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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
3701
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| USD 344 M | +USD 43.7 M | +15% | 9.61% | 143% | 91 | 42.86% | 1.3 |
|
| 3702 |
3702
First American Financial Corporation
Santa Ana,
California
| USD 344 M | – | – | 9.6% | – | 4 | – | 0 |
|
| 3703 |
3703
Essex Savings Bank
Essex,
Connecticut
| USD 344 M | +USD 47.5 M | +16% | 8% | 95.2% | 271 | 17.71% | 3 |
|
| 3704 |
3704
Waypoint Capital Advisors
Minneapolis,
Minnesota
| USD 344 M | +USD 45.9 M | +15% | 10.9% | 50.3% | 121 | 8.26% | 1.6 |
|
| 3705 |
3705
Artia Global Partners
Miami,
Florida
| USD 344 M | +USD 103 M | +43% | 13.6% | 725% | 39 | 51.28% | 0.5 |
|
| 3706 |
GDS
3706
Gimbel Daniel Scott
| USD 344 M | -USD 8.12 M | -2% | 2.3% | 57.1% | 2 | 0% | 3 |
|
| 3707 |
3707
SeaBridge Investment Advisors
Summit,
New Jersey
| USD 344 M | +USD 40.2 M | +13% | 10.7% | 139% | 152 | 13.82% | 4.2 |
|
| 3708 |
CA
3708
Crumly & Associates
Springfield,
Illinois
| USD 344 M | +USD 89 M | +35% | 8.89% | 58.1% | 135 | 21.48% | 1.7 |
|
| 3709 |
3709
Affiance Financial
St. Louis Park,
Minnesota
| USD 344 M | +USD 147 M | +74% | 10.1% | 57.8% | 99 | 9.09% | 5 |
|
| 3710 |
3710
WESPAC Advisors SoCal
Pasadena,
California
| USD 343 M | +USD 47.3 M | +16% | 11.7% | 135% | 105 | 29.52% | 2.8 |
|
| 3711 |
3711
REAP Financial Group
Austin,
Texas
| USD 343 M | – | – | 8.35% | 63% | 653 | – | 0 |
|
| 3712 |
3712
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| USD 343 M | +USD 48.5 M | +16% | 11% | 94.5% | 104 | 16.35% | 2.8 |
|
| 3713 |
3713
Sierra Summit Advisors
Incline Village,
Nevada
| USD 343 M | – | – | 16.2% | 302% | 198 | – | 0 |
|
| 3714 |
3714
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| USD 343 M | +USD 41.8 M | +14% | 7.6% | 58.6% | 154 | 18.83% | 3.2 |
|
| 3715 |
XXIP
3715
Xiamen Xinweidachuang Investment Partnership
Xiamen,
China
| USD 343 M | +USD 16.3 M | +5% | 4.99% | 66.6% | 1 | 0% | 2 |
|
| 3716 |
3716
ALM First Financial Advisors
Dallas,
Texas
| USD 343 M | +USD 8.55 M | +3% | 6.55% | 50.5% | 22 | 0% | 0.9 |
|
| 3717 |
3717
Financial Management Network
Mission Viejo,
California
| USD 343 M | +USD 40.5 M | +13% | 10.5% | 62.5% | 157 | 21.02% | 2 |
|
| 3718 |
3718
Enstar Group
Hamilton,
Bermuda
| USD 341 M | +USD 39.3 M | +13% | 12.2% | 29.5% | 10 | 40% | 2.9 |
|
| 3719 |
3719
Broadleaf Partners
Hudson,
Ohio
| USD 341 M | +USD 41.7 M | +14% | 15% | 180% | 84 | 16.67% | 3.2 |
|
| 3720 |
3720
G2 Investment Partners Management
New York
| USD 341 M | -USD 68.8 M | -17% | 22.9% | 1,145% | 119 | 62.18% | 0.8 |
|
| 3721 |
3721
Lodbrok Capital
London,
United Kingdom
| USD 341 M | +USD 7.68 M | +2% | 6.5% | 25.9% | 5 | 0% | 1.5 |
|
| 3722 |
IFS
3722
Ifrah Financial Services
Little Rock,
Arkansas
| USD 341 M | +USD 19.7 M | +6% | 8.12% | 64.1% | 209 | 8.61% | 4.4 |
|
| 3723 |
3723
IFG Advisors
St. Louis,
Missouri
| USD 341 M | +USD 59.4 M | +21% | 11.8% | 78.7% | 125 | 8% | 2.8 |
|
| 3724 |
3724
Standpoint Asset Management
Scottsdale,
Arizona
| USD 341 M | +USD 38.1 M | +13% | 10.3% | 71.9% | 8 | 0% | 1 |
|
| 3725 |
3725
Columbus Hill Capital Management
Short Hills,
New Jersey
| USD 341 M | +USD 68.5 M | +25% | 7.02% | 151% | 21 | 33.33% | 2.5 |
|