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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
Crewe Advisors
Salt Lake City,
Utah
| USD 858 M | +USD 226 M | +36% | 9.1% | 96.1% | 1,035 | 70.43% | 0.7 |
|
| 2252 |
2252
Azzad Asset Management
Falls Church,
Virginia
| USD 858 M | +USD 68 M | +9% | 10.8% | 118% | 318 | 9.75% | 4.4 |
|
| 2253 |
2253
Townsend & Associates
Westminster,
Colorado
| USD 858 M | +USD 58.9 M | +7% | 9.64% | 58% | 109 | 8.26% | 1.8 |
|
| 2254 |
2254
Sax Wealth Advisors
Parsippany,
New Jersey
| USD 856 M | +USD 243 M | +40% | 7.81% | 64.3% | 215 | 23.72% | 2 |
|
| 2255 |
2255
Quent Capital
New York
| USD 856 M | +USD 111 M | +15% | 8.89% | 78.1% | 1,384 | 5.49% | 1.9 |
|
| 2256 |
2256
Pine Ridge Advisers
New York
| USD 855 M | +USD 288 M | +51% | 19.5% | 90.1% | 31 | 12.9% | 2.2 |
|
| 2257 |
2257
Willow Creek Wealth Management
Sebastopol,
California
| USD 855 M | +USD 57.5 M | +7% | 2.82% | – | 155 | 7.74% | 3.3 |
|
| 2258 |
2258
GDS Wealth Management
Flower Mound,
Texas
| USD 854 M | +USD 112 M | +15% | 8.23% | 95.1% | 139 | 7.91% | 1.6 |
|
| 2259 |
2259
Verus Financial Partners
Richmond,
Virginia
| USD 854 M | +USD 45.3 M | +6% | 5.09% | 45.7% | 99 | 2.02% | 3.7 |
|
| 2260 |
2260
Suncoast Equity Management
Tampa,
Florida
| USD 852 M | +USD 94.8 M | +13% | 12.9% | 96.1% | 77 | 12.99% | 3.1 |
|
| 2261 |
2261
Towle & Co
Denver,
Colorado
| USD 852 M | -USD 12.1 M | -1% | 5.36% | 172% | 65 | 15.38% | 1.5 |
|
| 2262 |
2262
Pembroke Management
Montreal,
Quebec, Canada
| USD 850 M | +USD 44.4 M | +6% | 11.3% | 105% | 64 | 7.81% | 3.5 |
|
| 2263 |
2263
Bramshill Investments
Naples,
Florida
| USD 849 M | -USD 166 M | -16% | 0.99% | 3.6% | 223 | 63.68% | 1.3 |
|
| 2264 |
2264
Carret Asset Management
New York
| USD 849 M | +USD 64 M | +8% | 9.95% | 106% | 289 | 7.27% | 7.1 |
|
| 2265 |
2265
Technology Crossover Management IX
Menlo Park,
California
| USD 848 M | -USD 316 M | -27% | 5.94% | 13% | 7 | 14.29% | 4.4 |
|
| 2266 |
2266
LVM Capital Management
Portage,
Michigan
| USD 847 M | +USD 65.5 M | +8% | 9.76% | 121% | 155 | 14.19% | 6.1 |
|
| 2267 |
2267
P2 Capital Partners
New York
| USD 846 M | -USD 62.7 M | -7% | 5.68% | 7.96% | 16 | 12.5% | 2.7 |
|
| 2268 |
2268
Monashee Investment Management
Boston,
Massachusetts
| USD 845 M | +USD 279 M | +49% | 18.4% | 520% | 124 | 76.61% | 0.1 |
|
| 2269 |
2269
Prosperity Capital Advisors
Westlake,
Ohio
| USD 845 M | -USD 76.7 M | -8% | 7.53% | 72.2% | 337 | 27.3% | 0.7 |
|
| 2270 |
2270
INVST
Indianapolis,
Indiana
| USD 844 M | +USD 61.1 M | +8% | 8.11% | 78.5% | 287 | 40.07% | 1.7 |
|
| 2271 |
2271
Magnus Financial Group
New York
| USD 843 M | +USD 79.5 M | +10% | 8.77% | 78.2% | 319 | 10.97% | 2.7 |
|
| 2272 |
2272
Lincluden Management
Mississauga,
Ontario, Canada
| USD 843 M | +USD 18.9 M | +2% | 1.99% | 67.7% | 75 | 2.67% | 6 |
|
| 2273 |
2273
J.V. Bruni & Co
Colorado Springs,
Colorado
| USD 843 M | +USD 36.9 M | +5% | 9.08% | 113% | 29 | 3.45% | 5.7 |
|
| 2274 |
2274
Insigneo Advisory Services
Miami,
Florida
| USD 842 M | +USD 132 M | +19% | 10.9% | 119% | 514 | 20.82% | 0.8 |
|
| 2275 |
2275
James Investment Research
Alpha,
Ohio
| USD 841 M | +USD 45.3 M | +6% | 10.9% | 110% | 335 | 11.94% | 4.4 |
|