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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
Ilex Capital Partners
London,
United Kingdom
| USD 716 M | – | – | 7.97% | – | 16 | – | 0 |
|
| 2402 |
2402
MIG Capital
Newport Beach,
California
| USD 716 M | +USD 176 M | +33% | 18.7% | 118% | 17 | 17.65% | 1.9 |
|
| 2403 |
2403
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| USD 714 M | +USD 167 M | +31% | 9.68% | 55.5% | 170 | 10.59% | 1.8 |
|
| 2404 |
2404
Wealth Alliance
Mellville,
New York
| USD 713 M | +USD 79.1 M | +12% | 10.9% | 75.7% | 536 | 13.81% | 2.2 |
|
| 2405 |
2405
Wealth Architects
Mountain View,
California
| USD 713 M | +USD 125 M | +21% | 10.5% | 80.1% | 205 | 11.22% | 4.8 |
|
| 2406 |
2406
RTD Financial Advisors
Philadelphia,
Pennsylvania
| USD 712 M | +USD 57.6 M | +9% | 11% | 51.5% | 104 | 9.62% | 1.8 |
|
| 2407 |
2407
Capital Advisors Ltd
Shaker Heights,
Ohio
| USD 712 M | +USD 59.5 M | +9% | 9.68% | 61.1% | 1,550 | 14.9% | 2.8 |
|
| 2408 |
2408
Pekin Hardy Strauss
Chicago,
Illinois
| USD 712 M | +USD 78.9 M | +12% | 7.74% | 102% | 339 | 17.99% | 4.1 |
|
| 2409 |
2409
Abner Herrman & Brock
Jersey City,
New Jersey
| USD 712 M | +USD 59.4 M | +9% | 11% | 156% | 99 | 11.11% | 4.7 |
|
| 2410 |
2410
Matthews International Capital Management
San Francisco,
California
| USD 712 M | -USD 115 M | -14% | 9.83% | 227% | 39 | 10.26% | 2.8 |
|
| 2411 |
2411
RMR Wealth Builders
Montclair,
New Jersey
| USD 712 M | +USD 85.6 M | +14% | 11.3% | 91.7% | 249 | 14.46% | 1.9 |
|
| 2412 |
2412
Van Cleef Asset Management
Beachwood,
Ohio
| USD 712 M | +USD 76.6 M | +12% | 10.4% | 104% | 112 | 5.36% | 6.8 |
|
| 2413 |
2413
Goodnow Investment Group
Darien,
Connecticut
| USD 711 M | +USD 118 M | +20% | 18.9% | 131% | 26 | 19.23% | 3.4 |
|
| 2414 |
2414
J. Safra Asset Management
New York
| USD 711 M | +USD 25.2 M | +4% | 11.5% | 84.3% | 130 | 23.85% | 1 |
|
| 2415 |
SP
2415
Solel Partners
Boston,
Massachusetts
| USD 711 M | +USD 40.4 M | +6% | 12.5% | 25.9% | 29 | 31.03% | 1.6 |
|
| 2416 |
2416
Heritage Trust
Oklahoma City,
Oklahoma
| USD 710 M | +USD 69.7 M | +11% | 10.4% | – | 277 | 9.75% | 4.1 |
|
| 2417 |
2417
Insigneo Advisory Services
Miami,
Florida
| USD 710 M | +USD 219 M | +45% | 12.2% | 119% | 455 | 18.9% | 0.7 |
|
| 2418 |
2418
Parkman Healthcare Partners
Stamford,
Connecticut
| USD 710 M | +USD 164 M | +30% | 20.9% | 306% | 113 | 30.97% | 1.1 |
|
| 2419 |
2419
Harbour Trust & Investment Management
Michigan City,
Indiana
| USD 709 M | – | – | 10.2% | 116% | 162 | – | 0 |
|
| 2420 |
2420
Syntegra Private Wealth Group
Chesterfield,
Missouri
| USD 709 M | +USD 71.7 M | +11% | 10.1% | 56.9% | 134 | 11.94% | 0.8 |
|
| 2421 |
2421
Madison Avenue Partners
New York
| USD 708 M | +USD 3.54 M | +0.5% | 18% | 284% | 22 | 22.73% | 1.1 |
|
| 2422 |
2422
LVZ Inc
Holland,
Michigan
| USD 708 M | +USD 87.9 M | +14% | 10.5% | 52.9% | 146 | 15.75% | 2.6 |
|
| 2423 |
2423
Rossmore Private Capital
Glastonbury,
Connecticut
| USD 708 M | +USD 47.6 M | +7% | 8.24% | 87.1% | 237 | 5.91% | 3.9 |
|
| 2424 |
2424
CenterStar Asset Management
Chicago,
Illinois
| USD 707 M | +USD 222 M | +46% | 11.6% | 104% | 468 | 73.5% | 0.4 |
|
| 2425 |
2425
Gilbert & Cook
West Des Moines,
Iowa
| USD 707 M | +USD 72.5 M | +11% | 10.1% | 63.2% | 229 | 11.35% | 3 |
|