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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2651 |
2651
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| USD 338 M | +USD 45.7 M | +16% | 6.19% | 52.3% | 34 | 17.65% | 1.1 |
|
| 2652 |
MAA
2652
Mraz Amerine & Associates
Modesto,
California
| USD 337 M | +USD 6.89 M | +2% | 7.09% | 69.8% | 169 | 5.92% | 3.4 |
|
| 2653 |
2653
Cornerstone Advisory
Hunt Valley,
Maryland
| USD 337 M | +USD 33.4 M | +11% | 3.93% | 53.5% | 150 | 10.67% | 1.9 |
|
| 2654 |
2654
McKinley Carter Wealth Services
Wheeling,
West Virginia
| USD 337 M | +USD 26.5 M | +9% | 7.37% | 63.2% | 160 | 2.5% | 2.9 |
|
| 2655 |
AIS
2655
AlphaOne Investment Services
West Chester,
Pennsylvania
| USD 337 M | -USD 10.5 M | -3% | 3.36% | 77.1% | 239 | 18.83% | 1.6 |
|
| 2656 |
ARMC
2656
American Research & Management Company
Marion,
Massachusetts
| USD 337 M | +USD 49.1 M | +17% | 6.22% | 35.1% | 367 | 16.89% | 3.4 |
|
| 2657 |
2657
Bluescape Energy Partners
Dallas,
Texas
| USD 337 M | +USD 60.3 M | +22% | 21.8% | 57.9% | 1 | 0% | 0.8 |
|
| 2658 |
2658
Marietta Investment Partners
Milwaukee,
Wisconsin
| USD 337 M | +USD 14.7 M | +5% | 6.94% | 160% | 147 | 12.93% | 2.6 |
|
| 2659 |
SC
2659
Stralem & Co
New York
| USD 337 M | -USD 2.19 M | -0.6% | 7.31% | 25.5% | 47 | 4.26% | 3.4 |
|
| 2660 |
2660
Lenox Wealth Management
Cincinnati,
Ohio
| USD 336 M | +USD 25.2 M | +8% | 4.73% | 24.7% | 707 | 23.48% | 1.4 |
|
| 2661 |
CCM
2661
Castine Capital Management
Boston,
Massachusetts
| USD 336 M | +USD 14.5 M | +4% | 1.17% | 13.9% | 50 | 34% | 1.7 |
|
| 2662 |
IA
2662
Independence Advisors
Wayne,
Pennsylvania
| USD 336 M | +USD 23 M | +7% | 4.59% | 24.4% | 95 | 17.89% | 1.4 |
|
| 2663 |
2663
Aegon USA Investment Management
Cedar Rapids,
Iowa
| USD 335 M | -USD 15.3 M | -4% | 4.31% | 39.9% | 47 | 21.28% | 1.2 |
|
| 2664 |
2664
Montecito Bank & Trust
Santa Barbara,
California
| USD 335 M | +USD 22.9 M | +7% | 5.7% | – | 217 | 15.67% | 2.6 |
|
| 2665 |
2665
Gryphon Financial Partners
Columbus,
Ohio
| USD 335 M | +USD 114 M | +51% | 6.38% | 93.7% | 993 | 85.4% | 0.7 |
|
| 2666 |
2666
Tinicum
New York
| USD 335 M | +USD 9.6 M | +3% | 4.63% | 21.1% | 6 | 0% | 2.6 |
|
| 2667 |
TM
2667
Tikvah Management
Charlotte,
North Carolina
| USD 335 M | +USD 16 M | +5% | 11% | 169% | 20 | 15% | 3.1 |
|
| 2668 |
2668
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| USD 335 M | +USD 35.5 M | +12% | 3.78% | 71.4% | 164 | 28.05% | 1.9 |
|
| 2669 |
2669
Wilkins Investment Counsel
Boston,
Massachusetts
| USD 334 M | +USD 16.4 M | +5% | 6.27% | 56.2% | 75 | 1.33% | 4.4 |
|
| 2670 |
2670
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| USD 334 M | +USD 102 M | +44% | 5.35% | 92% | 179 | 10.06% | 3 |
|
| 2671 |
2671
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| USD 334 M | -USD 10.6 M | -3% | 2.33% | 7.8% | 121 | 29.75% | 1.2 |
|
| 2672 |
2672
German American Bancorp
Jasper,
Indiana
| USD 334 M | +USD 15.4 M | +5% | 5.75% | 92.3% | 81 | 3.7% | 0.2 |
|
| 2673 |
2673
Relaxing Retirement Coach
Wellesley,
Massachusetts
| USD 334 M | +USD 9.6 M | +3% | 2.22% | 28.6% | 54 | 12.96% | 0.6 |
|
| 2674 |
2674
Florin Court Capital
London,
United Kingdom
| USD 334 M | +USD 231 M | +226% | 4.49% | 108% | 30 | 33.33% | 0.8 |
|
| 2675 |
PCM
2675
Perritt Capital Management
Chicago,
Illinois
| USD 333 M | -USD 11.5 M | -3% | 1.52% | 80.9% | 243 | 13.17% | 3.1 |
|