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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
2176
Nicolet Advisory Services
Green Bay,
Wisconsin
| USD 674 M | -USD 92.5 M | -12% | 12.7% | 62.7% | 209 | 14.83% | 2.5 |
|
| 2177 |
2177
DT Investment Partners
Chadds Ford,
Pennsylvania
| USD 673 M | -USD 102 M | -13% | 12.3% | 58% | 163 | 14.72% | 2.5 |
|
| 2178 |
2178
Asset Dedication LLC
San Francisco,
California
| USD 673 M | -USD 225 M | -25% | 9.23% | 67.8% | 1,059 | 48.82% | 2.5 |
|
| 2179 |
2179
J.L. Bainbridge & Co
Sarasota,
Florida
| USD 673 M | -USD 205 M | -23% | 16.8% | 118% | 91 | 18.68% | 2.4 |
|
| 2180 |
2180
Arkadios Wealth Advisors
Atlanta,
Georgia
| USD 672 M | -USD 91.3 M | -12% | 14% | 91.1% | 616 | 21.92% | 1.6 |
|
| 2181 |
2181
Transform Wealth
Greenwood Village,
Colorado
| USD 672 M | -USD 220 M | -25% | 13.7% | 48.4% | 233 | 19.74% | 2.9 |
|
| 2182 |
2182
Beacon Financial Group
Dallas,
Texas
| USD 672 M | -USD 78.5 M | -10% | 10.7% | 66.6% | 232 | 7.33% | 4.5 |
|
| 2183 |
2183
Estate Counselors
Thiensville,
Wisconsin
| USD 672 M | -USD 97.1 M | -13% | 8.8% | 60% | 207 | 41.55% | 2 |
|
| 2184 |
2184
Lavaca Capital
Houston,
Texas
| USD 672 M | -USD 256 M | -28% | 11.6% | 46.5% | 198 | 29.29% | 1.4 |
|
| 2185 |
2185
Foster Victor Wealth Advisors
Greenville,
South Carolina
| USD 672 M | -USD 58.2 M | -8% | 13.1% | 78.2% | 150 | 17.33% | 2.2 |
|
| 2186 |
CCMD
2186
Cypress Capital Management (Delaware)
Greenville,
Delaware
| USD 672 M | -USD 125 M | -16% | 11% | 25.6% | 211 | 9.95% | 3.9 |
|
| 2187 |
VS
2187
VK Services
Menlo Park,
California
| USD 671 M | -USD 1281 M | -66% | 54% | 1,605% | 11 | 9.09% | 0.9 |
|
| 2188 |
2188
Spearhead Capital Advisors
Wellington,
Florida
| USD 670 M | -USD 137 M | -17% | 15.8% | 25.2% | 217 | 28.11% | 1.7 |
|
| 2189 |
2189
Index Venture Growth Associates III
St. Helier, Channel Islands,
Jersey
| USD 670 M | -USD 550 M | -45% | 34.3% | 740% | 4 | 25% | 0.5 |
|
| 2190 |
2190
Ion Asset Management
Herzliya,
Israel
| USD 669 M | -USD 114 M | -15% | 18.7% | 125% | 48 | 31.25% | 0.8 |
|
| 2191 |
2191
CDAM (UK)
London,
United Kingdom
| USD 669 M | -USD 95.1 M | -12% | 14.8% | 7.89% | 13 | 15.38% | 2.4 |
|
| 2192 |
2192
Marcum Wealth
Cleveland,
Ohio
| USD 668 M | -USD 56.5 M | -8% | 14.5% | 20% | 424 | 16.27% | 1.2 |
|
| 2193 |
2193
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| USD 668 M | -USD 2167 M | -76% | 12.9% | 47.9% | 165 | 31.52% | 0.5 |
|
| 2194 |
2194
Phocas Financial Corp
Alameda,
California
| USD 668 M | -USD 136 M | -17% | 14.5% | – | 222 | 15.32% | 2.6 |
|
| 2195 |
2195
Olstein Capital Management
Purchase,
New York
| USD 667 M | -USD 131 M | -16% | 16.4% | 16.6% | 108 | 5.56% | 4.6 |
|
| 2196 |
TC
2196
Teilinger Capital
Houston,
Texas
| USD 667 M | +USD 279 M | +72% | 10.1% | 30.2% | 67 | 59.7% | 0.3 |
|
| 2197 |
2197
United Bank (Virginia)
Vienna,
Virginia
| USD 667 M | -USD 93.4 M | -12% | 10.7% | 76.1% | 166 | 13.86% | 3.7 |
|
| 2198 |
2198
GSA Capital Partners
London,
United Kingdom
| USD 666 M | -USD 78.6 M | -11% | 17.7% | 94.7% | 1,985 | 64.08% | 0.3 |
|
| 2199 |
2199
J.V. Bruni & Co
Colorado Springs,
Colorado
| USD 666 M | -USD 130 M | -16% | 14.2% | 97.9% | 34 | 8.82% | 4.5 |
|
| 2200 |
2200
Anderson Hoagland & Co
St Louis,
Missouri
| USD 666 M | -USD 111 M | -14% | 15.4% | 104% | 115 | 12.17% | 2.8 |
|