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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
Patton Albertson Miller Group
Chattanooga,
Tennessee
| USD 523 M | +USD 84 M | +19% | 0.35% | 117% | 245 | 20.82% | 3.2 |
|
| 2777 |
2777
East Coast Asset Management
Essex,
Massachusetts
| USD 523 M | -USD 3.58 M | -0.7% | 0.35% | 167% | 66 | 1.52% | 6.7 |
|
| 2778 |
2778
TrinityPoint Wealth
Milford,
Connecticut
| USD 523 M | +USD 33.6 M | +7% | 0.83% | 28.4% | 319 | 22.26% | 1.5 |
|
| 2779 |
2779
Ascent Wealth Partners
New Hartford,
New York
| USD 523 M | -USD 1.53 M | -0.3% | 0.62% | 105% | 152 | 5.26% | 3.6 |
|
| 2780 |
2780
Salesforce Inc
San Francisco,
California
| USD 522 M | -USD 412 M | -44% | 26.1% | 33.9% | 7 | 42.86% | 0.4 |
|
| 2781 |
2781
Dillon & Associates
Jackson,
Michigan
| USD 522 M | +USD 11.4 M | +2% | 2.72% | 117% | 72 | 1.39% | 5.6 |
|
| 2782 |
2782
Buffington Mohr McNeal
Boise,
Idaho
| USD 522 M | +USD 11.7 M | +2% | 1.41% | 29.3% | 124 | 5.65% | 4.2 |
|
| 2783 |
2783
Alaska Wealth Advisors
Anchorage,
Alaska
| USD 521 M | +USD 8.92 M | +2% | 0.89% | 44.3% | 48 | 2.08% | 2 |
|
| 2784 |
AIM
2784
Aigen Investment Management
New York
| USD 521 M | -USD 52.2 M | -9% | 4.25% | 55.5% | 730 | 79.32% | 0.2 |
|
| 2785 |
2785
Chemung Canal Trust
Elmira,
New York
| USD 521 M | -USD 2.33 M | -0.4% | 0.21% | 80.9% | 123 | 4.07% | 5.2 |
|
| 2786 |
2786
Front Street Capital Management
Missoula,
Montana
| USD 520 M | -USD 29.4 M | -5% | 4.64% | 316% | 69 | 11.59% | 3.4 |
|
| 2787 |
IMOV
2787
Investment Management of Virginia
Richmond,
Virginia
| USD 520 M | +USD 702 k | +0.1% | 0.12% | 93.4% | 166 | 6.63% | 4.8 |
|
| 2788 |
2788
Chatham Capital Group
Savannah,
Georgia
| USD 520 M | +USD 2.36 M | +0.5% | 0.21% | 97% | 198 | 7.07% | 4.1 |
|
| 2789 |
2789
IBEX Wealth Advisors
Bedminster,
New Jersey
| USD 519 M | +USD 19.2 M | +4% | 0.15% | 221% | 450 | 62% | 0.5 |
|
| 2790 |
2790
Baker Ellis Asset Management
Vancouver,
Washington
| USD 519 M | +USD 8.69 M | +2% | 0.21% | 91.9% | 207 | 8.21% | 4.4 |
|
| 2791 |
2791
Camden National Bank
Camden,
Maine
| USD 519 M | -USD 10.6 M | -2% | 1.17% | 48.8% | 157 | 12.1% | 2.8 |
|
| 2792 |
2792
Barometer Capital Management
Toronto,
Ontario, Canada
| USD 518 M | -USD 10.1 M | -2% | 5.25% | 339% | 165 | 44.85% | 0.6 |
|
| 2793 |
2793
Shepherd Financial Partners
Winchester,
Massachusetts
| USD 518 M | -USD 7.9 M | -2% | 0.19% | 78% | 155 | 9.68% | 2.5 |
|
| 2794 |
2794
Winslow Asset Management
Beachwood,
Ohio
| USD 518 M | -USD 18.4 M | -3% | 0.25% | 89.9% | 91 | 10.99% | 5 |
|
| 2795 |
2795
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| USD 517 M | -USD 1.99 M | -0.4% | 0.51% | 98% | 105 | 15.24% | 2.4 |
|
| 2796 |
2796
Donoghue Forlines
Boston,
Massachusetts
| USD 516 M | -USD 18.8 M | -4% | 0.19% | 199% | 250 | 41.2% | 0.5 |
|
| 2797 |
2797
Evermay Wealth Management
Arlington,
Virginia
| USD 516 M | -USD 23.6 M | -4% | 0.48% | 56.2% | 553 | 21.7% | 1.5 |
|
| 2798 |
2798
Exchange Capital Management
Ann Arbor,
Michigan
| USD 516 M | -USD 5.2 M | -1% | 0.52% | 57.8% | 167 | 3.59% | 4.1 |
|
| 2799 |
2799
Heard Capital LLC
Chicago,
Illinois
| USD 516 M | +USD 74.4 M | +17% | 5.16% | 161% | 54 | 46.3% | 1 |
|
| 2800 |
2800
Faithward Advisors
Lancaster,
Pennsylvania
| USD 516 M | +USD 10.9 M | +2% | 0.89% | 119% | 297 | 16.84% | 0.8 |
|