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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
Matrix Asset Advisors
White Plains,
New York
| USD 1113 M | +USD 34.5 M | +3% | 4.5% | 84.9% | 109 | 3.67% | 5.2 |
|
| 2227 |
2227
EQT Fund Management
Luxembourg
| USD 1112 M | -USD 751 M | -40% | 8.76% | – | 5 | 40% | 0.2 |
|
| 2228 |
2228
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
| USD 1112 M | – | – | 1.93% | – | 267 | – | 0 |
|
| 2229 |
2229
Inspire Investing
Meridian,
Idaho
| USD 1111 M | +USD 84 M | +8% | 1.88% | 107% | 1,183 | 34.15% | 2.3 |
|
| 2230 |
2230
Wealth Architects
Mountain View,
California
| USD 1110 M | +USD 50.8 M | +5% | 3.94% | 80.1% | 250 | 10% | 5.3 |
|
| 2231 |
2231
ARS Wealth Advisors Group
St. Petersburg,
Florida
| USD 1109 M | +USD 96.3 M | +10% | 4.01% | 89.5% | 202 | 10.89% | 2.4 |
|
| 2232 |
2232
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| USD 1109 M | +USD 27.9 M | +3% | 2.46% | 58.6% | 135 | 9.63% | 2.1 |
|
| 2233 |
2233
Topline Capital Management
Santa Monica,
California
| USD 1105 M | +USD 524 M | +90% | 8.53% | – | 57 | 40.35% | 0.5 |
|
| 2234 |
2234
UNC Management Company
Chapel Hill,
North Carolina
| USD 1105 M | +USD 216 M | +24% | 2.34% | 92% | 5 | 40% | 0.8 |
|
| 2235 |
M
2235
MOTCO
San Antonio,
Texas
| USD 1103 M | +USD 8.42 M | +0.8% | 2.75% | 63.5% | 659 | 6.37% | 5.1 |
|
| 2236 |
2236
AWM Capital
Phoenix,
Arizona
| USD 1102 M | +USD 1.66 M | +0.2% | 2.07% | 51.1% | 106 | 5.66% | 2.7 |
|
| 2237 |
2237
Royal Fund Management
Lady Lake,
Florida
| USD 1100 M | +USD 260 M | +31% | 1.72% | 103% | 354 | 35.88% | 3.3 |
|
| 2238 |
2238
Provident Investment Management
Novi,
Michigan
| USD 1099 M | -USD 34 M | -3% | 1.25% | 90.8% | 92 | 18.48% | 4.3 |
|
| 2239 |
2239
Greenvale Capital
London,
United Kingdom
| USD 1099 M | -USD 172 M | -14% | 1.16% | 101% | 21 | 52.38% | 1 |
|
| 2240 |
2240
Silicon Valley Capital Partners
San Jose,
California
| USD 1099 M | +USD 38.6 M | +4% | 3.21% | 103% | 303 | 20.79% | 2.6 |
|
| 2241 |
2241
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| USD 1099 M | -USD 24.4 M | -2% | 2.48% | 56.1% | 69 | 11.59% | 2.7 |
|
| 2242 |
2242
Certified Advisory Corp
Altamonte Springs,
Florida
| USD 1098 M | +USD 44.6 M | +4% | 2.11% | 62.9% | 329 | 7.9% | 4 |
|
| 2243 |
2243
Hackensack Meridian Health
Edison,
New Jersey
| USD 1097 M | +USD 124 M | +13% | 2.63% | 53.4% | 8 | 37.5% | 1.9 |
|
| 2244 |
2244
Main Management Fund Advisors
San Francisco,
California
| USD 1097 M | +USD 65 M | +6% | 2.55% | 80% | 10 | 50% | 0.6 |
|
| 2245 |
2245
Diameter Capital Partners
New York
| USD 1094 M | -USD 528 M | -33% | 17.9% | 378% | 67 | 74.63% | 0.5 |
|
| 2246 |
2246
First Nebraska Trust
Lincoln,
Nebraska
| USD 1094 M | -USD 12.3 M | -1% | 1.66% | 76.9% | 224 | 10.71% | 6.2 |
|
| 2247 |
2247
Stokes Family Office
New Orleans,
Louisiana
| USD 1093 M | +USD 40.3 M | +4% | 3.18% | 68.1% | 317 | 18.61% | 2.9 |
|
| 2248 |
2248
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| USD 1092 M | USD 0 | 0% | 1.6% | – | 189 | 0% | 7.9 |
|
| 2249 |
2249
Dock Street Asset Management
Palm Beach,
Florida
| USD 1091 M | -USD 53.6 M | -5% | 0.17% | 175% | 53 | 18.87% | 5.1 |
|
| 2250 |
2250
Allen Capital Group
Grand Island,
Nebraska
| USD 1091 M | +USD 31 M | +3% | 1.52% | 62.8% | 287 | 12.2% | 2 |
|