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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Nexpoint Asset Management
Dallas,
Texas
| USD 458 M | +USD 75.3 M | +20% | 14.8% | 253% | 247 | 65.99% | 0.5 |
|
| 3002 |
3002
McMorgan & Co
San Francisco,
California
| USD 458 M | – | – | 3.43% | 30.1% | 39 | – | 0 |
|
| 3003 |
3003
Minot Wealth Management
Westwood,
Massachusetts
| USD 458 M | +USD 66 M | +17% | 8.63% | – | 233 | 26.61% | 0.9 |
|
| 3004 |
T
3004
TRUADVICE
Sarasota,
Florida
| USD 458 M | +USD 120 M | +35% | 5.73% | 21.6% | 327 | 24.77% | 0.5 |
|
| 3005 |
3005
Parkman Healthcare Partners
Stamford,
Connecticut
| USD 457 M | +USD 26.6 M | +6% | 11.2% | 306% | 99 | 33.33% | 0.7 |
|
| 3006 |
3006
Fieldpoint Private Securities
Greenwich,
Connecticut
| USD 457 M | +USD 28.8 M | +7% | 7.23% | 47.2% | 1,694 | 8.68% | 0.8 |
|
| 3007 |
3007
Oberweis Asset Management
Lisle,
Illinois
| USD 456 M | -USD 32.4 M | -7% | 20.9% | 485% | 201 | 34.33% | 1.3 |
|
| 3008 |
3008
Mitchell Capital Management
Leawood,
Kansas
| USD 456 M | +USD 45.9 M | +11% | 10.7% | 219% | 159 | 9.43% | 2.3 |
|
| 3009 |
3009
Rush Island Management
New York
| USD 456 M | +USD 156 M | +52% | 14.6% | 15.5% | 30 | 56.67% | 0.5 |
|
| 3010 |
CIA
3010
Covington Investment Advisors
Ligonier,
Pennsylvania
| USD 455 M | +USD 41.5 M | +10% | 8.71% | 100% | 78 | 2.56% | 4.7 |
|
| 3011 |
3011
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| USD 455 M | +USD 22.4 M | +5% | 19% | 36.7% | 5 | 0% | 2.7 |
|
| 3012 |
3012
Carolinas Wealth Consulting
Charlotte,
North Carolina
| USD 455 M | +USD 43.9 M | +11% | 7.08% | 24.6% | 1,033 | 11.04% | 0.8 |
|
| 3013 |
3013
XML Financial
Bethesda,
Maryland
| USD 455 M | +USD 44.3 M | +11% | 6.07% | 69.5% | 231 | 9.09% | 1.1 |
|
| 3014 |
3014
Marquette Asset Management
Minneapolis,
Minnesota
| USD 454 M | +USD 40.3 M | +10% | 8.11% | 69.6% | 255 | 12.94% | 2.5 |
|
| 3015 |
3015
Carrhae Capital
London,
United Kingdom
| USD 454 M | +USD 96.8 M | +27% | 3.98% | 182% | 20 | 60% | 0.5 |
|
| 3016 |
RTS
3016
Round Table Services
Westfield,
New Jersey
| USD 454 M | +USD 41 M | +10% | 5.97% | 16.1% | 138 | 19.57% | 2.4 |
|
| 3017 |
3017
Well Done LLC
Holland,
Michigan
| USD 454 M | +USD 18.2 M | +4% | 5.61% | 80.4% | 182 | 12.09% | 2.4 |
|
| 3018 |
3018
Golden State Wealth Management
Santa Ana,
California
| USD 454 M | +USD 150 M | +50% | 6.92% | – | 313 | 38.34% | 0.7 |
|
| 3019 |
MWM
3019
Madison Wealth Management
Cincinnati,
Ohio
| USD 453 M | +USD 44.8 M | +11% | 9.81% | 35.1% | 147 | 7.48% | 1.2 |
|
| 3020 |
WC
3020
Walthausen & Co
Malta,
New York
| USD 453 M | -USD 21.4 M | -5% | 3.68% | 63.3% | 158 | 18.99% | 2.1 |
|
| 3021 |
3021
Live Oak Private Wealth
Wilmington,
North Carolina
| USD 453 M | +USD 45.6 M | +11% | 5.53% | 65% | 165 | 7.88% | 1 |
|
| 3022 |
3022
Aveo Capital Partners
Englewood,
Colorado
| USD 453 M | +USD 55.7 M | +14% | 5.7% | 19.1% | 280 | 23.21% | 0.7 |
|
| 3023 |
3023
KLCM Advisors
Milwaukee,
Wisconsin
| USD 452 M | +USD 11 M | +3% | 2.63% | 122% | 119 | 17.65% | 3.6 |
|
| 3024 |
3024
Farmers Trust Company
Youngstown,
Ohio
| USD 452 M | +USD 17.5 M | +4% | 7.01% | 73.5% | 174 | 7.47% | 4.4 |
|
| 3025 |
BCP
3025
Berylson Capital Partners
Boston,
Massachusetts
| USD 451 M | +USD 40.4 M | +10% | 4.97% | 57.7% | 75 | 46.67% | 0.4 |
|