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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
ADAR1 Capital Management
Austin,
Texas
| USD 1065 M | +USD 412 M | +63% | 150% | – | 270 | 41.85% | 0.7 |
|
| 2227 |
2227
Kovack Advisors
Ft. Lauderdale,
Florida
| USD 1062 M | +USD 41.9 M | +4% | 10.1% | 118% | 664 | 14.91% | 3.5 |
|
| 2228 |
2228
RDST Capital
Seattle,
Washington
| USD 1062 M | +USD 61.3 M | +6% | 3.02% | 43% | 20 | 15% | 1.3 |
|
| 2229 |
2229
First Light Asset Management
Edina,
Minnesota
| USD 1061 M | +USD 289 M | +38% | 50.7% | 364% | 47 | 31.91% | 2 |
|
| 2230 |
2230
Syntegra Private Wealth Group
Chesterfield,
Missouri
| USD 1061 M | +USD 80.5 M | +8% | 6.23% | 56.9% | 191 | 7.85% | 1.8 |
|
| 2231 |
2231
49 Wealth Management
Austin,
Texas
| USD 1061 M | +USD 121 M | +13% | 5.06% | – | 209 | 20.1% | 1 |
|
| 2232 |
2232
Silicon Valley Capital Partners
San Jose,
California
| USD 1060 M | +USD 102 M | +11% | 9.85% | 103% | 358 | 36.03% | 2.2 |
|
| 2233 |
2233
Allen Capital Group
Grand Island,
Nebraska
| USD 1060 M | +USD 86.4 M | +9% | 6% | 62.8% | 279 | 8.96% | 1.9 |
|
| 2234 |
2234
EnCap Energy Capital Fund XI
Houston,
Texas
| USD 1060 M | +USD 38.5 M | +4% | 4.15% | 21% | 3 | 0% | 1 |
|
| 2235 |
AH
2235
Allen Holding
New York
| USD 1060 M | +USD 42.5 M | +4% | 8.67% | 135% | 10 | 10% | 7.7 |
|
| 2236 |
2236
Wealth Architects
Mountain View,
California
| USD 1059 M | +USD 74.6 M | +8% | 8.68% | 80.1% | 241 | 8.71% | 5.3 |
|
| 2237 |
2237
Apriem Advisors
Irvine,
California
| USD 1057 M | +USD 116 M | +12% | 8.68% | 74.3% | 201 | 10.45% | 5.1 |
|
| 2238 |
2238
Asset Advisors Investment Management
Augusta,
Georgia
| USD 1056 M | +USD 43.9 M | +4% | 3.08% | 67.5% | 115 | 7.83% | 4.6 |
|
| 2239 |
2239
Townsend & Associates
Westminster,
Colorado
| USD 1054 M | +USD 45.5 M | +5% | 5.28% | 58% | 118 | 10.17% | 2.6 |
|
| 2240 |
2240
Crescent Grove Advisors
Lake Forest,
Illinois
| USD 1054 M | +USD 21.8 M | +2% | 9.12% | 64.1% | 310 | 13.23% | 3.7 |
|
| 2241 |
TAM
2241
Telemark Asset Management
Boston,
Massachusetts
| USD 1054 M | -USD 48.7 M | -4% | 12.3% | 329% | 56 | 28.57% | 2.1 |
|
| 2242 |
2242
Stokes Family Office
New Orleans,
Louisiana
| USD 1053 M | +USD 100 M | +10% | 7.89% | 68.1% | 267 | 13.11% | 3.1 |
|
| 2243 |
2243
Certified Advisory Corp
Altamonte Springs,
Florida
| USD 1053 M | +USD 90.9 M | +9% | 6.39% | 58.2% | 325 | 9.85% | 3.8 |
|
| 2244 |
2244
Shepherd Financial Partners
Winchester,
Massachusetts
| USD 1051 M | +USD 105 M | +11% | 8.89% | 78% | 249 | 6.02% | 3.8 |
|
| 2245 |
2245
Nadler Financial Group
Deerfield,
Illinois
| USD 1049 M | +USD 72.3 M | +7% | 8.09% | 81.8% | 143 | 11.89% | 5.5 |
|
| 2246 |
2246
Crewe Advisors
Salt Lake City,
Utah
| USD 1048 M | +USD 341 M | +48% | 7.87% | 96.1% | 1,072 | 40.39% | 1.4 |
|
| 2247 |
C
2247
Chescapmanager
Baltimore,
Maryland
| USD 1046 M | +USD 141 M | +16% | 12.3% | 202% | 25 | 8% | 3.5 |
|
| 2248 |
2248
Inspire Advisors
Meridian,
Idaho
| USD 1046 M | +USD 81.8 M | +8% | 6.74% | 60.2% | 584 | 23.63% | 1.2 |
|
| 2249 |
2249
Jacobs & Co
San Francisco,
California
| USD 1045 M | +USD 37.5 M | +4% | 5.99% | 105% | 126 | 3.97% | 8 |
|
| 2250 |
2250
Goodnow Investment Group
Darien,
Connecticut
| USD 1045 M | -USD 28.4 M | -3% | 5.59% | 131% | 25 | 12% | 3.8 |
|