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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Capital Investment Counsel Inc
Raleigh,
North Carolina
| USD 282 M | +USD 3.82 M | +1% | 3.46% | 174% | 178 | 10.67% | 3.7 |
|
| 2952 |
2952
Human Investing
Lake Oswego,
Oregon
| USD 282 M | +USD 8.35 M | +3% | 1.51% | 56.9% | 390 | 15.9% | 0.6 |
|
| 2953 |
2953
Hudock Inc
Williamsport,
Pennsylvania
| USD 282 M | +USD 5.74 M | +2% | 0.84% | 69.7% | 773 | 10.87% | 3.4 |
|
| 2954 |
2954
Arkansas Financial Group
Little Rock,
Arkansas
| USD 282 M | +USD 12.2 M | +5% | 0.49% | 39.1% | 31 | 12.9% | 3.4 |
|
| 2955 |
2955
FundX Investment Group
San Francisco,
California
| USD 282 M | +USD 39.7 M | +16% | 2.72% | 94.6% | 52 | 32.69% | 1.6 |
|
| 2956 |
2956
The Family Firm
Bethesda,
Maryland
| USD 282 M | -USD 1.47 M | -0.5% | 0.55% | 40.2% | 146 | 7.53% | 3.3 |
|
| 2957 |
2957
George Kaiser Family Foundation
Tulsa,
Oklahoma
| USD 282 M | -USD 5.6 M | -2% | 2.71% | 106% | 25 | 12% | 2.3 |
|
| 2958 |
2958
Aegon USA Investment Management
Cedar Rapids,
Iowa
| USD 281 M | +USD 6.9 M | +3% | 1.27% | 39.9% | 54 | 18.52% | 0.8 |
|
| 2959 |
CRB
2959
Chad R. Baker
| USD 281 M | -USD 5.31 M | -2% | 1.03% | 123% | 56 | 0% | 3.1 |
|
| 2960 |
2960
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| USD 281 M | -USD 438 k | -0.2% | 1.82% | 99.9% | 59 | 8.47% | 3.4 |
|
| 2961 |
NIC
2961
Northwest Investment Counselors
Lake Oswego,
Oregon
| USD 281 M | +USD 10.6 M | +4% | 1.24% | 32.4% | 561 | 75.4% | 1.2 |
|
| 2962 |
2962
Summit Trail Advisors
New York
| USD 281 M | +USD 52.6 M | +23% | 0.56% | 74.8% | 93 | 21.51% | 0.8 |
|
| 2963 |
2963
Raffa Wealth Management
Washington,
District of Columbia
| USD 280 M | -USD 476 M | -63% | 0.7% | 35.8% | 1,471 | 99.93% | 0 |
|
| 2964 |
MCG
2964
McCollum Christoferson Group
Amherst,
New York
| USD 280 M | -USD 3.36 M | -1% | 0.78% | 59.4% | 73 | 8.22% | 1.5 |
|
| 2965 |
2965
V Wealth Advisors
Overland Park,
Kansas
| USD 280 M | +USD 16.7 M | +6% | 2.14% | 36.9% | 319 | 21% | 1.5 |
|
| 2966 |
PAS
2966
Partnervest Advisory Services
Santa Barbara,
California
| USD 279 M | +USD 26.4 M | +10% | 1.32% | 45.1% | 293 | 31.06% | 2.1 |
|
| 2967 |
ECM
2967
Endurant Capital Management
San Mateo,
California
| USD 279 M | +USD 25 M | +10% | 3.73% | 18.4% | 68 | 54.41% | 0.5 |
|
| 2968 |
2968
Steel Partners Holdings
New York
| USD 278 M | +USD 10.4 M | +4% | 9.66% | – | 6 | 0% | 3.8 |
|
| 2969 |
2969
Wright Investors Service
Shelton,
Connecticut
| USD 278 M | +USD 16 M | +6% | 3.54% | 146% | 170 | 26.47% | 2.8 |
|
| 2970 |
2970
Maso Capital Partners
Hong Kong
| USD 278 M | +USD 87.7 M | +46% | 8.52% | 8.67% | 22 | 36.36% | 0.7 |
|
| 2971 |
2971
Dynamo Administracao de Recursos
Rio De Janeiro,
Brazil
| USD 278 M | +USD 41 M | +17% | 2.43% | 350% | 7 | 28.57% | 1 |
|
| 2972 |
2972
Nations Financial Group
Cedar Rapids,
Iowa
| USD 278 M | +USD 127 M | +84% | 1.69% | 105% | 292 | 42.12% | 1.5 |
|
| 2973 |
2973
Ferris Capital
Marlborough,
Massachusetts
| USD 278 M | +USD 8.02 M | +3% | 1.44% | 67% | 167 | 4.19% | 1.9 |
|
| 2974 |
2974
Glovista Investments
Jersey City,
New Jersey
| USD 277 M | -USD 29.9 M | -10% | 1.39% | 2.48% | 110 | 36.36% | 2.5 |
|
| 2975 |
2975
Martel Wealth Advisors
Vancouver,
Washington
| USD 277 M | +USD 2.63 M | +1% | 0.69% | 43.4% | 39 | 2.56% | 0.9 |
|