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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
Greatmark Investment Partners
Columbus,
Georgia
| USD 224 M | +USD 3.15 M | +1% | 1.24% | 62% | 92 | 6.52% | 2.4 |
|
| 2727 |
AFGI4KRSP
2727
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| USD 224 M | +USD 8.1 M | +4% | 5.06% | 17.8% | 1 | 0% | 3 |
|
| 2728 |
NCMW
2728
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
| USD 224 M | -USD 399 k | -0.2% | 1.42% | 12.8% | 146 | 10.96% | 1.8 |
|
| 2729 |
2729
Strategic Point Investment Advisors
Providence,
Rhode Island
| USD 224 M | +USD 1.3 M | +0.6% | 2.48% | 51.9% | 13 | 23.08% | 1.6 |
|
| 2730 |
LA
2730
Lynch & Associates
Newburgh,
Indiana
| USD 224 M | +USD 13.5 M | +6% | 4.13% | 73.5% | 112 | 1.79% | 2.5 |
|
| 2731 |
LA
2731
Lexington Advisors
New York
| USD 224 M | -USD 30 M | -12% | 4.84% | 27% | 5 | 0% | 0.5 |
|
| 2732 |
JIAI
2732
JCF III AIV I
New York
| USD 224 M | +USD 6.17 M | +3% | 2.84% | – | 1 | 0% | 0.5 |
|
| 2733 |
2733
NorthRock Partners
Minneapolis,
Minnesota
| USD 223 M | +USD 30.8 M | +16% | 2.98% | 62.8% | 53 | 18.87% | 0.9 |
|
| 2734 |
2734
Amarillo National Bank
Amarillo,
Texas
| USD 223 M | +USD 84.6 M | +61% | 1.13% | 56.3% | 76 | 10.53% | 2.3 |
|
| 2735 |
2735
Patton Albertson Miller Group
Chattanooga,
Tennessee
| USD 223 M | +USD 24.8 M | +13% | 1.87% | 109% | 132 | 15.91% | 2.1 |
|
| 2736 |
2736
Probity Advisors
Dallas,
Texas
| USD 223 M | – | – | 2.41% | 55.8% | 131 | – | 0 |
|
| 2737 |
SC
2737
Stratford Consulting
Addison,
Texas
| USD 222 M | +USD 9.28 M | +4% | 3.02% | 8.23% | 59 | 6.78% | 2.5 |
|
| 2738 |
2738
Kays Financial Advisory
Atlanta,
Georgia
| USD 222 M | +USD 19.3 M | +10% | 2.73% | 23.3% | 66 | 7.58% | 1.7 |
|
| 2739 |
2739
Verus Financial Partners
Richmond,
Virginia
| USD 222 M | +USD 5.26 M | +2% | 2.12% | 41.6% | 50 | 12% | 2.3 |
|
| 2740 |
2740
Blue Chip Partners
Farmington Hills,
Michigan
| USD 222 M | +USD 16.6 M | +8% | 3.56% | 81.2% | 119 | 5.04% | 1.3 |
|
| 2741 |
TAM
2741
Tealwood Asset Management
Minneapolis,
Minnesota
| USD 222 M | -USD 1.07 M | -0.5% | 5.21% | 128% | 91 | 21.98% | 1.8 |
|
| 2742 |
MIM
2742
Mittleman Investment Management
Melville,
New York
| USD 222 M | +USD 8.18 M | +4% | 1.32% | 11.6% | 8 | 12.5% | 2.4 |
|
| 2743 |
2743
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| USD 222 M | +USD 9.49 M | +4% | 2.55% | 58% | 172 | 22.67% | 1.4 |
|
| 2744 |
GIM
2744
Greystone Investment Management
Cincinnati,
Ohio
| USD 221 M | -USD 14.3 M | -6% | 0.65% | 32.8% | 62 | 22.58% | 1.8 |
|
| 2745 |
CCC
2745
Chelsea Counsel Company
Los Angeles,
California
| USD 221 M | -USD 89.4 M | -29% | 5.64% | 106% | 129 | 28.68% | 2.5 |
|
| 2746 |
2746
FRG Family Wealth Advisors
Bellevue,
Washington
| USD 221 M | +USD 15 M | +7% | 4.16% | 76.4% | 124 | 4.84% | 0.5 |
|
| 2747 |
LHC
2747
Levy Harkins & Co
New York
| USD 221 M | -USD 14.7 M | -6% | 0.58% | 62.9% | 20 | 5% | 2.5 |
|
| 2748 |
PRCP
2748
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| USD 221 M | -USD 2.51 M | -1% | 5.15% | 149% | 158 | 12.03% | 1.8 |
|
| 2749 |
AIA
2749
AGF Investments America
Toronto,
Ontario, Canada
| USD 221 M | +USD 85 M | +63% | 5.83% | 72.1% | 71 | 57.75% | 0.8 |
|
| 2750 |
2750
Hanson & Doremus Investment Management
Burlington,
Vermont
| USD 221 M | -USD 554 k | -0.3% | 2.21% | 86.3% | 487 | 10.68% | 2.3 |
|