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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
Inscription Capital
Houston,
Texas
| USD 951 M | -USD 22.8 M | -2% | 1.71% | – | 815 | 28.59% | 1.6 |
|
| 2427 |
2427
Dock Street Asset Management
Palm Beach,
Florida
| USD 951 M | -USD 141 M | -13% | 8.93% | 175% | 61 | 27.87% | 4.2 |
|
| 2428 |
2428
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
| USD 950 M | +USD 196 M | +26% | 0.86% | – | 353 | 26.63% | 0.3 |
|
| 2429 |
2429
Discipline Wealth Solutions
Greenville,
South Carolina
| USD 950 M | +USD 410 M | +76% | 0.45% | 45.9% | 199 | 19.1% | 0.8 |
|
| 2430 |
2430
CVA Family Office
Denver,
Colorado
| USD 950 M | +USD 80.2 M | +9% | 0.52% | 71.6% | 1,882 | 33.9% | 1.6 |
|
| 2431 |
2431
Steel Grove Capital Advisors
Memphis,
Tennessee
| USD 949 M | -USD 13.6 M | -1% | 2.83% | 106% | 237 | 21.94% | 3 |
|
| 2432 |
2432
Gemsstock Ltd
London,
United Kingdom
| USD 949 M | +USD 155 M | +20% | 2.76% | 149% | 35 | 57.14% | 0.6 |
|
| 2433 |
2433
HBW Advisory Services
Simi Valley,
California
| USD 949 M | +USD 28.5 M | +3% | 0.38% | 68.6% | 480 | 19.17% | 2.3 |
|
| 2434 |
2434
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| USD 947 M | -USD 21.2 M | -2% | 1.84% | 52.3% | 16 | 6.25% | 3.7 |
|
| 2435 |
2435
Iron Gate Global Advisors
Nsl,
Utah
| USD 947 M | -USD 30 M | -3% | 5.79% | 106% | 112 | 16.96% | 3.5 |
|
| 2436 |
2436
Discerene Group
Stamford,
Connecticut
| USD 946 M | -USD 110 M | -10% | 0.28% | 48.6% | 13 | 7.69% | 4.2 |
|
| 2437 |
2437
Teamwork Financial Advisors
San Antonio,
Texas
| USD 946 M | -USD 43.9 M | -4% | 0.18% | 134% | 242 | 26.03% | 2.1 |
|
| 2438 |
2438
V-Square Quantitative Management
Chicago,
Illinois
| USD 946 M | -USD 16.1 M | -2% | 1.71% | 111% | 749 | 10.81% | 0.8 |
|
| 2439 |
2439
Great Waters Wealth Management
Shoreview,
Minnesota
| USD 945 M | +USD 35.9 M | +4% | 0.01% | 49% | 124 | 8.06% | 2.4 |
|
| 2440 |
2440
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| USD 945 M | +USD 42.2 M | +5% | 2.59% | 64.3% | 439 | 10.71% | 2.1 |
|
| 2441 |
2441
Disciplina Capital Management
Nashville,
Tennessee
| USD 944 M | +USD 70.1 M | +8% | 0.53% | 30% | 69 | 2.9% | 3.2 |
|
| 2442 |
2442
Convergence Financial
Columbia,
Missouri
| USD 943 M | +USD 258 M | +38% | 1.07% | 70.6% | 233 | 25.32% | 1.4 |
|
| 2443 |
2443
Harbour Trust & Investment Management
Michigan City,
Indiana
| USD 943 M | -USD 37.5 M | -4% | 2.48% | 116% | 162 | 9.26% | 2 |
|
| 2444 |
2444
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| USD 942 M | +USD 63.6 M | +7% | 10.7% | 140% | 34 | 11.76% | 4.9 |
|
| 2445 |
2445
Synergy Asset Management
Vancouver,
Washington
| USD 942 M | -USD 19.9 M | -2% | 0.01% | 97.3% | 310 | 45.48% | 1 |
|
| 2446 |
2446
OLP Capital Management
Causeway Bay,
Hong Kong
| USD 942 M | +USD 428 M | +83% | 7.92% | 146% | 8 | 75% | 0.6 |
|
| 2447 |
2447
Lincluden Management
Mississauga,
Ontario, Canada
| USD 939 M | -USD 238 M | -20% | 5.33% | 67.7% | 73 | 6.85% | 6.8 |
|
| 2448 |
2448
Leuthold Group
Minneapolis,
Minnesota
| USD 939 M | +USD 12.7 M | +1% | 3.06% | 138% | 229 | 17.47% | 1.7 |
|
| 2449 |
2449
Institute for Wealth Management
Denver,
Colorado
| USD 938 M | -USD 5.39 M | -0.6% | 1.83% | 137% | 578 | 12.11% | 4.5 |
|
| 2450 |
2450
Portland Global Advisors
Portland,
Maine
| USD 938 M | +USD 6.46 M | +0.7% | 0.52% | 43.4% | 154 | 7.79% | 6.5 |
|