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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
Telos Capital Management
San Diego,
California
| USD 821 M | +USD 101 M | +14% | 10.3% | 71.1% | 205 | 13.17% | 5.5 |
|
| 2202 |
2202
Beacon Financial Group
Dallas,
Texas
| USD 820 M | +USD 115 M | +16% | 8.1% | 66.6% | 326 | 33.44% | 3.6 |
|
| 2203 |
2203
CapWealth Advisors
Franklin,
Tennessee
| USD 820 M | +USD 40.6 M | +5% | 11.1% | 152% | 110 | 14.55% | 5.6 |
|
| 2204 |
2204
CenterBook Partners
Greenwich,
Connecticut
| USD 820 M | +USD 17.8 M | +2% | 13% | 62.4% | 520 | 47.88% | 0.9 |
|
| 2205 |
2205
Asset Advisors Investment Management
Augusta,
Georgia
| USD 819 M | +USD 75.5 M | +10% | 11.9% | 67.5% | 89 | 7.87% | 4.3 |
|
| 2206 |
2206
J.L. Bainbridge & Co
Sarasota,
Florida
| USD 817 M | +USD 71 M | +10% | 14.9% | 118% | 91 | 13.19% | 2.9 |
|
| 2207 |
2207
Verus Capital Partners
Scottsdale,
Arizona
| USD 817 M | +USD 100 M | +14% | 13.1% | 139% | 343 | 13.99% | 2.4 |
|
| 2208 |
2208
Tanglewood Wealth Management
Houston,
Texas
| USD 817 M | +USD 227 M | +39% | 9.27% | 64.6% | 32 | 28.13% | 2.8 |
|
| 2209 |
2209
Webster Bank
Waterbury,
Connecticut
| USD 817 M | +USD 77.3 M | +10% | 10.3% | 77.5% | 597 | 8.54% | 5.4 |
|
| 2210 |
2210
Global Strategic Investment Solutions
Scottsdale,
Arizona
| USD 816 M | +USD 39.7 M | +5% | 8.53% | 56.8% | 153 | 13.73% | 2.7 |
|
| 2211 |
2211
Cable Hill Partners
Portland,
Oregon
| USD 816 M | +USD 75 M | +10% | 7.84% | 20.3% | 255 | 79.22% | 1.7 |
|
| 2212 |
2212
Anderson Hoagland & Co
St Louis,
Missouri
| USD 815 M | +USD 67.2 M | +9% | 12.1% | 104% | 131 | 12.98% | 3.4 |
|
| 2213 |
2213
Gemmer Asset Management
Walnut Creek,
California
| USD 815 M | +USD 73.7 M | +10% | 9.95% | 96.8% | 131 | 7.63% | 5.6 |
|
| 2214 |
2214
Silchester International Investors
London,
United Kingdom
| USD 813 M | +USD 118 M | +17% | 11.7% | 53.9% | 5 | 60% | 3.4 |
|
| 2215 |
2215
Marble Harbor Investment Counsel
Boston,
Massachusetts
| USD 813 M | +USD 50.8 M | +7% | 9.81% | 66.7% | 201 | 8.46% | 6.1 |
|
| 2216 |
2216
CCM Investment Advisers
Columbia,
South Carolina
| USD 813 M | +USD 87.8 M | +12% | 12.8% | 170% | 77 | 14.29% | 4.5 |
|
| 2217 |
2217
Strategic Wealth Partners
Independence,
Ohio
| USD 811 M | +USD 52 M | +7% | 9.97% | – | 307 | 17.92% | 2.5 |
|
| 2218 |
2218
PrairieView Partners
St. Paul,
Minnesota
| USD 811 M | +USD 73 M | +10% | 8.46% | 34% | 430 | 10.23% | 3.2 |
|
| 2219 |
BIC
2219
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| USD 810 M | +USD 10.3 M | +1% | 7.39% | 36% | 160 | 16.25% | 6.1 |
|
| 2220 |
2220
Liberty One Investment Management
Libertyville,
Illinois
| USD 810 M | +USD 120 M | +17% | 8.41% | 40.3% | 170 | 5.88% | 2.9 |
|
| 2221 |
2221
Praesidium Investment Management Company
New York
| USD 810 M | +USD 33.9 M | +4% | 16.6% | 79% | 13 | 0% | 3.3 |
|
| 2222 |
2222
Estate Counselors
Thiensville,
Wisconsin
| USD 810 M | +USD 58 M | +8% | 8.37% | 60% | 141 | 28.37% | 2.1 |
|
| 2223 |
2223
SeaCrest Wealth Management
Purchase,
New York
| USD 810 M | +USD 39.9 M | +5% | 11.8% | 153% | 664 | 13.25% | 3.7 |
|
| 2224 |
2224
Howard Capital Management
Roswell,
Georgia
| USD 809 M | +USD 68.1 M | +9% | 10% | 144% | 75 | 38.67% | 1.4 |
|
| 2225 |
2225
Proficio Capital Partners
Newton,
Massachusetts
| USD 809 M | +USD 58.7 M | +8% | 10% | 97% | 329 | 18.54% | 2.7 |
|