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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
RWC Asset Advisors
Miami,
Florida
| USD 762 M | -USD 242 M | -24% | 10.4% | 267% | 16 | 31.25% | 1.4 |
|
| 2252 |
KAS
2252
Kemnay Advisory Services
New York
| USD 762 M | -USD 82.7 M | -10% | 0.67% | 167% | 119 | 50.42% | 2.6 |
|
| 2253 |
2253
Mirabella Financial Services
London,
United Kingdom
| USD 762 M | +USD 203 M | +36% | 1.72% | 86.2% | 583 | 80.62% | 0.1 |
|
| 2254 |
2254
Naples Global Advisors
Naples,
Florida
| USD 761 M | +USD 42.2 M | +6% | 0.77% | 103% | 391 | 5.37% | 4 |
|
| 2255 |
2255
ACG Wealth
Atlanta,
Georgia
| USD 761 M | -USD 27.3 M | -3% | 0.09% | 45.5% | 336 | 11.9% | 3.7 |
|
| 2256 |
2256
Verdence Capital Advisors
Hunt Valley,
Maryland
| USD 761 M | +USD 39.5 M | +5% | 0.21% | 104% | 531 | 17.33% | 1.8 |
|
| 2257 |
2257
Proficio Capital Partners
Newton,
Massachusetts
| USD 760 M | -USD 59.9 M | -7% | 0.82% | 97% | 333 | 20.42% | 1.6 |
|
| 2258 |
2258
Twele Capital Management
Minnetonka,
Minnesota
| USD 760 M | +USD 115 M | +18% | 1.28% | 37.1% | 41 | 0% | 6.8 |
|
| 2259 |
2259
Hengehold Capital Management
Cincinnati,
Ohio
| USD 759 M | -USD 1.65 M | -0.2% | 0.7% | 54.5% | 164 | 7.32% | 3.4 |
|
| 2260 |
2260
Asset Dedication LLC
San Francisco,
California
| USD 759 M | +USD 87.5 M | +13% | 1.01% | 67.8% | 1,039 | 18% | 2.3 |
|
| 2261 |
2261
Baker Tilly Wealth Management
Madison,
Wisconsin
| USD 757 M | +USD 137 M | +22% | 2.63% | 96.9% | 527 | 11.76% | 0.6 |
|
| 2262 |
2262
Freemont Management
Vaud,
Switzerland
| USD 757 M | +USD 59.7 M | +9% | 0.32% | 113% | 119 | 40.34% | 0.4 |
|
| 2263 |
CCMD
2263
Cypress Capital Management (Delaware)
Greenville,
Delaware
| USD 757 M | -USD 1.35 M | -0.2% | 0.21% | 25.6% | 175 | 1.71% | 3.7 |
|
| 2264 |
2264
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| USD 756 M | +USD 9.28 M | +1% | 0.14% | 73.7% | 161 | 9.32% | 3 |
|
| 2265 |
2265
First Mercantile Trust
Cordova,
Tennessee
| USD 755 M | -USD 91.6 M | -11% | 0.4% | 51.2% | 899 | 11.79% | 2.8 |
|
| 2266 |
2266
Intrust Bank
Wichita,
Kansas
| USD 755 M | +USD 14.2 M | +2% | 1.05% | 102% | 395 | 8.61% | 4.1 |
|
| 2267 |
2267
Madrona Venture Group
Seattle,
Washington
| USD 752 M | +USD 135 M | +22% | 16.9% | 233% | 4 | 25% | 0.3 |
|
| 2268 |
2268
Citizens Business Bank
Ontario,
California
| USD 752 M | -USD 8.81 M | -1% | 0.05% | 108% | 248 | 6.85% | 4.7 |
|
| 2269 |
2269
Algert Global
San Francisco,
California
| USD 751 M | +USD 454 M | +153% | 0.68% | 194% | 1,112 | 71.76% | 0.2 |
|
| 2270 |
VCM
2270
V3 Capital Management
Dallas,
Texas
| USD 751 M | +USD 160 M | +27% | 3.26% | 20.5% | 20 | 60% | 0.7 |
|
| 2271 |
2271
Athanor Capital
New York
| USD 751 M | -USD 2038 M | -73% | 1.25% | 171% | 453 | 44.59% | 0.4 |
|
| 2272 |
2272
Spearhead Capital Advisors
Wellington,
Florida
| USD 750 M | +USD 15.2 M | +2% | 1.05% | 25.2% | 203 | 15.27% | 1.6 |
|
| 2273 |
2273
Focus Financial Network
Minneapolis,
Minnesota
| USD 749 M | -USD 2.52 M | -0.3% | 1.04% | 106% | 416 | 7.21% | 1.4 |
|
| 2274 |
2274
Needham Investment Management
New York
| USD 749 M | +USD 65.3 M | +10% | 0.47% | 424% | 128 | 10.16% | 3.6 |
|
| 2275 |
2275
XML Financial
Bethesda,
Maryland
| USD 749 M | +USD 295 M | +65% | 1.18% | 77.9% | 320 | 30.31% | 1 |
|