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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1551 |
1551
IFG Advisory
Atlanta,
Georgia
| USD 1366 M | +USD 178 M | +15% | 10.3% | 70.1% | 607 | 16.64% | 2.1 |
|
| 1552 |
1552
Baystate Wealth Management
Boston,
Massachusetts
| USD 1364 M | +USD 149 M | +12% | 9.39% | 14.6% | 1,354 | 26.59% | 3 |
|
| 1553 |
1553
Oxford Financial Group
Carmel,
Indiana
| USD 1363 M | +USD 206 M | +18% | 11% | 77.2% | 310 | 17.1% | 2.4 |
|
| 1554 |
1554
Lansdowne Partners (UK)
London,
United Kingdom
| USD 1363 M | +USD 270 M | +25% | 19.8% | 293% | 39 | 17.95% | 1.3 |
|
| 1555 |
1555
Klingman & Associates
New York
| USD 1362 M | +USD 125 M | +10% | 10.4% | 64.9% | 229 | 6.99% | 4 |
|
| 1556 |
1556
Melqart Asset Management
London,
United Kingdom
| USD 1361 M | -USD 38.8 M | -3% | 15% | 250% | 54 | 59.26% | 0.5 |
|
| 1557 |
1557
WCG Wealth Advisors
Las Vegas,
Nevada
| USD 1361 M | -USD 4.05 M | -0.3% | 10.3% | 69.6% | 320 | 20.94% | 0.7 |
|
| 1558 |
1558
Visionary Wealth Advisors
O'fallon,
Illinois
| USD 1361 M | +USD 126 M | +10% | 9.56% | 69.4% | 486 | 10.91% | 2.2 |
|
| 1559 |
1559
WMS Partners
Towson,
Maryland
| USD 1360 M | +USD 93.8 M | +7% | 9.1% | 10.8% | 280 | 16.79% | 4.1 |
|
| 1560 |
1560
Mason Investment Advisory Services
Reston,
Virginia
| USD 1359 M | +USD 271 M | +25% | 11.1% | 76.1% | 67 | 10.45% | 2.8 |
|
| 1561 |
IFLIT
1561
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| USD 1356 M | +USD 130 M | +11% | 12.7% | 45.7% | 21 | 4.76% | 5.1 |
|
| 1562 |
1562
JB Capital
Wethersfield,
Connecticut
| USD 1355 M | +USD 170 M | +14% | 10.6% | 83.8% | 220 | 21.82% | 1.3 |
|
| 1563 |
1563
American Trust
Lexington,
Kentucky
| USD 1354 M | +USD 62.7 M | +5% | 9.76% | 59% | 323 | 23.22% | 1.4 |
|
| 1564 |
1564
Pitcairn
Conshohocken,
Pennsylvania
| USD 1353 M | +USD 157 M | +13% | 11.6% | 111% | 707 | 14.14% | 4.3 |
|
| 1565 |
SFG
1565
Sather Financial Group
Victoria,
Texas
| USD 1352 M | +USD 150 M | +12% | 13.9% | 70% | 96 | 10.42% | 3.3 |
|
| 1566 |
1566
First Interstate Bank
Billings,
Montana
| USD 1349 M | +USD 189 M | +16% | 10.9% | 49.7% | 173 | 10.98% | 4.7 |
|
| 1567 |
1567
Foster & Motley
Cincinnati,
Ohio
| USD 1346 M | +USD 126 M | +10% | 9% | 68.8% | 394 | 13.2% | 4.1 |
|
| 1568 |
1568
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| USD 1346 M | +USD 41.4 M | +3% | 15% | 70.5% | 140 | 28.57% | 2.8 |
|
| 1569 |
1569
GAM Holding
Zurich,
Switzerland
| USD 1344 M | -USD 9.9 M | -0.7% | 15% | 130% | 200 | 31% | 4 |
|
| 1570 |
1570
Motley Fool Asset Management
Alexandria,
Virginia
| USD 1342 M | +USD 96.6 M | +8% | 13.4% | 135% | 232 | 12.93% | 2.4 |
|
| 1571 |
1571
Bar Harbor Wealth Management
Concord,
New Hampshire
| USD 1341 M | +USD 85.7 M | +7% | 9.52% | 85% | 264 | 9.09% | 6.3 |
|
| 1572 |
BFO
1572
Boston Family Office
Boston,
Massachusetts
| USD 1330 M | +USD 110 M | +9% | 11.6% | 53.4% | 266 | 7.14% | 7.1 |
|
| 1573 |
1573
Equitable Trust
Nashville,
Tennessee
| USD 1330 M | +USD 120 M | +10% | 12.1% | 109% | 418 | 10.77% | 3.1 |
|
| 1574 |
1574
Evensky & Katz
Coral Gables,
Florida
| USD 1329 M | +USD 159 M | +14% | 10.1% | 61.1% | 88 | 1.14% | 5 |
|
| 1575 |
1575
Pharo Management
New York
| USD 1329 M | +USD 1328 M | +600,021% | 7.93% | – | 5 | 100% | 0 |
|