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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1726 |
1726
Mason Investment Advisory Services
Reston,
Virginia
| USD 971 M | -USD 188 M | -16% | 13.3% | 76.1% | 101 | 20.79% | 2.1 |
|
| 1727 |
1727
B. Riley Wealth Management
Memphis,
Tennessee
| USD 970 M | -USD 328 M | -25% | 12% | 32.2% | 827 | 32.89% | 1.4 |
|
| 1728 |
1728
Beryl Capital Management
Redondo Beach,
California
| USD 968 M | -USD 682 M | -41% | 13.1% | 3,932% | 288 | 93.4% | 0.2 |
|
| 1729 |
1729
Pembroke Management
Montreal,
Quebec, Canada
| USD 967 M | -USD 229 M | -19% | 14.6% | 105% | 72 | 16.67% | 2.7 |
|
| 1730 |
SFG
1730
Sather Financial Group
Victoria,
Texas
| USD 964 M | -USD 193 M | -17% | 15.6% | 70% | 98 | 15.31% | 2.6 |
|
| 1731 |
RA
1731
Resolute Advisors
San Francisco,
California
| USD 963 M | -USD 1400 M | -59% | 54.6% | 36.7% | 139 | 10.79% | 1 |
|
| 1732 |
1732
NorthRock Partners
Minneapolis,
Minnesota
| USD 962 M | -USD 150 M | -13% | 15.4% | 62.8% | 359 | 21.45% | 2.1 |
|
| 1733 |
1733
First Long Island Investors
Jericho,
New York
| USD 962 M | -USD 214 M | -18% | 13.2% | 85.5% | 65 | 18.46% | 5.6 |
|
| 1734 |
1734
Transcend Capital Advisors
Madison,
New Jersey
| USD 961 M | -USD 157 M | -14% | 13.4% | 71.6% | 555 | 17.66% | 1.1 |
|
| 1735 |
1735
Regal Investment Advisors
Kentwood,
Michigan
| USD 961 M | -USD 129 M | -12% | 12.3% | 64.7% | 570 | 20.35% | 1.3 |
|
| 1736 |
1736
HoyleCohen
San Diego,
California
| USD 960 M | -USD 207 M | -18% | 15.8% | 46.1% | 285 | 12.63% | 3 |
|
| 1737 |
LFCM
1737
Long Focus Capital Management
San Juan,
Puerto Rico
| USD 954 M | +USD 176 M | +23% | 19.1% | 120% | 122 | 21.31% | 0.4 |
|
| 1738 |
1738
HighTower Trust
Houston,
Texas
| USD 954 M | -USD 94.3 M | -9% | 16% | 90.4% | 335 | 67.46% | 1.3 |
|
| 1739 |
1739
Basso Capital Management
Stamford,
Connecticut
| USD 953 M | -USD 88.4 M | -8% | 0.07% | 85.5% | 732 | 23.09% | 0.7 |
|
| 1740 |
1740
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
| USD 952 M | +USD 58.2 M | +7% | 17.6% | 47.5% | 396 | 17.93% | 2.6 |
|
| 1741 |
1741
FAS Wealth Partners
Leawood,
Kansas
| USD 950 M | -USD 113 M | -11% | 13.7% | 72.3% | 417 | 11.27% | 3.4 |
|
| 1742 |
1742
Crescent Grove Advisors
Lake Forest,
Illinois
| USD 950 M | -USD 71.4 M | -7% | 13.3% | 64.1% | 305 | 19.67% | 2.4 |
|
| 1743 |
1743
YHB Investment Advisors
West Hartford,
Connecticut
| USD 948 M | -USD 184 M | -16% | 14.4% | 96.2% | 306 | 11.76% | 4.3 |
|
| 1744 |
1744
Moody National Bank Trust Division
Galveston,
Texas
| USD 948 M | -USD 2276 M | -71% | 11.3% | 115% | 553 | 41.77% | 3.3 |
|
| 1745 |
1745
MCF Advisors
Covington,
Kentucky
| USD 948 M | -USD 117 M | -11% | 12.5% | 50.2% | 829 | 7.24% | 0.3 |
|
| 1746 |
1746
JFS Wealth Advisors
Hermitage,
Pennsylvania
| USD 947 M | -USD 112 M | -11% | 12.6% | 54.8% | 2,022 | 7.42% | 1.8 |
|
| 1747 |
1747
Pitcairn
Conshohocken,
Pennsylvania
| USD 946 M | -USD 202 M | -18% | 14.2% | 111% | 633 | 13.59% | 4.1 |
|
| 1748 |
1748
McAdam LLC
Philadelphia,
Pennsylvania
| USD 946 M | -USD 112 M | -11% | 13.5% | 65.4% | 241 | 19.92% | 2.1 |
|
| 1749 |
1749
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| USD 946 M | -USD 92.6 M | -9% | 11.9% | 116% | 117 | 5.98% | 5.1 |
|
| 1750 |
1750
Siemens Fonds Invest
Munich,
Germany
| USD 944 M | -USD 288 M | -23% | 14.1% | 126% | 420 | 6.9% | 1 |
|