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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
4701
Siguler Guff Advisers
New York
| USD 196 M | -USD 30.2 M | -13% | 12.4% | 37.7% | 7 | 14.29% | 2 |
|
| 4702 |
4702
Silverleafe Capital Partners
Germantown,
Tennessee
| USD 196 M | +USD 34.5 M | +21% | 4.83% | 87.7% | 64 | 31.25% | 2.6 |
|
| 4703 |
4703
Morton Brown Family Wealth
Allentown,
Pennsylvania
| USD 196 M | +USD 8.31 M | +4% | 3.83% | 54.5% | 181 | 6.08% | 1.4 |
|
| 4704 |
4704
Corbyn Investment Management
Lutherville,
Maryland
| USD 196 M | -USD 10.8 M | -5% | 4.48% | 71% | 63 | 15.87% | 4.4 |
|
| 4705 |
OIA
4705
Optimum Investment Advisors
Chicago,
Illinois
| USD 195 M | -USD 8.96 M | -4% | 2.58% | 125% | 738 | 5.42% | 5.1 |
|
| 4706 |
4706
Sterling Financial Planning
Sparta,
New Jersey
| USD 195 M | -USD 6.59 M | -3% | 3.67% | 59.3% | 99 | 7.07% | 2.3 |
|
| 4707 |
4707
SR One Capital Management
Wayne,
Pennsylvania
| USD 195 M | -USD 36.8 M | -16% | 3.33% | 656% | 6 | 0% | 1.3 |
|
| 4708 |
4708
Kelleher Financial Advisors
New York
| USD 195 M | +USD 21.6 M | +12% | 1.55% | 80.3% | 118 | 12.71% | 4.1 |
|
| 4709 |
GWM
4709
Gray Wealth Management
Bangor,
Maine
| USD 195 M | -USD 3.76 M | -2% | 3.38% | 22.1% | 139 | 10.79% | 2.4 |
|
| 4710 |
AC
4710
Athos Capital
Hong Kong
| USD 195 M | +USD 66.9 M | +52% | 11.1% | 110% | 83 | 53.01% | 0.9 |
|
| 4711 |
4711
Brand Asset Management Group
Chesterfield,
Missouri
| USD 195 M | -USD 14.6 M | -7% | 3.87% | 70.2% | 75 | 5.33% | 4.6 |
|
| 4712 |
4712
Narus Financial Partners
Salt Lake City,
Utah
| USD 195 M | +USD 1.42 M | +0.7% | 0.27% | 85.3% | 128 | 9.38% | 3.1 |
|
| 4713 |
4713
Tealwood Asset Management
Minneapolis,
Minnesota
| USD 195 M | -USD 11.2 M | -5% | 2.39% | 128% | 132 | 4.55% | 3.5 |
|
| 4714 |
CCC
4714
Chelsea Counsel Company
Los Angeles,
California
| USD 194 M | -USD 8.76 M | -4% | 3.71% | 106% | 166 | 3.61% | 3 |
|
| 4715 |
4715
JVL Associates
Wyoming,
Michigan
| USD 194 M | -USD 11.3 M | -5% | 3.77% | 81% | 39 | 7.69% | 4.1 |
|
| 4716 |
4716
Taylor Hoffman Wealth Management
Richmond,
Virginia
| USD 194 M | -USD 6.03 M | -3% | 2.03% | 47.8% | 112 | 3.57% | 4.1 |
|
| 4717 |
DI
4717
DAGCO Inc
Westlake,
Ohio
| USD 194 M | -USD 7.03 M | -3% | 3.76% | 75% | 81 | 3.7% | 3.8 |
|
| 4718 |
4718
Forza Wealth Management
Sarasota,
Florida
| USD 194 M | -USD 4.8 M | -2% | 1.67% | 69.8% | 187 | 5.88% | 0.7 |
|
| 4719 |
4719
Advisor Resource Council
Dallas,
Texas
| USD 194 M | -USD 28.4 M | -13% | 3.13% | 74.7% | 183 | 23.5% | 1.2 |
|
| 4720 |
4720
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| USD 194 M | +USD 64.8 M | +50% | 3.94% | 64.9% | 28 | 14.29% | 1.3 |
|
| 4721 |
4721
Wealthstream Advisors
New York
| USD 194 M | +USD 2.98 M | +2% | 3.17% | 88.2% | 113 | 17.7% | 1.1 |
|
| 4722 |
4722
Global Financial Private Client
Sarasota,
Florida
| USD 194 M | -USD 9.8 M | -5% | 2.92% | 100% | 697 | 5.74% | 2.8 |
|
| 4723 |
4723
TPG Financial Advisors
Portland,
Oregon
| USD 193 M | +USD 2.59 M | +1% | 3.5% | – | 55 | 12.73% | 2.6 |
|
| 4724 |
4724
Core Wealth Management
Jupiter,
Florida
| USD 193 M | -USD 3.59 M | -2% | 3.76% | 44.5% | 25 | 24% | 0.6 |
|
| 4725 |
4725
Helen Stephens Group
Fort Worth,
Texas
| USD 193 M | -USD 4.52 M | -2% | 2.75% | 53.4% | 68 | 4.41% | 1.4 |
|