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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1626 |
1626
SouthState Corp
Winter Haven,
Florida
| USD 1370 M | +USD 85.8 M | +7% | 3.29% | 78.9% | 776 | 31.57% | 4.1 |
|
| 1627 |
1627
Greenwich Wealth Management
Greenwich,
Connecticut
| USD 1369 M | +USD 114 M | +9% | 9.63% | 198% | 253 | 7.51% | 4.9 |
|
| 1628 |
1628
Oakworth Capital
Birmingham,
Alabama
| USD 1368 M | +USD 40.2 M | +3% | 2.15% | 64.3% | 735 | 8.98% | 5.1 |
|
| 1629 |
1629
Spyglass Capital Management
San Francisco,
California
| USD 1366 M | -USD 135 M | -9% | 7.36% | 154% | 28 | 21.43% | 1.9 |
|
| 1630 |
1630
Park West Asset Management
San Francisco,
California
| USD 1366 M | -USD 41.8 M | -3% | 3.31% | 181% | 52 | 34.62% | 1.2 |
|
| 1631 |
1631
North Star Investment Management
Chicago,
Illinois
| USD 1363 M | -USD 38.3 M | -3% | 1.37% | 80.6% | 1,258 | 8.82% | 4.9 |
|
| 1632 |
SC
1632
Shellback Capital
Boston,
Massachusetts
| USD 1363 M | -USD 125 M | -8% | 1.28% | 198% | 158 | 47.47% | 1 |
|
| 1633 |
1633
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| USD 1360 M | -USD 19.3 M | -1% | 0.22% | 99.5% | 245 | 0.82% | 6.2 |
|
| 1634 |
1634
Evanson Asset Management
Carmel,
California
| USD 1359 M | +USD 16.2 M | +1% | 2.96% | 66.6% | 315 | 7.62% | 5.3 |
|
| 1635 |
WM
1635
WS Management
Jacksonville,
Florida
| USD 1357 M | -USD 231 M | -15% | 6.25% | 309% | 62 | 25.81% | 3.7 |
|
| 1636 |
1636
Howard Capital Management Group
Los Angeles,
California
| USD 1356 M | +USD 58.5 M | +5% | 7.92% | 114% | 129 | 5.43% | 2.3 |
|
| 1637 |
1637
Modern Wealth Management
Lenexa,
Kansas
| USD 1356 M | +USD 279 M | +26% | 2.47% | – | 415 | 30.84% | 0.3 |
|
| 1638 |
1638
Segment Wealth Management
Houston,
Texas
| USD 1355 M | +USD 39.4 M | +3% | 3.34% | 102% | 265 | 6.42% | 4.3 |
|
| 1639 |
1639
Krilogy Financial
St. Louis,
Missouri
| USD 1355 M | +USD 52.3 M | +4% | 2.31% | 79% | 234 | 12.39% | 3.6 |
|
| 1640 |
1640
Fulton Breakefield Broenniman
Bethesda,
Maryland
| USD 1354 M | +USD 55.4 M | +4% | 3.24% | 68% | 193 | 10.88% | 4 |
|
| 1641 |
1641
Paulson & Co
New York
| USD 1353 M | -USD 94.9 M | -7% | 0.4% | 251% | 19 | 21.05% | 5.9 |
|
| 1642 |
1642
Lombard Odier Asset Management (USA)
New York
| USD 1352 M | -USD 2777 M | -67% | 4.77% | 96.8% | 442 | 66.74% | 0.8 |
|
| 1643 |
1643
Delta Accumulation LLC
Sausalito,
California
| USD 1351 M | -USD 48.3 M | -3% | 1.14% | 96.5% | 198 | 23.74% | 0.8 |
|
| 1644 |
1644
Atomi Financial Group
New York
| USD 1351 M | +USD 267 M | +25% | 2.42% | 139% | 853 | 21.81% | 0.6 |
|
| 1645 |
1645
WCG Wealth Advisors
Las Vegas,
Nevada
| USD 1350 M | +USD 154 M | +13% | 2.44% | 69.6% | 308 | 27.92% | 0.9 |
|
| 1646 |
1646
Procyon Advisors
Shelton,
Connecticut
| USD 1350 M | +USD 58.7 M | +5% | 2.74% | 92.3% | 551 | 13.25% | 2.2 |
|
| 1647 |
1647
Western Wealth Management
Golden,
Colorado
| USD 1349 M | +USD 62.7 M | +5% | 3.81% | 82.6% | 683 | 9.96% | 3.1 |
|
| 1648 |
1648
Sprott Inc
Toronto,
Ontario, Canada
| USD 1349 M | -USD 38.6 M | -3% | 5.11% | 203% | 146 | 10.27% | 4.3 |
|
| 1649 |
1649
Private Wealth Partners
Mill Valley,
California
| USD 1349 M | +USD 97.9 M | +8% | 8.11% | 132% | 173 | 10.4% | 3.7 |
|
| 1650 |
1650
Geller Advisors
New York
| USD 1348 M | +USD 115 M | +9% | 2.88% | 20.4% | 280 | 8.21% | 2.2 |
|