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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1576 |
1576
Principle Wealth Partners
Madison,
Connecticut
| USD 1060 M | +USD 229 M | +28% | 7.35% | 79.9% | 309 | 7.12% | 2.3 |
|
| 1577 |
1577
Cooper Investors
Melbourne, Victoria,
Australia
| USD 1058 M | -USD 89.1 M | -8% | 3.23% | 57.5% | 43 | 13.95% | 2.9 |
|
| 1578 |
1578
Axxcess Wealth Management
Carlsbad,
California
| USD 1057 M | -USD 30.6 M | -3% | 5.58% | 81.2% | 622 | 27.01% | 0.6 |
|
| 1579 |
1579
Summit Financial
Parsippany,
New Jersey
| USD 1056 M | -USD 11.5 M | -1% | 4.88% | 81.8% | 259 | 13.13% | 1.3 |
|
| 1580 |
1580
Ellevest Inc
New York
| USD 1055 M | -USD 9.6 M | -0.9% | 5.99% | 73.8% | 1,993 | 32.41% | 1.5 |
|
| 1581 |
1581
Patten & Patten
Chattanooga,
Tennessee
| USD 1054 M | -USD 84.5 M | -7% | 5.41% | 74.1% | 277 | 4.69% | 6.1 |
|
| 1582 |
1582
Concourse Financial Group Securities
Birmingham,
Alabama
| USD 1054 M | -USD 130 M | -11% | 5.17% | 18.1% | 2,367 | 20.15% | 2.6 |
|
| 1583 |
1583
Legacy Private Trust
Neenah,
Wisconsin
| USD 1054 M | -USD 63.4 M | -6% | 5.13% | 71.1% | 235 | 11.91% | 5.2 |
|
| 1584 |
1584
TrustCore Financial Services
Brentwood,
Tennessee
| USD 1053 M | -USD 22.5 M | -2% | 3.75% | 28.3% | 1,216 | 19.65% | 2.3 |
|
| 1585 |
1585
Foster & Motley
Cincinnati,
Ohio
| USD 1053 M | -USD 84.8 M | -7% | 6.45% | 68.8% | 365 | 11.78% | 3.9 |
|
| 1586 |
1586
NWAM LLC
Mercer Island,
Washington
| USD 1048 M | -USD 34.4 M | -3% | 4.62% | 112% | 547 | 18.46% | 2.7 |
|
| 1587 |
ACM
1587
Ashe Capital Management
Englewood Cliffs,
New Jersey
| USD 1047 M | -USD 47.9 M | -4% | 2.71% | 70.7% | 10 | 20% | 4.7 |
|
| 1588 |
1588
Community Trust & Investment
Versailles,
Kentucky
| USD 1047 M | -USD 36.8 M | -3% | 3.64% | 123% | 127 | 18.9% | 2.7 |
|
| 1589 |
1589
Country Club Bank
Kansas City,
Missouri
| USD 1046 M | -USD 32.8 M | -3% | 5.94% | 77.4% | 278 | 9.71% | 0.5 |
|
| 1590 |
1590
Cowen and Company
New York
| USD 1045 M | +USD 9.8 M | +1% | 5.02% | 120% | 874 | 50.69% | 0.4 |
|
| 1591 |
1591
Easterly Investment Partners
Beverly,
Massachusetts
| USD 1045 M | -USD 77.4 M | -7% | 5.45% | 57.6% | 203 | 16.75% | 1.1 |
|
| 1592 |
1592
III Capital Management
Boca Raton,
Florida
| USD 1043 M | -USD 38 M | -4% | 0.04% | 28.7% | 171 | 25.73% | 0.6 |
|
| 1593 |
1593
Beaumont Financial Advisors
Needham,
Massachusetts
| USD 1043 M | -USD 71.8 M | -6% | 3.46% | 93.3% | 329 | 15.5% | 3.7 |
|
| 1594 |
1594
Venturi Wealth Management
Austin,
Texas
| USD 1041 M | -USD 79.5 M | -7% | 4.32% | 101% | 351 | 21.37% | 2.3 |
|
| 1595 |
1595
Trustmark National Bank Trust Department
Jackson,
Mississippi
| USD 1041 M | -USD 75.4 M | -7% | 5.1% | 58.6% | 270 | 11.48% | 5.2 |
|
| 1596 |
1596
Tybourne Capital Management
Hong Kong
| USD 1040 M | -USD 344 M | -25% | 3.14% | 109% | 27 | 3.7% | 1.9 |
|
| 1597 |
1597
Sand Grove Capital Management
London,
United Kingdom
| USD 1040 M | +USD 127 M | +14% | 9.05% | 410% | 28 | 60.71% | 0.3 |
|
| 1598 |
1598
Caprock Group
Boise,
Idaho
| USD 1038 M | +USD 19 M | +2% | 4.92% | – | 619 | 19.06% | 2.7 |
|
| 1599 |
1599
Lowe Brockenbrough & Co
Richmond,
Virginia
| USD 1038 M | -USD 105 M | -9% | 5.03% | 78.8% | 260 | 5.38% | 5.7 |
|
| 1600 |
1600
Moody Lynn & Lieberson
Boston,
Massachusetts
| USD 1036 M | -USD 74.8 M | -7% | 3.22% | 142% | 232 | 12.5% | 4.3 |
|