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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
2226
Estate Counselors
Thiensville,
Wisconsin
| USD 873 M | +USD 63.4 M | +8% | 7.68% | 60% | 157 | 52.87% | 1.6 |
|
| 2227 |
2227
Sixth Street Partners
Dallas,
Texas
| USD 873 M | -USD 151 M | -15% | 2% | 5.31% | 19 | 21.05% | 1.5 |
|
| 2228 |
2228
FourThought Financial Partners
Venice,
Florida
| USD 873 M | +USD 75.2 M | +9% | 8.79% | 95.9% | 353 | 14.73% | 1.1 |
|
| 2229 |
2229
PrairieView Partners
St. Paul,
Minnesota
| USD 872 M | +USD 61.2 M | +8% | 4.91% | 34% | 403 | 5.71% | 3.4 |
|
| 2230 |
2230
TRUE Private Wealth Advisors
Salem,
Oregon
| USD 872 M | +USD 81.7 M | +10% | 7.91% | 89.2% | 306 | 12.42% | 3.5 |
|
| 2231 |
KNB
2231
Khazanah Nasional Berhad
Kuala Lumpur,
| USD 872 M | +USD 121 M | +16% | 9.28% | 73.6% | 14 | 50% | 0.7 |
|
| 2232 |
2232
Beacon Financial Group
Dallas,
Texas
| USD 872 M | +USD 51.7 M | +6% | 7.87% | 66.6% | 341 | 15.54% | 3.7 |
|
| 2233 |
2233
HTLF Bank
Denver,
Colorado
| USD 871 M | +USD 22.5 M | +3% | 5.15% | – | 260 | 13.85% | 0.2 |
|
| 2234 |
2234
Northcape Capital
Sydney,
Australia
| USD 870 M | +USD 25.8 M | +3% | 6.44% | – | 32 | 12.5% | 3.4 |
|
| 2235 |
2235
Advisor OS
Chicago,
Illinois
| USD 870 M | +USD 102 M | +13% | 7.4% | 68.8% | 411 | 23.36% | 1.5 |
|
| 2236 |
2236
Austin Private Wealth
Austin,
Texas
| USD 869 M | +USD 77.6 M | +10% | 7.2% | 62.3% | 295 | 21.36% | 1.6 |
|
| 2237 |
2237
Alpine Investment Management
Hong Kong
| USD 868 M | +USD 377 M | +77% | 1.81% | 33.7% | 22 | 86.36% | 0.2 |
|
| 2238 |
2238
Marble Harbor Investment Counsel
Boston,
Massachusetts
| USD 868 M | +USD 54.8 M | +7% | 9.42% | 66.7% | 212 | 10.85% | 6 |
|
| 2239 |
2239
Middleton & Co
Boston,
Massachusetts
| USD 867 M | +USD 65.4 M | +8% | 8.55% | 81.8% | 170 | 9.41% | 5.8 |
|
| 2240 |
2240
Kingswood Wealth Advisors
San Diego,
California
| USD 867 M | -USD 15.2 M | -2% | 15.4% | 134% | 730 | 27.67% | 0.4 |
|
| 2241 |
OCMI
2241
Oaktop Capital Management II
Chatham,
New Jersey
| USD 865 M | +USD 111 M | +15% | 15.7% | 451% | 15 | 6.67% | 6.7 |
|
| 2242 |
2242
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| USD 863 M | +USD 58.1 M | +7% | 5.57% | 47.7% | 187 | 4.28% | 3.7 |
|
| 2243 |
2243
Recurrent Investment Advisors
Houston,
Texas
| USD 863 M | +USD 181 M | +27% | 14.7% | 99.7% | 51 | 15.69% | 3.2 |
|
| 2244 |
2244
Global Strategic Investment Solutions
Scottsdale,
Arizona
| USD 862 M | +USD 46 M | +6% | 6.08% | 56.8% | 155 | 11.61% | 2.8 |
|
| 2245 |
2245
Gemmer Asset Management
Walnut Creek,
California
| USD 861 M | +USD 46.6 M | +6% | 7.54% | 96.8% | 138 | 13.04% | 5.4 |
|
| 2246 |
2246
Ausdal Financial Partners
Davenport,
Iowa
| USD 861 M | +USD 53 M | +7% | 6.85% | 63.2% | 496 | 13.31% | 3.6 |
|
| 2247 |
2247
Dorsey Asset Management
Chicago,
Illinois
| USD 860 M | +USD 82.2 M | +11% | 10.2% | 122% | 10 | 10% | 3.7 |
|
| 2248 |
CPIH
2248
Consolidated Press International Holdings
Sydney,
Australia
| USD 860 M | +USD 63.5 M | +8% | 55.8% | – | 14 | 35.71% | 0.7 |
|
| 2249 |
2249
Caldwell Trust
Venice,
Florida
| USD 859 M | +USD 67 M | +8% | 11.3% | 97.5% | 738 | 9.62% | 3.5 |
|
| 2250 |
2250
ACK Asset Management
Greenwich,
Connecticut
| USD 858 M | +USD 27 M | +3% | 7.82% | 132% | 21 | 4.76% | 2 |
|