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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
5126
Garrison Asset Management
Fayetteville,
Arkansas
| USD 155 M | +USD 13.1 M | +9% | 12% | 52.1% | 98 | 7.14% | 6.1 |
|
| 5127 |
5127
Retirement Investment Advisors
Oklahoma City,
Oklahoma
| USD 155 M | – | – | 7.53% | – | 48 | – | 0 |
|
| 5128 |
5128
One Charles Private Wealth Services
Hingham,
Massachusetts
| USD 154 M | +USD 3.6 M | +2% | 10.5% | 99.7% | 125 | 14.4% | 1.3 |
|
| 5129 |
HH
5129
HWG Holdings
Houston,
Texas
| USD 154 M | +USD 14.6 M | +10% | 6.75% | – | 178 | 43.82% | 1.9 |
|
| 5130 |
5130
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| USD 154 M | +USD 15.8 M | +11% | 11.3% | 31.7% | 43 | 2.33% | 0.3 |
|
| 5131 |
5131
Michelson Medical Research Foundation
Los Angeles,
California
| USD 154 M | – | – | 6.68% | 52.2% | 31 | – | 0 |
|
| 5132 |
5132
Baugh & Associates
Atlanta,
Georgia
| USD 154 M | +USD 13 M | +9% | 11.2% | 98.8% | 39 | 2.56% | 4.2 |
|
| 5133 |
5133
DB Wealth Management Group
San Diego,
California
| USD 154 M | +USD 14.3 M | +10% | 9.57% | 19% | 380 | 30.53% | 1.3 |
|
| 5134 |
5134
Trust Company of Kansas
Wichita,
Kansas
| USD 154 M | +USD 13.1 M | +9% | 14.3% | 87% | 53 | 20.75% | 2 |
|
| 5135 |
5135
Western Financial Corp
San Diego,
California
| USD 154 M | +USD 11.3 M | +8% | 11.4% | 275% | 109 | 23.85% | 0.9 |
|
| 5136 |
5136
Rye Brook Capital
Greenwich,
Connecticut
| USD 154 M | +USD 17.3 M | +13% | 6.6% | 77.2% | 23 | 8.7% | 1.2 |
|
| 5137 |
5137
Wealth Management Resources
Smithfield,
Rhode Island
| USD 154 M | +USD 3.85 M | +3% | 4.75% | 37.7% | 44 | 11.36% | 0.9 |
|
| 5138 |
5138
Miller Equity Capital Advisors
Irving,
Texas
| USD 154 M | +USD 17.8 M | +13% | 6.41% | 23.7% | 50 | 4% | 2.5 |
|
| 5139 |
5139
Hanwha Asset Management
Seoul,
South Korea
| USD 154 M | – | – | 22.4% | – | 1 | – | 0 |
|
| 5140 |
5140
Starwood Capital Group Management
Miami Beach,
Florida
| USD 154 M | +USD 4.97 M | +3% | 19% | 16.2% | 4 | 0% | 1.7 |
|
| 5141 |
5141
Ausbil Investment Management
Sydney,
Australia
| USD 154 M | – | – | 7.16% | 115% | 42 | – | 0 |
|
| 5142 |
5142
360 Financial
Wayzata,
Minnesota
| USD 154 M | +USD 378 k | +0.2% | 9.5% | 82.5% | 86 | 3.49% | 2 |
|
| 5143 |
5143
Cox Capital Management
Andover,
Massachusetts
| USD 154 M | +USD 16 M | +12% | 11.4% | 106% | 85 | 18.82% | 2.9 |
|
| 5144 |
5144
Pharo Management
New York
| USD 153 M | – | – | 5.86% | – | 6 | – | 0.5 |
|
| 5145 |
5145
Forte Asset Management
Bedford,
New York
| USD 153 M | +USD 2.65 M | +2% | 6.31% | 57.7% | 74 | 37.84% | 0.4 |
|
| 5146 |
5146
Wealthstream Advisors
New York
| USD 153 M | +USD 60.3 M | +65% | 9.04% | 88.2% | 82 | 25.61% | 0.7 |
|
| 5147 |
GCM
5147
Garland Capital Management
Bellevue,
Washington
| USD 153 M | +USD 38.4 M | +33% | 15.8% | 55.7% | 34 | 11.76% | 5 |
|
| 5148 |
5148
Matrix Private Capital Group
New York
| USD 153 M | +USD 5.66 M | +4% | 8.61% | 62.5% | 208 | 12.5% | 2.2 |
|
| 5149 |
5149
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| USD 153 M | +USD 3.97 M | +3% | 3.31% | 44.1% | 32 | 15.63% | 3 |
|
| 5150 |
5150
Successful Portfolios
Clearwater,
Florida
| USD 153 M | +USD 15.4 M | +11% | 7.21% | 110% | 200 | 16% | 3.4 |
|