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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
FAG
2851
Financial Advisory Group
Houston,
Texas
| USD 515 M | +USD 7.35 M | +1% | 3.82% | 20.6% | 101 | 9.9% | 3.9 |
|
| 2852 |
2852
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| USD 515 M | +USD 242 M | +89% | 5.54% | – | 225 | 45.33% | 1.7 |
|
| 2853 |
2853
Hussman Strategic Advisors
Ellicott City,
Maryland
| USD 515 M | +USD 59.2 M | +13% | 1.12% | 41.6% | 359 | 18.66% | 1.8 |
|
| 2854 |
2854
BlueSky Wealth Advisors
New Bern,
North Carolina
| USD 515 M | -USD 25 M | -5% | 5.23% | 45.9% | 70 | 8.57% | 3.1 |
|
| 2855 |
2855
Twin Focus Capital Partners
Boston,
Massachusetts
| USD 515 M | +USD 14.9 M | +3% | 3.41% | 92.5% | 242 | 12.4% | 2.6 |
|
| 2856 |
2856
FRG Family Wealth Advisors
Bellevue,
Washington
| USD 514 M | -USD 21.9 M | -4% | 3.02% | 76.4% | 148 | 5.41% | 4.3 |
|
| 2857 |
2857
MIC Capital Management (UK)
London,
United Kingdom
| USD 514 M | -USD 8.93 M | -2% | 17.3% | 67.2% | 27 | 29.63% | 0.2 |
|
| 2858 |
2858
Destiny Wealth Partners
Tavares,
Florida
| USD 514 M | -USD 5.04 M | -1% | 1.59% | 63.7% | 618 | 23.62% | 0.6 |
|
| 2859 |
2859
Sanders Morris Harris
Houston,
Texas
| USD 513 M | -USD 64.8 M | -11% | 4.43% | 85.8% | 364 | 24.73% | 1.7 |
|
| 2860 |
2860
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| USD 513 M | +USD 72.5 M | +16% | 5.05% | 81.8% | 92 | 28.26% | 4.8 |
|
| 2861 |
2861
First Fiduciary Investment Counsel
Cleveland,
Ohio
| USD 513 M | -USD 50.7 M | -9% | 5.58% | 60% | 70 | 5.71% | 3.6 |
|
| 2862 |
2862
Towercrest Capital Management
Newtown,
Pennsylvania
| USD 513 M | -USD 33.8 M | -6% | 5.73% | 42.6% | 94 | 4.26% | 3.5 |
|
| 2863 |
2863
Kettle Hill Capital Management
New York
| USD 513 M | -USD 52.4 M | -9% | 9.31% | 37.4% | 75 | 73.33% | 0.4 |
|
| 2864 |
2864
Opus Capital Group
Cincinnati,
Ohio
| USD 513 M | +USD 29 M | +6% | 4.48% | 53.7% | 122 | 17.21% | 4.1 |
|
| 2865 |
2865
Peavine Capital
Reno,
Nevada
| USD 513 M | -USD 8.48 M | -2% | 3.19% | 30.8% | 19 | 21.05% | 3.1 |
|
| 2866 |
2866
Crewe Advisors
Salt Lake City,
Utah
| USD 512 M | +USD 20.7 M | +4% | 1.74% | 96.1% | 518 | 22.78% | 1.7 |
|
| 2867 |
2867
Trust Company
Manhattan,
Kansas
| USD 512 M | +USD 83.8 M | +20% | 4.26% | 40.6% | 350 | 12% | 3.8 |
|
| 2868 |
2868
Strategic Wealth Partners
Independence,
Ohio
| USD 512 M | -USD 15.2 M | -3% | 2.4% | – | 296 | 19.93% | 1.6 |
|
| 2869 |
2869
Grosvenor Holdings
Chicago,
Illinois
| USD 512 M | -USD 455 M | -47% | 15.6% | 54.3% | 24 | 58.33% | 0.9 |
|
| 2870 |
2870
PM Capital
Sydney,
Australia
| USD 512 M | -USD 12 M | -2% | 5.37% | 105% | 12 | 0% | 4.9 |
|
| 2871 |
2871
Spirit of America Management Corp
Syosset,
New York
| USD 511 M | +USD 13.3 M | +3% | 8.26% | 113% | 249 | 8.84% | 4.9 |
|
| 2872 |
2872
Starwood Capital Group Management
Miami Beach,
Florida
| USD 511 M | +USD 5.76 M | +1% | 4.19% | 16.2% | 7 | 42.86% | 0.7 |
|
| 2873 |
2873
Nelson Capital Management
Menlo Park,
California
| USD 511 M | -USD 29.5 M | -5% | 4.41% | 121% | 112 | 11.61% | 4.4 |
|
| 2874 |
2874
Pacific Global Investment Management
Glendale,
California
| USD 511 M | -USD 30.4 M | -6% | 3.04% | 48% | 233 | 12.88% | 5 |
|
| 2875 |
2875
Parkside Investments
Deerfield,
Illinois
| USD 511 M | -USD 8.75 M | -2% | 1.59% | 70.4% | 169 | 53.25% | 1.4 |
|