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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2676 |
2676
Meristem Family Wealth
Minnetonka,
Minnesota
| USD 238 M | +USD 12.2 M | +5% | 3.28% | 67.7% | 118 | 11.86% | 1.6 |
|
| 2677 |
2677
Peak Asset Management
Louisville,
Colorado
| USD 238 M | +USD 11.9 M | +5% | 4.2% | 70.1% | 147 | 11.56% | 1.2 |
|
| 2678 |
2678
Buffington Mohr McNeal
Boise,
Idaho
| USD 238 M | +USD 11.1 M | +5% | 1.88% | 29.3% | 166 | 9.04% | 1.4 |
|
| 2679 |
2679
Argus Investors Counsel
New York
| USD 238 M | +USD 1.55 M | +0.7% | 5.39% | 132% | 53 | 0% | 3 |
|
| 2680 |
2680
Glade Brook Capital Partners
Greenwich,
Connecticut
| USD 238 M | +USD 114 M | +92% | 10.8% | – | 7 | 42.86% | 1.2 |
|
| 2681 |
IIA
2681
IPG Investment Advisors
San Diego,
California
| USD 238 M | -USD 4.15 M | -2% | 10.2% | 106% | 146 | 36.3% | 1.3 |
|
| 2682 |
2682
America First Investment Advisors
Omaha,
Nebraska
| USD 238 M | -USD 1.8 M | -0.7% | 2% | 78.2% | 148 | 27.03% | 2.1 |
|
| 2683 |
RP
2683
Ridgegate Proprietary
Sydney,
Australia
| USD 237 M | -USD 5.35 M | -2% | 0.69% | – | 3 | 0% | 1.5 |
|
| 2684 |
2684
Managed Asset Portfolios
Rochester,
Michigan
| USD 237 M | +USD 9.11 M | +4% | 6.31% | 99.2% | 31 | 9.68% | 2.3 |
|
| 2685 |
2685
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| USD 237 M | +USD 38.4 M | +19% | 3.32% | 82.9% | 704 | 15.06% | 0.5 |
|
| 2686 |
2686
Northeast Financial Consultants
Westport,
Connecticut
| USD 237 M | +USD 12 M | +5% | 3.53% | 63.8% | 169 | 18.93% | 1.6 |
|
| 2687 |
2687
EFG Asset Management (Americas)
Miami,
Florida
| USD 237 M | +USD 24.4 M | +11% | 2.22% | 112% | 126 | 34.13% | 1.3 |
|
| 2688 |
2688
Kestrel Investment Management
San Mateo,
California
| USD 236 M | -USD 5.35 M | -2% | 11.2% | 89.2% | 47 | 25.53% | 1.1 |
|
| 2689 |
2689
PVG Asset Management
Golden,
Colorado
| USD 236 M | -USD 4.93 M | -2% | 1.74% | – | 89 | 33.71% | 0.7 |
|
| 2690 |
2690
FFT Wealth Management
Philadelphia,
Pennsylvania
| USD 236 M | -USD 17.3 M | -7% | 2.53% | 65.6% | 69 | 13.04% | 0.6 |
|
| 2691 |
2691
Autonomy Capital (Jersey)
St. Helier,
Jersey
| USD 236 M | -USD 19.2 M | -8% | 9.79% | 33.4% | 10 | 60% | 0.4 |
|
| 2692 |
2692
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| USD 236 M | -USD 474 k | -0.2% | 7.26% | 99.4% | 103 | 8.74% | 1.4 |
|
| 2693 |
2693
ARS Wealth Advisors
St. Petersburg,
Florida
| USD 236 M | +USD 866 k | +0.4% | 1% | 61.8% | 103 | 18.45% | 1.5 |
|
| 2694 |
2694
Argent Trust Co
Nashville,
Tennessee
| USD 236 M | +USD 8.42 M | +4% | 2.54% | 86.2% | 267 | 11.99% | 1.3 |
|
| 2695 |
2695
Steadfast Advisors
New York
| USD 235 M | +USD 72.2 M | +44% | 15.4% | 81.4% | 56 | 32.14% | 0.9 |
|
| 2696 |
2696
Edge Wealth Management
New York
| USD 235 M | -USD 5.29 M | -2% | 5.34% | 75.3% | 543 | 22.47% | 1.8 |
|
| 2697 |
2697
Kays Financial Advisory
Atlanta,
Georgia
| USD 235 M | +USD 12.7 M | +6% | 1.67% | 23.3% | 68 | 11.76% | 1.8 |
|
| 2698 |
2698
Gagnon Securities
New York
| USD 235 M | +USD 20.6 M | +10% | 11.1% | 129% | 107 | 24.3% | 1.8 |
|
| 2699 |
2699
Palouse Capital Management
Spokane,
Washington
| USD 235 M | -USD 11 M | -4% | 4% | 67.8% | 105 | 26.67% | 1.4 |
|
| 2700 |
2700
IberiaBank
Lafayette,
Louisiana
| USD 235 M | +USD 7.59 M | +3% | 3.14% | 39.6% | 152 | 19.08% | 2.1 |
|