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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
PWS
3101
Private Wealth Strategies
New Albany,
Ohio
| USD 498 M | +USD 36.5 M | +8% | 1.89% | 18.8% | 79 | 20.25% | 2.8 |
|
| 3102 |
3102
Wahed Invest
New York
| USD 498 M | +USD 59.6 M | +14% | 6.01% | 140% | 243 | 8.23% | 1.8 |
|
| 3103 |
3103
Blue Grotto Capital
Atlanta,
Georgia
| USD 498 M | +USD 5.04 M | +1% | 5.38% | 300% | 28 | 28.57% | 1.1 |
|
| 3104 |
3104
IAG Wealth Partners
Waukesha,
Wisconsin
| USD 498 M | +USD 32 M | +7% | 0.38% | 47.3% | 526 | 20.34% | 2.6 |
|
| 3105 |
3105
Beck Bode LLC
Dedham,
Massachusetts
| USD 498 M | +USD 7.96 M | +2% | 4.89% | 155% | 133 | 40.6% | 1 |
|
| 3106 |
EWA
3106
ERTS Wealth Advisors
Marquette,
Michigan
| USD 497 M | +USD 7.59 M | +2% | 0.57% | 39.3% | 91 | 6.59% | 3.7 |
|
| 3107 |
3107
SOA Wealth Advisors
New York
| USD 497 M | +USD 14.2 M | +3% | 5.85% | 79.1% | 929 | 10.44% | 3 |
|
| 3108 |
3108
Ellenbecker Investment Group
Waukesha,
Wisconsin
| USD 497 M | +USD 20.7 M | +4% | 2.2% | 56.3% | 119 | 13.45% | 3.3 |
|
| 3109 |
3109
Advocate Group
Minnetonka,
Minnesota
| USD 497 M | -USD 6.36 M | -1% | 1.4% | 56.3% | 128 | 10.16% | 1.7 |
|
| 3110 |
3110
CRA Financial Services
Northfield,
New Jersey
| USD 496 M | +USD 35.2 M | +8% | 4.91% | 91.9% | 259 | 10.42% | 3.1 |
|
| 3111 |
3111
Glynn Capital Management
Menlo Park,
California
| USD 495 M | -USD 38.2 M | -7% | 1.31% | 252% | 42 | 11.9% | 6.8 |
|
| 3112 |
3112
Schnieders Capital Management
Pasadena,
California
| USD 495 M | +USD 10.1 M | +2% | 6.29% | 103% | 213 | 9.39% | 5.6 |
|
| 3113 |
3113
Montag & Caldwell
Atlanta,
Georgia
| USD 495 M | -USD 85.3 M | -15% | 3.62% | 91.3% | 88 | 9.09% | 3.8 |
|
| 3114 |
3114
Norden Group
Provo,
Utah
| USD 495 M | +USD 2.44 M | +0.5% | 3.27% | 104% | 442 | 16.52% | 0.5 |
|
| 3115 |
3115
Tetrad Corporation
Omaha,
Nebraska
| USD 495 M | -USD 21 M | -4% | 3.99% | 45.6% | 3 | 0% | 11 |
|
| 3116 |
3116
Polymer Capital Management (HK)
Hong Kong
| USD 494 M | +USD 96.5 M | +24% | 12.4% | – | 265 | 67.55% | 0.2 |
|
| 3117 |
3117
Sugarloaf Wealth Management
Duluth,
Georgia
| USD 494 M | +USD 10.8 M | +2% | 1.79% | 10.2% | 691 | 6.37% | 3.5 |
|
| 3118 |
3118
Cyrus J. Lawrence
New York
| USD 494 M | +USD 42.7 M | +9% | 7.37% | – | 176 | 17.61% | 1.5 |
|
| 3119 |
3119
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| USD 494 M | -USD 121 k | -0% | 0.93% | 71.4% | 143 | 8.39% | 4.3 |
|
| 3120 |
3120
Chandler Asset Management
San Diego,
California
| USD 493 M | +USD 196 k | +0% | 0.59% | 35.6% | 24 | 0% | 4.6 |
|
| 3121 |
3121
Mengis Capital Management
Portland,
Oregon
| USD 493 M | -USD 155 M | -24% | 1.76% | 104% | 223 | 22.42% | 5.3 |
|
| 3122 |
3122
StepStone Group
La Jolla,
California
| USD 493 M | +USD 21.5 M | +5% | 15.1% | 107% | 23 | 39.13% | 2.3 |
|
| 3123 |
CT
3123
Chicago Trust
Grayslake,
Illinois
| USD 493 M | +USD 9.6 M | +2% | 3.25% | 85.9% | 338 | 19.82% | 4 |
|
| 3124 |
3124
Spirit of America Management Corp
Syosset,
New York
| USD 493 M | -USD 3.43 M | -0.7% | 3.39% | 113% | 319 | 11.91% | 4.8 |
|
| 3125 |
3125
Farmers Trust Company
Youngstown,
Ohio
| USD 493 M | -USD 4.07 M | -0.8% | 1.83% | 73.5% | 187 | 9.09% | 5.9 |
|