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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
3276
Thrive Wealth Management
Audubon,
Pennsylvania
| USD 386 M | -USD 3.95 M | -1% | 7.97% | 84.1% | 191 | 16.23% | 1.1 |
|
| 3277 |
3277
B. Riley Financial
Los Angeles,
California
| USD 386 M | +USD 3.61 M | +0.9% | 7.34% | 682% | 57 | 63.16% | 1.2 |
|
| 3278 |
3278
Marietta Investment Partners
Milwaukee,
Wisconsin
| USD 386 M | +USD 26.4 M | +7% | 9.06% | 160% | 174 | 16.67% | 4.4 |
|
| 3279 |
3279
Ackerman Capital Advisors
Dallas,
Texas
| USD 386 M | -USD 356 k | -0.1% | 1.46% | 40.4% | 110 | 17.27% | 2.3 |
|
| 3280 |
3280
Drexel Morgan & Co
Radnor,
Pennsylvania
| USD 386 M | -USD 11.3 M | -3% | 2.61% | 50.1% | 46 | 4.35% | 7.5 |
|
| 3281 |
3281
Gleason Group
Prospect,
Kentucky
| USD 385 M | +USD 36.9 M | +11% | 6.44% | 69.1% | 237 | 5.49% | 2.7 |
|
| 3282 |
3282
Gibson Capital
Wexford,
Pennsylvania
| USD 385 M | +USD 4.77 M | +1% | 5.87% | 67.2% | 63 | 23.81% | 4.3 |
|
| 3283 |
3283
New Hampshire Trust
Concord,
New Hampshire
| USD 385 M | +USD 12.1 M | +3% | 7.18% | 88.5% | 379 | 55.67% | 0.5 |
|
| 3284 |
3284
RJA Asset Management
Stamford,
Connecticut
| USD 384 M | +USD 110 M | +40% | 16.1% | 80.2% | 4 | 25% | 0.9 |
|
| 3285 |
3285
Sweet Financial Partners
Fairmont,
Minnesota
| USD 384 M | +USD 22.3 M | +6% | 4.83% | 22.4% | 185 | 11.89% | 1.2 |
|
| 3286 |
3286
Kingfisher Capital
Charlotte,
North Carolina
| USD 384 M | +USD 2.77 M | +0.7% | 7.21% | 58.5% | 176 | 7.95% | 3.8 |
|
| 3287 |
3287
TMD Wealth Management
Scottsdale,
Arizona
| USD 384 M | +USD 29.5 M | +8% | 3.19% | 2.41% | 59 | 30.51% | 1.2 |
|
| 3288 |
MRCM
3288
M&R Capital Management
Summit,
New Jersey
| USD 383 M | +USD 26 M | +7% | 9.55% | 52.6% | 632 | 6.8% | 4.1 |
|
| 3289 |
3289
Wilkins Investment Counsel
Boston,
Massachusetts
| USD 383 M | +USD 2.14 M | +0.6% | 1.02% | 56.2% | 74 | 1.35% | 7.8 |
|
| 3290 |
3290
Peninsula Wealth
San Francisco,
California
| USD 383 M | +USD 36 M | +10% | 10.3% | 30% | 77 | 7.79% | 2 |
|
| 3291 |
3291
Adams Street Partners
Chicago,
Illinois
| USD 382 M | +USD 61.8 M | +19% | 13.5% | 399% | 21 | 52.38% | 2 |
|
| 3292 |
3292
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| USD 382 M | +USD 10.6 M | +3% | 6.82% | 57.2% | 57 | 8.77% | 4.9 |
|
| 3293 |
AW
3293
Avion Wealth
The Woodlands,
Texas
| USD 382 M | +USD 15.2 M | +4% | 2.29% | 45.4% | 1,115 | 38.57% | 1.2 |
|
| 3294 |
3294
Akaris Global Partners
New York
| USD 381 M | +USD 61.3 M | +19% | 9.77% | 35% | 22 | 31.82% | 0.8 |
|
| 3295 |
3295
Chandler Asset Management
San Diego,
California
| USD 381 M | -USD 40 M | -9% | 3.01% | 35.6% | 24 | 8.33% | 3.8 |
|
| 3296 |
3296
Renaissance Investment Group
Lenox,
Massachusetts
| USD 381 M | +USD 24.7 M | +7% | 7.97% | 99.6% | 83 | 6.02% | 6.3 |
|
| 3297 |
TCPWM
3297
Traverso Chambers Private Wealth Management
Santa Rosa,
California
| USD 381 M | +USD 16 M | +4% | 3.49% | 16.4% | 120 | 8.33% | 3.5 |
|
| 3298 |
3298
Lafayette Investments
Ashton,
Maryland
| USD 381 M | +USD 19.4 M | +5% | 6.26% | 77.9% | 129 | 6.2% | 4.4 |
|
| 3299 |
3299
Cypress Wealth Services
Palm Desert,
California
| USD 381 M | +USD 39.1 M | +11% | 6.42% | 82.7% | 266 | 13.53% | 1.8 |
|
| 3300 |
3300
EnCap Energy Capital Fund X
Houston,
Texas
| USD 381 M | – | – | 5.52% | – | 1 | – | 0 |
|