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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
3126
Matthew Goff Investment Advisor
Houston,
Texas
| USD 371 M | -USD 54.7 M | -13% | 12.7% | 89.6% | 86 | 15.12% | 3.2 |
|
| 3127 |
3127
Foresite Capital Management IV
Larkspur,
California
| USD 371 M | +USD 13.9 M | +4% | 13.4% | 151% | 9 | 11.11% | 1.6 |
|
| 3128 |
3128
Ackerman Capital Advisors
Dallas,
Texas
| USD 371 M | -USD 53.4 M | -13% | 10.7% | 40.4% | 133 | 33.08% | 1.7 |
|
| 3129 |
3129
Blueprint Investment Partners
Greensboro,
North Carolina
| USD 371 M | -USD 17.2 M | -4% | 4.83% | 90.8% | 238 | 54.62% | 0.8 |
|
| 3130 |
3130
Leo Brokerage
Hurst,
Texas
| USD 371 M | -USD 257 M | -41% | 16.3% | – | 265 | 42.26% | 1.2 |
|
| 3131 |
3131
Oak Harvest Investment Services
Houston,
Texas
| USD 371 M | -USD 33 M | -8% | 14% | 120% | 85 | 5.88% | 1.3 |
|
| 3132 |
3132
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| USD 371 M | -USD 252 M | -40% | 19.4% | 140% | 347 | 35.73% | 2.3 |
|
| 3133 |
3133
Cubic Asset Management
Boston,
Massachusetts
| USD 371 M | -USD 58.9 M | -14% | 11% | 40.5% | 203 | 7.88% | 4.9 |
|
| 3134 |
3134
Bright Rock Capital Management
Hanover,
Massachusetts
| USD 371 M | -USD 53.2 M | -13% | 12.6% | 53.1% | 86 | 17.44% | 4.1 |
|
| 3135 |
3135
Tetrad Corporation
Omaha,
Nebraska
| USD 370 M | -USD 86.3 M | -19% | 19.6% | 45.6% | 4 | 25% | 6.8 |
|
| 3136 |
3136
Armbruster Capital Management
Pittsford,
New York
| USD 370 M | -USD 45.6 M | -11% | 13.7% | 66.7% | 127 | 16.54% | 3.6 |
|
| 3137 |
III
3137
Independent Investors Inc
Nesconset,
New York
| USD 369 M | -USD 79.9 M | -18% | 16% | 61.6% | 76 | 9.21% | 7 |
|
| 3138 |
3138
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| USD 369 M | -USD 22.1 M | -6% | 15.4% | 62.2% | 87 | 12.64% | 2.9 |
|
| 3139 |
3139
Intercontinental Wealth Advisors
San Antonio,
Texas
| USD 369 M | -USD 70.3 M | -16% | 16.5% | 46.7% | 295 | 12.2% | 2.7 |
|
| 3140 |
3140
Hudson Way Capital Management
Dallas,
Texas
| USD 369 M | -USD 55 M | -13% | 16% | 51.3% | 17 | 11.76% | 2.1 |
|
| 3141 |
3141
NFC Investments
Memphis,
Tennessee
| USD 369 M | -USD 77.6 M | -17% | 15.7% | – | 39 | 12.82% | 4.6 |
|
| 3142 |
3142
Abundance Wealth Counselors
State College,
Pennsylvania
| USD 369 M | +USD 688 k | +0.2% | 13.6% | 94.7% | 155 | 11.61% | 0.8 |
|
| 3143 |
3143
Prestige Wealth Management Group
Flemington,
New Jersey
| USD 369 M | -USD 37.6 M | -9% | 9.99% | 55.8% | 1,116 | 12.1% | 2.3 |
|
| 3144 |
ECM
3144
EagleClaw Capital Management
Boston,
Massachusetts
| USD 369 M | -USD 66.7 M | -15% | 13.3% | 104% | 135 | 6.67% | 5.4 |
|
| 3145 |
3145
Glen Eagle Advisors
Kingston,
New Jersey
| USD 369 M | -USD 14.4 M | -4% | 11.9% | 68.5% | 1,035 | 11.59% | 3 |
|
| 3146 |
3146
McRae Capital Management
Morristown,
New Jersey
| USD 368 M | -USD 74.7 M | -17% | 13.9% | 78.2% | 112 | 6.25% | 4.8 |
|
| 3147 |
3147
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| USD 368 M | -USD 19.8 M | -5% | 12.5% | 55.5% | 143 | 18.88% | 0.8 |
|
| 3148 |
3148
Horst & Graben Wealth Management
Portland,
Oregon
| USD 368 M | -USD 40.9 M | -10% | 12% | 55.1% | 143 | 14.69% | 1.6 |
|
| 3149 |
3149
CVA Family Office
Denver,
Colorado
| USD 368 M | -USD 50.4 M | -12% | 13.8% | 71.6% | 1,021 | 14.59% | 1 |
|
| 3150 |
LA
3150
Lynch & Associates
Newburgh,
Indiana
| USD 368 M | -USD 45.3 M | -11% | 10% | 73.5% | 106 | 3.77% | 6.6 |
|