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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
D.L. Carlson Investment Group
Concord,
New Hampshire
| USD 518 M | +USD 5.95 M | +1% | 4.32% | 113% | 152 | 18.42% | 3.8 |
|
| 3027 |
3027
Carolinas Wealth Consulting
Charlotte,
North Carolina
| USD 518 M | +USD 10.7 M | +2% | 2.83% | 24.6% | 1,089 | 9.55% | 2.6 |
|
| 3028 |
3028
Lawson Kroeker Investment Management
Omaha,
Nebraska
| USD 518 M | -USD 9.6 M | -2% | 1.62% | 69.7% | 90 | 6.67% | 3.9 |
|
| 3029 |
3029
Black Diamond Financial
Towson,
Maryland
| USD 518 M | +USD 148 M | +40% | 1.42% | 68.3% | 142 | 21.13% | 2.8 |
|
| 3030 |
3030
Hudson Edge Investment Partners
Jersey City,
New Jersey
| USD 518 M | +USD 5.43 M | +1% | 2.26% | 68.6% | 203 | 26.6% | 3.4 |
|
| 3031 |
3031
Dorchester Wealth Management
Montreal,
Quebec, Canada
| USD 518 M | -USD 38.1 M | -7% | 1.03% | 18.3% | 175 | 13.71% | 4.7 |
|
| 3032 |
3032
Primavera Capital Management
George Town,
Cayman Islands
| USD 518 M | -USD 97.7 M | -16% | 14% | 1.21% | 4 | 25% | 3.2 |
|
| 3033 |
3033
Leelyn Smith
Geneva,
Illinois
| USD 517 M | +USD 17.9 M | +4% | 2.4% | 77.3% | 131 | 10.69% | 3.1 |
|
| 3034 |
3034
Artia Global Partners
Miami,
Florida
| USD 517 M | +USD 19.8 M | +4% | 6.52% | 725% | 59 | 38.98% | 0.5 |
|
| 3035 |
3035
Divergent Wealth Advisors
South Jordan,
Utah
| USD 517 M | +USD 17 M | +3% | 1.96% | 14.7% | 33 | 6.06% | 3 |
|
| 3036 |
3036
FRG Family Wealth Advisors
Bellevue,
Washington
| USD 517 M | +USD 6.82 M | +1% | 4.41% | 76.4% | 376 | 63.3% | 6 |
|
| 3037 |
3037
Chemung Canal Trust
Elmira,
New York
| USD 517 M | -USD 1.49 M | -0.3% | 1.94% | 80.9% | 123 | 5.69% | 7.1 |
|
| 3038 |
3038
SJS Investment Consulting
Sylvania,
Ohio
| USD 516 M | +USD 15.7 M | +3% | 1.64% | 69.4% | 1,722 | 8.07% | 1.9 |
|
| 3039 |
3039
Stablepoint Partners
Braintree,
Massachusetts
| USD 516 M | +USD 22.5 M | +5% | 1.22% | – | 247 | 8.1% | 0.5 |
|
| 3040 |
3040
Abacus Planning Group
Columbia,
South Carolina
| USD 516 M | +USD 3.92 M | +0.8% | 0.55% | 59.1% | 226 | 11.5% | 3.6 |
|
| 3041 |
SA
3041
Strategic Advisors
New York
| USD 515 M | +USD 8.32 M | +2% | 4.49% | 106% | 209 | 7.66% | 4.6 |
|
| 3042 |
PWW
3042
Pettyjohn Wood & White
Lynchburg,
Virginia
| USD 515 M | +USD 12.6 M | +2% | 2.21% | 70.9% | 194 | 5.15% | 6.2 |
|
| 3043 |
3043
Nalanda India Equity Fund
Mauritius
| USD 515 M | -USD 26.1 M | -5% | 1.02% | 30.2% | 2 | 0% | 4.9 |
|
| 3044 |
3044
Human Investing
Lake Oswego,
Oregon
| USD 514 M | +USD 16.4 M | +3% | 1.39% | 56.9% | 97 | 8.25% | 3.1 |
|
| 3045 |
3045
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| USD 514 M | -USD 12.6 M | -2% | 0.01% | 4.8% | 79 | 49.37% | 0.9 |
|
| 3046 |
AIM
3046
Aigen Investment Management
New York
| USD 514 M | +USD 55.2 M | +12% | 3.1% | 55.5% | 1,071 | 71.9% | 0.2 |
|
| 3047 |
3047
Tufton Capital Management
Hunt Valley,
Maryland
| USD 514 M | +USD 5.02 M | +1% | 2.45% | 96.1% | 122 | 5.74% | 7.5 |
|
| 3048 |
3048
Alpha Capital Management
Austin,
Texas
| USD 514 M | +USD 1.25 M | +0.2% | 1.92% | 88% | 121 | 9.09% | 4 |
|
| 3049 |
3049
Evolution Wealth Advisors
Aventura,
Florida
| USD 513 M | -USD 8.85 M | -2% | 2.51% | 84.5% | 144 | 12.5% | 2.3 |
|
| 3050 |
3050
Moody Aldrich Partners
Marblehead,
Massachusetts
| USD 513 M | -USD 74.9 M | -13% | 2.32% | 336% | 249 | 35.74% | 1.2 |
|