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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
CS
3076
Credential Securities
Vancouver,
| USD 151 M | +USD 16.8 M | +13% | 7.86% | 32.5% | 210 | 11.43% | 0.2 |
|
| 3077 |
SSI
3077
Scott & Selber Inc
Houston,
Texas
| USD 151 M | +USD 8.06 M | +6% | 6.77% | 187% | 76 | 27.63% | 0.7 |
|
| 3078 |
SWK
3078
Stephen W. Kidder
| USD 151 M | +USD 1.96 M | +1% | 4.33% | 94.7% | 65 | 6.15% | 0.9 |
|
| 3079 |
EHWM
3079
Eads & Heald Wealth Management
Atlanta,
Georgia
| USD 151 M | -USD 1.57 M | -1% | 4.39% | 84.4% | 120 | 5.83% | 0.9 |
|
| 3080 |
BCM
3080
Beck Capital Management
Austin,
Texas
| USD 151 M | +USD 19.7 M | +15% | 7.57% | 291% | 171 | 22.81% | 0.4 |
|
| 3081 |
VW
3081
Vantage Wealth
Pasadena,
California
| USD 151 M | -USD 6.04 M | -4% | 3.46% | 56.1% | 26 | 0% | 0.9 |
|
| 3082 |
CWM
3082
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| USD 150 M | +USD 7.69 M | +5% | 3.64% | 48.8% | 158 | 3.8% | 0.5 |
|
| 3083 |
SM
3083
Selkirk Management
Chatham,
New Jersey
| USD 150 M | +USD 28.4 M | +23% | 10.5% | 245% | 20 | 20% | 0.8 |
|
| 3084 |
PIA
3084
Peachtree Investment Advisors
Atlanta,
Georgia
| USD 150 M | +USD 3.08 M | +2% | 3.85% | 24.2% | 141 | 12.06% | 0.5 |
|
| 3085 |
3085
Geller Advisors
New York
| USD 150 M | -USD 747 k | -0.5% | 2.61% | 20.4% | 24 | 8.33% | 0.9 |
|
| 3086 |
GI
3086
Greenwood Investments
Boston,
Massachusetts
| USD 149 M | -USD 1.03 M | -0.7% | 5.88% | 1.64% | 19 | 5.26% | 0.9 |
|
| 3087 |
SCM
3087
Southport Capital Management
Chattanooga,
Tennessee
| USD 149 M | +USD 6.68 M | +5% | 4.35% | 80% | 170 | 15.29% | 0.8 |
|
| 3088 |
3088
Founders Financial Securities
Towson,
Maryland
| USD 149 M | -USD 232 k | -0.2% | 4.89% | 64.3% | 89 | 44.94% | 0.3 |
|
| 3089 |
PCC
3089
Park Circle Company
Baltimore,
Maryland
| USD 149 M | +USD 13.5 M | +10% | 5.23% | 70.5% | 88 | 51.14% | 0.1 |
|
| 3090 |
PIA
3090
Phoenix Investment Adviser
New York
| USD 149 M | +USD 31.2 M | +26% | 2.56% | 25% | 53 | 32.08% | 0.4 |
|
| 3091 |
NIC
3091
Northwest Investment Counselors
Lake Oswego,
Oregon
| USD 149 M | +USD 4.24 M | +3% | 3.62% | 32.4% | 105 | 3.81% | 1 |
|
| 3092 |
GCM
3092
Garland Capital Management
Bellevue,
Washington
| USD 149 M | -USD 4.05 M | -3% | 3.4% | 55.7% | 45 | 17.78% | 0.9 |
|
| 3093 |
3093
Zhang Financial
Portage,
Michigan
| USD 149 M | +USD 9.48 M | +7% | 3.29% | 67.9% | 61 | 11.48% | 0.8 |
|
| 3094 |
3094
First Light Asset Management
Edina,
Minnesota
| USD 148 M | +USD 7.27 M | +5% | 1.73% | 364% | 73 | 10.96% | 0.4 |
|
| 3095 |
3095
Financial Planning & Information Services
De Pere,
Wisconsin
| USD 148 M | +USD 4.88 M | +3% | 4.88% | 13% | 33 | 3.03% | 0.5 |
|
| 3096 |
AW
3096
Alpha Windward
Westwood,
Massachusetts
| USD 148 M | +USD 3.67 M | +3% | 4.09% | 33.6% | 466 | 30.47% | 0.8 |
|
| 3097 |
3097
Gemmer Asset Management
Walnut Creek,
California
| USD 148 M | +USD 8.1 M | +6% | 3.09% | 96.8% | 1,563 | 11.9% | 0.2 |
|
| 3098 |
ISB
3098
Iowa State Bank
Urbandale,
Iowa
| USD 148 M | +USD 7.83 M | +6% | 4.36% | 85.7% | 74 | 2.7% | 0.9 |
|
| 3099 |
3099
Landscape Capital Management
Englewood,
New Jersey
| USD 148 M | +USD 72.2 M | +95% | 4.38% | 92.5% | 376 | 75.53% | 0.1 |
|
| 3100 |
RCM
3100
Reynolds Capital Management
Las Vegas,
Nevada
| USD 148 M | -USD 7.07 M | -5% | 7.41% | 164% | 430 | 32.09% | 0.7 |
|