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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
Hemington Wealth Management
Falls Church,
Virginia
| USD 691 M | +USD 46 M | +7% | 7.02% | 76.1% | 1,766 | 5.66% | 0.9 |
|
| 2802 |
2802
Sirios Capital Management
Boston,
Massachusetts
| USD 690 M | +USD 130 M | +23% | 27% | 177% | 66 | 16.67% | 1.9 |
|
| 2803 |
2803
Meridian Wealth Partners
Exton,
Pennsylvania
| USD 690 M | +USD 63.2 M | +10% | 7.88% | 54.2% | 116 | 15.52% | 3.2 |
|
| 2804 |
2804
Skylands Capital
Milwaukee,
Wisconsin
| USD 690 M | -USD 3.17 M | -0.5% | 5.64% | 61% | 168 | 18.45% | 5.2 |
|
| 2805 |
2805
Fountainhead AM
Warren,
New Jersey
| USD 689 M | +USD 73.6 M | +12% | 9.55% | 65.6% | 219 | 15.53% | 1.7 |
|
| 2806 |
2806
Torray Investment Partners
Bethesda,
Maryland
| USD 689 M | +USD 17.6 M | +3% | 8.76% | 82.4% | 108 | 14.81% | 5 |
|
| 2807 |
2807
BlueSky Wealth Advisors
New Bern,
North Carolina
| USD 688 M | +USD 43.2 M | +7% | 6.83% | 42.9% | 76 | 11.84% | 3.1 |
|
| 2808 |
2808
Pamplona Capital Management
New York
| USD 688 M | +USD 53.8 M | +8% | 9.79% | – | 6 | 0% | 0.5 |
|
| 2809 |
2809
Roble Belko & Company
Sewickley,
Pennsylvania
| USD 687 M | +USD 60.4 M | +10% | 8.97% | 53.3% | 489 | 15.75% | 4.2 |
|
| 2810 |
2810
Toews Corporation
Northfield,
New Jersey
| USD 687 M | +USD 461 M | +204% | 5.44% | 22% | 16 | 56.25% | 1.1 |
|
| 2811 |
2811
Colonial Trust
Spartanburg,
South Carolina
| USD 687 M | +USD 42.9 M | +7% | 8.3% | 75.5% | 1,154 | 10.66% | 1.9 |
|
| 2812 |
2812
Nalanda India Equity Fund
Mauritius
| USD 687 M | -USD 77.3 M | -10% | 9.75% | 30.2% | 2 | 0% | 5.9 |
|
| 2813 |
2813
Concord Wealth Partners
Abingdon,
Virginia
| USD 686 M | +USD 77 M | +13% | 8.99% | 66% | 908 | 15.53% | 2.1 |
|
| 2814 |
CCP
2814
Camelot Capital Partners
Laguna Beach,
California
| USD 686 M | +USD 257 M | +60% | 61.1% | – | 1 | 0% | 1.5 |
|
| 2815 |
2815
Alibaba Group
Causeway Bay,
Hong Kong
| USD 685 M | -USD 124 M | -15% | 11.9% | 2.06% | 3 | 33.33% | 7.1 |
|
| 2816 |
2816
Correct Capital Wealth Management
Clayton,
Missouri
| USD 685 M | +USD 64.5 M | +10% | 10.2% | – | 118 | 7.63% | 1.3 |
|
| 2817 |
2817
Brio Consultants
San Francisco,
California
| USD 685 M | +USD 47.7 M | +7% | 7.34% | 42.7% | 138 | 16.67% | 2.7 |
|
| 2818 |
2818
LS Investment Advisors
Bloomfield Hills,
Michigan
| USD 684 M | +USD 34.5 M | +5% | 8.46% | 98.7% | 134 | 5.22% | 8.7 |
|
| 2819 |
2819
New England Private Wealth Advisors
Wellesley,
Massachusetts
| USD 684 M | +USD 37.1 M | +6% | 7.82% | 55.8% | 167 | 14.37% | 4.3 |
|
| 2820 |
2820
Pathway Financial Advisors
South Burlington,
Vermont
| USD 683 M | +USD 128 M | +23% | 6.43% | 52.7% | 178 | 30.34% | 4.2 |
|
| 2821 |
2821
Evolution Wealth Advisors
Aventura,
Florida
| USD 683 M | +USD 84.1 M | +14% | 12% | 84.5% | 177 | 19.77% | 2.3 |
|
| 2822 |
2822
First National Advisers
Omaha,
Nebraska
| USD 683 M | +USD 58.2 M | +9% | 10% | 87.9% | 226 | 8.41% | 1.7 |
|
| 2823 |
2823
Paloma Partners
Greenwich,
Connecticut
| USD 682 M | -USD 126 M | -16% | 10.7% | 314% | 164 | 68.9% | 0.4 |
|
| 2824 |
2824
Hoey Investments
Coatesville,
Pennsylvania
| USD 682 M | +USD 170 M | +33% | 31.8% | 200% | 427 | 15.22% | 2.3 |
|
| 2825 |
2825
Capital Planning Advisors
Roseville,
California
| USD 682 M | +USD 34 M | +5% | 10.1% | 64.2% | 144 | 11.11% | 4.6 |
|