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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
Private Capital Management (Florida)
Naples,
Florida
| USD 1091 M | -USD 28.6 M | -3% | 0.67% | 118% | 204 | 28.43% | 2.3 |
|
| 2252 |
2252
Connable Office Inc
Kalamazoo,
Michigan
| USD 1091 M | +USD 12.7 M | +1% | 2.3% | 68.3% | 246 | 16.26% | 4.1 |
|
| 2253 |
2253
Tanglewood Wealth Management
Houston,
Texas
| USD 1091 M | +USD 14.7 M | +1% | 3.99% | 64.6% | 41 | 19.51% | 3.8 |
|
| 2254 |
2254
Apriem Advisors
Irvine,
California
| USD 1090 M | +USD 32.6 M | +3% | 3.4% | 74.3% | 198 | 5.56% | 5.3 |
|
| 2255 |
2255
Mar Vista Investment Partners
Los Angeles,
California
| USD 1089 M | -USD 61.2 M | -5% | 2.51% | 73.9% | 36 | 16.67% | 6 |
|
| 2256 |
2256
Avenir Tech
Hong Kong
| USD 1089 M | -USD 267 M | -20% | 22.4% | – | 33 | 36.36% | 0.7 |
|
| 2257 |
2257
First Business Financial Services
Madison,
Wisconsin
| USD 1089 M | -USD 1.04 M | -0.1% | 3.08% | 80.9% | 187 | 11.23% | 5.1 |
|
| 2258 |
2258
Syntegra Private Wealth Group
Chesterfield,
Missouri
| USD 1089 M | +USD 28.3 M | +3% | 1.55% | 56.9% | 196 | 6.63% | 2 |
|
| 2259 |
GA
2259
GuoLine Advisory
Singapore
| USD 1087 M | +USD 83.8 M | +8% | 5.88% | 112% | 23 | 4.35% | 1.9 |
|
| 2260 |
2260
Inspire Advisors
Meridian,
Idaho
| USD 1087 M | +USD 41.4 M | +4% | 1.26% | 60.2% | 653 | 34.61% | 1.3 |
|
| 2261 |
2261
Verus Financial Partners
Richmond,
Virginia
| USD 1087 M | +USD 47.2 M | +5% | 1.82% | 45.7% | 125 | 11.2% | 4.4 |
|
| 2262 |
2262
OneAscent Financial Services
Birmingham,
Alabama
| USD 1086 M | -USD 416 M | -28% | 2.14% | 63.8% | 559 | 31.66% | 1 |
|
| 2263 |
2263
Heartwood Wealth Advisors
Richmond,
Virginia
| USD 1086 M | +USD 14 M | +1% | 1.89% | 59.4% | 632 | 68.2% | 2.9 |
|
| 2264 |
2264
Baring Fintech Fund III Managers
St Peter Port,
Guernsey
| USD 1084 M | -USD 94.3 M | -8% | 4.35% | – | 1 | 0% | 1 |
|
| 2265 |
2265
Asset Advisors Investment Management
Augusta,
Georgia
| USD 1084 M | +USD 27.5 M | +3% | 1.89% | 67.5% | 113 | 7.08% | 4.9 |
|
| 2266 |
2266
L & S Advisors
Los Angeles,
California
| USD 1082 M | +USD 41.8 M | +4% | 8.22% | 231% | 389 | 17.22% | 2 |
|
| 2267 |
2267
Graham Holdings Company
Arlington,
Virginia
| USD 1082 M | +USD 83.1 M | +8% | 10.4% | 95.1% | 6 | 0% | 3.3 |
|
| 2268 |
2268
Pekin Hardy Strauss
Chicago,
Illinois
| USD 1082 M | +USD 84.3 M | +8% | 7.5% | 102% | 490 | 24.08% | 3.6 |
|
| 2269 |
CF
2269
Clarity Financial
Houston,
Texas
| USD 1081 M | +USD 73.7 M | +7% | 1.92% | 56.8% | 128 | 16.41% | 2.1 |
|
| 2270 |
2270
Everhart Financial Group
Dublin,
Ohio
| USD 1080 M | +USD 81.8 M | +8% | 3.42% | 123% | 440 | 16.59% | 2.1 |
|
| 2271 |
2271
Shepherd Financial Partners
Winchester,
Massachusetts
| USD 1079 M | +USD 28.5 M | +3% | 3.21% | 78% | 257 | 9.73% | 3.8 |
|
| 2272 |
2272
Crescent Grove Advisors
Lake Forest,
Illinois
| USD 1077 M | +USD 23.7 M | +2% | 1.14% | 64.1% | 316 | 13.29% | 3.8 |
|
| 2273 |
2273
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| USD 1077 M | -USD 28.8 M | -3% | 0.01% | 70% | 63 | 3.17% | 7.6 |
|
| 2274 |
2274
LVM Capital Management
Portage,
Michigan
| USD 1076 M | +USD 36 M | +3% | 5.86% | 121% | 177 | 15.82% | 6.4 |
|
| 2275 |
2275
McIlrath & Eck
Arlington,
Washington
| USD 1076 M | +USD 108 M | +11% | 2.5% | 44% | 1,026 | 13.55% | 4.2 |
|