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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
GWM
3726
GSB Wealth Management
Guilford,
Connecticut
| USD 307 M | +USD 1.63 M | +0.5% | 4.56% | 61.8% | 235 | 17.45% | 2 |
|
| 3727 |
3727
Encompass Wealth Advisors
Portland,
Oregon
| USD 307 M | +USD 13.6 M | +5% | 4.14% | 68.7% | 329 | 24.62% | 1.6 |
|
| 3728 |
3728
Noble Family Wealth
Clearwater,
Florida
| USD 307 M | +USD 14.2 M | +5% | 4.22% | 60% | 67 | 11.94% | 0.2 |
|
| 3729 |
3729
Firestone Capital Management
Coral Gables,
Florida
| USD 307 M | +USD 29.4 M | +11% | 4.1% | 51.6% | 138 | 15.94% | 2.4 |
|
| 3730 |
3730
Hengistbury Investment Partners
London,
United Kingdom
| USD 307 M | +USD 15.6 M | +5% | 4.6% | 108% | 7 | 0% | 3.5 |
|
| 3731 |
3731
Hoey Investments
Coatesville,
Pennsylvania
| USD 307 M | +USD 50.8 M | +20% | 21.2% | 200% | 373 | 12.6% | 1.7 |
|
| 3732 |
3732
Sovereign Financial Group
Stamford,
Connecticut
| USD 307 M | +USD 37.5 M | +14% | 5.71% | 90.7% | 237 | 11.81% | 1.7 |
|
| 3733 |
3733
Kathryn A. Hall
| USD 307 M | -USD 34.6 M | -10% | 0.74% | 95.2% | 59 | 16.95% | 3.2 |
|
| 3734 |
3734
Pathway Financial Advisors
South Burlington,
Vermont
| USD 307 M | +USD 10.8 M | +4% | 4.45% | 52.7% | 138 | 7.97% | 3.5 |
|
| 3735 |
3735
RV Capital
Schindellegi,
Switzerland
| USD 307 M | +USD 43.8 M | +17% | 22.1% | 250% | 7 | 0% | 2.6 |
|
| 3736 |
3736
Columbus Hill Capital Management
Short Hills,
New Jersey
| USD 307 M | +USD 5.77 M | +2% | 8.33% | 151% | 22 | 22.73% | 1.9 |
|
| 3737 |
3737
Broadleaf Partners
Hudson,
Ohio
| USD 306 M | +USD 26 M | +9% | 12.3% | 180% | 82 | 20.73% | 3.2 |
|
| 3738 |
3738
Moss Adams Wealth Advisors
Seattle,
Washington
| USD 306 M | +USD 12.8 M | +4% | 3.43% | 71.9% | 190 | 30% | 0.5 |
|
| 3739 |
3739
Quarry LP
New York
| USD 306 M | -USD 150 M | -33% | 2.4% | 83.2% | 1,474 | 62.96% | 0.2 |
|
| 3740 |
3740
Eldridge Investment Advisors
Manchester,
New Hampshire
| USD 306 M | +USD 17.2 M | +6% | 4.7% | 50.9% | 153 | 18.95% | 2.9 |
|
| 3741 |
3741
MJP Associates
Farmington,
Connecticut
| USD 306 M | -USD 21 M | -6% | 5.76% | 60.9% | 166 | 22.29% | 1.5 |
|
| 3742 |
3742
Regis Management Company
Menlo Park,
California
| USD 306 M | +USD 9.1 M | +3% | 4.52% | 5.33% | 42 | 2.38% | 6.3 |
|
| 3743 |
3743
Hahn Capital Management
Walnut Creek,
California
| USD 306 M | -USD 1.37 M | -0.4% | 1.64% | 53.6% | 34 | 17.65% | 6.8 |
|
| 3744 |
3744
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| USD 306 M | +USD 19.1 M | +7% | 6.41% | 143% | 85 | 44.71% | 1.4 |
|
| 3745 |
SWK
3745
Stephen W. Kidder
| USD 305 M | +USD 18.2 M | +6% | 7.24% | 94.7% | 80 | 7.5% | 6 |
|
| 3746 |
3746
Palo Duro Investment Partners
Chicago,
Illinois
| USD 305 M | +USD 3.48 M | +1% | 3.63% | 62.8% | 8 | 25% | 0.3 |
|
| 3747 |
3747
CM Wealth Advisors
Beachwood,
Ohio
| USD 305 M | -USD 212 M | -41% | 9.14% | 64.7% | 464 | 75.22% | 0.3 |
|
| 3748 |
3748
Standpoint Asset Management
Scottsdale,
Arizona
| USD 305 M | +USD 57 M | +23% | 5.76% | 71.9% | 8 | 0% | 0.5 |
|
| 3749 |
3749
Source Financial Advisors
New York
| USD 305 M | +USD 6.22 M | +2% | 6.76% | 18.5% | 135 | 13.33% | 1.6 |
|
| 3750 |
3750
Whitegate Investment Counselors
Concord,
New Hampshire
| USD 305 M | -USD 5.02 M | -2% | 4.67% | 48% | 65 | 12.31% | 5.8 |
|