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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Financial Architects (New Jersey)
Marlton,
New Jersey
| USD 435 M | +USD 69.5 M | +19% | 16.5% | 31.3% | 939 | 17.47% | 3.4 |
|
| 2402 |
2402
Valley National Advisers
Bethlehem,
Pennsylvania
| USD 434 M | +USD 72.3 M | +20% | 15% | 87.2% | 907 | 13.45% | 3.1 |
|
| 2403 |
2403
Virtue Capital Management
Brentwood,
Tennessee
| USD 434 M | +USD 368 M | +563% | 19.1% | 91% | 240 | 90.83% | 0.2 |
|
| 2404 |
VCM
2404
V3 Capital Management
Dallas,
Texas
| USD 433 M | -USD 23.8 M | -5% | 4.88% | 20.5% | 14 | 28.57% | 1.1 |
|
| 2405 |
2405
Stieven Capital Advisors
St. Louis,
Missouri
| USD 433 M | +USD 91.7 M | +27% | 24.3% | 117% | 52 | 25% | 2.9 |
|
| 2406 |
2406
Hill Path Capital
New York
| USD 432 M | +USD 104 M | +32% | 32.2% | 5.23% | 2 | 0% | 2.9 |
|
| 2407 |
2407
Focused Wealth Management
Newburgh,
New York
| USD 431 M | +USD 84.3 M | +24% | 18% | 73.9% | 876 | 20.89% | 3.4 |
|
| 2408 |
TFM
2408
TPI Fund Managers
London,
United Kingdom
| USD 431 M | +USD 102 M | +31% | 18.3% | 49.6% | 37 | 13.51% | 0.9 |
|
| 2409 |
2409
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| USD 431 M | +USD 119 M | +38% | 36.9% | 99.4% | 91 | 14.29% | 3.7 |
|
| 2410 |
2410
Hudson Valley Investment Advisors
Goshen,
New York
| USD 430 M | +USD 69 M | +19% | 19.7% | 102% | 170 | 9.41% | 4.4 |
|
| 2411 |
PA
2411
Paracle Advisors
Mercer Island,
Washington
| USD 429 M | +USD 59.7 M | +16% | 17.8% | 30.9% | 86 | 12.79% | 2.2 |
|
| 2412 |
SC
2412
Serenity Capital
Palo Alto,
California
| USD 429 M | -USD 39.5 M | -8% | 18.7% | – | 8 | 37.5% | 1.9 |
|
| 2413 |
2413
Herald Investment Management
London,
United Kingdom
| USD 428 M | +USD 97.8 M | +30% | 49.4% | 493% | 98 | 9.18% | 3.6 |
|
| 2414 |
2414
Domani Wealth
Lancaster,
Pennsylvania
| USD 428 M | +USD 53.5 M | +14% | 16.8% | 48.6% | 130 | 10.77% | 3 |
|
| 2415 |
2415
WFA of San Diego
San Diego,
California
| USD 427 M | – | – | 18.3% | – | 277 | – | 0 |
|
| 2416 |
2416
Bank Hapoalim BM
Tel Aviv,
Israel
| USD 427 M | +USD 111 M | +35% | 26.8% | 76.6% | 191 | 21.99% | 2.3 |
|
| 2417 |
2417
Advantage Alpha Capital Partners
San Francisco,
California
| USD 427 M | +USD 147 M | +52% | 28.2% | 79.2% | 102 | 24.51% | 0.4 |
|
| 2418 |
2418
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| USD 427 M | +USD 55.7 M | +15% | 12.9% | 47.7% | 174 | 16.09% | 1.3 |
|
| 2419 |
2419
Red Cedar Investment Management
Grand Rapids,
Michigan
| USD 427 M | +USD 194 M | +83% | 20.1% | 81.4% | 87 | 70.11% | 0.4 |
|
| 2420 |
2420
Atlas Capital Advisors
Jackson,
Wyoming
| USD 426 M | +USD 90.1 M | +27% | 21.5% | – | 766 | 26.89% | 1.3 |
|
| 2421 |
2421
Biglari Capital Corp
San Antonio,
Texas
| USD 426 M | +USD 131 M | +45% | 25.1% | 72.7% | 10 | 10% | 3.6 |
|
| 2422 |
2422
HCR Wealth Advisors
Los Angeles,
California
| USD 426 M | +USD 76.6 M | +22% | 19.3% | 107% | 269 | 20.82% | 1.5 |
|
| 2423 |
2423
Baxter Bros Inc
Riverside,
Connecticut
| USD 426 M | +USD 40.1 M | +10% | 17% | 73.8% | 123 | 17.07% | 4.6 |
|
| 2424 |
2424
Azzad Asset Management
Falls Church,
Virginia
| USD 426 M | +USD 82.6 M | +24% | 29.5% | 101% | 327 | 18.96% | 3 |
|
| 2425 |
2425
Six Columns Capital
Dallas,
Texas
| USD 426 M | +USD 103 M | +32% | 70.1% | – | 90 | 82.22% | 0.1 |
|