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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4526 |
4526
Total Clarity Wealth Management
St. Charles,
Illinois
| USD 244 M | +USD 36.2 M | +17% | 8.68% | 73.2% | 257 | 25.29% | 1.4 |
|
| 4527 |
4527
Peachtree Investment Partners
Indian River Shores,,
Florida
| USD 244 M | +USD 47.8 M | +24% | 12.4% | 111% | 107 | 8.41% | 3 |
|
| 4528 |
4528
Shaker Financial Services
Arlington,
Virginia
| USD 244 M | +USD 29 M | +14% | 5.82% | 12.9% | 175 | 24.57% | 1.8 |
|
| 4529 |
4529
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| USD 243 M | +USD 65.8 M | +37% | 50.8% | 167% | 37 | 45.95% | 1.5 |
|
| 4530 |
4530
L2 Asset Management
Wayland,
Massachusetts
| USD 243 M | +USD 30.7 M | +14% | 13.1% | 128% | 245 | 40% | 1.2 |
|
| 4531 |
PH
4531
Pinnacle Holdings
Tulsa,
Oklahoma
| USD 243 M | +USD 29.6 M | +14% | 11.7% | 79.6% | 228 | 15.79% | 4.9 |
|
| 4532 |
4532
Foundry Group Next
Boulder,
Colorado
| USD 243 M | +USD 70.1 M | +41% | 69.4% | – | 5 | 20% | 0.9 |
|
| 4533 |
4533
Mathes Company
New York
| USD 243 M | +USD 27.2 M | +13% | 11.9% | 121% | 132 | 8.33% | 5.7 |
|
| 4534 |
SFA
4534
Spectrum Financial Alliance
Nicholasville,
Kentucky
| USD 243 M | +USD 44.2 M | +22% | 23.1% | 187% | 14 | 0% | 3.1 |
|
| 4535 |
4535
Glassy Mountain Advisors
Bethesda,
Maryland
| USD 242 M | +USD 32.6 M | +16% | 12.8% | 91.5% | 59 | 16.95% | 0.4 |
|
| 4536 |
4536
Wealthstream Advisors
New York
| USD 242 M | +USD 48.5 M | +25% | 11.1% | 88.2% | 150 | 28.67% | 1 |
|
| 4537 |
4537
Phraction Management
Colchester,
Connecticut
| USD 242 M | +USD 30 M | +14% | 11.2% | 106% | 54 | 11.11% | 1.5 |
|
| 4538 |
4538
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| USD 242 M | – | – | 10.9% | 128% | 164 | – | 0 |
|
| 4539 |
GWA
4539
GGM Wealth Advisors
Baltimore,
Maryland
| USD 242 M | +USD 10.7 M | +5% | 8% | 25.9% | 149 | 14.77% | 1.1 |
|
| 4540 |
4540
Aristotle Pacific Capital
Newport Beach,
California
| USD 242 M | +USD 72.7 M | +43% | 3.07% | 1.84% | 5 | 0% | 1.8 |
|
| 4541 |
4541
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| USD 242 M | +USD 13.6 M | +6% | 9.4% | 83% | 118 | 6.78% | 5.7 |
|
| 4542 |
4542
Jeppson Wealth Management
Manhattan Beach,
California
| USD 242 M | +USD 23.3 M | +11% | 10% | 107% | 209 | 15.31% | 2.2 |
|
| 4543 |
4543
Cutler Capital Management
Worcester,
Massachusetts
| USD 241 M | +USD 19.7 M | +9% | 8.32% | 39.7% | 120 | 15.83% | 3 |
|
| 4544 |
CHA
4544
Carmichael Hill & Associates
Gaithersburg,
Maryland
| USD 241 M | +USD 24.1 M | +11% | 10.8% | 39.7% | 830 | 8.55% | 3 |
|
| 4545 |
4545
Cornell Pochily Investment Advisors
Ithaca,
New York
| USD 241 M | +USD 11.8 M | +5% | 9.88% | 97% | 182 | 14.29% | 4.1 |
|
| 4546 |
4546
Argyle Capital Management
Center Valley,
Pennsylvania
| USD 241 M | -USD 31.7 M | -12% | 9.46% | 106% | 127 | 12.6% | 8.7 |
|
| 4547 |
AB
4547
Atlas Brown
Louisville,
Kentucky
| USD 241 M | +USD 22 M | +10% | 10.2% | 115% | 190 | 6.32% | 6.1 |
|
| 4548 |
EE
4548
EWG Elevate
Roseville,
California
| USD 241 M | +USD 19.8 M | +9% | 9.21% | 76% | 122 | 33.61% | 1.5 |
|
| 4549 |
4549
Mendon Capital Advisors
Key Largo,
Florida
| USD 241 M | – | – | 25.7% | – | 56 | – | 2.6 |
|
| 4550 |
4550
Long Road Investment Counsel
Kalamazoo,
Michigan
| USD 241 M | +USD 34.7 M | +17% | 8.6% | 64.4% | 70 | 4.29% | 7.4 |
|