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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1651 |
1651
Rehmann Capital Advisory Group
Lansing,
Michigan
| USD 1341 M | +USD 134 M | +11% | 7.75% | 64.6% | 591 | 10.32% | 3.8 |
|
| 1652 |
1652
IFG Advisory
Atlanta,
Georgia
| USD 1341 M | -USD 25.3 M | -2% | 7.46% | 70.1% | 600 | 43.17% | 3.2 |
|
| 1653 |
1653
Asset Dedication LLC
San Francisco,
California
| USD 1340 M | +USD 111 M | +9% | 6.87% | 71.9% | 1,070 | 7.29% | 2.7 |
|
| 1654 |
1654
Sound Income Strategies
Ft Lauderdale,
Florida
| USD 1339 M | +USD 138 M | +11% | 5.05% | 31.4% | 1,474 | 19.2% | 2.7 |
|
| 1655 |
1655
Hamilton Capital
Columbus,
Ohio
| USD 1338 M | +USD 91 M | +7% | 7.63% | – | 157 | 20.38% | 1.9 |
|
| 1656 |
1656
Schechter Investment Advisors
Birmingham,
Michigan
| USD 1336 M | +USD 182 M | +16% | 8.15% | 36.1% | 727 | 18.84% | 1.5 |
|
| 1657 |
1657
Bowie Capital Management
Richardson,
Texas
| USD 1336 M | +USD 451 M | +51% | 8.26% | 31.6% | 33 | 12.12% | 4.3 |
|
| 1658 |
1658
Belpointe Asset Management
Reno,
Nevada
| USD 1335 M | +USD 197 M | +17% | 9.28% | 80.1% | 854 | 26.23% | 2.6 |
|
| 1659 |
1659
Simon Quick Advisors
Morristown,
New Jersey
| USD 1334 M | +USD 204 M | +18% | 9.3% | 77.8% | 426 | 21.13% | 1.9 |
|
| 1660 |
1660
Himension Capital (Singapore)
Singapore
| USD 1334 M | +USD 232 M | +21% | 36.2% | 492% | 43 | 44.19% | 0.8 |
|
| 1661 |
1661
Riverstone Holdings
New York
| USD 1331 M | +USD 168 M | +14% | 24.3% | 89.8% | 8 | 0% | 3.3 |
|
| 1662 |
1662
Broadwood Capital
New York
| USD 1331 M | +USD 158 M | +13% | 14% | 110% | 7 | 0% | 8.6 |
|
| 1663 |
1663
Simmons Bank
Pine Bluff,
Arkansas
| USD 1331 M | +USD 106 M | +9% | 11.6% | 92.9% | 343 | 6.12% | 5.5 |
|
| 1664 |
1664
First Merchants Corp
Muncie,
Indiana
| USD 1330 M | +USD 110 M | +9% | 9.35% | 55.6% | 225 | 10.67% | 6.3 |
|
| 1665 |
1665
Oakworth Capital
Birmingham,
Alabama
| USD 1328 M | +USD 81.1 M | +7% | 7.29% | 70% | 708 | 7.63% | 5.1 |
|
| 1666 |
1666
Baldwin Wealth Partners
Marion,
Massachusetts
| USD 1328 M | +USD 54.7 M | +4% | 9.84% | 94.5% | 744 | 9.01% | 4.7 |
|
| 1667 |
1667
Valley Wealth Managers
Paramus,
New Jersey
| USD 1327 M | +USD 44.8 M | +3% | 9.1% | 118% | 351 | 8.55% | 3.3 |
|
| 1668 |
1668
Y-Intercept (HK)
Hong Kong
| USD 1327 M | +USD 253 M | +24% | 6.33% | 41.6% | 1,856 | 66.06% | 0.2 |
|
| 1669 |
1669
First American Bank
Dundee,
Illinois
| USD 1324 M | +USD 127 M | +11% | 10.9% | 114% | 176 | 8.52% | 5.5 |
|
| 1670 |
1670
Alerus Financial
Grand Forks,
North Dakota
| USD 1324 M | +USD 98.8 M | +8% | 10.2% | 97.1% | 166 | 12.65% | 3.5 |
|
| 1671 |
1671
SSI Investment Management
Los Angeles,
California
| USD 1323 M | +USD 4.42 M | +0.3% | 1.74% | 15.7% | 256 | 4.69% | 2.9 |
|
| 1672 |
1672
Adero Partners
Pleasanton,
California
| USD 1321 M | +USD 143 M | +12% | 10% | 27.7% | 212 | 13.21% | 2.1 |
|
| 1673 |
1673
Apexium Financial
Dallas,
Texas
| USD 1319 M | -USD 73.1 M | -5% | 9.72% | 89.6% | 280 | 22.86% | 2.1 |
|
| 1674 |
1674
Atwood & Palmer
Kansas City,
Missouri
| USD 1318 M | +USD 80.3 M | +6% | 7.17% | 90% | 435 | 12.18% | 5.1 |
|
| 1675 |
1675
Segment Wealth Management
Houston,
Texas
| USD 1316 M | +USD 184 M | +16% | 10.8% | 108% | 269 | 13.75% | 4.2 |
|