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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 |
2851
Archford Capital Strategies
Swansea,
Illinois
| USD 435 M | +USD 47.5 M | +12% | 7.77% | 87.4% | 298 | 17.45% | 3.7 |
|
| 2852 |
2852
Brasada Capital Management
Houston,
Texas
| USD 434 M | +USD 12.7 M | +3% | 5.49% | 76.5% | 140 | 22.86% | 2.3 |
|
| 2853 |
2853
Kavar Capital Partners Group
Leawood,
Kansas
| USD 434 M | +USD 41.8 M | +11% | 11% | 77.2% | 153 | 14.38% | 4.4 |
|
| 2854 |
2854
Dock Street Asset Management
Palm Beach,
Florida
| USD 434 M | +USD 16.5 M | +4% | 3.18% | 175% | 58 | 10.34% | 3.9 |
|
| 2855 |
2855
Eagle Rock Investment Company
Atlanta,
Georgia
| USD 434 M | +USD 50.5 M | +13% | 10.1% | 121% | 138 | 13.77% | 0.8 |
|
| 2856 |
2856
Eagle Health Investments
Greenwich,
Connecticut
| USD 433 M | -USD 2.26 M | -0.5% | 19.7% | 241% | 30 | 16.67% | 1.4 |
|
| 2857 |
2857
Vesa Equity Investment
Luxembourg
| USD 433 M | +USD 48.9 M | +13% | 21.4% | 2.97% | 1 | 0% | 2 |
|
| 2858 |
2858
Regis Management Company
Menlo Park,
California
| USD 433 M | +USD 21 M | +5% | 9.38% | 5.33% | 58 | 12.07% | 5.5 |
|
| 2859 |
2859
TFO Wealth Partners
Maumee,
Ohio
| USD 433 M | +USD 32.9 M | +8% | 10.1% | 63.6% | 950 | 87.68% | 0.2 |
|
| 2860 |
2860
Sax Wealth Advisors
Parsippany,
New Jersey
| USD 433 M | +USD 44.5 M | +11% | 9.38% | 64.3% | 176 | 13.64% | 1.5 |
|
| 2861 |
2861
Intrua Financial
Houston,
Texas
| USD 433 M | +USD 57.1 M | +15% | 9.57% | 77.4% | 347 | 19.88% | 1.5 |
|
| 2862 |
2862
Strategic Wealth Investment Group
Louisville,
Kentucky
| USD 433 M | +USD 84.7 M | +24% | 4.57% | – | 135 | 20% | 1.6 |
|
| 2863 |
EVM
2863
Evelyn V. Moreno
| USD 432 M | +USD 211 M | +95% | 10.1% | 39.4% | 167 | 17.37% | 2.4 |
|
| 2864 |
2864
Meridian Wealth Partners
Exton,
Pennsylvania
| USD 432 M | +USD 32.7 M | +8% | 6.57% | 54.2% | 91 | 13.19% | 2.1 |
|
| 2865 |
2865
Amarillo National Bank
Amarillo,
Texas
| USD 431 M | -USD 177 k | -0% | 7.74% | 63.5% | 105 | 14.29% | 5.3 |
|
| 2866 |
2866
Park Presidio Capital
San Francisco,
California
| USD 431 M | -USD 5.28 M | -1% | 6.99% | 94.1% | 12 | 8.33% | 3.6 |
|
| 2867 |
2867
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| USD 430 M | -USD 1.65 M | -0.4% | 6.71% | 80.8% | 93 | 9.68% | 2.3 |
|
| 2868 |
2868
Edge Wealth Management
New York
| USD 430 M | -USD 22.2 M | -5% | 6.83% | 75.3% | 94 | 20.21% | 4.9 |
|
| 2869 |
2869
Johnson Bixby & Associates
Vancouver,
Washington
| USD 430 M | +USD 31.6 M | +8% | 6.79% | 48.7% | 103 | 11.65% | 1.4 |
|
| 2870 |
2870
Buffington Mohr McNeal
Boise,
Idaho
| USD 430 M | +USD 14.6 M | +4% | 8.93% | 29.3% | 124 | 7.26% | 4.8 |
|
| 2871 |
ASM
2871
ATW SPAC Management
New York
| USD 430 M | -USD 197 M | -31% | 1.75% | 68.7% | 319 | 38.56% | 0.7 |
|
| 2872 |
SA
2872
SoftVest Advisors
Abilene,
Texas
| USD 430 M | +USD 107 M | +33% | 37.3% | 178% | 6 | 16.67% | 1.7 |
|
| 2873 |
NRA
2873
NSI Retail Advisors
Warrendale,
Pennsylvania
| USD 429 M | +USD 91.6 M | +27% | 6.07% | 26.2% | 43 | 11.63% | 1.3 |
|
| 2874 |
2874
Dimension Capital Management
Coral Gables,
Florida
| USD 429 M | +USD 15.6 M | +4% | 6.54% | 65.5% | 117 | 20.51% | 3 |
|
| 2875 |
2875
Arcadia Investment Management
Kalamazoo,
Michigan
| USD 429 M | +USD 15.6 M | +4% | 9.57% | 83.5% | 359 | 25.35% | 4 |
|