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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
Rikoon Group
Santa Fe,
New Mexico
| USD 227 M | +USD 101 M | +80% | 2.01% | 63.3% | 177 | 28.25% | 0.2 |
|
| 2827 |
IA
2827
Independence Advisors
Wayne,
Pennsylvania
| USD 227 M | +USD 14.5 M | +7% | 1.22% | 24.4% | 79 | 17.72% | 0.4 |
|
| 2828 |
2828
Intrepid Capital Management
Jacksonville Beach,
Florida
| USD 227 M | +USD 14.7 M | +7% | 4.15% | 70.2% | 33 | 6.06% | 2.2 |
|
| 2829 |
2829
Pegasus Partners
Mequon,
Wisconsin
| USD 227 M | +USD 15.9 M | +8% | 6.15% | 32.6% | 120 | 14.17% | 1 |
|
| 2830 |
2830
McRae Capital Management
Morristown,
New Jersey
| USD 226 M | +USD 6.4 M | +3% | 3.61% | 78.2% | 105 | 11.43% | 2.3 |
|
| 2831 |
2831
Think Investments
San Francisco,
California
| USD 226 M | -USD 5.09 M | -2% | 2.04% | 285% | 8 | 12.5% | 1 |
|
| 2832 |
2832
United Bank (West Virginia)
Parkersburg,
West Virginia
| USD 226 M | +USD 8.44 M | +4% | 7.87% | 22.5% | 110 | 12.73% | 2.6 |
|
| 2833 |
CRB
2833
Chad R. Baker
| USD 226 M | -USD 6.22 M | -3% | 1.86% | 123% | 60 | 3.33% | 0.9 |
|
| 2834 |
2834
Gilbert & Cook
West Des Moines,
Iowa
| USD 226 M | – | – | 1.84% | 63.2% | 76 | – | 0 |
|
| 2835 |
2835
Cambridge Advisors
Omaha,
Nebraska
| USD 226 M | +USD 295 k | +0.1% | 0.9% | 58.6% | 137 | 8.03% | 1.7 |
|
| 2836 |
2836
Argent Trust Co
Nashville,
Tennessee
| USD 226 M | -USD 9.6 M | -4% | 3.36% | 86.2% | 278 | 17.63% | 1.4 |
|
| 2837 |
2837
Laurel Wealth Advisors (California)
Solana Beach,
California
| USD 226 M | +USD 14.5 M | +7% | 1.7% | 33% | 317 | 23.97% | 0.8 |
|
| 2838 |
2838
Verger Capital Management
Winston-Salem,
North Carolina
| USD 226 M | +USD 1.56 M | +0.7% | 0.48% | 58.3% | 17 | 17.65% | 1.2 |
|
| 2839 |
2839
Telos Capital Management
San Diego,
California
| USD 225 M | +USD 9.9 M | +5% | 2.41% | 71.1% | 146 | 9.59% | 2.5 |
|
| 2840 |
2840
Silver Rock Financial
Los Angeles,
California
| USD 225 M | – | – | 13.2% | 2.58% | 21 | – | 0.3 |
|
| 2841 |
2841
Wealth Architects
Mountain View,
California
| USD 225 M | +USD 8.55 M | +4% | 3.23% | 80.1% | 123 | 10.57% | 1.6 |
|
| 2842 |
2842
Ironwood Investment Counsel
Scottsdale,
Arizona
| USD 225 M | +USD 10.6 M | +5% | 4.05% | 64% | 161 | 14.29% | 2.3 |
|
| 2843 |
2843
Goldstein Munger & Associates
San Ramon,
California
| USD 225 M | +USD 5.26 M | +2% | 1.37% | 11.9% | 37 | 16.22% | 2.4 |
|
| 2844 |
2844
Janiczek Wealth Management
Denver,
Colorado
| USD 224 M | – | – | 1.28% | 16.4% | 55 | – | 0 |
|
| 2845 |
2845
Cryder Capital Partners
London,
United Kingdom
| USD 224 M | +USD 53.3 M | +31% | 1.01% | 55.7% | 12 | 25% | 1.5 |
|
| 2846 |
2846
Northeast Financial Consultants
Westport,
Connecticut
| USD 224 M | -USD 12.9 M | -5% | 1.61% | 63.8% | 160 | 12.5% | 1.9 |
|
| 2847 |
2847
ARS Wealth Advisors
St. Petersburg,
Florida
| USD 223 M | -USD 13.1 M | -6% | 1.06% | 62.5% | 109 | 15.6% | 1.6 |
|
| 2848 |
2848
Old Second National Bank of Aurora
Aurora,
Illinois
| USD 223 M | +USD 5.01 M | +2% | 4.29% | 93.7% | 353 | 9.92% | 2.5 |
|
| 2849 |
2849
FCG Advisors
Chatham,
New Jersey
| USD 223 M | -USD 103 M | -32% | 3.19% | 19.7% | 126 | 19.05% | 1.9 |
|
| 2850 |
2850
Patten Group
Chattanooga,
Tennessee
| USD 223 M | +USD 9.8 M | +5% | 3.35% | 88.1% | 670 | 10.45% | 1.4 |
|