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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
4726
Engrave Wealth Partners
The Woodlands,
Texas
| USD 112 M | +USD 27.5 M | +32% | 21.6% | 39.9% | 515 | 20.58% | 0.4 |
|
| 4727 |
RMSCM
4727
R.M. Sincerbeaux Capital Management
New York
| USD 112 M | +USD 11.5 M | +11% | 25.8% | 76.4% | 47 | 10.64% | 5.4 |
|
| 4728 |
MS
4728
Madden Securities
Dallas,
Texas
| USD 112 M | – | – | 28.3% | 92.2% | 98 | – | 0.4 |
|
| 4729 |
4729
Beaton Management Company
Haverhill,
Massachusetts
| USD 112 M | +USD 12.4 M | +12% | 17.3% | 95.9% | 117 | 17.09% | 2.4 |
|
| 4730 |
4730
RMR Wealth Builders
Montclair,
New Jersey
| USD 112 M | – | – | 23.2% | 91.7% | 448 | – | 0.4 |
|
| 4731 |
4731
University of Massachusetts Foundation
Newton,
Massachusetts
| USD 112 M | -USD 84.2 M | -43% | 18.2% | 53.6% | 6 | 33.33% | 0.5 |
|
| 4732 |
4732
Compass Ion Advisors
Conshohocken,
Pennsylvania
| USD 112 M | +USD 1.16 M | +1% | 16.6% | 75.6% | 62 | 33.87% | 0.3 |
|
| 4733 |
4733
New Potomac Partners
Bethesda,
Maryland
| USD 112 M | +USD 20.4 M | +22% | 19.8% | 37.2% | 140 | 10% | 2.1 |
|
| 4734 |
MCM
4734
Maxim Capital Management
San Francisco,
California
| USD 112 M | +USD 15.5 M | +16% | 11.7% | – | 40 | 12.5% | 0.9 |
|
| 4735 |
4735
G&S Capital
Denver,
Colorado
| USD 112 M | +USD 54.7 M | +96% | 12.1% | 85.6% | 212 | 76.89% | 1.4 |
|
| 4736 |
4736
Heron Financial Group
New York
| USD 112 M | +USD 14.4 M | +15% | 20.1% | 47.5% | 123 | 13.82% | 0.4 |
|
| 4737 |
4737
Yorktown Management & Research Company
Forest,
Virginia
| USD 112 M | +USD 12.7 M | +13% | 28.1% | 223% | 340 | 56.18% | 1 |
|
| 4738 |
4738
TPG Financial Advisors
Portland,
Oregon
| USD 112 M | +USD 10.7 M | +11% | 14.7% | – | 49 | 38.78% | 1.1 |
|
| 4739 |
4739
Pratt Collard Advisory Partners
Buffalo,
New York
| USD 111 M | +USD 12 M | +12% | 17.1% | 91.7% | 97 | 13.4% | 2.1 |
|
| 4740 |
4740
HBC Financial Services
Seattle,
Washington
| USD 111 M | +USD 23.1 M | +26% | 20.6% | 12.6% | 178 | 17.98% | 0.4 |
|
| 4741 |
4741
Investment Research & Advisory Group
Atlanta,
Georgia
| USD 111 M | +USD 3.51 M | +3% | 23.9% | 105% | 158 | 9.49% | 0.5 |
|
| 4742 |
4742
Hillman Company
Pittsburgh,
Pennsylvania
| USD 111 M | -USD 38.5 M | -26% | 34% | 134% | 9 | 33.33% | 2.6 |
|
| 4743 |
4743
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| USD 111 M | +USD 8.45 M | +8% | 16.7% | 62.6% | 142 | 15.49% | 2.7 |
|
| 4744 |
JPLA
4744
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| USD 111 M | +USD 21.2 M | +24% | 23.7% | 74.3% | 522 | 14.56% | 1 |
|
| 4745 |
4745
Pacific Sun Financial
Los Angeles,
California
| USD 111 M | +USD 23.8 M | +27% | 23.8% | 70.3% | 141 | 12.77% | 1.8 |
|
| 4746 |
4746
Morris Capital Advisors
Malvern,
Pennsylvania
| USD 111 M | +USD 17.4 M | +19% | 26.1% | 72.9% | 64 | 9.38% | 3.3 |
|
| 4747 |
ICMP
4747
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| USD 111 M | +USD 11 M | +11% | 11.9% | 39.7% | 50 | 14% | 0.8 |
|
| 4748 |
4748
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| USD 111 M | +USD 16 M | +17% | 18.8% | 63.8% | 84 | 5.95% | 0.5 |
|
| 4749 |
4749
Red Cedar Capital
Omaha,
Nebraska
| USD 111 M | +USD 10.8 M | +11% | 12.9% | 43% | 147 | 2.72% | 2.3 |
|
| 4750 |
4750
Apexium Financial
Dallas,
Texas
| USD 110 M | +USD 35 M | +46% | 21.5% | 89.6% | 85 | 40% | 0.5 |
|