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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
Aurora Investment Counsel
Atlanta,
Georgia
| USD 199 M | -USD 1.83 M | -0.9% | 1.67% | 31.7% | 124 | 28.23% | 0.4 |
|
| 3327 |
3327
GFI Investment Counsel
Toronto,
Ontario, Canada
| USD 199 M | +USD 4.68 M | +2% | 1.35% | 41.8% | 38 | 36.84% | 0.7 |
|
| 3328 |
3328
Benedict Financial Advisors
Atlanta,
Georgia
| USD 199 M | -USD 8.97 M | -4% | 2.66% | 72.4% | 106 | 4.72% | 2.8 |
|
| 3329 |
3329
TrueWealth LLC
Atlanta,
Georgia
| USD 198 M | -USD 14.7 M | -7% | 2.38% | – | 976 | 19.26% | 0.2 |
|
| 3330 |
RAG
3330
Roof Advisory Group
Harrisburg,
Pennsylvania
| USD 198 M | +USD 22.3 M | +13% | 1.13% | – | 37 | 16.22% | 0.2 |
|
| 3331 |
3331
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| USD 198 M | -USD 1.87 M | -0.9% | 1.31% | 82.6% | 165 | 9.7% | 3.2 |
|
| 3332 |
3332
Brickley Wealth Management
San Mateo,
California
| USD 198 M | +USD 9.24 M | +5% | 0.86% | 62.6% | 26 | 15.38% | 0.2 |
|
| 3333 |
3333
Fairfield University
Fairfield,
Connecticut
| USD 198 M | -USD 2.36 M | -1% | 1.16% | 61.9% | 4 | 0% | 2.1 |
|
| 3334 |
3334
Yorktown Energy Partners IX
New York
| USD 198 M | -USD 15.6 M | -7% | 6.59% | 67.3% | 3 | 0% | 0.8 |
|
| 3335 |
ECM
3335
EagleClaw Capital Management
Boston,
Massachusetts
| USD 198 M | -USD 677 k | -0.3% | 0.34% | 104% | 114 | 5.26% | 3 |
|
| 3336 |
3336
Hartford Financial Management
Hartford,
Connecticut
| USD 198 M | -USD 6.26 M | -3% | 1.34% | 87.9% | 369 | 12.74% | 2.4 |
|
| 3337 |
GC
3337
Gobi Capital
San Francisco,
California
| USD 197 M | -USD 6.72 M | -3% | 0.96% | 93.7% | 10 | 30% | 0.9 |
|
| 3338 |
3338
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| USD 197 M | -USD 7.17 M | -4% | 3.05% | 74% | 66 | 1.52% | 2 |
|
| 3339 |
3339
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| USD 197 M | +USD 5.67 M | +3% | 1.26% | 79.3% | 70 | 4.29% | 3.1 |
|
| 3340 |
3340
Vantage Wealth
Pasadena,
California
| USD 197 M | +USD 8.22 M | +4% | 1.88% | 56.1% | 24 | 4.17% | 3.5 |
|
| 3341 |
PTB
3341
Pioneer Trust Bank
Salem,
Oregon
| USD 197 M | -USD 7.34 M | -4% | 1.75% | 61.4% | 73 | 1.37% | 3.9 |
|
| 3342 |
3342
Toscafund Asset Management
London,
United Kingdom
| USD 197 M | -USD 10.5 M | -5% | 0.26% | 80.9% | 6 | 16.67% | 1.9 |
|
| 3343 |
3343
Burt Wealth Advisors
North Bethesda,
Maryland
| USD 196 M | +USD 35.7 M | +22% | 0.42% | 57.3% | 415 | 9.16% | 2.4 |
|
| 3344 |
SHA
3344
Shelter Harbor Advisors
Weatogue,
Connecticut
| USD 196 M | +USD 112 M | +132% | 0.75% | – | 31 | 61.29% | 0.1 |
|
| 3345 |
3345
Boston Research & Management
Manchester,
Massachusetts
| USD 196 M | -USD 3.16 M | -2% | 1.37% | 53.2% | 97 | 2.06% | 4.1 |
|
| 3346 |
3346
Northstar Wealth Partners
West Hartford,
Connecticut
| USD 196 M | +USD 83 M | +74% | 1.57% | 36.2% | 204 | 46.57% | 0.5 |
|
| 3347 |
3347
Confluence Wealth Management
Portland,
Oregon
| USD 196 M | -USD 15.1 M | -7% | 0.04% | 31.9% | 136 | 20.59% | 2.6 |
|
| 3348 |
CT
3348
CPF Texas
Plano,
Texas
| USD 196 M | -USD 8.61 M | -4% | 1.58% | – | 301 | 35.88% | 0.2 |
|
| 3349 |
3349
Wind River Trust Company
Jackson,
Wyoming
| USD 196 M | -USD 10.1 M | -5% | 1.53% | 62.1% | 8 | 0% | 4.4 |
|
| 3350 |
3350
Peavine Capital
Reno,
Nevada
| USD 195 M | -USD 1.16 M | -0.6% | 1.49% | 30.8% | 17 | 5.88% | 3.1 |
|