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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
F1I
3501
Fund 1 Investments
Rincon,
Puerto Rico
| USD 603 M | -USD 269 M | -31% | 22.6% | 128% | 92 | 77.17% | 0.7 |
|
| 3502 |
3502
GSK plc
London,
| USD 602 M | +USD 3.07 M | +0.5% | 4.24% | – | 13 | 0% | 0.5 |
|
| 3503 |
3503
Family Investment Center
Saint Joseph,
Missouri
| USD 602 M | +USD 82.6 M | +16% | 12.6% | 53.1% | 124 | 29.84% | 1.7 |
|
| 3504 |
3504
Westover Capital Advisors
Wilmington,
Delaware
| USD 602 M | +USD 58.5 M | +11% | 16.9% | 144% | 256 | 14.45% | 3.2 |
|
| 3505 |
3505
Precedent Wealth Partners
Houston,
Texas
| USD 601 M | +USD 102 M | +20% | 12.1% | 61.1% | 217 | 28.11% | 1.5 |
|
| 3506 |
3506
Marotta Asset Management
Charlottesville,
Virginia
| USD 601 M | +USD 57.8 M | +11% | 12.5% | 51% | 104 | 1.92% | 4.7 |
|
| 3507 |
3507
Kendall Capital Management
Rockville,
Maryland
| USD 600 M | +USD 112 M | +23% | 28.3% | 130% | 253 | 15.42% | 3.7 |
|
| 3508 |
3508
Holderness Investments Company
Greensboro,
North Carolina
| USD 600 M | +USD 102 M | +20% | 33.2% | 144% | 270 | 10% | 5.8 |
|
| 3509 |
3509
RPg Family Wealth Advisory
Burlington,
Massachusetts
| USD 600 M | +USD 120 M | +25% | 22.4% | 117% | 148 | 11.49% | 2 |
|
| 3510 |
3510
Manhattan West Asset Management
Los Angeles,
California
| USD 599 M | +USD 87.7 M | +17% | 12.2% | 65.6% | 191 | 25.13% | 2.2 |
|
| 3511 |
3511
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| USD 599 M | +USD 97.1 M | +19% | 15.2% | 75.2% | 121 | 17.36% | 2 |
|
| 3512 |
3512
Systelligence LLC
Bloomington,
Minnesota
| USD 599 M | +USD 84.3 M | +16% | 14.9% | 57.3% | 70 | 31.43% | 1 |
|
| 3513 |
3513
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| USD 599 M | +USD 46.3 M | +8% | 12.5% | 111% | 234 | 13.25% | 4.1 |
|
| 3514 |
3514
Iowa State Bank
Urbandale,
Iowa
| USD 598 M | +USD 55 M | +10% | 14.2% | 85.7% | 122 | 7.38% | 6.3 |
|
| 3515 |
VHMC
3515
Value Holdings Management Company
Hampton Bays,
New York
| USD 598 M | -USD 18.4 M | -3% | 15.5% | 125% | 25 | 8% | 7.8 |
|
| 3516 |
3516
GWN Securities
Palm Beach Gardens,
Florida
| USD 598 M | +USD 75.4 M | +14% | 18.5% | – | 531 | 21.47% | 1 |
|
| 3517 |
3517
Meiji Yasuda America
New York
| USD 598 M | +USD 193 M | +48% | 29.9% | – | 58 | 3.45% | 0.5 |
|
| 3518 |
WCM
3518
Woodson Capital Management
Greenwich,
Connecticut
| USD 597 M | -USD 38.6 M | -6% | 29.1% | 235% | 36 | 41.67% | 1.1 |
|
| 3519 |
LHC
3519
Lodge Hill Capital
New York
| USD 596 M | +USD 78.5 M | +15% | 15.9% | 17.9% | 31 | 41.94% | 1.1 |
|
| 3520 |
3520
West Paces Advisors
Atlanta,
Georgia
| USD 596 M | +USD 79.9 M | +15% | 12.6% | 57.7% | 766 | 74.41% | 1.7 |
|
| 3521 |
3521
Tufton Capital Management
Hunt Valley,
Maryland
| USD 596 M | +USD 46.3 M | +8% | 17.7% | 96.1% | 132 | 8.33% | 8.2 |
|
| 3522 |
3522
ABLE Financial Group
Scottsdale,
Arizona
| USD 596 M | +USD 84.7 M | +17% | 11.7% | 64.2% | 229 | 13.1% | 1.9 |
|
| 3523 |
3523
Phraction Management
Colchester,
Connecticut
| USD 596 M | +USD 113 M | +23% | 18.6% | 106% | 66 | 1.52% | 2.8 |
|
| 3524 |
3524
Rockport Wealth
Fairview Park,
Ohio
| USD 595 M | +USD 46 M | +8% | 10.4% | – | 116 | 18.1% | 1.1 |
|
| 3525 |
3525
SOA Wealth Advisors
New York
| USD 595 M | +USD 65.3 M | +12% | 16.2% | 79.1% | 954 | 15.83% | 3.8 |
|