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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
Peavine Capital
Reno,
Nevada
| USD 155 M | +USD 5.88 M | +4% | 1.71% | 30.8% | 16 | 18.75% | 0.8 |
|
| 3202 |
3202
Augustine Asset Management
Jacksonville,
Florida
| USD 155 M | -USD 3.9 M | -2% | 3.73% | 316% | 64 | 9.38% | 1.1 |
|
| 3203 |
3203
Solaris Asset Management
New York
| USD 155 M | +USD 5.24 M | +4% | 3.66% | 74% | 248 | 27.02% | 1.1 |
|
| 3204 |
TCGI
3204
Three Corner Global Investors
New York
| USD 155 M | -USD 5.36 M | -3% | 8.07% | 57.5% | 33 | 54.55% | 0.4 |
|
| 3205 |
3205
Court Place Advisors
Ellicott City,
Maryland
| USD 154 M | +USD 7.61 M | +5% | 4.47% | 92% | 136 | 10.29% | 0.9 |
|
| 3206 |
3206
Fieldpoint Private Advisors
New York
| USD 154 M | +USD 48 k | +0% | 7.28% | 34% | 68 | 7.35% | 1.3 |
|
| 3207 |
3207
Hendley & Co
Zanesville,
Ohio
| USD 154 M | -USD 1.51 M | -1% | 5.33% | 54.8% | 69 | 11.59% | 1.2 |
|
| 3208 |
3208
Credential Securities
Vancouver,
| USD 154 M | +USD 5.35 M | +4% | 0.87% | 32.5% | 226 | 15.49% | 0.6 |
|
| 3209 |
3209
ASA Gold & Precious Metals
Portland,
Maine
| USD 154 M | -USD 27.8 M | -15% | 13.4% | 7.34% | 18 | 0% | 1.4 |
|
| 3210 |
3210
Crescent Park Management
East Palo Alto,
California
| USD 154 M | – | – | 8.92% | 87% | 11 | – | 0 |
|
| 3211 |
3211
M Holdings Securities
Portland,
Oregon
| USD 154 M | -USD 24.9 M | -14% | 4.41% | 83.9% | 559 | 70.3% | 0.7 |
|
| 3212 |
BCA
3212
Bray Capital Advisors
Naples,
Florida
| USD 154 M | – | – | 2.65% | 36.6% | 134 | – | 0 |
|
| 3213 |
3213
Evermay Wealth Management
Arlington,
Virginia
| USD 154 M | +USD 37.6 M | +32% | 3.68% | 56.2% | 90 | 13.33% | 0.7 |
|
| 3214 |
EGA
3214
E&G Advisors
Houston,
Texas
| USD 154 M | -USD 1.61 M | -1% | 2.9% | 97.7% | 100 | 15% | 0.8 |
|
| 3215 |
HA
3215
Hamel Associates
Chatham,
New Jersey
| USD 154 M | +USD 3.94 M | +3% | 3.92% | 50.6% | 98 | 10.2% | 0.9 |
|
| 3216 |
3216
Piershale Financial Group
Barrington,
Illinois
| USD 154 M | +USD 29 M | +23% | 2.92% | 82% | 194 | 29.38% | 0.8 |
|
| 3217 |
3217
Zhang Financial
Portage,
Michigan
| USD 154 M | +USD 7.38 M | +5% | 3.05% | 67.9% | 66 | 4.55% | 1.2 |
|
| 3218 |
3218
First Dallas Securities
Dallas,
Texas
| USD 154 M | -USD 14.7 M | -9% | 1.45% | 163% | 117 | 14.53% | 1.1 |
|
| 3219 |
3219
Lenox Wealth Management
Cincinnati,
Ohio
| USD 154 M | +USD 6.09 M | +4% | 6.8% | 24.7% | 163 | 3.68% | 1 |
|
| 3220 |
GCM
3220
Garland Capital Management
Bellevue,
Washington
| USD 154 M | +USD 14 M | +10% | 5.53% | 55.7% | 39 | 0% | 1.4 |
|
| 3221 |
3221
RKL Wealth Management
Lancaster,
Pennsylvania
| USD 153 M | +USD 10.2 M | +7% | 4.96% | 76.8% | 61 | 8.2% | 0.7 |
|
| 3222 |
SA
3222
Strategic Advisors
New York
| USD 153 M | +USD 1.14 M | +0.7% | 3.01% | 105% | 141 | 17.73% | 1.2 |
|
| 3223 |
3223
Neumann Capital Management
Foster City,
California
| USD 153 M | – | – | 3.66% | 89.9% | 86 | – | 0 |
|
| 3224 |
ZC
3224
Zelman Capital
Beachwood,
Ohio
| USD 153 M | – | – | 8.62% | – | 28 | – | 0 |
|
| 3225 |
3225
Peoples Financial Services Corp
Moosic,
Pennsylvania
| USD 153 M | +USD 5.23 M | +4% | 4.64% | 104% | 351 | 6.84% | 0.9 |
|