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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
Xponance
Philadelphia,
Pennsylvania
| USD 297 M | +USD 77.1 M | +35% | 0.14% | 144% | 98 | 18.37% | 0.6 |
|
| 2827 |
2827
Barry Investment Advisors
New Bedford,
Massachusetts
| USD 297 M | +USD 36.5 M | +14% | 3.09% | 66.7% | 78 | 14.1% | 2.2 |
|
| 2828 |
2828
Nicholas Hoffman & Company
Atlanta,
Georgia
| USD 297 M | +USD 24.8 M | +9% | 6.66% | 65.1% | 190 | 12.11% | 1.7 |
|
| 2829 |
2829
James Hambro & Partners
London,
United Kingdom
| USD 297 M | +USD 23.2 M | +8% | 10% | 97% | 23 | 13.04% | 0.6 |
|
| 2830 |
2830
Lyell Wealth Management
Menlo Park,
California
| USD 297 M | +USD 23.4 M | +9% | 9.08% | 128% | 124 | 15.32% | 1.3 |
|
| 2831 |
2831
Peak Asset Management
Louisville,
Colorado
| USD 297 M | +USD 21.3 M | +8% | 7.86% | 70.1% | 132 | 6.82% | 2.8 |
|
| 2832 |
2832
American Investment Services
Great Barrington,
Massachusetts
| USD 297 M | +USD 7.14 M | +2% | 4.19% | 63.1% | 119 | 5.04% | 3.3 |
|
| 2833 |
2833
Filament
Seattle,
Washington
| USD 297 M | +USD 6.76 M | +2% | 0.16% | 46.9% | 52 | 21.15% | 2.6 |
|
| 2834 |
2834
Litman Gregory Wealth Management
Larkspur,
California
| USD 297 M | +USD 42.6 M | +17% | 1.6% | 55.5% | 113 | 17.7% | 1.3 |
|
| 2835 |
WA
2835
WealthTrust Axiom
Wayne,
Pennsylvania
| USD 296 M | +USD 13.1 M | +5% | 5.99% | 125% | 244 | 11.48% | 3.6 |
|
| 2836 |
LA
2836
Lynch & Associates
Newburgh,
Indiana
| USD 296 M | +USD 20.2 M | +7% | 7.59% | 73.5% | 100 | 5% | 4.3 |
|
| 2837 |
2837
Institute for Wealth Management
Denver,
Colorado
| USD 296 M | -USD 17.5 M | -6% | 6.37% | 137% | 221 | 11.76% | 1.2 |
|
| 2838 |
2838
High Falls Advisors
Rochester,
New York
| USD 296 M | +USD 5.07 M | +2% | 3.19% | 56.9% | 98 | 18.37% | 1.9 |
|
| 2839 |
2839
Cambridge Advisors
Omaha,
Nebraska
| USD 296 M | +USD 13.3 M | +5% | 5.52% | 58.6% | 148 | 6.76% | 3 |
|
| 2840 |
2840
Kettle Hill Capital Management
New York
| USD 296 M | +USD 33.7 M | +13% | 4.86% | 37.4% | 50 | 68% | 0.4 |
|
| 2841 |
2841
Ipswich Investment Management
Beverly,
Massachusetts
| USD 296 M | +USD 78.2 M | +36% | 7.82% | 104% | 168 | 51.79% | 1.8 |
|
| 2842 |
AMG
2842
Asset Management Group
Stamford,
Connecticut
| USD 295 M | +USD 9 M | +3% | 4.17% | 57% | 109 | 3.67% | 4.2 |
|
| 2843 |
2843
Hartford Financial Management
Hartford,
Connecticut
| USD 295 M | +USD 14.5 M | +5% | 7.34% | 87.9% | 432 | 12.96% | 2.3 |
|
| 2844 |
2844
Brian C. Broderick
| USD 295 M | +USD 21.3 M | +8% | 9.21% | 98.6% | 86 | 1.16% | 3.9 |
|
| 2845 |
2845
Permanens Capital
New York
| USD 294 M | +USD 30.4 M | +12% | 6.11% | 76.9% | 13 | 15.38% | 2.3 |
|
| 2846 |
2846
Versant Venture Management
San Francisco,
California
| USD 294 M | -USD 26.5 M | -8% | 14.6% | 409% | 10 | 10% | 2.1 |
|
| 2847 |
2847
Gibson Capital
Wexford,
Pennsylvania
| USD 294 M | +USD 12.2 M | +4% | 3.81% | 67.2% | 38 | 5.26% | 3.9 |
|
| 2848 |
2848
Focused Wealth Management
Newburgh,
New York
| USD 294 M | +USD 5.28 M | +2% | 3.89% | 73.9% | 757 | 19.42% | 3.1 |
|
| 2849 |
2849
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| USD 293 M | +USD 15.9 M | +6% | 4.4% | 28% | 441 | 80.5% | 1.4 |
|
| 2850 |
2850
Cutter & Co Brokerage
Ballwin,
Missouri
| USD 293 M | +USD 33.9 M | +13% | 5.29% | 40.4% | 297 | 22.22% | 2.1 |
|