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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
4751
Westbourne Investment Advisors
Annapolis,
Maryland
| USD 363 M | +USD 19.6 M | +6% | 11.1% | 107% | 124 | 10.48% | 3.7 |
|
| 4752 |
HA
4752
Hamel Associates
Chatham,
New Jersey
| USD 363 M | +USD 12.1 M | +3% | 2.44% | 50.6% | 94 | 15.96% | 5.9 |
|
| 4753 |
4753
O'Brien Greene & Co
Media,
Pennsylvania
| USD 362 M | +USD 9.09 M | +3% | 4.55% | 90.9% | 149 | 16.11% | 4.1 |
|
| 4754 |
WMA
4754
Wealth Management Associates
Cherry Hill,
New Jersey
| USD 362 M | +USD 72.8 M | +25% | 14.9% | 111% | 268 | 17.91% | 3.5 |
|
| 4755 |
4755
Foresite Capital Management V
Larkspur,
California
| USD 362 M | +USD 91.2 M | +34% | 23.1% | 401% | 10 | 20% | 1.9 |
|
| 4756 |
4756
Alteri Wealth
Westlake Village,
California
| USD 362 M | +USD 53.5 M | +17% | 28.2% | – | 314 | 12.74% | 1.2 |
|
| 4757 |
SI
4757
Saxon Interests
Houston,
Texas
| USD 362 M | +USD 71.8 M | +25% | 15.7% | 81.2% | 256 | 18.75% | 1.7 |
|
| 4758 |
4758
Francisco Partners Management
San Francisco,
California
| USD 361 M | +USD 69.6 M | +24% | 26.8% | 14.3% | 3 | 0% | 5.3 |
|
| 4759 |
4759
Pamplona Capital Management
New York
| USD 361 M | -USD 112 M | -24% | 20.1% | – | 5 | 0% | 1.3 |
|
| 4760 |
4760
Solitude Financial Services
Charlottesville,
Virginia
| USD 361 M | +USD 23.1 M | +7% | 8.81% | 62.4% | 42 | 7.14% | 2.8 |
|
| 4761 |
4761
ParaFi Capital
New York
| USD 361 M | -USD 101 M | -22% | 10.3% | – | 31 | 48.39% | 0.5 |
|
| 4762 |
4762
HT Partners
Centerbrook,
Connecticut
| USD 361 M | +USD 30.9 M | +9% | 13.6% | 71.1% | 56 | 7.14% | 6.1 |
|
| 4763 |
4763
Mass General Brigham
Somerville,
Massachusetts
| USD 361 M | -USD 108 M | -23% | 17.2% | – | 6 | 0% | 1.1 |
|
| 4764 |
4764
WT Wealth Management
Scottsdale,
Arizona
| USD 361 M | +USD 24.7 M | +7% | 12.3% | 72% | 155 | 21.94% | 2.4 |
|
| 4765 |
4765
Demars Financial Group
Spokane Valley,
Washington
| USD 361 M | +USD 57.2 M | +19% | 13.8% | 69.1% | 126 | 28.57% | 2.1 |
|
| 4766 |
4766
Lawson Kroeker Investment Management
Omaha,
Nebraska
| USD 361 M | +USD 17.5 M | +5% | 4.17% | 69.7% | 61 | 6.56% | 6.6 |
|
| 4767 |
4767
Spectrum Asset Management (California)
Newport Beach,
California
| USD 360 M | +USD 45.7 M | +15% | 7.23% | 68.3% | 123 | 16.26% | 3.4 |
|
| 4768 |
4768
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| USD 360 M | +USD 31 M | +9% | 10.1% | 83.3% | 69 | 5.8% | 6.4 |
|
| 4769 |
4769
Equita Financial Network
Fort Washington,
Pennsylvania
| USD 360 M | +USD 42.2 M | +13% | 9.6% | 50.5% | 99 | 16.16% | 1.8 |
|
| 4770 |
4770
Morling Financial Advisors
Fremont,
California
| USD 360 M | +USD 34.7 M | +11% | 10.3% | 97.6% | 129 | 20.93% | 2.4 |
|
| 4771 |
MS
4771
Madden Securities
Dallas,
Texas
| USD 360 M | +USD 27.4 M | +8% | 12.9% | 108% | 126 | 16.67% | 2.7 |
|
| 4772 |
4772
Barometer Capital Management
Toronto,
Ontario, Canada
| USD 360 M | +USD 66.5 M | +23% | 21.6% | 339% | 159 | 42.77% | 0.6 |
|
| 4773 |
4773
PL Capital Advisors
Naples,
Florida
| USD 360 M | +USD 28.1 M | +8% | 17% | 100% | 32 | 9.38% | 3.4 |
|
| 4774 |
4774
Gen-Wealth Partners
Zeeland,
Michigan
| USD 360 M | +USD 42.4 M | +13% | 16.9% | – | 761 | 9.46% | 1.7 |
|
| 4775 |
BWIA
4775
Bryant Woods Investment Advisors
Getzville,
New York
| USD 360 M | +USD 87.8 M | +32% | 15.6% | 74.4% | 88 | 37.5% | 2 |
|