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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
Gibraltar Capital Management
Tulsa,
Oklahoma
| USD 221 M | +USD 24 M | +12% | 6.62% | 65% | 82 | 19.51% | 2.2 |
|
| 4727 |
4727
Mountain Capital Investment Advisors
Westminster,
Colorado
| USD 221 M | +USD 31.6 M | +17% | 6.23% | 70.1% | 130 | 16.15% | 1.2 |
|
| 4728 |
4728
Graybill Wealth Management
Elmhurst,
Illinois
| USD 221 M | +USD 17.4 M | +9% | 9.37% | – | 51 | 5.88% | 4.4 |
|
| 4729 |
4729
Levy Wealth Management Group
Philadelphia,
Pennsylvania
| USD 220 M | +USD 38.1 M | +21% | 9.03% | 21.1% | 77 | 12.99% | 0.8 |
|
| 4730 |
4730
Total Clarity Wealth Management
St. Charles,
Illinois
| USD 220 M | +USD 9.8 M | +5% | 7.53% | 73.2% | 1,091 | 19.62% | 0.4 |
|
| 4731 |
4731
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| USD 220 M | +USD 45.2 M | +26% | 3.72% | 94.2% | 66 | 74.24% | 1.1 |
|
| 4732 |
4732
Investment Management Associates
Greenwood Village,
Colorado
| USD 220 M | +USD 27.9 M | +15% | 5.3% | 50.4% | 55 | 9.09% | 0.9 |
|
| 4733 |
SL
4733
SOF Ltd
George Town,
Cayman Islands
| USD 220 M | -USD 7.14 M | -3% | 3.14% | 42.3% | 1 | 0% | 5 |
|
| 4734 |
4734
Moseley Investment Management
Bradenton,
Florida
| USD 220 M | +USD 20.1 M | +10% | 8.48% | 96.6% | 183 | 9.29% | 1.7 |
|
| 4735 |
4735
Axiom Financial Strategies
New Albany,
Indiana
| USD 220 M | +USD 7.86 M | +4% | 4.72% | 54.5% | 82 | 9.76% | 1.3 |
|
| 4736 |
BIA
4736
Bigelow Investment Advisors
Portland,
Maine
| USD 220 M | +USD 17 M | +8% | 6.89% | 75.7% | 149 | 10.74% | 2.9 |
|
| 4737 |
4737
Meritech Capital Associates VI
Palo Alto,
California
| USD 220 M | – | – | 11.7% | – | 5 | – | 0 |
|
| 4738 |
4738
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| USD 220 M | +USD 21.3 M | +11% | 5.73% | 13% | 52 | 15.38% | 3.6 |
|
| 4739 |
4739
Beacon Wealthcare LLC
Raleigh,
North Carolina
| USD 220 M | +USD 12.7 M | +6% | 4.89% | 47% | 13 | 15.38% | 0.6 |
|
| 4740 |
4740
Jacobs Asset Management
New York
| USD 220 M | -USD 41 M | -16% | 4.9% | 114% | 53 | 45.28% | 1.4 |
|
| 4741 |
4741
US Financial Advisors
Braintree,
Massachusetts
| USD 220 M | +USD 17.6 M | +9% | 5.27% | 12.6% | 80 | 16.25% | 1.9 |
|
| 4742 |
4742
Sturgeon Ventures
London,
United Kingdom
| USD 219 M | +USD 12.3 M | +6% | 15.5% | 85.9% | 50 | 24% | 1.8 |
|
| 4743 |
4743
Harbour Investment Management
Edmonds,
Washington
| USD 219 M | +USD 22.1 M | +11% | 12.5% | 58.8% | 78 | 2.56% | 5.9 |
|
| 4744 |
FFG
4744
Fortem Financial Group
Palm Desert,
California
| USD 219 M | +USD 21.9 M | +11% | 12.2% | 183% | 183 | 14.21% | 1.7 |
|
| 4745 |
4745
360 Financial
Wayzata,
Minnesota
| USD 219 M | +USD 25.6 M | +13% | 9.86% | 82.5% | 96 | 10.42% | 1.4 |
|
| 4746 |
SA
4746
SAM Advisors
Oakhurst,
California
| USD 219 M | +USD 12.8 M | +6% | 6.8% | 57.5% | 27 | 14.81% | 0.2 |
|
| 4747 |
4747
LDR Capital Management
New York
| USD 219 M | +USD 42.4 M | +24% | 3.73% | 28.4% | 50 | 40% | 0.7 |
|
| 4748 |
JPC
4748
Jabodon PT Co
Reno,
Nevada
| USD 219 M | -USD 22.4 M | -9% | 4.79% | 61.9% | 46 | 76.09% | 0.2 |
|
| 4749 |
4749
Seven Springs Wealth Group
Brentwood,
Tennessee
| USD 219 M | +USD 14.8 M | +7% | 8.02% | 59.2% | 82 | 30.49% | 1.6 |
|
| 4750 |
4750
Oakcliff Capital Partners
New York
| USD 219 M | -USD 6.97 M | -3% | 4.13% | 133% | 11 | 9.09% | 3.1 |
|