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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
2451
Steel Grove Capital Advisors
Memphis,
Tennessee
| USD 1073 M | +USD 124 M | +13% | 15.1% | 106% | 237 | 13.08% | 3.1 |
|
| 2452 |
2452
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| USD 1072 M | +USD 111 M | +12% | 8.91% | 47.7% | 207 | 6.76% | 4.9 |
|
| 2453 |
2453
Oak Harvest Investment Services
Houston,
Texas
| USD 1071 M | +USD 113 M | +12% | 18.2% | 112% | 203 | 33.5% | 2.2 |
|
| 2454 |
2454
Cypress Capital Group
Palm Beach,
Florida
| USD 1071 M | +USD 182 M | +20% | 14.9% | 97.8% | 320 | 25% | 4.9 |
|
| 2455 |
2455
Tamar Securities
Woodland Hills,
California
| USD 1071 M | +USD 136 M | +15% | 12.3% | 84.8% | 105 | 20.95% | 2.8 |
|
| 2456 |
2456
Morgan Stanley Institutional Investment Advisors
Greenwood Village,
Colorado
| USD 1071 M | +USD 33.4 M | +3% | 7.33% | – | 5 | 0% | 1.2 |
|
| 2457 |
2457
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| USD 1071 M | +USD 222 M | +26% | 16.7% | – | 349 | 23.5% | 3.1 |
|
| 2458 |
2458
Broad Bay Capital Management
New York
| USD 1070 M | -USD 106 M | -9% | 33.5% | 338% | 37 | 64.86% | 0.8 |
|
| 2459 |
2459
Center for Financial Planning
Southfied,
Michigan
| USD 1070 M | +USD 112 M | +12% | 11.6% | 57.5% | 687 | 7.28% | 4.1 |
|
| 2460 |
JCM
2460
Jag Capital Management
St Louis,
Missouri
| USD 1068 M | +USD 179 M | +20% | 37.7% | 230% | 176 | 28.98% | 3.5 |
|
| 2461 |
2461
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| USD 1067 M | +USD 92.6 M | +10% | 13.8% | 70.5% | 225 | 40.89% | 2.2 |
|
| 2462 |
2462
Bedel Financial Consulting
Indianapolis,
Indiana
| USD 1065 M | +USD 177 M | +20% | 19.3% | 104% | 322 | 12.11% | 4.7 |
|
| 2463 |
2463
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| USD 1064 M | +USD 157 M | +17% | 9.11% | 55% | 181 | 16.02% | 3.8 |
|
| 2464 |
2464
NWF Advisory Services
Los Angeles,
California
| USD 1064 M | +USD 178 M | +20% | 28.7% | 111% | 468 | 14.74% | 1.6 |
|
| 2465 |
2465
Petrus Trust Company
Dallas,
Texas
| USD 1063 M | +USD 148 M | +16% | 14% | 36.9% | 30 | 20% | 3.4 |
|
| 2466 |
2466
Cutler Investment Counsel
Jacksonville,
Oregon
| USD 1062 M | +USD 91.2 M | +9% | 9.37% | 56.2% | 159 | 9.43% | 5.3 |
|
| 2467 |
BDP
2467
Brehaut David Pascal
| USD 1062 M | +USD 154 M | +17% | 17% | – | 1 | 0% | 0.5 |
|
| 2468 |
2468
Polaris Capital Management
Boston,
Massachusetts
| USD 1061 M | -USD 161 M | -13% | 14.6% | 94.3% | 90 | 13.33% | 4.5 |
|
| 2469 |
2469
Synergy Asset Management
Vancouver,
Washington
| USD 1061 M | +USD 119 M | +13% | 22% | 97.3% | 338 | 44.38% | 1.1 |
|
| 2470 |
2470
Planning Center Inc
Moline,
Illinois
| USD 1060 M | +USD 72.6 M | +7% | 6% | 38.9% | 88 | 15.91% | 2.7 |
|
| 2471 |
2471
Rhenman & Partners Asset Management
Stockholm,
Sweden
| USD 1059 M | +USD 249 M | +31% | 22% | 131% | 106 | 25.47% | 2.8 |
|
| 2472 |
2472
J. Stern & Co
London,
United Kingdom
| USD 1059 M | +USD 27.8 M | +3% | 8.57% | – | 51 | 3.92% | 1.7 |
|
| 2473 |
2473
Greylock XIV
Menlo Park,
California
| USD 1057 M | -USD 178 M | -14% | 14.4% | – | 1 | 0% | 0.5 |
|
| 2474 |
2474
Red Cedar Investment Management
Grand Rapids,
Michigan
| USD 1056 M | +USD 91.3 M | +9% | 10.2% | 81.4% | 95 | 9.47% | 3 |
|
| 2475 |
2475
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| USD 1055 M | +USD 113 M | +12% | 20.8% | 140% | 35 | 8.57% | 4.8 |
|