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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
Ascent Group
Virginia Beach,
Virginia
| USD 836 M | -USD 22.9 M | -3% | 10.8% | 83.3% | 512 | 23.24% | 0.4 |
|
| 1877 |
1877
Icon Wealth Partners
Houston,
Texas
| USD 836 M | -USD 169 M | -17% | 13.4% | – | 348 | 20.4% | 2.3 |
|
| 1878 |
1878
Wintrust Investments
Chicago,
Illinois
| USD 836 M | -USD 203 M | -20% | 14.2% | 27.5% | 423 | 17.26% | 1.5 |
|
| 1879 |
1879
Advance Capital Management
Southfield,
Michigan
| USD 836 M | +USD 12.9 M | +2% | 10.8% | 54.4% | 93 | 17.2% | 0.4 |
|
| 1880 |
1880
Bell Bank
Fargo,
North Dakota
| USD 836 M | -USD 60.7 M | -7% | 13.4% | 71% | 212 | 22.17% | 3.5 |
|
| 1881 |
1881
Roundview Capital
Princeton,
New Jersey
| USD 835 M | -USD 138 M | -14% | 12.8% | 77.7% | 296 | 7.77% | 4.5 |
|
| 1882 |
1882
TCV Trust & Wealth Management
Richmond,
Virginia
| USD 835 M | -USD 104 M | -11% | 11.5% | 75.3% | 209 | 8.61% | 5.4 |
|
| 1883 |
1883
Principle Wealth Partners
Madison,
Connecticut
| USD 831 M | -USD 120 M | -13% | 13% | 79.9% | 330 | 12.73% | 2.1 |
|
| 1884 |
1884
Eagle Ridge Investment Management
Stamford,
Connecticut
| USD 830 M | -USD 108 M | -12% | 12% | 28.2% | 163 | 13.5% | 4.2 |
|
| 1885 |
1885
CapWealth Advisors
Franklin,
Tennessee
| USD 829 M | -USD 148 M | -15% | 11.7% | 152% | 130 | 20% | 4.4 |
|
| 1886 |
1886
Ledyard National Bank
| USD 828 M | -USD 172 M | -17% | 13.7% | 80.7% | 233 | 12.45% | 6.2 |
|
| 1887 |
1887
Capital Investment Advisory Services
Raleigh,
North Carolina
| USD 826 M | -USD 93 M | -10% | 10.7% | 69.3% | 880 | 11.02% | 2.5 |
|
| 1888 |
1888
Stonebridge Capital Advisors
St Paul,
Minnesota
| USD 825 M | -USD 100 M | -11% | 11.7% | 80.1% | 1,119 | 19.84% | 1.9 |
|
| 1889 |
1889
StrategIQ Financial Group
Merrillville,
Indiana
| USD 825 M | -USD 95.7 M | -10% | 12.1% | 12.6% | 299 | 7.69% | 3.3 |
|
| 1890 |
1890
Vestor Capital
Chicago,
Illinois
| USD 825 M | -USD 183 M | -18% | 11.8% | 188% | 245 | 20.82% | 3.1 |
|
| 1891 |
1891
Garde Capital
Seattle,
Washington
| USD 822 M | -USD 152 M | -16% | 14.7% | 57.6% | 287 | 13.59% | 3 |
|
| 1892 |
1892
Front Barnett Associates
Chicago,
Illinois
| USD 821 M | -USD 172 M | -17% | 15.1% | 40.5% | 119 | 7.56% | 6.3 |
|
| 1893 |
1893
Hikari Tsushin Inc
Tokyo,
Japan
| USD 821 M | -USD 175 M | -18% | 18.3% | 59.5% | 54 | 11.11% | 4.3 |
|
| 1894 |
1894
Arch Venture Management
Chicago,
Illinois
| USD 821 M | +USD 121 M | +17% | 3.83% | 228% | 10 | 20% | 0.7 |
|
| 1895 |
1895
First Financial Bank - Trust Division
Hamilton,
Ohio
| USD 820 M | -USD 120 M | -13% | 12.7% | 68.6% | 186 | 7.53% | 6.5 |
|
| 1896 |
1896
BTC Capital Management
Des Moines,
Iowa
| USD 818 M | -USD 194 M | -19% | 14.8% | – | 269 | 10.04% | 2.9 |
|
| 1897 |
1897
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| USD 818 M | -USD 20.1 M | -2% | 14.9% | 50.4% | 19 | 15.79% | 4.6 |
|
| 1898 |
1898
StoneX Group
New York
| USD 818 M | -USD 427 M | -34% | 12.7% | 85.2% | 866 | 44% | 1.5 |
|
| 1899 |
1899
Adell Harriman & Carpenter
Houston,
Texas
| USD 815 M | -USD 213 M | -21% | 13.8% | 176% | 175 | 22.29% | 5.5 |
|
| 1900 |
1900
Ironvine Capital Partners
Omaha,
Nebraska
| USD 815 M | -USD 112 M | -12% | 14.4% | 58.8% | 56 | 5.36% | 3.4 |
|