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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1851 |
1851
Petrus Trust Company
Dallas,
Texas
| USD 1055 M | +USD 120 M | +13% | 10.4% | 36.9% | 781 | 53.91% | 0.5 |
|
| 1852 |
1852
Ascent Group
Virginia Beach,
Virginia
| USD 1054 M | +USD 149 M | +16% | 10.8% | 91.7% | 504 | 13.1% | 1.4 |
|
| 1853 |
1853
Litman Gregory Wealth Management
Larkspur,
California
| USD 1054 M | +USD 84.8 M | +9% | 8.91% | 55.5% | 128 | 11.72% | 0.7 |
|
| 1854 |
1854
Advocacy Wealth Management Services
Atlanta,
Georgia
| USD 1054 M | +USD 155 M | +17% | 7.24% | 48.3% | 53 | 33.96% | 1.9 |
|
| 1855 |
1855
Shufro Rose & Co
New York
| USD 1053 M | -USD 6.81 M | -0.6% | 7.46% | 68.1% | 311 | 1.93% | 4.8 |
|
| 1856 |
1856
FAS Wealth Partners
Leawood,
Kansas
| USD 1053 M | +USD 117 M | +13% | 10.2% | 72.3% | 449 | 11.36% | 3.9 |
|
| 1857 |
1857
Mount Yale Investment Advisors
Denver,
Colorado
| USD 1052 M | +USD 133 M | +14% | 11.3% | 81.9% | 546 | 18.32% | 2.5 |
|
| 1858 |
1858
LBMC Investment Advisors
Brentwood,
Tennessee
| USD 1052 M | +USD 112 M | +12% | 10.9% | 52.8% | 174 | 13.79% | 4.8 |
|
| 1859 |
1859
Hikari Power
Tokyo,
Japan
| USD 1050 M | +USD 27 M | +3% | 5.47% | 53.9% | 65 | 3.08% | 5.6 |
|
| 1860 |
1860
Delta Asset Management
Memphis,
Tennessee
| USD 1050 M | +USD 90 M | +9% | 11.7% | 53.8% | 709 | 11.99% | 2.4 |
|
| 1861 |
1861
Americana Partners
Houston,
Texas
| USD 1049 M | +USD 123 M | +13% | 8.15% | 93.9% | 332 | 17.47% | 1.7 |
|
| 1862 |
1862
Crake Asset Management
London,
United Kingdom
| USD 1049 M | +USD 345 M | +49% | 14.7% | 52.7% | 20 | 40% | 1.3 |
|
| 1863 |
1863
Vestor Capital
Chicago,
Illinois
| USD 1048 M | +USD 126 M | +14% | 16.1% | 188% | 270 | 21.11% | 3.6 |
|
| 1864 |
1864
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| USD 1048 M | +USD 137 M | +15% | 13.3% | 181% | 604 | 9.93% | 6.9 |
|
| 1865 |
1865
NewSquare Capital
Newtown Square,
Pennsylvania
| USD 1047 M | +USD 101 M | +11% | 10.1% | 76.5% | 650 | 32.92% | 3.1 |
|
| 1866 |
1866
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| USD 1046 M | +USD 92.2 M | +10% | 10.3% | 87.2% | 139 | 11.51% | 6 |
|
| 1867 |
1867
McDaniel Terry & Co
Austin,
Texas
| USD 1045 M | +USD 85.3 M | +9% | 11.2% | 57.9% | 92 | 16.3% | 5.6 |
|
| 1868 |
1868
Washington Trust Advisors
Wellesley,
Massachusetts
| USD 1044 M | +USD 69.8 M | +7% | 10.9% | 106% | 706 | 10.2% | 1.7 |
|
| 1869 |
1869
Bain Capital Life Sciences Investors
Boston,
Massachusetts
| USD 1043 M | +USD 149 M | +17% | 43.6% | 507% | 33 | 24.24% | 2.5 |
|
| 1870 |
1870
Thomas H. Lee (THL) Partners
Boston,
Massachusetts
| USD 1041 M | +USD 8.8 M | +0.9% | 20.8% | 37.2% | 3 | 33.33% | 2.9 |
|
| 1871 |
1871
Trigran Investments
Northbrook,
Illinois
| USD 1039 M | +USD 100 M | +11% | 17% | 30.2% | 22 | 22.73% | 3.7 |
|
| 1872 |
1872
Bell Bank
Fargo,
North Dakota
| USD 1038 M | +USD 124 M | +14% | 10.1% | 71% | 183 | 7.1% | 4.9 |
|
| 1873 |
1873
Mane Global Capital Management
New York
| USD 1036 M | -USD 84.8 M | -8% | 23.9% | 423% | 67 | 73.13% | 0.3 |
|
| 1874 |
1874
Trust Asset Management
Houston,
Texas
| USD 1035 M | +USD 108 M | +12% | 11.6% | 91.1% | 215 | 10.23% | 2.8 |
|
| 1875 |
1875
Resonant Capital Advisors
Madison,
Wisconsin
| USD 1035 M | +USD 96.9 M | +10% | 7.61% | 56.5% | 296 | 11.82% | 2.3 |
|