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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
2826
Pathway Financial Advisors
South Burlington,
Vermont
| USD 857 M | +USD 49 M | +6% | 9.87% | 52.7% | 141 | 11.35% | 4.9 |
|
| 2827 |
2827
Mattern Capital Management
Lakewood,
Colorado
| USD 857 M | +USD 21.9 M | +3% | 4.29% | 31.5% | 173 | 5.78% | 3.9 |
|
| 2828 |
2828
Slow Capital
Greenbrae,
California
| USD 857 M | +USD 86.7 M | +11% | 26.1% | 124% | 111 | 6.31% | 5.1 |
|
| 2829 |
2829
ACK Asset Management
Greenwich,
Connecticut
| USD 856 M | +USD 55.2 M | +7% | 33.2% | 132% | 27 | 48.15% | 0.9 |
|
| 2830 |
2830
Alley Investment Management Company
Lake Forest,
Illinois
| USD 856 M | +USD 34.9 M | +4% | 9.31% | 54.6% | 90 | 6.67% | 3.4 |
|
| 2831 |
2831
Quest Investment Management
Lake Oswego,
Oregon
| USD 856 M | -USD 855 k | -0.1% | 21.9% | 105% | 127 | 13.39% | 3.9 |
|
| 2832 |
2832
Evolution Wealth Advisors
Aventura,
Florida
| USD 855 M | -USD 127 M | -13% | 17.6% | 84.5% | 198 | 19.7% | 2.8 |
|
| 2833 |
2833
Talon Private Wealth
The Villages,
Florida
| USD 855 M | +USD 102 M | +14% | 13% | – | 254 | 35.43% | 1 |
|
| 2834 |
2834
Hikari Power
Tokyo,
Japan
| USD 855 M | -USD 293 M | -26% | 4.21% | 53.5% | 53 | 22.64% | 7.1 |
|
| 2835 |
2835
Dimension Capital Management
Coral Gables,
Florida
| USD 854 M | +USD 141 M | +20% | 10.4% | 65.5% | 144 | 16.67% | 3.5 |
|
| 2836 |
2836
Brio Consultants
San Francisco,
California
| USD 853 M | +USD 35.4 M | +4% | 9.35% | 42.7% | 164 | 7.32% | 3 |
|
| 2837 |
2837
FIFTHDELTA
London,
United Kingdom
| USD 853 M | +USD 128 M | +18% | 13.3% | 16.6% | 14 | 42.86% | 0.3 |
|
| 2838 |
2838
United Bank (Virginia)
Vienna,
Virginia
| USD 853 M | +USD 71.9 M | +9% | 14.5% | 76.1% | 132 | 9.85% | 5.9 |
|
| 2839 |
2839
Conversant Capital
Summit,
New Jersey
| USD 852 M | +USD 107 M | +14% | 29.6% | 228% | 27 | 77.78% | 0.4 |
|
| 2840 |
2840
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| USD 852 M | +USD 97.3 M | +13% | 12.4% | 61.6% | 202 | 9.41% | 2.4 |
|
| 2841 |
2841
Burton Enright Welch
Walnut Creek,
California
| USD 852 M | +USD 116 M | +16% | 10.6% | 62.8% | 141 | 8.51% | 2.6 |
|
| 2842 |
2842
Capital Advisors Wealth Management
Yakima,
Washington
| USD 851 M | +USD 107 M | +14% | 13% | 70.5% | 242 | 14.05% | 2.6 |
|
| 2843 |
2843
Harbor Group
Bedford,
New Hampshire
| USD 851 M | +USD 159 M | +23% | 8.95% | 43% | 123 | 12.2% | 2.7 |
|
| 2844 |
HCP
2844
Holt Capital Partners
Fort Worth,
Texas
| USD 849 M | +USD 107 M | +14% | 14.4% | 69.5% | 166 | 8.43% | 7.4 |
|
| 2845 |
2845
Kimmeridge Energy Management
New York
| USD 849 M | +USD 549 M | +183% | 11.2% | 19.7% | 4 | 100% | 0 |
|
| 2846 |
2846
Ellevest Inc
New York
| USD 848 M | +USD 129 M | +18% | 18% | 73.8% | 503 | 21.07% | 3.2 |
|
| 2847 |
2847
Apollon Financial
Mount Pleasant,
South Carolina
| USD 848 M | +USD 124 M | +17% | 15.2% | – | 296 | 12.84% | 1.5 |
|
| 2848 |
2848
Think Investments
San Francisco,
California
| USD 847 M | +USD 84.2 M | +11% | 71.7% | 285% | 39 | 64.1% | 2.2 |
|
| 2849 |
2849
Peterson Wealth Advisors
Orem,
Utah
| USD 846 M | +USD 94.3 M | +13% | 10.2% | 50.9% | 120 | 10% | 3.5 |
|
| 2850 |
2850
Lineweaver Wealth Advisors
Valley View,
Ohio
| USD 845 M | +USD 103 M | +14% | 11.8% | 68.4% | 192 | 17.71% | 2.7 |
|