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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
AAM
3351
AR Asset Management
West Hollywood,
California
| USD 357 M | -USD 16.1 M | -4% | 3.35% | 66% | 112 | 2.68% | 7.4 |
|
| 3352 |
3352
Security National Bank
Omaha,
Nebraska
| USD 356 M | -USD 36.3 M | -9% | 3.23% | 125% | 107 | 7.48% | 3.6 |
|
| 3353 |
3353
Harfst & Associates
Sheridan,
Wyoming
| USD 356 M | -USD 19.4 M | -5% | 3.27% | 88.1% | 93 | 5.38% | 4.8 |
|
| 3354 |
3354
Northwest Quadrant Wealth Management
Bend,
Oregon
| USD 356 M | -USD 5.59 M | -2% | 3.18% | 45.6% | 61 | 11.48% | 4.6 |
|
| 3355 |
3355
The Family Firm
Bethesda,
Maryland
| USD 356 M | -USD 22.2 M | -6% | 3.24% | 40.2% | 184 | 5.43% | 5.2 |
|
| 3356 |
3356
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| USD 356 M | +USD 23.4 M | +7% | 3.77% | 12.8% | 143 | 9.79% | 4.4 |
|
| 3357 |
3357
Sage Rhino Capital
Menlo Park,
California
| USD 356 M | -USD 3.04 M | -0.8% | 2.76% | 93.9% | 237 | 10.55% | 2.9 |
|
| 3358 |
3358
Essex LLC
Deer Park,
Illinois
| USD 356 M | -USD 3.01 M | -0.8% | 2.93% | 91.4% | 167 | 14.97% | 1.6 |
|
| 3359 |
3359
Systelligence LLC
Bloomington,
Minnesota
| USD 356 M | +USD 39.5 M | +12% | 2.73% | 58.3% | 56 | 53.57% | 0.9 |
|
| 3360 |
3360
ICA Group Wealth Management
Denver,
Colorado
| USD 356 M | -USD 43.1 M | -11% | 3.58% | – | 1,335 | 82.4% | 1.3 |
|
| 3361 |
3361
Affinity Asset Advisors
New York
| USD 356 M | +USD 69.2 M | +24% | 4.84% | 1,487% | 101 | 52.48% | 0.6 |
|
| 3362 |
CCP
3362
Caden Capital Partners
Santa Monica,
California
| USD 355 M | -USD 38.7 M | -10% | 8.25% | 19.1% | 16 | 18.75% | 0.6 |
|
| 3363 |
3363
Fermata Advisors
Sonoma,
California
| USD 355 M | +USD 244 M | +221% | 4.12% | 58.3% | 165 | 58.18% | 0.7 |
|
| 3364 |
3364
Lowell Blake & Associates
Boston,
Massachusetts
| USD 355 M | +USD 10 M | +3% | 3.01% | 44.2% | 63 | 4.76% | 2.6 |
|
| 3365 |
3365
Schoolcraft Capital
Boulder,
Colorado
| USD 355 M | -USD 9.9 M | -3% | 3.07% | 58.7% | 77 | 2.6% | 2.7 |
|
| 3366 |
3366
Perkins Coie Trust Company
Seattle,
Washington
| USD 354 M | +USD 2.29 M | +0.7% | 3.8% | 83.2% | 615 | 64.55% | 2.6 |
|
| 3367 |
SFS
3367
Security Financial Services
Fort Wayne,
Indiana
| USD 354 M | +USD 1.74 M | +0.5% | 3.91% | 67.7% | 170 | 16.47% | 1.2 |
|
| 3368 |
3368
Gould Asset Management
Claremont,
California
| USD 354 M | -USD 4.08 M | -1% | 4.02% | 48.3% | 151 | 1.32% | 5.2 |
|
| 3369 |
3369
American Assets Capital Advisers
San Diego,
California
| USD 354 M | -USD 42.5 M | -11% | 3.47% | 73.5% | 35 | 11.43% | 3 |
|
| 3370 |
3370
Rice Partnership
Honolulu,
Hawaii
| USD 353 M | -USD 11.8 M | -3% | 2.67% | 123% | 146 | 13.01% | 2.9 |
|
| 3371 |
3371
Contravisory Investment Management
Norwell,
Massachusetts
| USD 353 M | -USD 25.1 M | -7% | 3.28% | 135% | 396 | 46.46% | 1.4 |
|
| 3372 |
3372
Paradigm Asset Management
New York
| USD 353 M | -USD 19.6 M | -5% | 1.65% | 79.2% | 627 | 29.67% | 1.6 |
|
| 3373 |
3373
venBio Partners
San Francisco,
California
| USD 353 M | +USD 76.3 M | +28% | 4.1% | 564% | 8 | 12.5% | 1.9 |
|
| 3374 |
3374
Albar Capital
London,
United Kingdom
| USD 353 M | -USD 94.4 M | -21% | 1.3% | 163% | 61 | 63.93% | 0.2 |
|
| 3375 |
3375
Vitruvian Partners
London,
United Kingdom
| USD 353 M | -USD 139 M | -28% | 3.74% | 96.9% | 10 | 10% | 2.1 |
|