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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
Beverly Hills Private Wealth
Beverly Hills,
California
| USD 495 M | +USD 34.7 M | +8% | 7.39% | 91.6% | 370 | 14.59% | 1.3 |
|
| 3227 |
3227
Chemung Canal Trust
Elmira,
New York
| USD 494 M | -USD 22.2 M | -4% | 5.16% | 93.4% | 125 | 8.8% | 7.1 |
|
| 3228 |
3228
Laffer Tengler Investments
Nashville,
Tennessee
| USD 494 M | +USD 29.8 M | +6% | 6.54% | 96.5% | 400 | 58.75% | 2.6 |
|
| 3229 |
3229
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| USD 494 M | +USD 47.6 M | +11% | 7.95% | 25.1% | 305 | 26.23% | 0.8 |
|
| 3230 |
III
3230
Independent Investors Inc
Nesconset,
New York
| USD 493 M | +USD 37.8 M | +8% | 9.03% | 94.5% | 69 | 2.9% | 8.2 |
|
| 3231 |
3231
TLWM Financial
San Antonio,
Texas
| USD 493 M | +USD 28.5 M | +6% | 5.01% | 53.9% | 75 | 10.67% | 3.1 |
|
| 3232 |
3232
Hunter Perkins Capital Management
Lombard,
Illinois
| USD 493 M | +USD 17 M | +4% | 8.11% | 58% | 110 | 6.36% | 1.9 |
|
| 3233 |
3233
Fermata Advisors
Sonoma,
California
| USD 493 M | +USD 57.2 M | +13% | 5.41% | 58.3% | 259 | 16.22% | 1.1 |
|
| 3234 |
3234
Lebenthal Global Advisors
Hauppauge,
New York
| USD 493 M | +USD 36.3 M | +8% | 5.19% | 57.2% | 199 | 18.59% | 1.6 |
|
| 3235 |
3235
Schoolcraft Capital
Boulder,
Colorado
| USD 493 M | +USD 26.5 M | +6% | 5.95% | 58.7% | 69 | 5.8% | 3.7 |
|
| 3236 |
3236
Savvy Advisors Inc
New York
| USD 492 M | +USD 186 M | +61% | 5.67% | – | 374 | 25.94% | 0.4 |
|
| 3237 |
3237
Montag & Caldwell
Atlanta,
Georgia
| USD 492 M | -USD 2.73 M | -0.6% | 4.49% | 91.3% | 89 | 8.99% | 4 |
|
| 3238 |
3238
Rowlandmiller & Partners
Atlanta,
Georgia
| USD 492 M | +USD 33.7 M | +7% | 7.89% | 84% | 186 | 5.91% | 5.8 |
|
| 3239 |
3239
Permanens Capital
New York
| USD 492 M | -USD 487 M | -50% | 5.62% | 76.9% | 55 | 54.55% | 1.9 |
|
| 3240 |
3240
Raub Brock Capital Management
Larkspur,
California
| USD 492 M | +USD 34.3 M | +7% | 11% | 54.7% | 40 | 5% | 3.6 |
|
| 3241 |
3241
LM Advisors
San Diego,
California
| USD 492 M | -USD 75.4 M | -13% | 4.57% | – | 186 | 15.59% | 0.7 |
|
| 3242 |
3242
HughesLittle Investment Management
Vancouver,
| USD 492 M | +USD 35.9 M | +8% | 8.73% | 106% | 17 | 0% | 5.3 |
|
| 3243 |
3243
Gibson Capital
Wexford,
Pennsylvania
| USD 491 M | +USD 38.3 M | +8% | 8.86% | 67.2% | 79 | 15.19% | 3.8 |
|
| 3244 |
SFS
3244
Security Financial Services
Fort Wayne,
Indiana
| USD 491 M | +USD 30.9 M | +7% | 5.63% | 67.7% | 176 | 15.34% | 1.7 |
|
| 3245 |
3245
East Coast Asset Management
Essex,
Massachusetts
| USD 491 M | +USD 49.7 M | +11% | 16.3% | 167% | 75 | 2.67% | 8 |
|
| 3246 |
3246
Delta Investment Management
San Francisco,
California
| USD 491 M | +USD 37.5 M | +8% | 4.04% | 65.8% | 260 | 24.23% | 2.1 |
|
| 3247 |
3247
Goehring & Rozencwajg Associates
New York
| USD 491 M | -USD 13.1 M | -3% | 2% | 148% | 48 | 8.33% | 1.6 |
|
| 3248 |
3248
Walkner Condon Financial Advisors
Madison,
Wisconsin
| USD 490 M | +USD 26.7 M | +6% | 6.31% | 62.6% | 276 | 11.59% | 2.2 |
|
| 3249 |
3249
Brickley Wealth Management
San Mateo,
California
| USD 490 M | +USD 33.5 M | +7% | 7.58% | 75.9% | 48 | 4.17% | 3.7 |
|
| 3250 |
3250
MAK Capital One
New York
| USD 489 M | +USD 71.5 M | +17% | 24.9% | 200% | 10 | 10% | 3.4 |
|