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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
5001
Evelyn Partners Investment Management (Europe)
Dublin,
| USD 291 M | -USD 17.7 M | -6% | 3.16% | – | 190 | 4.21% | 1.1 |
|
| 5002 |
5002
Barrett & Company
Providence,
Rhode Island
| USD 291 M | -USD 9.21 M | -3% | 1.49% | 83.6% | 679 | 6.77% | 2.7 |
|
| 5003 |
5003
Oak Asset Management
Westlake Village,
California
| USD 290 M | -USD 2.76 M | -0.9% | 1.12% | 91.8% | 111 | 9.01% | 3.2 |
|
| 5004 |
5004
Everpar Advisors
Tulsa,
Oklahoma
| USD 290 M | +USD 20.8 M | +8% | 0.35% | – | 305 | 19.67% | 1.5 |
|
| 5005 |
5005
Arch Capital Group
Pembroke,
Bermuda
| USD 290 M | -USD 1.87 M | -0.6% | 0.64% | 2.89% | 4 | 0% | 3.6 |
|
| 5006 |
ODFS
5006
O'Donnell Financial Services
San Rafael,
California
| USD 290 M | -USD 2.19 M | -0.7% | 2.79% | 61% | 64 | 15.63% | 1.7 |
|
| 5007 |
5007
Orion Capital Management
Coronado,
California
| USD 290 M | -USD 7.17 M | -2% | 1.91% | 75.3% | 524 | 13.36% | 1.8 |
|
| 5008 |
5008
Fairfield Financial Advisors
Wellesley,
Massachusetts
| USD 290 M | -USD 16.6 M | -5% | 2.67% | – | 75 | 9.33% | 2.9 |
|
| 5009 |
5009
Friday Financial
Dubuque,
Iowa
| USD 290 M | +USD 6.56 M | +2% | 0.27% | – | 95 | 7.37% | 1 |
|
| 5010 |
5010
Altrafin AG
Zurich,
| USD 290 M | -USD 25.2 M | -8% | 8.95% | 97.6% | 56 | 25% | 2.4 |
|
| 5011 |
SI
5011
Saxon Interests
Houston,
Texas
| USD 290 M | +USD 4.8 M | +2% | 0.76% | 81.2% | 242 | 19.83% | 1.6 |
|
| 5012 |
5012
Powell Investment Advisors
Miami,
Florida
| USD 290 M | -USD 371 k | -0.1% | 1.91% | 82.4% | 177 | 6.21% | 3.3 |
|
| 5013 |
5013
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| USD 290 M | +USD 12 M | +4% | 0.65% | 63.1% | 623 | 9.15% | 2.4 |
|
| 5014 |
5014
Raleigh Capital Management
Cary,
North Carolina
| USD 290 M | +USD 14.2 M | +5% | 1.05% | 79.9% | 808 | 33.91% | 1.7 |
|
| 5015 |
5015
Sonoma Allocations
Santa Rosa,
California
| USD 290 M | -USD 11.5 M | -4% | 1.17% | – | 152 | 20.39% | 0.4 |
|
| 5016 |
WMA
5016
Wealth Management Associates
Cherry Hill,
New Jersey
| USD 290 M | +USD 2.12 M | +0.7% | 1.93% | 111% | 257 | 17.51% | 3.7 |
|
| 5017 |
5017
Cable Car Capital
San Francisco,
California
| USD 289 M | -USD 2716 M | -90% | 0.98% | – | 160 | 48.13% | 0.5 |
|
| 5018 |
5018
Blue Water Asset Management
Grand Rapids,
Michigan
| USD 289 M | +USD 11.3 M | +4% | 0.2% | – | 108 | 8.33% | 0.2 |
|
| 5019 |
5019
LeClair Wealth Partners
Dublin,
Ohio
| USD 289 M | +USD 117 M | +68% | 0.2% | – | 204 | 94.61% | 0.1 |
|
| 5020 |
5020
Windward Private Wealth Management
Overland Park,
Kansas
| USD 289 M | +USD 530 k | +0.2% | 0.65% | 35.5% | 45 | 4.44% | 4.5 |
|
| 5021 |
5021
PineBridge Investments Asia
Hong Kong,
| USD 289 M | -USD 56.8 M | -16% | 0.06% | – | 8 | 25% | 0.2 |
|
| 5022 |
5022
Costello Asset Management
Feasterville,
Pennsylvania
| USD 289 M | -USD 13.2 M | -4% | 2.6% | 81.5% | 739 | 13.8% | 1.7 |
|
| 5023 |
5023
Goodlander Investment Management
Dallas,
Texas
| USD 289 M | +USD 27.3 M | +10% | 25.6% | – | 19 | 78.95% | 0.2 |
|
| 5024 |
5024
Plum Street Advisors
New Orleans,
Louisiana
| USD 289 M | +USD 8 M | +3% | 0.31% | – | 100 | 7% | 1.7 |
|
| 5025 |
5025
New Perspectives Inc
Ridgeland,
Mississippi
| USD 289 M | +USD 370 k | +0.1% | 1.32% | – | 44 | 4.55% | 2.6 |
|