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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
4226
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| USD 147 M | +USD 15.5 M | +12% | 19.3% | 75.5% | 6 | 16.67% | 0.4 |
|
| 4227 |
4227
FSA Wealth Management
Needham,
Massachusetts
| USD 147 M | +USD 27.6 M | +23% | 18.7% | – | 439 | 16.63% | 0.4 |
|
| 4228 |
4228
Israel Discount Bank of New York
New York
| USD 147 M | +USD 16.6 M | +13% | 16.4% | 40.8% | 90 | 11.11% | 2.7 |
|
| 4229 |
4229
Rainwater Charitable Foundation
Fort Worth,
Texas
| USD 147 M | +USD 6.65 M | +5% | 20.2% | 44% | 4 | 0% | 0.9 |
|
| 4230 |
HRC
4230
Hoertkorn Richard Charles
| USD 147 M | +USD 24.7 M | +20% | 27% | 172% | 89 | 11.24% | 4.9 |
|
| 4231 |
4231
AMJ Financial Wealth Management
Leesburg,
Virginia
| USD 147 M | +USD 89.2 M | +155% | 38.8% | 167% | 68 | 64.71% | 0.2 |
|
| 4232 |
4232
Tiemann Investment Advisors
Menlo Park,
California
| USD 147 M | +USD 31.4 M | +27% | 20.8% | 77% | 185 | 14.59% | 4.2 |
|
| 4233 |
4233
Bishop & Co Investment Management
Erie,
Pennsylvania
| USD 147 M | -USD 2.8 M | -2% | 19.8% | 47.6% | 24 | 25% | 3.3 |
|
| 4234 |
4234
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| USD 146 M | +USD 28.5 M | +24% | 20.5% | 66.8% | 96 | 12.5% | 4.3 |
|
| 4235 |
AC
4235
Athos Capital
Hong Kong
| USD 146 M | +USD 2.22 M | +2% | 11.1% | 110% | 32 | 75% | 0.4 |
|
| 4236 |
PWAP
4236
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| USD 146 M | +USD 14.6 M | +11% | 21.7% | 58.5% | 101 | 12.87% | 4.8 |
|
| 4237 |
PAM
4237
Pegasus Asset Management
Montebello,
New York
| USD 146 M | +USD 25.2 M | +21% | 20.3% | 89% | 71 | 7.04% | 2.1 |
|
| 4238 |
4238
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| USD 146 M | -USD 1.1 M | -0.7% | 16.3% | 13% | 45 | 24.44% | 2.7 |
|
| 4239 |
4239
Silverleafe Capital Partners
Germantown,
Tennessee
| USD 146 M | +USD 62.4 M | +75% | 17.9% | 87.7% | 60 | 33.33% | 1.3 |
|
| 4240 |
CAM
4240
Crown Advisors Management
Larkspur,
California
| USD 146 M | +USD 19.7 M | +16% | 40.4% | 284% | 48 | 31.25% | 1 |
|
| 4241 |
DL
4241
DOHJ LLC
Seattle,
Washington
| USD 146 M | +USD 43.1 M | +42% | 16.5% | 51.5% | 81 | 39.51% | 0.3 |
|
| 4242 |
4242
Innealta Capital
Austin,
Texas
| USD 146 M | +USD 16.4 M | +13% | 17.3% | 63.7% | 55 | 20% | 0.8 |
|
| 4243 |
4243
1776 Wealth
Atlanta,
Georgia
| USD 146 M | +USD 26.6 M | +22% | 24.2% | 90.4% | 359 | 14.21% | 0.4 |
|
| 4244 |
4244
Richmond Hill Investments
New York
| USD 146 M | -USD 3.46 M | -2% | 9.09% | 55.2% | 10 | 20% | 2.9 |
|
| 4245 |
4245
Droms Strauss Advisors
St. Louis,
Missouri
| USD 146 M | +USD 25.2 M | +21% | 19.2% | 68.7% | 48 | 31.25% | 0.9 |
|
| 4246 |
4246
Reston Wealth Management
Reston,
Virginia
| USD 146 M | +USD 21 M | +17% | 14.9% | 60.7% | 44 | 9.09% | 1.2 |
|
| 4247 |
4247
Abbot Financial Management
Andover,
Massachusetts
| USD 145 M | +USD 22.4 M | +18% | 19.8% | 102% | 131 | 11.45% | 2.2 |
|
| 4248 |
4248
Claro Advisors
Boston,
Massachusetts
| USD 145 M | +USD 38 M | +35% | 21.3% | 85.5% | 194 | 23.2% | 1 |
|
| 4249 |
4249
Ferguson Shapiro
Decatur,
Georgia
| USD 145 M | +USD 872 k | +0.6% | 5.24% | 42.7% | 36 | 69.44% | 0.2 |
|
| 4250 |
4250
Blue Square Asset Management
New York
| USD 145 M | +USD 36.9 M | +34% | 13.4% | 104% | 195 | 67.18% | 0.2 |
|