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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
SIA
4026
Strategic Investment Advisors
Farmington Hills,
Michigan
| USD 146 M | +USD 34.6 M | +31% | 9.52% | 66.1% | 139 | 24.46% | 0.2 |
|
| 4027 |
4027
Nations Financial Group
Cedar Rapids,
Iowa
| USD 146 M | +USD 21 M | +17% | 12.7% | 105% | 177 | 10.73% | 2.2 |
|
| 4028 |
4028
Adirondack Trust Company
Saratoga Springs,
New York
| USD 146 M | +USD 16.6 M | +13% | 11.9% | 96.7% | 372 | 11.29% | 4 |
|
| 4029 |
AIA
4029
AIMZ Investment Advisors
Los Altos,
California
| USD 146 M | +USD 16.2 M | +13% | 12.3% | 81.3% | 99 | 7.07% | 3.5 |
|
| 4030 |
4030
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| USD 146 M | +USD 14.5 M | +11% | 9.82% | 66.8% | 129 | 8.53% | 1.1 |
|
| 4031 |
4031
Wolf Group Capital Advisors
Fairfax,
Virginia
| USD 146 M | +USD 11.2 M | +8% | 10.5% | 28.2% | 86 | 11.63% | 2 |
|
| 4032 |
4032
Lake Street Private Wealth
Chicago,
Illinois
| USD 145 M | – | – | 14.2% | 105% | 98 | – | 0 |
|
| 4033 |
4033
Maso Capital Partners
Hong Kong
| USD 145 M | +USD 65.8 M | +83% | 15.3% | 8.67% | 18 | 50% | 0.4 |
|
| 4034 |
4034
NKCFO LLC
Geneva,
Illinois
| USD 145 M | +USD 16.5 M | +13% | 10.8% | 211% | 125 | 46.4% | 0.2 |
|
| 4035 |
4035
Financial Life Advisors
San Antonio,
Texas
| USD 145 M | +USD 16.1 M | +12% | 8.64% | 47% | 49 | 6.12% | 1.1 |
|
| 4036 |
4036
Virginia National Bank
Charlottesville,
Virginia
| USD 145 M | +USD 9.37 M | +7% | 11.7% | – | 107 | 15.89% | 0.5 |
|
| 4037 |
4037
Ecofin Advisors
London,
United Kingdom
| USD 145 M | -USD 3.28 M | -2% | 15.3% | 77% | 29 | 31.03% | 1.9 |
|
| 4038 |
4038
Pecaut & Co
Sioux City,
Iowa
| USD 145 M | +USD 23.5 M | +19% | 12% | 62.8% | 78 | 25.64% | 2.4 |
|
| 4039 |
4039
WESPAC Advisors
Orinda,
California
| USD 145 M | +USD 41.6 M | +40% | 14.5% | 126% | 141 | 41.13% | 0.9 |
|
| 4040 |
4040
Semmax Financial Advisors
Winston Salem,
North Carolina
| USD 145 M | +USD 16.6 M | +13% | 9.93% | – | 509 | 15.91% | 0.2 |
|
| 4041 |
VAM
4041
Velanne Asset Management
London,
United Kingdom
| USD 145 M | +USD 19.6 M | +16% | 10.6% | 29.6% | 23 | 8.7% | 0.2 |
|
| 4042 |
4042
Tolleson Wealth Management
Dallas,
Texas
| USD 145 M | -USD 25.5 M | -15% | 12.9% | 56.2% | 50 | 16% | 0.2 |
|
| 4043 |
4043
Peloton Wealth Strategists
Indianapolis,
Indiana
| USD 144 M | +USD 21.6 M | +18% | 14.9% | 51.3% | 70 | 27.14% | 2.6 |
|
| 4044 |
4044
Shaker Investments
Cleveland,
Ohio
| USD 144 M | +USD 29.2 M | +25% | 22.3% | 205% | 85 | 24.71% | 1.7 |
|
| 4045 |
4045
One William Street Capital Management
New York
| USD 144 M | +USD 110 M | +319% | 7.65% | 44% | 5 | 60% | 0.3 |
|
| 4046 |
4046
Anson Funds Management
Dallas,
Texas
| USD 144 M | -USD 27.9 M | -16% | 13.4% | 2,010% | 68 | 73.53% | 0.2 |
|
| 4047 |
GCM
4047
Garland Capital Management
Bellevue,
Washington
| USD 144 M | +USD 5.82 M | +4% | 11.8% | 55.7% | 39 | 12.82% | 3.5 |
|
| 4048 |
BIA
4048
Bigelow Investment Advisors
Portland,
Maine
| USD 144 M | +USD 10.4 M | +8% | 11.4% | 75.7% | 158 | 13.29% | 1 |
|
| 4049 |
4049
Allied Investment Advisors
Billings,
Montana
| USD 144 M | +USD 23.1 M | +19% | 11.4% | 68.4% | 47 | 12.77% | 1.1 |
|
| 4050 |
4050
Marlowe Partners
New York
| USD 144 M | +USD 33 M | +30% | 18.8% | 16.3% | 13 | 46.15% | 0.8 |
|