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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
ECP ControlCo
Summit,
New Jersey
| USD 496 M | -USD 3.09 M | -0.6% | 6.42% | 42.5% | 9 | 11.11% | 1.6 |
|
| 2827 |
2827
12th Street Asset Management Company
Nashville,
Tennessee
| USD 496 M | +USD 17.9 M | +4% | 5.82% | 106% | 35 | 20% | 3 |
|
| 2828 |
2828
Condire Management
Dallas,
Texas
| USD 496 M | -USD 6.23 M | -1% | 1.28% | 187% | 16 | 25% | 1.4 |
|
| 2829 |
2829
Sunriver Management
Greenwich,
Connecticut
| USD 496 M | +USD 16.2 M | +3% | 5.39% | 9.27% | 20 | 30% | 1.4 |
|
| 2830 |
2830
Grove Bank & Trust
Miami,
Florida
| USD 495 M | +USD 22.1 M | +5% | 6.02% | 80.5% | 747 | 17.54% | 2 |
|
| 2831 |
2831
New England Private Wealth Advisors
Wellesley,
Massachusetts
| USD 495 M | +USD 3.16 M | +0.6% | 3.12% | 55.8% | 115 | 9.57% | 4.6 |
|
| 2832 |
KWMG
2832
King Wealth Management Group
Naples,
Florida
| USD 495 M | +USD 42.1 M | +9% | 8.92% | 86% | 159 | 11.95% | 4.9 |
|
| 2833 |
2833
Twin Focus Capital Partners
Boston,
Massachusetts
| USD 495 M | -USD 9.5 M | -2% | 5.93% | 92.5% | 240 | 15.42% | 3.4 |
|
| 2834 |
2834
Canal Capital Management
Richmond,
Virginia
| USD 494 M | +USD 40.9 M | +9% | 6.79% | 67.8% | 155 | 9.68% | 3.6 |
|
| 2835 |
MWM
2835
Madison Wealth Management
Cincinnati,
Ohio
| USD 494 M | +USD 31.9 M | +7% | 7.11% | 35.1% | 159 | 6.29% | 2.5 |
|
| 2836 |
2836
Financial Partners Group (Kansas)
Overland Park,
Kansas
| USD 494 M | +USD 44.3 M | +10% | 6.25% | 76.7% | 177 | 17.51% | 2.3 |
|
| 2837 |
2837
Atlas Private Wealth Advisors
Matawan,
New Jersey
| USD 494 M | +USD 277 M | +128% | 5.2% | 57.8% | 191 | 36.65% | 1.4 |
|
| 2838 |
2838
American Investment Services
Great Barrington,
Massachusetts
| USD 494 M | +USD 7.34 M | +2% | 4.66% | 63.1% | 145 | 11.03% | 4.7 |
|
| 2839 |
2839
SYM Financial Corp
Winona Lake,
Indiana
| USD 493 M | +USD 40.2 M | +9% | 2.49% | 56% | 130 | 22.31% | 2.2 |
|
| 2840 |
2840
Capital Planning Advisors
Roseville,
California
| USD 493 M | +USD 22.7 M | +5% | 6.04% | 64.2% | 136 | 14.71% | 3.8 |
|
| 2841 |
2841
Arcadia Investment Management
Kalamazoo,
Michigan
| USD 493 M | +USD 33.6 M | +7% | 9.46% | 83.5% | 375 | 14.4% | 4.3 |
|
| 2842 |
2842
Personal CFO Solutions
Chester,
New Jersey
| USD 493 M | +USD 8.5 M | +2% | 6.02% | 91.4% | 525 | 21.52% | 1.8 |
|
| 2843 |
2843
Bleichroeder LP
New York
| USD 493 M | +USD 24 M | +5% | 6.64% | 202% | 90 | 18.89% | 2.2 |
|
| 2844 |
2844
Octavia Wealth Advisors
Cincinnati,
Ohio
| USD 493 M | +USD 48.4 M | +11% | 6.24% | 67.9% | 198 | 11.11% | 1.9 |
|
| 2845 |
2845
Lathrop Investment Management
Little Rock,
Arkansas
| USD 492 M | +USD 21.2 M | +4% | 5.67% | 72.2% | 87 | 6.9% | 5.6 |
|
| 2846 |
2846
Dorchester Wealth Management
Montreal,
Quebec, Canada
| USD 492 M | +USD 6.31 M | +1% | 4.04% | 18.3% | 158 | 10.13% | 4.6 |
|
| 2847 |
2847
MIC Capital Management (UK)
London,
United Kingdom
| USD 492 M | -USD 32.7 M | -6% | 10.9% | 67.2% | 25 | 12% | 1.3 |
|
| 2848 |
2848
Vitruvian Partners
London,
United Kingdom
| USD 491 M | +USD 23.3 M | +5% | 14% | 96.9% | 10 | 20% | 2 |
|
| 2849 |
2849
Per Stirling Capital Management
Austin,
Texas
| USD 491 M | +USD 27.4 M | +6% | 5.55% | 63.1% | 202 | 16.34% | 0.4 |
|
| 2850 |
2850
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| USD 491 M | +USD 27.5 M | +6% | 7.85% | 81.8% | 81 | 4.94% | 5.8 |
|