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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 808 M | -USD 33.1 M | -4% | 3.06% | 62.8% | 285 | 7.72% | 2.4 |
|
| 2077 |
2077
ARS Investment Partners
New York
| USD 807 M | -USD 49 M | -6% | 1.62% | 260% | 167 | 13.77% | 3 |
|
| 2078 |
2078
First Nebraska Trust
Lincoln,
Nebraska
| USD 806 M | -USD 31.5 M | -4% | 3.44% | 67.9% | 181 | 6.63% | 5.9 |
|
| 2079 |
2079
Lattice Capital Management
Kirkland,
Washington
| USD 806 M | +USD 20.7 M | +3% | 3.57% | 187% | 44 | 45.45% | 1.3 |
|
| 2080 |
SGCIA
2080
Smith Graham & Co Investment Advisors
Houston,
Texas
| USD 804 M | -USD 22.2 M | -3% | 1.49% | 56.9% | 145 | 6.9% | 6.3 |
|
| 2081 |
2081
1834 Investment Advisors
Milwaukee,
Wisconsin
| USD 804 M | -USD 35.2 M | -4% | 3.02% | 68.7% | 243 | 10.7% | 4.6 |
|
| 2082 |
2082
Sound View Wealth Advisors Group
Savannah,
Georgia
| USD 804 M | +USD 41.2 M | +5% | 2.6% | 73% | 379 | 7.92% | 2.7 |
|
| 2083 |
2083
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| USD 804 M | -USD 371 M | -32% | 1.56% | 4.8% | 602 | 23.75% | 1.5 |
|
| 2084 |
2084
Syon Capital
San Francisco,
California
| USD 803 M | – | – | 2.69% | 74% | 366 | – | 0 |
|
| 2085 |
2085
Voya Financial Advisors
Windsor,
Connecticut
| USD 803 M | -USD 55.8 M | -6% | 3.49% | 44.8% | 245 | 13.47% | 5.4 |
|
| 2086 |
2086
Arax Advisory Partners
Denver,
Colorado
| USD 803 M | +USD 19.6 M | +2% | 3.74% | 64.7% | 1,390 | 13.81% | 2.8 |
|
| 2087 |
2087
Crescent Grove Advisors
Lake Forest,
Illinois
| USD 803 M | -USD 129 M | -14% | 1.57% | 64.1% | 310 | 19.03% | 3 |
|
| 2088 |
2088
Jacobs & Co
San Francisco,
California
| USD 802 M | -USD 38.5 M | -5% | 2.86% | 105% | 121 | 1.65% | 7.1 |
|
| 2089 |
2089
Sand Grove Capital Management
London,
United Kingdom
| USD 802 M | -USD 51.8 M | -6% | 12.2% | 410% | 48 | 75% | 0.2 |
|
| 2090 |
2090
CenterBook Partners
Greenwich,
Connecticut
| USD 802 M | +USD 2.33 M | +0.3% | 5.51% | 62.4% | 521 | 43.38% | 0.7 |
|
| 2091 |
2091
JNBA Financial Advisors
Bloomington,
Minnesota
| USD 801 M | -USD 33.2 M | -4% | 3.38% | 61.8% | 769 | 11.05% | 4.3 |
|
| 2092 |
BIC
2092
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| USD 800 M | -USD 40.5 M | -5% | 2.22% | 36% | 163 | 12.27% | 5.7 |
|
| 2093 |
2093
AlphaStar Capital Management
Cornelius,
North Carolina
| USD 799 M | -USD 86.8 M | -10% | 2.97% | 69.5% | 275 | 20% | 2.4 |
|
| 2094 |
2094
Verity & Verity
Beaufort,
South Carolina
| USD 798 M | -USD 16.9 M | -2% | 3.23% | 90.4% | 107 | 8.41% | 5.2 |
|
| 2095 |
2095
Traynor Capital Management
Malvern,
Pennsylvania
| USD 798 M | -USD 17 M | -2% | 3.05% | 225% | 244 | 15.98% | 3.1 |
|
| 2096 |
2096
Woodstock Corp
Boston,
Massachusetts
| USD 797 M | -USD 50 M | -6% | 3.71% | 115% | 175 | 6.86% | 7 |
|
| 2097 |
2097
Callahan Advisors
Houston,
Texas
| USD 796 M | -USD 26.8 M | -3% | 1.94% | 87.7% | 141 | 6.38% | 5.8 |
|
| 2098 |
2098
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| USD 796 M | +USD 171 M | +27% | 3.5% | 101% | 14 | 14.29% | 1.6 |
|
| 2099 |
2099
Meeder Advisory Services
Dublin,
Ohio
| USD 795 M | -USD 133 M | -14% | 2.94% | 91.4% | 453 | 15.01% | 0.7 |
|
| 2100 |
2100
Voss Capital
Houston,
Texas
| USD 795 M | -USD 32.8 M | -4% | 10.1% | 78.4% | 51 | 27.45% | 1 |
|