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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
Compass Ion Advisors
Conshohocken,
Pennsylvania
| USD 817 M | +USD 117 M | +17% | 6.55% | 75.6% | 273 | 20.88% | 1.3 |
|
| 2402 |
2402
TT International Asset Management
London,
United Kingdom
| USD 815 M | +USD 14.7 M | +2% | 9.78% | 308% | 71 | 40.85% | 0.7 |
|
| 2403 |
2403
Crake Asset Management
London,
United Kingdom
| USD 814 M | -USD 440 M | -35% | 0.4% | 52.7% | 17 | 41.18% | 1.6 |
|
| 2404 |
2404
Philip James Wealth Mangement
Milton,
Georgia
| USD 814 M | +USD 664 M | +442% | 5.77% | 76% | 164 | 53.66% | 0.3 |
|
| 2405 |
2405
ARS Wealth Advisors Group
St. Petersburg,
Florida
| USD 814 M | +USD 43.4 M | +6% | 6.05% | 89.5% | 176 | 8.52% | 1.9 |
|
| 2406 |
2406
Sunriver Management
Greenwich,
Connecticut
| USD 813 M | +USD 23.4 M | +3% | 10.6% | 9.27% | 21 | 23.81% | 1.9 |
|
| 2407 |
2407
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| USD 813 M | -USD 61.1 M | -7% | 6.17% | 47.7% | 195 | 8.72% | 4 |
|
| 2408 |
2408
Oslo Pensjonsforsikring
Oslo,
| USD 813 M | +USD 53.5 M | +7% | 5.31% | 79% | 488 | 16.39% | 0.4 |
|
| 2409 |
2409
De Burlo Group
Boston,
Massachusetts
| USD 812 M | +USD 68.2 M | +9% | 5.49% | 147% | 86 | 13.95% | 3.2 |
|
| 2410 |
2410
Planning Center Inc
Moline,
Illinois
| USD 812 M | +USD 46.4 M | +6% | 4.85% | 38.9% | 74 | 13.51% | 1.6 |
|
| 2411 |
2411
Octavia Wealth Advisors
Cincinnati,
Ohio
| USD 812 M | +USD 77.4 M | +11% | 5.63% | 67.9% | 230 | 10% | 2.4 |
|
| 2412 |
2412
Fort Point Capital Partners
San Francisco,
California
| USD 811 M | +USD 20.9 M | +3% | 5.7% | 62.2% | 345 | 25.22% | 3.4 |
|
| 2413 |
2413
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| USD 811 M | +USD 70.1 M | +9% | 5.95% | 42.7% | 1,481 | 7.83% | 0.7 |
|
| 2414 |
2414
PKO Investment Management Joint-Stock
Warsaw,
Poland
| USD 811 M | +USD 1.28 M | +0.2% | 5.05% | 145% | 168 | 9.52% | 3.5 |
|
| 2415 |
2415
Rossmore Private Capital
Glastonbury,
Connecticut
| USD 809 M | +USD 47.9 M | +6% | 6% | 87.1% | 235 | 2.55% | 4.5 |
|
| 2416 |
2416
ACK Asset Management
Greenwich,
Connecticut
| USD 809 M | -USD 1.09 M | -0.1% | 6.4% | 132% | 23 | 39.13% | 1.5 |
|
| 2417 |
2417
Legato Capital Management
San Francisco,
California
| USD 809 M | +USD 66.9 M | +9% | 13.6% | 243% | 637 | 24.49% | 1.2 |
|
| 2418 |
2418
Winthrop Advisory Group
Boston,
Massachusetts
| USD 809 M | +USD 73.4 M | +10% | 5.19% | 78.3% | 157 | 11.46% | 3.5 |
|
| 2419 |
BIC
2419
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| USD 809 M | -USD 3.6 M | -0.4% | 8.44% | 36% | 236 | 6.36% | 4.2 |
|
| 2420 |
2420
Allen Capital Group
Grand Island,
Nebraska
| USD 807 M | +USD 77.6 M | +11% | 7.05% | 62.8% | 231 | 10.82% | 1.4 |
|
| 2421 |
2421
Greenland Capital Management
New York
| USD 807 M | +USD 128 M | +19% | 12.7% | 210% | 473 | 62.58% | 0.3 |
|
| 2422 |
2422
Capital Advisors Ltd
Shaker Heights,
Ohio
| USD 806 M | +USD 35.8 M | +5% | 6.44% | 61.1% | 1,671 | 12.09% | 3.2 |
|
| 2423 |
2423
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| USD 805 M | +USD 62.6 M | +8% | 6.21% | 42.8% | 205 | 6.34% | 3.4 |
|
| 2424 |
2424
Financial Management Professionals
Austin,
Texas
| USD 805 M | +USD 76.8 M | +11% | 6.03% | 67.3% | 1,070 | 13.74% | 3.5 |
|
| 2425 |
2425
Financial Synergies Wealth Advisors
Houston,
Texas
| USD 805 M | +USD 63 M | +8% | 6.56% | 79% | 79 | 15.19% | 3.1 |
|