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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
1801
FFT Wealth Management
Philadelphia,
Pennsylvania
| USD 1327 M | +USD 8.26 M | +0.6% | 0.84% | 65.6% | 186 | 12.37% | 2 |
|
| 1802 |
1802
HG Vora Capital Management
New York
| USD 1326 M | -USD 38.7 M | -3% | 9.44% | 42.6% | 10 | 0% | 2.5 |
|
| 1803 |
1803
Robert Wood Johnson Foundation
Princeton,
New Jersey
| USD 1321 M | -USD 339 M | -20% | 10.1% | 3.79% | 2 | 0% | 8.1 |
|
| 1804 |
1804
Invictus Private Wealth
Denver,
Colorado
| USD 1316 M | +USD 52.6 M | +4% | 3.89% | 84.2% | 87 | 12.64% | 1.8 |
|
| 1805 |
1805
Hamilton Capital
Columbus,
Ohio
| USD 1315 M | -USD 34.2 M | -3% | 2.58% | – | 140 | 15.71% | 2.5 |
|
| 1806 |
1806
Advocacy Wealth Management Services
Atlanta,
Georgia
| USD 1315 M | +USD 41.2 M | +3% | 1.5% | 48.3% | 63 | 36.51% | 2 |
|
| 1807 |
1807
American Trust
Lexington,
Kentucky
| USD 1314 M | +USD 102 M | +8% | 0.2% | 59% | 347 | 36.02% | 1.5 |
|
| 1808 |
1808
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| USD 1311 M | +USD 9.07 M | +0.7% | 0.03% | 73.7% | 275 | 10.91% | 3.8 |
|
| 1809 |
1809
Vestor Capital
Chicago,
Illinois
| USD 1311 M | +USD 39.7 M | +3% | 11.4% | 188% | 287 | 19.51% | 3.7 |
|
| 1810 |
1810
First Trust Capital Management
Chicago,
Illinois
| USD 1310 M | -USD 189 M | -13% | 4.7% | 214% | 143 | 54.55% | 0.6 |
|
| 1811 |
1811
Parcion Private Wealth
Bellevue,
Washington
| USD 1309 M | +USD 107 M | +9% | 2.09% | 114% | 254 | 12.6% | 2.6 |
|
| 1812 |
1812
Maren Capital
Chicago,
Illinois
| USD 1309 M | +USD 93.9 M | +8% | 1% | – | 28 | 14.29% | 0.9 |
|
| 1813 |
1813
Windward Capital Management
Los Angeles,
California
| USD 1308 M | -USD 2.62 M | -0.2% | 2.77% | 78.5% | 84 | 0% | 6.2 |
|
| 1814 |
1814
Wesleyan Assurance Society
Birmingham,
United Kingdom
| USD 1307 M | +USD 45.4 M | +4% | 0.49% | 102% | 108 | 3.7% | 4.6 |
|
| 1815 |
1815
Alerus Financial
Grand Forks,
North Dakota
| USD 1306 M | -USD 56.6 M | -4% | 0.99% | 97.1% | 172 | 17.44% | 4 |
|
| 1816 |
1816
Foster Victor Wealth Advisors
Greenville,
South Carolina
| USD 1306 M | +USD 57.4 M | +5% | 0.82% | 78.2% | 203 | 11.82% | 3.1 |
|
| 1817 |
1817
Schechter Investment Advisors
Birmingham,
Michigan
| USD 1306 M | -USD 51.7 M | -4% | 1.19% | 36.1% | 732 | 16.8% | 1.9 |
|
| 1818 |
1818
Private Wealth Partners
Mill Valley,
California
| USD 1305 M | +USD 50.3 M | +4% | 3.84% | 132% | 185 | 15.68% | 3.8 |
|
| 1819 |
1819
Sonora Investment Management Group
Tucson,
Arizona
| USD 1305 M | -USD 44.6 M | -3% | 0.76% | 78.3% | 313 | 12.78% | 2.1 |
|
| 1820 |
1820
Willis Johnson & Associates
Houston,
Texas
| USD 1302 M | -USD 14.5 M | -1% | 1.92% | 50.9% | 182 | 20.33% | 2.2 |
|
| 1821 |
1821
Goldentree Asset Management
New York
| USD 1302 M | +USD 49.7 M | +4% | 0.78% | 27.7% | 37 | 43.24% | 1.3 |
|
| 1822 |
1822
Mesirow Institutional Investment Management
Chicago,
Illinois
| USD 1300 M | -USD 9.24 M | -0.7% | 1.87% | – | 145 | 23.45% | 1 |
|
| 1823 |
1823
Needham Investment Management
New York
| USD 1297 M | -USD 5.77 M | -0.4% | 2.1% | 424% | 157 | 11.46% | 4.4 |
|
| 1824 |
1824
Campbell & Co Investment Adviser
Baltimore,
Maryland
| USD 1296 M | -USD 47.1 M | -4% | 2.79% | 31% | 1,438 | 55.84% | 0.5 |
|
| 1825 |
1825
Shufro Rose & Co
New York
| USD 1294 M | +USD 61.5 M | +5% | 1.26% | 68.1% | 333 | 15.02% | 5.1 |
|