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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
Marks Group Wealth Management
Minnetonka,
Minnesota
| USD 732 M | +USD 75.3 M | +11% | 11.1% | 62.8% | 297 | 16.16% | 1.9 |
|
| 2077 |
2077
Lisanti Capital Growth
New York
| USD 732 M | -USD 15.6 M | -2% | 23.5% | 1,490% | 171 | 64.33% | 0.4 |
|
| 2078 |
2078
Chai Trust Company
Chicago,
Illinois
| USD 732 M | +USD 59.7 M | +9% | 8.68% | 12.7% | 26 | 23.08% | 4.1 |
|
| 2079 |
2079
Prospector Partners
Guilford,
Connecticut
| USD 731 M | +USD 59.6 M | +9% | 13% | 53.6% | 117 | 11.11% | 4.2 |
|
| 2080 |
2080
Callahan Advisors
Houston,
Texas
| USD 731 M | +USD 34.4 M | +5% | 10.4% | 87.7% | 146 | 10.27% | 5.8 |
|
| 2081 |
2081
Fusion Family Wealth
Woodbury,
New York
| USD 730 M | +USD 65.2 M | +10% | 8.63% | 58.2% | 45 | 35.56% | 3.8 |
|
| 2082 |
2082
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| USD 730 M | +USD 30 M | +4% | 9.04% | 96.6% | 170 | 18.24% | 0.6 |
|
| 2083 |
2083
WCG Wealth Advisors
Las Vegas,
Nevada
| USD 729 M | -USD 27.2 M | -4% | 7.04% | 69.6% | 289 | 48.79% | 0.5 |
|
| 2084 |
2084
Lodbrok Capital
London,
United Kingdom
| USD 727 M | +USD 332 M | +84% | 30.3% | 25.9% | 10 | 50% | 0.6 |
|
| 2085 |
2085
Pekin Hardy Strauss
Chicago,
Illinois
| USD 727 M | +USD 100 M | +16% | 10.7% | 102% | 348 | 20.4% | 3.6 |
|
| 2086 |
2086
Verus Financial Partners
Richmond,
Virginia
| USD 727 M | +USD 66.1 M | +10% | 7.13% | 41.6% | 109 | 15.6% | 3 |
|
| 2087 |
2087
Silverback Asset Management
Chapel Hill,
North Carolina
| USD 725 M | +USD 18.7 M | +3% | 0.19% | 92.1% | 148 | 14.19% | 0.6 |
|
| 2088 |
2088
Good Life Advisors
Reading,
Pennsylvania
| USD 724 M | +USD 45.6 M | +7% | 6.93% | 60% | 374 | 11.23% | 3 |
|
| 2089 |
2089
Carret Asset Management
New York
| USD 724 M | +USD 53.4 M | +8% | 10.5% | 94.4% | 281 | 5.69% | 6.4 |
|
| 2090 |
2090
Arax Advisory Partners
Denver,
Colorado
| USD 723 M | +USD 88.9 M | +14% | 6.91% | 64.7% | 1,372 | 19.39% | 2.3 |
|
| 2091 |
2091
TCI Wealth Advisors
Tucson,
Arizona
| USD 722 M | +USD 104 M | +17% | 10.8% | 65% | 2,722 | 16.02% | 3.4 |
|
| 2092 |
2092
Brahman Capital
New York
| USD 721 M | +USD 7.44 M | +1% | 9.1% | 16.6% | 28 | 39.29% | 1.6 |
|
| 2093 |
2093
Intrust Bank
Wichita,
Kansas
| USD 721 M | +USD 72.1 M | +11% | 11.3% | 102% | 395 | 11.9% | 4.9 |
|
| 2094 |
2094
Mayflower Financial Advisors
Boston,
Massachusetts
| USD 720 M | +USD 100 M | +16% | 9.95% | 68.7% | 371 | 13.48% | 1.5 |
|
| 2095 |
2095
Smith, Moore & Co
Clayton,
Missouri
| USD 720 M | +USD 61.3 M | +9% | 8.72% | 67% | 397 | 10.58% | 4.2 |
|
| 2096 |
2096
Hengehold Capital Management
Cincinnati,
Ohio
| USD 720 M | +USD 69.2 M | +11% | 9.31% | 54.5% | 176 | 17.61% | 3.9 |
|
| 2097 |
2097
JNBA Financial Advisors
Bloomington,
Minnesota
| USD 720 M | +USD 71.6 M | +11% | 10.3% | 61.8% | 717 | 8.93% | 4.3 |
|
| 2098 |
2098
Campbell Wealth Management
Alexandria,
Virginia
| USD 718 M | +USD 26.5 M | +4% | 4.4% | 11.2% | 79 | 13.92% | 2 |
|
| 2099 |
2099
Community Bank
Dewitt,
New York
| USD 718 M | +USD 62.8 M | +10% | 10.7% | 73.5% | 728 | 38.6% | 4.7 |
|
| 2100 |
2100
United Asset Strategies
Garden City,
New York
| USD 717 M | +USD 66.5 M | +10% | 10.7% | 94.6% | 242 | 19.83% | 2.8 |
|