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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
Glassman Wealth Services
Vienna,
Virginia
| USD 706 M | +USD 87.2 M | +14% | 11.3% | 62.6% | 2,116 | 13.56% | 3.6 |
|
| 2427 |
2427
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| USD 704 M | – | – | 8.89% | 42.7% | 1,389 | – | 0 |
|
| 2428 |
2428
Infrastructure Capital Advisors
New York
| USD 704 M | -USD 170 M | -19% | 4.22% | 52% | 111 | 45.95% | 1.1 |
|
| 2429 |
2429
Fort Point Capital Partners
San Francisco,
California
| USD 704 M | +USD 47.4 M | +7% | 9.77% | 62.2% | 325 | 20% | 2.9 |
|
| 2430 |
2430
Barlow Wealth Partners
Louisville,
Kentucky
| USD 704 M | – | – | 13% | 101% | 148 | – | 0 |
|
| 2431 |
2431
Shepherd Financial Partners
Winchester,
Massachusetts
| USD 703 M | +USD 66.1 M | +10% | 11.1% | 78% | 214 | 14.02% | 3 |
|
| 2432 |
2432
Continuum Advisory
Eagle,
Idaho
| USD 703 M | +USD 79 M | +13% | 9.78% | 77% | 499 | 19.64% | 2.3 |
|
| 2433 |
2433
Miller Investment Management
West Conshohocken,
Pennsylvania
| USD 703 M | +USD 67.5 M | +11% | 10.6% | 60.2% | 105 | 10.48% | 5 |
|
| 2434 |
2434
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| USD 703 M | +USD 46.3 M | +7% | 10.6% | 83.4% | 525 | 40.38% | 4.5 |
|
| 2435 |
2435
One William Street Capital Management
New York
| USD 702 M | +USD 661 M | +1,623% | 4.86% | 44% | 9 | 77.78% | 0.2 |
|
| 2436 |
2436
Cutler Investment Counsel
Jacksonville,
Oregon
| USD 700 M | +USD 65.3 M | +10% | 9.03% | 61.8% | 133 | 8.27% | 4.6 |
|
| 2437 |
2437
Dean Investment Associates
Beavercreek,
Ohio
| USD 700 M | +USD 90.3 M | +15% | 9.07% | 63.5% | 216 | 10.65% | 4 |
|
| 2438 |
2438
Professional Advisory Services
Vero Beach,
Florida
| USD 700 M | +USD 91.8 M | +15% | 11.7% | 69.3% | 73 | 8.22% | 5.9 |
|
| 2439 |
2439
Pier Capital
Stamford,
Connecticut
| USD 699 M | +USD 78.9 M | +13% | 18.3% | 223% | 139 | 30.94% | 1.5 |
|
| 2440 |
2440
Retirement Investment Advisors
Oklahoma City,
Oklahoma
| USD 699 M | -USD 400 M | -36% | 9.09% | – | 67 | 37.31% | 0.8 |
|
| 2441 |
2441
Cornerstone Wealth Group
Huntersville,
North Carolina
| USD 698 M | +USD 134 M | +24% | 10.1% | 96% | 159 | 16.98% | 2.5 |
|
| 2442 |
FCP
2442
Fine Capital Partners
New York
| USD 696 M | +USD 66.2 M | +11% | 15.1% | 95.5% | 2 | 0% | 8.4 |
|
| 2443 |
2443
First Turn Management
Del Mar,
California
| USD 696 M | – | – | 41.3% | – | 31 | – | 0 |
|
| 2444 |
2444
Abbrea Capital
Greenbrae,
California
| USD 696 M | +USD 67 M | +11% | 10.4% | 38% | 238 | 6.3% | 4.7 |
|
| 2445 |
2445
JLB & Associates
Plymouth,
Michigan
| USD 696 M | +USD 58 M | +9% | 10.1% | 69.9% | 77 | 2.6% | 6.9 |
|
| 2446 |
2446
Robotti Robert
| USD 695 M | +USD 13.7 M | +2% | 10.4% | 107% | 60 | 5% | 5 |
|
| 2447 |
2447
Red Cedar Investment Management
Grand Rapids,
Michigan
| USD 694 M | +USD 40.7 M | +6% | 10.4% | 81.4% | 79 | 11.39% | 2.4 |
|
| 2448 |
2448
IDG China Venture Capital Fund IV Associates
Hong Kong
| USD 694 M | -USD 71.2 M | -9% | 48.5% | 59.2% | 5 | 20% | 2.8 |
|
| 2449 |
2449
Great Hill Partners
Boston,
Massachusetts
| USD 694 M | -USD 18.3 M | -3% | 10.6% | 24% | 2 | 0% | 2 |
|
| 2450 |
2450
Means Investment Company
Bangor,
Maine
| USD 694 M | +USD 83.2 M | +14% | 12.4% | 87.9% | 201 | 8.46% | 3.5 |
|