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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
Meridian Wealth Advisors
Austin,
Texas
| USD 561 M | +USD 28.3 M | +5% | 1.59% | 79.9% | 181 | 6.08% | 4.1 |
|
| 2902 |
2902
SkyView Investment Advisors
Shrewsbury,
New Jersey
| USD 561 M | +USD 20.1 M | +4% | 1.48% | 70.3% | 393 | 15.78% | 0.8 |
|
| 2903 |
2903
RBO & Co
Saint Helena,
California
| USD 560 M | -USD 38.7 M | -6% | 4.17% | 27.9% | 55 | 3.64% | 6.9 |
|
| 2904 |
2904
Ironwood Investment Counsel
Scottsdale,
Arizona
| USD 560 M | -USD 13.4 M | -2% | 1.73% | 64% | 267 | 7.49% | 4.5 |
|
| 2905 |
TCM
2905
Trybe Capital Management
Greenwich,
Connecticut
| USD 559 M | -USD 43.3 M | -7% | 17.6% | 681% | 17 | 29.41% | 2.1 |
|
| 2906 |
2906
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| USD 559 M | +USD 38.2 M | +7% | 1.13% | 78.9% | 164 | 10.37% | 1.9 |
|
| 2907 |
2907
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| USD 559 M | +USD 12.3 M | +2% | 2.51% | 95.4% | 41 | 17.07% | 5.9 |
|
| 2908 |
2908
Viking Fund Management
Minot,
North Dakota
| USD 558 M | +USD 5.91 M | +1% | 1.66% | 105% | 130 | 8.46% | 4 |
|
| 2909 |
2909
Strategic Point Investment Advisors
Providence,
Rhode Island
| USD 558 M | +USD 7.4 M | +1% | 1.98% | 51.9% | 34 | 2.94% | 4 |
|
| 2910 |
2910
Principal Street Partners
Memphis,
Tennessee
| USD 558 M | +USD 29.3 M | +6% | 1.74% | 91% | 266 | 8.27% | 2.2 |
|
| 2911 |
2911
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| USD 558 M | +USD 41.4 M | +8% | 3.9% | 110% | 24 | 12.5% | 1.2 |
|
| 2912 |
2912
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| USD 557 M | +USD 16.2 M | +3% | 3.87% | 99.9% | 79 | 3.8% | 5.5 |
|
| 2913 |
2913
Destiny Wealth Partners
Tavares,
Florida
| USD 556 M | -USD 1.5 M | -0.3% | 2.12% | 63.7% | 175 | 22.29% | 2.3 |
|
| 2914 |
ECM
2914
EagleClaw Capital Management
Boston,
Massachusetts
| USD 556 M | +USD 3.72 M | +0.7% | 3.39% | 104% | 137 | 3.65% | 6.3 |
|
| 2915 |
2915
CVA Family Office
Denver,
Colorado
| USD 556 M | -USD 4.11 M | -0.7% | 1.65% | 71.6% | 1,310 | 21.98% | 0.9 |
|
| 2916 |
2916
Groupe Bruxelles Lambert
Brussels,
Belgium
| USD 555 M | -USD 25.8 M | -4% | 4.44% | – | 1 | 0% | 0.5 |
|
| 2917 |
2917
Main Management Fund Advisors
San Francisco,
California
| USD 555 M | +USD 63.3 M | +13% | 4.48% | 80% | 7 | 28.57% | 1.3 |
|
| 2918 |
2918
Kavar Capital Partners Group
Leawood,
Kansas
| USD 555 M | +USD 12.8 M | +2% | 2.53% | 77.2% | 170 | 11.18% | 4.8 |
|
| 2919 |
2919
MidWestOne Financial Group
Iowa City,
Iowa
| USD 555 M | -USD 2.02 M | -0.4% | 0.91% | 62.7% | 303 | 9.57% | 2.8 |
|
| 2920 |
2920
Quadcap Wealth Management
Frisco,
Texas
| USD 554 M | +USD 115 M | +26% | 2.56% | – | 408 | 26.96% | 0.4 |
|
| 2921 |
2921
Academy Capital Management
Waco,
Texas
| USD 554 M | +USD 25.7 M | +5% | 6.02% | 71.2% | 35 | 11.43% | 3.5 |
|
| 2922 |
2922
Insight Advisors
Newtown,
Pennsylvania
| USD 554 M | +USD 32.6 M | +6% | 3.52% | 74% | 310 | 10.65% | 2.4 |
|
| 2923 |
2923
Faithward Advisors
Lancaster,
Pennsylvania
| USD 553 M | +USD 2.16 M | +0.4% | 0.12% | 119% | 273 | 15.75% | 1.7 |
|
| 2924 |
2924
Eagle Rock Investment Company
Atlanta,
Georgia
| USD 553 M | +USD 13.9 M | +3% | 2.61% | 121% | 148 | 7.43% | 1.9 |
|
| 2925 |
2925
Gilman Hill Asset Management
New Canaan,
Connecticut
| USD 553 M | -USD 5.26 M | -0.9% | 1.22% | 54.2% | 231 | 15.58% | 4.5 |
|