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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Endeavour Capital Advisors
Greenwich,
Connecticut
| USD 299 M | +USD 12.1 M | +4% | 15.8% | 105% | 57 | 15.79% | 1.7 |
|
| 2952 |
RCM
2952
Ratan Capital Management
Miami Beach,
Florida
| USD 299 M | +USD 85 M | +40% | 43.9% | 616% | 50 | 42% | 0.6 |
|
| 2953 |
PAM
2953
Premier Asset Management
Chicago,
Illinois
| USD 299 M | +USD 60.5 M | +25% | 38.8% | 104% | 149 | 41.61% | 2.1 |
|
| 2954 |
2954
Meridian Wealth Management
Lexington,
Kentucky
| USD 299 M | +USD 73 M | +32% | 30.2% | 117% | 251 | 31.08% | 1.4 |
|
| 2955 |
2955
Unison Advisors
Washington,
District of Columbia
| USD 299 M | +USD 206 M | +222% | 24.5% | 57.8% | 162 | 20.99% | 1.6 |
|
| 2956 |
2956
BSW Wealth Partners
Boulder,
Colorado
| USD 298 M | +USD 57.6 M | +24% | 18.2% | 75.4% | 146 | 26.03% | 2.5 |
|
| 2957 |
2957
Fulcrum Asset Management
London,
United Kingdom
| USD 298 M | – | – | 25.2% | – | 144 | – | 0 |
|
| 2958 |
2958
Sunflower Bank Wealth Management
Scottsdale,
Arizona
| USD 298 M | +USD 34.5 M | +13% | 15.6% | 33.7% | 130 | 19.23% | 4.4 |
|
| 2959 |
2959
IQ EQ Fund Management
Dublin 2,
Ireland
| USD 297 M | +USD 53.1 M | +22% | 21.7% | 109% | 197 | 33.5% | 2.1 |
|
| 2960 |
2960
Column Capital Advisors
Indianapolis,
Indiana
| USD 297 M | +USD 52.4 M | +21% | 18.9% | 20.4% | 954 | 28.3% | 0.4 |
|
| 2961 |
2961
Brickley Wealth Management
San Mateo,
California
| USD 297 M | +USD 56.1 M | +23% | 17.6% | 62.6% | 38 | 15.79% | 1.7 |
|
| 2962 |
2962
Haverford Financial Services
Radnor,
Pennsylvania
| USD 297 M | +USD 49.4 M | +20% | 20.7% | 57.9% | 71 | 23.94% | 3.2 |
|
| 2963 |
III
2963
Independent Investors Inc
Nesconset,
New York
| USD 297 M | +USD 55.6 M | +23% | 27.7% | 94.5% | 72 | 5.56% | 5.6 |
|
| 2964 |
2964
Fieldpoint Private Securities
Greenwich,
Connecticut
| USD 296 M | +USD 37 M | +14% | 21.4% | 47.2% | 305 | 39.34% | 1.9 |
|
| 2965 |
HCM
2965
Harspring Capital Management
New York
| USD 296 M | +USD 117 M | +66% | 35.2% | 70.6% | 31 | 58.06% | 0.2 |
|
| 2966 |
2966
BlueDrive Global Investors
London,
United Kingdom
| USD 296 M | +USD 26.8 M | +10% | 39.4% | 25.6% | 13 | 38.46% | 0.6 |
|
| 2967 |
2967
Mudrick Capital Management
New York
| USD 296 M | +USD 214 M | +262% | 0.35% | 212% | 10 | 60% | 0.6 |
|
| 2968 |
2968
Financial Synergies Wealth Advisors
Houston,
Texas
| USD 295 M | +USD 120 M | +68% | 19.2% | 79% | 53 | 35.85% | 0.6 |
|
| 2969 |
IIA
2969
IPG Investment Advisors
San Diego,
California
| USD 295 M | +USD 57 M | +24% | 25.6% | 126% | 160 | 38.75% | 2.2 |
|
| 2970 |
2970
Rowlandmiller & Partners
Atlanta,
Georgia
| USD 295 M | +USD 45.5 M | +18% | 19.2% | 84% | 153 | 9.15% | 3.6 |
|
| 2971 |
2971
Old Second National Bank of Aurora
Aurora,
Illinois
| USD 295 M | +USD 42.6 M | +17% | 20.1% | 93.7% | 351 | 8.55% | 4.3 |
|
| 2972 |
2972
Peavine Capital
Reno,
Nevada
| USD 295 M | -USD 1.53 M | -0.5% | 8.09% | 30.8% | 13 | 23.08% | 3.2 |
|
| 2973 |
2973
Algert Global
San Francisco,
California
| USD 295 M | +USD 57.3 M | +24% | 36.7% | 194% | 533 | 47.47% | 0.5 |
|
| 2974 |
2974
Cliffwater
Marina Del Rey,
California
| USD 294 M | +USD 67.6 M | +30% | 18.5% | 29.4% | 23 | 4.35% | 2.1 |
|
| 2975 |
2975
Half Sky Capital (UK)
London,
United Kingdom
| USD 294 M | +USD 39.5 M | +16% | 48.5% | 13% | 16 | 68.75% | 0.4 |
|