |
2821
Affinity Wealth Management
Wilmington,
Delaware
| USD 509 M | +USD 5.31 M | +1% | 0.19% | 116% | 128 | 31.25% | 1.3 |
|
| 2822 |
2822
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| USD 509 M | +USD 8.14 M | +2% | 0.05% | 65.9% | 176 | 3.41% | 4.1 |
|
| 2823 |
2823
Charles Schwab Trust
Henderson,
Nevada
| USD 509 M | +USD 519 k | +0.1% | 1.35% | 52.7% | 186 | 8.6% | 1.5 |
|
| 2824 |
2824
True North Advisors
Dallas,
Texas
| USD 508 M | +USD 27.9 M | +6% | 2.19% | 82.9% | 232 | 11.21% | 1.2 |
|
| 2825 |
2825
Keebeck Wealth Management
Chicago,
Illinois
| USD 507 M | -USD 187 M | -27% | 0.67% | 81.3% | 253 | 21.34% | 1.3 |
|