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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
3601
VisionPoint Advisory Group
Dallas,
Texas
| USD 513 M | +USD 12.2 M | +2% | 3.19% | 79.3% | 438 | 20.09% | 1.3 |
|
| 3602 |
3602
Permanent Capital Management
Chicago,
Illinois
| USD 513 M | -USD 21.7 M | -4% | 1.82% | – | 173 | 21.97% | 0.7 |
|
| 3603 |
3603
OLP Capital Management
Causeway Bay,
Hong Kong
| USD 513 M | -USD 53.6 M | -9% | 1.99% | 146% | 5 | 40% | 1.5 |
|
| 3604 |
HPC
3604
Hobart Private Capital
Charlotte,
North Carolina
| USD 512 M | +USD 34.8 M | +7% | 1.43% | 60% | 132 | 9.85% | 1.6 |
|
| 3605 |
3605
Drive Wealth Management
Lehi,
Utah
| USD 512 M | +USD 40.7 M | +9% | 2.82% | 94.4% | 431 | 28.77% | 1.5 |
|
| 3606 |
3606
Francis Financial
| USD 512 M | -USD 50.3 M | -9% | 1.31% | 56.2% | 138 | 25.36% | 2.2 |
|
| 3607 |
3607
High Note Wealth
Deephaven,
Minnesota
| USD 511 M | +USD 12.4 M | +2% | 2.34% | 82.8% | 994 | 20.62% | 1 |
|
| 3608 |
3608
Commonwealth Bank of Australia
Sydney, NSW,
Australia
| USD 510 M | – | – | 21.6% | – | 2 | – | 0 |
|
| 3609 |
3609
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| USD 510 M | -USD 79.8 M | -14% | 0.87% | 70.2% | 348 | 27.87% | 4.2 |
|
| 3610 |
3610
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| USD 509 M | +USD 22.7 M | +5% | 0.62% | 80.8% | 66 | 15.15% | 3.4 |
|
| 3611 |
3611
Bright Rock Capital Management
Hanover,
Massachusetts
| USD 509 M | -USD 1.51 M | -0.3% | 1.68% | 53.1% | 78 | 7.69% | 5.2 |
|
| 3612 |
3612
Trigran Investments
Northbrook,
Illinois
| USD 508 M | -USD 44.1 M | -8% | 0.04% | 30.2% | 17 | 0% | 4.5 |
|
| 3613 |
HP
3613
Havemeyer Place
Greenwich,
Connecticut
| USD 507 M | – | – | 1.42% | – | 504 | – | 0 |
|
| 3614 |
3614
Regent Peak Wealth Advisors
Atlanta,
Georgia
| USD 507 M | +USD 8.06 M | +2% | 2.83% | – | 207 | 15.46% | 3.3 |
|
| 3615 |
3615
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| USD 507 M | +USD 8.95 M | +2% | 1.16% | 54.3% | 410 | 5.85% | 5.5 |
|
| 3616 |
3616
Enavate Sciences
Menlo Park,
California
| USD 507 M | +USD 179 M | +55% | 57.3% | – | 7 | 0% | 0.9 |
|
| 3617 |
GFI
3617
Global Frontier Investments
Charleston,
South Carolina
| USD 507 M | -USD 12.4 M | -2% | 3.14% | – | 15 | 0% | 5 |
|
| 3618 |
SEP
3618
Southland Equity Partners
Wildwood,
Missouri
| USD 507 M | +USD 12.6 M | +3% | 1.85% | 66.1% | 263 | 10.27% | 2.9 |
|
| 3619 |
3619
Auxano Advisors
Bellevue,
Washington
| USD 506 M | +USD 36.1 M | +8% | 4.25% | 85.4% | 196 | 16.33% | 2.6 |
|
| 3620 |
SFA
3620
Spectrum Financial Alliance
Nicholasville,
Kentucky
| USD 506 M | +USD 98.4 M | +24% | 13.8% | 187% | 30 | 20% | 2.6 |
|
| 3621 |
3621
Ellsworth Advisors
Hudson,
Ohio
| USD 506 M | +USD 37.3 M | +8% | 5.27% | 131% | 188 | 25% | 1.7 |
|
| 3622 |
3622
Montis Financial
Waltham,
Massachusetts
| USD 506 M | +USD 72.2 M | +17% | 2.2% | 53.8% | 164 | 11.59% | 2 |
|
| 3623 |
3623
Single Point Partners
Boston,
Massachusetts
| USD 506 M | +USD 13.1 M | +3% | 1.64% | 56.4% | 94 | 12.77% | 1.7 |
|
| 3624 |
3624
Jackson Square Capital
San Francisco,
California
| USD 505 M | +USD 47 M | +10% | 15.3% | 423% | 173 | 28.9% | 2.5 |
|
| 3625 |
3625
Banc Funds Company
Chicago,
Illinois
| USD 505 M | -USD 66.8 M | -12% | 5.34% | 69% | 111 | 11.71% | 6.9 |
|