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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
3151
FBL Investment Management Services
West Des Moines,
Iowa
| USD 241 M | +USD 202 M | +519% | 1.12% | 16.6% | 49 | 65.31% | 1.6 |
|
| 3152 |
3152
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| USD 240 M | -USD 95.9 M | -29% | 18.8% | 39.2% | 6 | 50% | 0.4 |
|
| 3153 |
3153
Icon Wealth Partners
Houston,
Texas
| USD 240 M | +USD 1.89 M | +0.8% | 4.59% | – | 846 | 69.03% | 0.6 |
|
| 3154 |
3154
Silicon Valley Capital Partners
San Jose,
California
| USD 240 M | +USD 31.2 M | +15% | 7.72% | 103% | 31 | 16.13% | 1.4 |
|
| 3155 |
CBTWT
3155
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| USD 240 M | +USD 18.5 M | +8% | 8.63% | 124% | 145 | 11.03% | 2.1 |
|
| 3156 |
3156
Wynnefield Capital
New York
| USD 240 M | -USD 31.1 M | -11% | 1.68% | 52.1% | 35 | 20% | 2.8 |
|
| 3157 |
GWA
3157
Guidant Wealth Advisors
Palatine,
Illinois
| USD 239 M | +USD 9.7 M | +4% | 2.51% | 17.8% | 283 | 22.97% | 1.4 |
|
| 3158 |
FCT
3158
Family Capital Trust
Peabody,
Massachusetts
| USD 239 M | +USD 14.4 M | +6% | 9.25% | 39.1% | 62 | 8.06% | 3.5 |
|
| 3159 |
3159
BCWM LLC
Overland Park,
Kansas
| USD 239 M | +USD 10.5 M | +5% | 5.36% | – | 72 | 8.33% | 2.3 |
|
| 3160 |
3160
TCI Wealth Advisors
Tucson,
Arizona
| USD 239 M | +USD 14.3 M | +6% | 8.85% | 65% | 1,699 | 13.18% | 2.5 |
|
| 3161 |
3161
Lagoda Investment Management
New York
| USD 239 M | -USD 1.49 M | -0.6% | 12.2% | 250% | 37 | 5.41% | 2.6 |
|
| 3162 |
ACM
3162
Aquilo Capital Management
San Francisco,
California
| USD 239 M | +USD 118 M | +97% | 8.21% | 6.84% | 15 | 26.67% | 0.2 |
|
| 3163 |
3163
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| USD 239 M | -USD 108 M | -31% | 6.11% | 88.9% | 101 | 69.31% | 0.6 |
|
| 3164 |
3164
Cynosure Advisors
Salt Lake City,
Utah
| USD 238 M | -USD 129 M | -35% | 3.01% | – | 222 | 94.14% | 0.8 |
|
| 3165 |
MP
3165
Mediatel Partners
Fort Worth,
Texas
| USD 238 M | +USD 16.5 M | +7% | 7.48% | 11.6% | 2 | 0% | 5.3 |
|
| 3166 |
3166
McNamara Financial Services
Marshfield,
Massachusetts
| USD 237 M | +USD 10.2 M | +4% | 2.16% | 42.6% | 41 | 4.88% | 2 |
|
| 3167 |
3167
Berman Capital Advisors
Atlanta,
Georgia
| USD 237 M | -USD 50 M | -17% | 3.93% | 48.2% | 132 | 29.55% | 0.6 |
|
| 3168 |
3168
Smith & Howard Wealth Management
Atlanta,
Georgia
| USD 237 M | +USD 9.6 M | +4% | 4.33% | 40.4% | 49 | 8.16% | 2.8 |
|
| 3169 |
3169
BFSG LLC
Irvine,
California
| USD 237 M | +USD 9.6 M | +4% | 7.33% | 81.9% | 144 | 27.78% | 1.1 |
|
| 3170 |
3170
Financial Sense Advisors
San Diego,
California
| USD 237 M | +USD 93.4 M | +65% | 5.34% | 152% | 81 | 46.91% | 1.1 |
|
| 3171 |
3171
Rock Creek Group
Washington,
District of Columbia
| USD 237 M | – | – | 2.26% | 37.2% | 87 | – | 0.2 |
|
| 3172 |
3172
Madison International Realty Holdings
New York
| USD 236 M | -USD 21 M | -8% | 0.13% | – | 10 | 20% | 1 |
|
| 3173 |
3173
Goldstein Munger & Associates
San Ramon,
California
| USD 236 M | -USD 871 k | -0.4% | 3.79% | 11.9% | 38 | 13.16% | 3.4 |
|
| 3174 |
3174
McRae Capital Management
Morristown,
New Jersey
| USD 236 M | -USD 3.08 M | -1% | 7.63% | 78.2% | 101 | 8.91% | 3.4 |
|
| 3175 |
3175
Inspirion Wealth Advisors
Libertyville,
Illinois
| USD 236 M | +USD 23.5 M | +11% | 7.09% | 52.5% | 79 | 8.86% | 2.6 |
|