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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2426 |
2426
IHT Wealth Management
Chicago,
Illinois
| USD 378 M | +USD 143 M | +61% | 4.75% | 74.8% | 1,841 | 24.88% | 0.7 |
|
| 2427 |
2427
Anchor Investment Management
Columbia,
South Carolina
| USD 377 M | +USD 35.9 M | +11% | 5.39% | 75.1% | 825 | 8.48% | 1.4 |
|
| 2428 |
2428
AIA International
Hong Kong
| USD 377 M | – | – | 0.42% | 47.9% | 11 | – | 0 |
|
| 2429 |
2429
Needham Investment Management
New York
| USD 376 M | -USD 18.7 M | -5% | 2.35% | 424% | 98 | 14.29% | 3.1 |
|
| 2430 |
2430
Pelham Capital
London,
United Kingdom
| USD 376 M | +USD 86.4 M | +30% | 27.3% | 135% | 3 | 33.33% | 0.8 |
|
| 2431 |
2431
Ativo Capital Management
Chicago,
Illinois
| USD 376 M | +USD 3.11 M | +0.8% | 4.65% | 63.8% | 254 | 31.1% | 1.5 |
|
| 2432 |
2432
WBH Advisory
Baltimore,
Maryland
| USD 375 M | +USD 16.6 M | +5% | 6.26% | 57.6% | 226 | 3.54% | 3.2 |
|
| 2433 |
2433
Carlson Capital Management
Northfield,
Minnesota
| USD 375 M | +USD 33.7 M | +10% | 5.46% | 9.85% | 93 | 11.83% | 2.5 |
|
| 2434 |
2434
Avidian Wealth Enterprises
Houston,
Texas
| USD 374 M | +USD 111 M | +42% | 1.41% | 71.7% | 112 | 24.11% | 1.2 |
|
| 2435 |
2435
Argent Trust
San Antonio,
Texas
| USD 374 M | +USD 8.52 M | +2% | 5.94% | 25.8% | 213 | 10.8% | 2 |
|
| 2436 |
2436
WealthPLAN Partners
Omaha,
Nebraska
| USD 374 M | +USD 17.1 M | +5% | 6.21% | 71.6% | 241 | 26.97% | 1.4 |
|
| 2437 |
2437
United Asset Strategies
Garden City,
New York
| USD 373 M | +USD 197 M | +112% | 5.5% | 94.6% | 208 | 50.48% | 1.1 |
|
| 2438 |
LA
2438
Leonetti & Associates
Buffalo Grove,
Illinois
| USD 373 M | -USD 2.69 M | -0.7% | 4.92% | 49.5% | 47 | 23.4% | 2.2 |
|
| 2439 |
2439
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| USD 373 M | +USD 16.6 M | +5% | 4.29% | 55.7% | 126 | 5.56% | 3.6 |
|
| 2440 |
2440
Bremer Trust National Association
St. Cloud,
Minnesota
| USD 372 M | +USD 12.7 M | +4% | 6.87% | 31.2% | 262 | 12.6% | 2.8 |
|
| 2441 |
2441
Verity & Verity
Beaufort,
South Carolina
| USD 372 M | +USD 28.9 M | +8% | 6.84% | 76.4% | 100 | 15% | 2.7 |
|
| 2442 |
2442
Greylock XII
Menlo Park,
California
| USD 372 M | – | – | 17.2% | – | 2 | – | 0 |
|
| 2443 |
MAM
2443
Marketfield Asset Management
New York
| USD 371 M | -USD 11.7 M | -3% | 9.57% | 61.5% | 43 | 4.65% | 2.4 |
|
| 2444 |
2444
Sunflower Bank Wealth Management
Scottsdale,
Arizona
| USD 371 M | +USD 94.9 M | +34% | 5.49% | 33.7% | 137 | 32.85% | 2.4 |
|
| 2445 |
2445
Smith, Moore & Co
Clayton,
Missouri
| USD 371 M | +USD 19.4 M | +6% | 5.02% | 67% | 327 | 13.76% | 1.9 |
|
| 2446 |
2446
Impax Asset Management (AIFM)
London,
United Kingdom
| USD 371 M | +USD 29.5 M | +9% | 6.32% | 40.5% | 24 | 8.33% | 2.3 |
|
| 2447 |
2447
FrontFour Capital Group
Greenwich,
Connecticut
| USD 370 M | -USD 175 M | -32% | 4.01% | 8.55% | 56 | 48.21% | 0.5 |
|
| 2448 |
SFM
2448
Signature Financial Management
Norfolk,
Virginia
| USD 370 M | +USD 41.9 M | +13% | 6.58% | 20.8% | 175 | 38.29% | 2.8 |
|
| 2449 |
2449
Huntington Steele
Oaks,
Pennsylvania
| USD 369 M | +USD 30.7 M | +9% | 9.84% | 69.8% | 74 | 1.35% | 3.2 |
|
| 2450 |
2450
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| USD 369 M | +USD 20.9 M | +6% | 7.47% | 63.5% | 205 | 15.12% | 2.8 |
|