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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
Brian C. Broderick
| USD 235 M | -USD 3.07 M | -1% | 3.56% | 98.6% | 103 | 4.85% | 2.5 |
|
| 2702 |
2702
White Pine Capital
Bloomington,
Minnesota
| USD 235 M | -USD 3 M | -1% | 5.51% | 143% | 225 | 10.22% | 2.4 |
|
| 2703 |
GJCM
2703
Grand Jean Capital Management
San Francisco,
California
| USD 234 M | +USD 2.5 M | +1% | 6.61% | 61.4% | 36 | 8.33% | 2 |
|
| 2704 |
LYV
2704
Live Your Vision
West Conshohocken,
Pennsylvania
| USD 234 M | +USD 14.7 M | +7% | 2.52% | 17.9% | 319 | 81.5% | 0.4 |
|
| 2705 |
2705
Founders Financial Securities
Towson,
Maryland
| USD 234 M | +USD 15.8 M | +7% | 4.37% | 64.3% | 97 | 44.33% | 0.9 |
|
| 2706 |
2706
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| USD 234 M | +USD 1.07 M | +0.5% | 1.96% | 74.8% | 123 | 4.88% | 2.8 |
|
| 2707 |
2707
NorthRock Partners
Minneapolis,
Minnesota
| USD 234 M | +USD 10.4 M | +5% | 3.98% | 62.8% | 55 | 21.82% | 1 |
|
| 2708 |
FAG
2708
Financial Advisory Group
Houston,
Texas
| USD 233 M | +USD 27.7 M | +13% | 2.44% | 20.6% | 63 | 6.35% | 2.2 |
|
| 2709 |
2709
Stonebridge Capital Management
Los Angeles,
California
| USD 233 M | +USD 13.5 M | +6% | 3.58% | – | 143 | 15.38% | 2.3 |
|
| 2710 |
2710
Cetera Investment Advisers
Schaumburg,
Illinois
| USD 233 M | -USD 22.5 M | -9% | 2.55% | 73.4% | 334 | 27.54% | 0.6 |
|
| 2711 |
2711
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| USD 233 M | +USD 1.97 M | +0.9% | 2.3% | 76.1% | 166 | 14.46% | 2.4 |
|
| 2712 |
2712
Transform Wealth
Greenwood Village,
Colorado
| USD 233 M | -USD 5.11 M | -2% | 3.28% | 48.4% | 220 | 12.27% | 0.2 |
|
| 2713 |
2713
Haverford Financial Services
Radnor,
Pennsylvania
| USD 233 M | -USD 4.28 M | -2% | 1.27% | 57.9% | 61 | 4.92% | 2 |
|
| 2714 |
CRB
2714
Chad R. Baker
| USD 233 M | +USD 8.4 M | +4% | 3.02% | 108% | 61 | 8.2% | 0.7 |
|
| 2715 |
2715
Noesis Capital Mangement
Boca Raton,
Florida
| USD 232 M | +USD 7.59 M | +3% | 4.04% | 128% | 88 | 9.09% | 2.5 |
|
| 2716 |
2716
First Light Asset Management
Edina,
Minnesota
| USD 232 M | +USD 16.4 M | +8% | 17.6% | 364% | 71 | 12.68% | 1.9 |
|
| 2717 |
FIM
2717
Friedberg Investment Management
Houston,
Texas
| USD 232 M | +USD 20.3 M | +10% | 1.78% | 44.8% | 104 | 21.15% | 1.7 |
|
| 2718 |
2718
FDO Partners
Cambridge,
Massachusetts
| USD 232 M | +USD 47.4 M | +26% | 0.03% | – | 284 | 73.24% | 0.2 |
|
| 2719 |
2719
Probity Advisors
Dallas,
Texas
| USD 232 M | +USD 8.57 M | +4% | 3.47% | 55.8% | 142 | 11.97% | 0.2 |
|
| 2720 |
2720
Capital Impact Advisors
Boston,
Massachusetts
| USD 232 M | +USD 17.9 M | +8% | 8.74% | – | 224 | 4.02% | 1.5 |
|
| 2721 |
2721
Think Investments
San Francisco,
California
| USD 232 M | -USD 84.9 M | -27% | 21.3% | 285% | 10 | 30% | 0.9 |
|
| 2722 |
AAM
2722
AR Asset Management
West Hollywood,
California
| USD 231 M | -USD 6.84 M | -3% | 0.63% | 64.9% | 119 | 3.36% | 2.6 |
|
| 2723 |
2723
City Holding Co
Charleston,
West Virginia
| USD 231 M | +USD 6.85 M | +3% | 2.67% | 89.2% | 595 | 8.4% | 1.9 |
|
| 2724 |
MP
2724
Mediatel Partners
Fort Worth,
Texas
| USD 231 M | +USD 917 k | +0.4% | 0.47% | 11.6% | 2 | 0% | 3.3 |
|
| 2725 |
2725
Peak Financial Management
Wellesley,
Massachusetts
| USD 231 M | +USD 6.88 M | +3% | 3.19% | 58.2% | 35 | 17.14% | 0.5 |
|