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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
2726
Gould Asset Management
Claremont,
California
| USD 208 M | +USD 19.1 M | +10% | 4.57% | 42.8% | 99 | 3.03% | 0.8 |
|
| 2727 |
TCOO
2727
Trust Company of Oklahoma
Tulsa,
Oklahoma
| USD 208 M | +USD 53.4 M | +35% | 5.62% | 101% | 108 | 21.3% | 0.8 |
|
| 2728 |
MCM
2728
McRae Capital Management
Morristown,
New Jersey
| USD 208 M | +USD 9.6 M | +5% | 4.85% | 78.2% | 80 | 5% | 0.9 |
|
| 2729 |
KIC
2729
Keating Investment Counselors
Delray Beach,
Florida
| USD 207 M | +USD 6.81 M | +3% | 4.77% | 50% | 57 | 5.26% | 0.9 |
|
| 2730 |
SACTSONJ
2730
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| USD 207 M | +USD 4.54 M | +2% | 5.06% | 147% | 196 | 5.1% | 1 |
|
| 2731 |
2731
Financial Architects (New Jersey)
Marlton,
New Jersey
| USD 207 M | +USD 39.9 M | +24% | 4.76% | 31.3% | 913 | 83.35% | 0.1 |
|
| 2732 |
2732
United Asset Strategies
Garden City,
New York
| USD 207 M | +USD 30.3 M | +17% | 4.72% | 94.6% | 137 | 40.15% | 0.4 |
|
| 2733 |
2733
Sage Financial Group
W. Conshohocken,
Pennsylvania
| USD 206 M | +USD 30.7 M | +17% | 4.7% | 62% | 38 | 7.89% | 0.3 |
|
| 2734 |
SAM
2734
Selway Asset Management
| USD 206 M | +USD 27.9 M | +16% | 3.59% | 36.5% | 77 | 35.06% | 0.7 |
|
| 2735 |
2735
JNBA Financial Advisors
Bloomington,
Minnesota
| USD 206 M | +USD 16.4 M | +9% | 4.06% | 61.8% | 534 | 13.11% | 0.8 |
|
| 2736 |
TC
2736
Taylor Cottrill
New London,
New Hampshire
| USD 206 M | +USD 12.7 M | +7% | 4.53% | – | 101 | 6.93% | 0.9 |
|
| 2737 |
SCP
2737
Syntal Capital Partners
Midland,
Texas
| USD 206 M | +USD 35.4 M | +21% | 9.38% | 102% | 258 | 62.02% | 0.1 |
|
| 2738 |
2738
TPH Asset Management
Houston,
Texas
| USD 206 M | -USD 7.3 M | -3% | 14.1% | 8.46% | 106 | 37.74% | 0.6 |
|
| 2739 |
HIS
2739
Horizon Investment Services
Hammond,
Indiana
| USD 206 M | +USD 22.5 M | +12% | 11.1% | 250% | 137 | 22.63% | 0.5 |
|
| 2740 |
RIG
2740
Renaissance Investment Group
Lenox,
Massachusetts
| USD 206 M | +USD 8.74 M | +4% | 5.68% | 99.6% | 75 | 4% | 0.9 |
|
| 2741 |
2741
Greenwood Gearhart
Fayetteville,
Arkansas
| USD 206 M | +USD 3.78 M | +2% | 4.15% | 70.6% | 53 | 9.43% | 1 |
|
| 2742 |
DD
2742
Dominick & Dominick
New York
| USD 205 M | +USD 1.03 M | +0.5% | 5.72% | – | 208 | 23.08% | 0.8 |
|
| 2743 |
2743
Family Management
New York
| USD 205 M | +USD 13 M | +7% | 7.04% | 69% | 92 | 26.09% | 0.6 |
|
| 2744 |
AWA
2744
ARS Wealth Advisors
St. Petersburg,
Florida
| USD 205 M | +USD 38.6 M | +23% | 5.91% | 61.8% | 79 | 24.05% | 0.4 |
|
| 2745 |
RAM
2745
Redmond Asset Management
Henrico,
Virginia
| USD 205 M | +USD 16.8 M | +9% | 4.46% | 61.5% | 152 | 10.53% | 0.8 |
|
| 2746 |
NI
2746
NFC Investments
Memphis,
Tennessee
| USD 205 M | +USD 5.72 M | +3% | 6.64% | – | 41 | 4.88% | 0.9 |
|
| 2747 |
2747
Waratah Capital Advisors
Toronto,
Ontario, Canada
| USD 205 M | +USD 23.1 M | +13% | 5.96% | 192% | 104 | 68.27% | 0.3 |
|
| 2748 |
WFG
2748
Windsor Financial Group
Minneapolis,
Minnesota
| USD 205 M | +USD 7.34 M | +4% | 3.39% | 15.3% | 78 | 8.97% | 0.9 |
|
| 2749 |
CI
2749
Chartist Inc
Seal Beach,
California
| USD 205 M | +USD 17.3 M | +9% | 2.88% | – | 63 | 31.75% | 0.6 |
|
| 2750 |
EFM
2750
Equinox Fund Management
Denver,
Colorado
| USD 205 M | -USD 54.7 M | -21% | 0.48% | – | 4 | 0% | 1 |
|