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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
GFI Investment Counsel
Toronto,
Ontario, Canada
| USD 205 M | +USD 6.41 M | +3% | 3.6% | 41.8% | 37 | 35.14% | 1.3 |
|
| 3352 |
ACM
3352
Ailanthus Capital Management
New York
| USD 205 M | -USD 2.77 M | -1% | 4.11% | – | 21 | 52.38% | 0.3 |
|
| 3353 |
3353
Marietta Wealth Management
Marietta,
Georgia
| USD 205 M | +USD 14.2 M | +7% | 2.36% | 93% | 126 | 7.94% | 1.3 |
|
| 3354 |
3354
Arcus Capital Partners
Atlanta,
Georgia
| USD 205 M | +USD 27.5 M | +16% | 2.27% | 69.2% | 110 | 13.64% | 1.4 |
|
| 3355 |
3355
EAM Global Investors
Solana Beach,
California
| USD 205 M | +USD 11.7 M | +6% | 50.6% | 2,399% | 210 | 64.29% | 0.2 |
|
| 3356 |
APSP
3356
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| USD 204 M | +USD 9.8 M | +5% | 2.43% | 62.1% | 291 | 7.9% | 2.3 |
|
| 3357 |
3357
Viridian RIA
Bothell,
Washington
| USD 204 M | -USD 5.27 M | -3% | 2.97% | 63.1% | 46 | 13.04% | 0.2 |
|
| 3358 |
3358
Parkside Investments
Deerfield,
Illinois
| USD 204 M | +USD 12 M | +6% | 2.74% | 70.4% | 98 | 19.39% | 0.8 |
|
| 3359 |
LCP
3359
Legacy Capital Partners
Milwaukee,
Wisconsin
| USD 204 M | +USD 4.6 M | +2% | 2.07% | 85.6% | 132 | 13.64% | 3 |
|
| 3360 |
3360
Cheviot Value Management
Beverly Hills,
California
| USD 204 M | +USD 11.8 M | +6% | 0.17% | 77.8% | 73 | 13.7% | 2.5 |
|
| 3361 |
3361
Alpha Omega Wealth Management
Richmond,
Virginia
| USD 204 M | +USD 4.69 M | +2% | 2.27% | 60.7% | 565 | 19.29% | 1.5 |
|
| 3362 |
3362
GenWealth Group
Maplewood,
New Jersey
| USD 204 M | +USD 9.04 M | +5% | 1.92% | 73.9% | 64 | 14.06% | 0.9 |
|
| 3363 |
3363
Peavine Capital
Reno,
Nevada
| USD 204 M | +USD 8.29 M | +4% | 0.37% | 30.8% | 20 | 15% | 2.8 |
|
| 3364 |
3364
Cribstone Capital Management
Augusta,
Maine
| USD 204 M | +USD 164 k | +0.1% | 0.99% | 22.4% | 843 | 10.91% | 1.4 |
|
| 3365 |
3365
Weik Capital Management
Wyomissing,
Pennsylvania
| USD 203 M | -USD 4.37 M | -2% | 2.77% | 66.9% | 131 | 7.63% | 3.4 |
|
| 3366 |
3366
CAMG Solamere Management
Charlotte,
North Carolina
| USD 203 M | -USD 16.2 M | -7% | 0.83% | 51.7% | 142 | 10.56% | 1.2 |
|
| 3367 |
3367
Cambridge Financial Group
Columbus,
Ohio
| USD 203 M | +USD 18 M | +10% | 4.47% | – | 35 | 22.86% | 2.4 |
|
| 3368 |
3368
Boston Research & Management
Manchester,
Massachusetts
| USD 203 M | +USD 6.95 M | +4% | 2.25% | 53.2% | 99 | 6.06% | 4.2 |
|
| 3369 |
3369
Cowen Prime Advisors
New York
| USD 203 M | +USD 22.7 M | +13% | 12.8% | 116% | 231 | 18.61% | 2.7 |
|
| 3370 |
3370
Shaker Financial Services
Arlington,
Virginia
| USD 203 M | -USD 4.15 M | -2% | 1.32% | 12.9% | 143 | 50.35% | 0.8 |
|
| 3371 |
PCM
3371
Price Capital Management
Lafayette,
Louisiana
| USD 203 M | +USD 152 M | +303% | 7.7% | 124% | 187 | 99.47% | 0 |
|
| 3372 |
3372
Perkins Coie Trust Company
Seattle,
Washington
| USD 202 M | +USD 948 k | +0.5% | 1.87% | 83.2% | 309 | 1.29% | 3.3 |
|
| 3373 |
3373
Benedict Financial Advisors
Atlanta,
Georgia
| USD 202 M | +USD 3.57 M | +2% | 1.61% | 72.4% | 105 | 2.86% | 3 |
|
| 3374 |
3374
SCP Investment
Orinda,
California
| USD 202 M | +USD 50.8 M | +34% | 7.18% | 32.8% | 80 | 63.75% | 0.2 |
|
| 3375 |
3375
FundX Investment Group
San Francisco,
California
| USD 202 M | +USD 11.4 M | +6% | 3.51% | 94.6% | 45 | 35.56% | 1.1 |
|