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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
Gilman Hill Asset Management
New Canaan,
Connecticut
| USD 492 M | +USD 4.29 M | +0.9% | 3.94% | 54.2% | 220 | 11.82% | 4.2 |
|
| 2727 |
2727
PFG Investments
Woodbury,
New York
| USD 492 M | – | – | 10.8% | 106% | 496 | – | 0 |
|
| 2728 |
2728
GPI Capital
New York
| USD 491 M | +USD 90.4 M | +23% | 23.9% | 261% | 6 | 0% | 1.7 |
|
| 2729 |
2729
Zevin Asset Management
Boston,
Massachusetts
| USD 490 M | +USD 29.9 M | +6% | 8.64% | 71.7% | 83 | 10.84% | 5.2 |
|
| 2730 |
2730
Laidlaw Wealth Management
New York City,
New York
| USD 490 M | +USD 23.6 M | +5% | 8.71% | 150% | 382 | 9.69% | 1.5 |
|
| 2731 |
2731
HHM Wealth Advisors
Chattanooga,
Tennessee
| USD 490 M | +USD 52.3 M | +12% | 5.62% | 62.3% | 835 | 19.52% | 1.7 |
|
| 2732 |
2732
Proffitt & Goodson
Knoxville,
Tennessee
| USD 490 M | +USD 20.2 M | +4% | 5.28% | 48.5% | 242 | 5.37% | 3.9 |
|
| 2733 |
CANC
2733
Culbertson A N & Co
Charlottesville,
Virginia
| USD 490 M | +USD 14.8 M | +3% | 4.03% | 87.5% | 120 | 4.17% | 6.9 |
|
| 2734 |
2734
Legacy Financial Advisors
Covington,
Kentucky
| USD 489 M | +USD 25.3 M | +5% | 5.81% | 86.3% | 268 | 16.04% | 1.8 |
|
| 2735 |
2735
Roble Belko & Company
Sewickley,
Pennsylvania
| USD 489 M | +USD 19.1 M | +4% | 5.18% | 53.3% | 347 | 8.65% | 4.5 |
|
| 2736 |
SP
2736
Solel Partners
Boston,
Massachusetts
| USD 489 M | +USD 42.6 M | +10% | 11.7% | 25.9% | 28 | 25% | 1.4 |
|
| 2737 |
2737
HGC Investment Management
Toronto,
Ontario, Canada
| USD 489 M | -USD 482 M | -50% | 2.96% | 33.2% | 392 | 55.1% | 0.5 |
|
| 2738 |
IR
2738
IAT Reinsurance
New York
| USD 489 M | -USD 17.1 M | -3% | 4.88% | 60.2% | 83 | 10.84% | 4.6 |
|
| 2739 |
2739
River Global Investors
London,
United Kingdom
| USD 488 M | +USD 22.8 M | +5% | 10.2% | 49.7% | 202 | 11.88% | 2.8 |
|
| 2740 |
2740
BSW Wealth Partners
Boulder,
Colorado
| USD 488 M | +USD 22.5 M | +5% | 6.85% | 75.4% | 341 | 16.72% | 2.6 |
|
| 2741 |
2741
CAS Investment Partners
Westport,
Connecticut
| USD 488 M | +USD 68.8 M | +16% | 26.3% | 527% | 6 | 16.67% | 3.2 |
|
| 2742 |
2742
South Street Advisors
New York
| USD 487 M | +USD 34.2 M | +8% | 10.9% | 169% | 78 | 12.82% | 3 |
|
| 2743 |
2743
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| USD 487 M | +USD 30.6 M | +7% | 8.17% | 61.5% | 117 | 5.13% | 3 |
|
| 2744 |
2744
Qtron Investments
Boston,
Massachusetts
| USD 486 M | +USD 10.4 M | +2% | 9.72% | 140% | 459 | 20.92% | 1.5 |
|
| 2745 |
2745
American Investment Services
Great Barrington,
Massachusetts
| USD 486 M | +USD 64 | +0% | 5.36% | 63.1% | 134 | 0% | 4.7 |
|
| 2746 |
2746
McMorgan & Co
San Francisco,
California
| USD 486 M | +USD 19.5 M | +4% | 5.65% | 30.1% | 60 | 21.67% | 1.3 |
|
| 2747 |
2747
Dorchester Wealth Management
Montreal,
Quebec, Canada
| USD 486 M | +USD 63.3 M | +15% | 5.06% | 18.3% | 157 | 12.1% | 4.4 |
|
| 2748 |
BIM
2748
Bridgecreek Investment Management
Tulsa,
Oklahoma
| USD 486 M | +USD 37.7 M | +8% | 14.2% | 48.4% | 102 | 9.8% | 4.7 |
|
| 2749 |
2749
Honeycomb Asset Management
New York
| USD 485 M | +USD 109 M | +29% | 20.8% | 49% | 45 | 71.11% | 0.3 |
|
| 2750 |
2750
Liberty Wealth Management
Oakland,
California
| USD 485 M | – | – | 8.26% | 64.2% | 230 | – | 1.4 |
|