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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
GWM
4951
Gray Wealth Management
Bangor,
Maine
| USD 224 M | +USD 18.5 M | +9% | 8.05% | 22.1% | 139 | 9.35% | 2.7 |
|
| 4952 |
4952
Tiller Private Wealth
Bethlehem,
Pennsylvania
| USD 224 M | +USD 24.3 M | +12% | 5.52% | 60.2% | 48 | 10.42% | 3.5 |
|
| 4953 |
4953
Fielder Capital Group
Nashville,
Tennessee
| USD 224 M | +USD 58.3 M | +35% | 15.9% | – | 180 | 23.33% | 0.2 |
|
| 4954 |
4954
Stonebridge Capital Management
Los Angeles,
California
| USD 224 M | +USD 18.7 M | +9% | 10.1% | – | 85 | 11.76% | 7.8 |
|
| 4955 |
4955
Access Financial Services
Minneapolis,
Minnesota
| USD 224 M | +USD 29.6 M | +15% | 6.72% | 44.8% | 103 | 22.33% | 3.4 |
|
| 4956 |
XC
4956
XY Capital
Central,
Hong Kong
| USD 224 M | +USD 52.5 M | +31% | 4.8% | 52.8% | 101 | 42.57% | 0.4 |
|
| 4957 |
4957
Tiemann Investment Advisors
Menlo Park,
California
| USD 224 M | +USD 17.7 M | +9% | 8.77% | 77% | 203 | 11.33% | 6.2 |
|
| 4958 |
4958
Meros Investment Management
Dallas,
Texas
| USD 224 M | +USD 12.9 M | +6% | 6.17% | 102% | 45 | 17.78% | 1.4 |
|
| 4959 |
4959
Bank OZK
Little Rock,
Arkansas
| USD 223 M | +USD 18.6 M | +9% | 11.7% | 112% | 152 | 5.92% | 5.5 |
|
| 4960 |
SA
4960
Skyline Advisors
Bellingham,
Washington
| USD 223 M | +USD 13.9 M | +7% | 6.21% | 52% | 83 | 7.23% | 0.2 |
|
| 4961 |
4961
Palumbo Wealth Management
Great Neck,
New York
| USD 223 M | +USD 27.7 M | +14% | 8.08% | 115% | 145 | 18.62% | 1.7 |
|
| 4962 |
4962
Running Point Capital Advisors
El Segundo,
California
| USD 223 M | +USD 18.4 M | +9% | 5.61% | 52.1% | 171 | 22.22% | 2.1 |
|
| 4963 |
4963
Houlihan Financial Resource Group
Ashburn,
Virginia
| USD 223 M | +USD 16.7 M | +8% | 6.08% | 50.6% | 103 | 3.88% | 1.9 |
|
| 4964 |
4964
Sara-Bay Financial
Sarasota,
Florida
| USD 223 M | +USD 17.9 M | +9% | 19.3% | 233% | 80 | 6.25% | 2.6 |
|
| 4965 |
4965
Greenstone Partners & Co
Larkspur,
California
| USD 223 M | +USD 43.8 M | +24% | 27.8% | 527% | 9 | 0% | 2.6 |
|
| 4966 |
4966
Aragon Global Management
Miami,
Florida
| USD 223 M | +USD 46.4 M | +26% | 18.9% | – | 19 | 21.05% | 0.2 |
|
| 4967 |
4967
Equita Financial Network
Fort Washington,
Pennsylvania
| USD 223 M | +USD 35 M | +19% | 4.76% | 50.5% | 72 | 16.67% | 0.4 |
|
| 4968 |
4968
Client 1st Advisory Group
Dunedin,
Florida
| USD 223 M | +USD 16.6 M | +8% | 6.49% | 64.5% | 110 | 6.36% | 2.3 |
|
| 4969 |
4969
Lansing Street Advisors
Ambler,
Pennsylvania
| USD 223 M | +USD 31.6 M | +17% | 8.14% | – | 102 | 24.51% | 1.3 |
|
| 4970 |
4970
EWA LLC
Pittsbugh,
Pennsylvania
| USD 223 M | +USD 17.5 M | +9% | 11.6% | 102% | 168 | 27.38% | 0.6 |
|
| 4971 |
4971
Highview Capital Management
Buffalo Grove,
Illinois
| USD 222 M | +USD 34.6 M | +18% | 10.4% | 123% | 120 | 20.83% | 1.4 |
|
| 4972 |
4972
Mirabaud Asset Management (France)
Paris,
France
| USD 222 M | -USD 41.3 M | -16% | 0% | – | 23 | 0% | 0.2 |
|
| 4973 |
4973
Trinity Financial Advisors
Columbus,
Ohio
| USD 222 M | +USD 17.3 M | +8% | 10.3% | 74.5% | 78 | 10.26% | 1.5 |
|
| 4974 |
4974
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| USD 222 M | +USD 16.9 M | +8% | 8.11% | 103% | 41 | 19.51% | 4.3 |
|
| 4975 |
4975
SWMG LLC
Fort Worth,
Texas
| USD 222 M | +USD 12.3 M | +6% | 6.91% | 68.7% | 109 | 22.02% | 1.5 |
|