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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
3051
Peachtree Investment Advisors
Atlanta,
Georgia
| USD 150 M | -USD 212 k | -0.1% | 1.75% | 24.2% | 404 | 67.33% | 0.2 |
|
| 3052 |
3052
Girard Partners
King Of Prussia,
Pennsylvania
| USD 149 M | +USD 4.59 M | +3% | 1.22% | 25.7% | 143 | 9.79% | 0.7 |
|
| 3053 |
3053
Solaris Asset Management
New York
| USD 149 M | -USD 3.48 M | -2% | 1.71% | 74% | 232 | 18.53% | 0.9 |
|
| 3054 |
3054
Manifold Partners
San Francisco,
California
| USD 149 M | -USD 22.8 M | -13% | 3.36% | 24.9% | 108 | 76.85% | 0.3 |
|
| 3055 |
3055
Davis Rea
Toronto,
Ontario, Canada
| USD 149 M | -USD 29.8 M | -17% | 1.28% | 66.9% | 47 | 10.64% | 1 |
|
| 3056 |
3056
Credential Securities
Vancouver,
| USD 149 M | -USD 1.83 M | -1% | 3.54% | 32.5% | 209 | 7.18% | 0.5 |
|
| 3057 |
3057
Peavine Capital
Reno,
Nevada
| USD 149 M | +USD 2.06 M | +1% | 0.94% | 30.8% | 13 | 0% | 0.8 |
|
| 3058 |
3058
Farley Capital
New York
| USD 149 M | -USD 6.3 M | -4% | 0.42% | 105% | 17 | 29.41% | 0.8 |
|
| 3059 |
3059
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| USD 149 M | -USD 1.48 M | -1% | 3.14% | 48.8% | 161 | 5.59% | 0.7 |
|
| 3060 |
3060
Boston Research & Management
Manchester,
Massachusetts
| USD 149 M | +USD 4.05 M | +3% | 0.36% | 53.2% | 104 | 7.69% | 1.1 |
|
| 3061 |
NIC
3061
Northwest Investment Counselors
Lake Oswego,
Oregon
| USD 149 M | -USD 322 k | -0.2% | 0.28% | 32.4% | 107 | 8.41% | 1.2 |
|
| 3062 |
SAMT
3062
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| USD 149 M | +USD 42.6 M | +40% | 1.55% | 68.4% | 50 | 40% | 0.5 |
|
| 3063 |
3063
Fidelity National Financial
Jacksonville,
Florida
| USD 148 M | +USD 4.04 M | +3% | 3.15% | 2.54% | 18 | 11.11% | 1.2 |
|
| 3064 |
3064
Weybosset Research & Management
Province,
Rhode Island
| USD 148 M | -USD 7.38 M | -5% | 0.67% | 74.8% | 53 | 7.55% | 1.1 |
|
| 3065 |
3065
Riverpark Capital Management
New York
| USD 148 M | -USD 5.39 M | -4% | 2.3% | 152% | 49 | 10.2% | 0.2 |
|
| 3066 |
3066
Tanglewood Wealth Management
Houston,
Texas
| USD 148 M | +USD 45.4 M | +44% | 4.65% | 64.6% | 5 | 0% | 1.2 |
|
| 3067 |
3067
Peoples Financial Services Corp
Moosic,
Pennsylvania
| USD 148 M | -USD 9.47 M | -6% | 1.73% | 104% | 362 | 9.67% | 0.7 |
|
| 3068 |
3068
Goodman Financial
Houston,
Texas
| USD 148 M | -USD 19.1 M | -11% | 3.45% | 52.5% | 46 | 17.39% | 1 |
|
| 3069 |
3069
Eads & Heald Wealth Management
Atlanta,
Georgia
| USD 148 M | -USD 2.76 M | -2% | 0.82% | 84.4% | 127 | 7.87% | 1.1 |
|
| 3070 |
3070
Confluence Wealth Management
Portland,
Oregon
| USD 148 M | -USD 27.8 M | -16% | 0.81% | 31.9% | 133 | 40.6% | 0.5 |
|
| 3071 |
3071
Lenox Wealth Management
Cincinnati,
Ohio
| USD 148 M | +USD 2.06 M | +1% | 2.27% | 24.7% | 168 | 5.36% | 0.7 |
|
| 3072 |
ECM
3072
EagleClaw Capital Management
Boston,
Massachusetts
| USD 147 M | +USD 7 k | +0% | 0% | 104% | 108 | 11.11% | 0.5 |
|
| 3073 |
GIM
3073
Greenwich Investment Management
Norwalk,
Connecticut
| USD 147 M | -USD 6.4 M | -4% | 4.94% | – | 45 | 17.78% | 0.6 |
|
| 3074 |
3074
Court Place Advisors
Ellicott City,
Maryland
| USD 147 M | +USD 2.41 M | +2% | 0.55% | 92% | 129 | 6.98% | 0.7 |
|
| 3075 |
3075
Shaker Investments
Cleveland,
Ohio
| USD 147 M | -USD 7.37 M | -5% | 1.71% | 205% | 66 | 21.21% | 0.5 |
|