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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
2776
Meristem Family Wealth
Minnetonka,
Minnesota
| USD 273 M | -USD 18.8 M | -6% | 13.6% | 67.7% | 161 | 32.92% | 2.7 |
|
| 2777 |
2777
Westside Investment Management
Santa Monica,
California
| USD 273 M | -USD 39.7 M | -13% | 18% | 114% | 854 | 33.72% | 1.4 |
|
| 2778 |
2778
IQ EQ Fund Management
Dublin 2,
Ireland
| USD 273 M | -USD 91.4 M | -25% | 10.3% | 109% | 111 | 11.71% | 2.5 |
|
| 2779 |
PWW
2779
Pettyjohn Wood & White
Lynchburg,
Virginia
| USD 273 M | -USD 34.4 M | -11% | 10% | 70.9% | 149 | 7.38% | 3.9 |
|
| 2780 |
2780
Ipswich Investment Management
Beverly,
Massachusetts
| USD 273 M | -USD 23 M | -8% | 11.8% | 104% | 449 | 63.25% | 0.8 |
|
| 2781 |
2781
Fulcrum Equity Management
Plano,
Texas
| USD 273 M | – | – | 0.06% | 116% | 79 | – | 0 |
|
| 2782 |
2782
Csenge Advisory Group
Clearwater,
Florida
| USD 273 M | +USD 14.8 M | +6% | 11.2% | 66.3% | 1,896 | 90.24% | 0.8 |
|
| 2783 |
2783
Harvest Capital Management
Concord,
New Hampshire
| USD 273 M | -USD 46 M | -14% | 12.5% | 19.5% | 103 | 9.71% | 3.4 |
|
| 2784 |
2784
Bayview Asset Management
Coral Gables,
Florida
| USD 272 M | – | – | 18.9% | 55.4% | 11 | – | 0 |
|
| 2785 |
2785
Abundance Wealth Counselors
State College,
Pennsylvania
| USD 272 M | – | – | 12.7% | 107% | 27 | – | 0 |
|
| 2786 |
2786
Calton & Associates
Tampa,
Florida
| USD 272 M | -USD 67.9 M | -20% | 11.3% | 73.9% | 314 | 37.26% | 0.8 |
|
| 2787 |
LA
2787
Leonetti & Associates
Buffalo Grove,
Illinois
| USD 272 M | -USD 119 M | -30% | 12.6% | 49.5% | 39 | 23.08% | 2.7 |
|
| 2788 |
TRIM
2788
Thompson Rubinstein Investment Management
Portland,
Oregon
| USD 272 M | -USD 54.3 M | -17% | 13.5% | 42.8% | 78 | 3.85% | 4.9 |
|
| 2789 |
2789
Heck Capital Advisors
Rhinelander,
Wisconsin
| USD 272 M | -USD 31.3 M | -10% | 10.9% | 67% | 102 | 8.82% | 1.5 |
|
| 2790 |
2790
Univest Financial
Souderton,
Pennsylvania
| USD 271 M | -USD 56.5 M | -17% | 13.3% | 82.6% | 123 | 21.14% | 3.1 |
|
| 2791 |
HJA
2791
Hugh Johnson Advisors
Albany,
New York
| USD 271 M | -USD 90.2 M | -25% | 11.9% | 41.5% | 98 | 18.37% | 4 |
|
| 2792 |
PT
2792
Plimoth Trust
Plymouth,
Massachusetts
| USD 271 M | -USD 37.4 M | -12% | 10.1% | 110% | 187 | 3.74% | 1 |
|
| 2793 |
2793
Telos Capital Management
San Diego,
California
| USD 270 M | -USD 42.5 M | -14% | 11% | 71.1% | 162 | 12.96% | 3.6 |
|
| 2794 |
2794
Canal Insurance Company
Greenville,
South Carolina
| USD 270 M | -USD 51.9 M | -16% | 11.4% | 114% | 81 | 25.93% | 3.4 |
|
| 2795 |
2795
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| USD 270 M | -USD 91.5 M | -25% | 12% | 63.5% | 186 | 15.59% | 3.7 |
|
| 2796 |
2796
Menta Capital
San Francisco,
California
| USD 270 M | -USD 16.7 M | -6% | 14% | 61.2% | 764 | 58.9% | 0.7 |
|
| 2797 |
2797
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| USD 270 M | +USD 124 M | +85% | 15.9% | 40% | 14 | 21.43% | 2.5 |
|
| 2798 |
2798
Oakview Capital Management
Dallas,
Texas
| USD 270 M | -USD 10 M | -4% | 17.8% | 21.2% | 15 | 6.67% | 1 |
|
| 2799 |
2799
Divergent Wealth Advisors
South Jordan,
Utah
| USD 270 M | -USD 20.2 M | -7% | 11% | 14.7% | 147 | 75.51% | 0.7 |
|
| 2800 |
2800
Probity Advisors
Dallas,
Texas
| USD 269 M | -USD 38.5 M | -12% | 9.47% | 61.7% | 166 | 12.05% | 1.9 |
|