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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
3051
Northwest Wealth Management
Spencer,
Iowa
| USD 758 M | +USD 92.8 M | +14% | 12.7% | 63.4% | 295 | 23.73% | 3.2 |
|
| 3052 |
3052
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| USD 757 M | +USD 93.1 M | +14% | 26.5% | 96.6% | 222 | 26.13% | 2.6 |
|
| 3053 |
3053
McLean Asset Management
Tysons,
Virginia
| USD 757 M | +USD 185 M | +32% | 11% | 64.3% | 182 | 9.89% | 3.3 |
|
| 3054 |
3054
MATAURO
New York
| USD 756 M | +USD 64.4 M | +9% | 5.52% | – | 172 | 23.84% | 0.9 |
|
| 3055 |
3055
Academy Capital Management
Waco,
Texas
| USD 756 M | +USD 56.8 M | +8% | 12.7% | 71.2% | 42 | 26.19% | 3.9 |
|
| 3056 |
3056
Polymer Capital Management
New York
| USD 755 M | -USD 232 M | -24% | 28.5% | – | 1,058 | 66.73% | 0.4 |
|
| 3057 |
3057
Pier Capital
Stamford,
Connecticut
| USD 755 M | +USD 148 M | +24% | 41.9% | 223% | 150 | 32.67% | 1.7 |
|
| 3058 |
3058
Hughes Financial Services
Herndon,
Virginia
| USD 755 M | +USD 104 M | +16% | 13.5% | – | 1,961 | 18.51% | 0.7 |
|
| 3059 |
3059
Founders Financial Alliance
Raleigh,
North Carolina
| USD 754 M | +USD 200 M | +36% | 14.8% | 84.9% | 825 | 16.48% | 2.7 |
|
| 3060 |
3060
Kinsale Capital Group
Richmond,
Virginia
| USD 754 M | +USD 131 M | +21% | 11.4% | 70.9% | 45 | 17.78% | 2.5 |
|
| 3061 |
3061
Stanley Capital Management
Houston,
Texas
| USD 754 M | +USD 156 M | +26% | 44% | 158% | 43 | 20.93% | 4.3 |
|
| 3062 |
3062
Financial Advisory Corporation
Grand Rapids,
Michigan
| USD 754 M | +USD 34.4 M | +5% | 8.18% | – | 59 | 15.25% | 1.1 |
|
| 3063 |
3063
SC&H Financial Advisors
Sparks,
Maryland
| USD 754 M | +USD 90.6 M | +14% | 12% | 66.2% | 162 | 5.56% | 3.3 |
|
| 3064 |
3064
Acorn Financial Advisory Services
Reston,
Virginia
| USD 753 M | +USD 23.7 M | +3% | 18.9% | 96.9% | 232 | 11.21% | 3.5 |
|
| 3065 |
3065
Stone House Investment Management
Tunkhannock,
Pennsylvania
| USD 752 M | +USD 194 M | +35% | 12.8% | 53.1% | 1,439 | 32.66% | 0.6 |
|
| 3066 |
3066
Northwest Financial Advisors
Herndon,
Virginia
| USD 752 M | +USD 700 M | +1,351% | 8.52% | – | 93 | 33.33% | 1.3 |
|
| 3067 |
3067
Perryman Financial Advisory
Dallas,
Texas
| USD 751 M | +USD 84.3 M | +13% | 12.2% | – | 201 | 17.91% | 0.4 |
|
| 3068 |
3068
TRB Wealth Management
Houston,
Texas
| USD 751 M | +USD 47.7 M | +7% | 14.5% | – | 327 | 22.32% | 0.2 |
|
| 3069 |
3069
FCPM III Services
Naarden,
Netherlands
| USD 750 M | +USD 28.2 M | +4% | 17% | – | 11 | 9.09% | 1.5 |
|
| 3070 |
3070
Cercano Management
Bellevue,
Washington
| USD 750 M | -USD 1566 M | -68% | 14.9% | 101% | 164 | 32.93% | 1.5 |
|
| 3071 |
3071
Bienville Capital Management
New York
| USD 750 M | +USD 200 M | +36% | 17.7% | 36.3% | 106 | 40.57% | 2.6 |
|
| 3072 |
3072
Qtron Investments
Boston,
Massachusetts
| USD 750 M | +USD 12 M | +2% | 24.3% | 139% | 492 | 23.17% | 2.7 |
|
| 3073 |
3073
Virtue Capital Management
Brentwood,
Tennessee
| USD 749 M | +USD 91.7 M | +14% | 23.8% | 91% | 393 | 30.79% | 2.1 |
|
| 3074 |
3074
JLB & Associates
Plymouth,
Michigan
| USD 748 M | +USD 51.9 M | +7% | 15.8% | 69.5% | 80 | 27.5% | 7.1 |
|
| 3075 |
3075
Defilade Capital Management
Emeryville,
California
| USD 747 M | +USD 34.8 M | +5% | 5.84% | – | 50 | 60% | 0.2 |
|