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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3451 |
PWMAG
3451
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| USD 162 M | +USD 17 M | +12% | 2.62% | 80.5% | 142 | 14.08% | 1.7 |
|
| 3452 |
3452
ASA Gold & Precious Metals
Portland,
Maine
| USD 161 M | -USD 7.24 M | -4% | 1.42% | 7.34% | 18 | 5.56% | 3.4 |
|
| 3453 |
OA
3453
Opes Advisors
Cupertino,
California
| USD 161 M | +USD 19.6 M | +14% | 2.72% | – | 68 | 23.53% | 0.3 |
|
| 3454 |
3454
Marlowe Partners
New York
| USD 161 M | -USD 75.5 M | -32% | 6.52% | 16.3% | 14 | 57.14% | 0.7 |
|
| 3455 |
3455
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| USD 161 M | +USD 7.51 M | +5% | 4.01% | 21.9% | 94 | 3.19% | 2.9 |
|
| 3456 |
3456
Augustine Asset Management
Jacksonville,
Florida
| USD 161 M | +USD 498 k | +0.3% | 1.6% | 316% | 75 | 16% | 1.9 |
|
| 3457 |
3457
Parkside Investments
Deerfield,
Illinois
| USD 161 M | +USD 18.9 M | +13% | 2.63% | 70.4% | 62 | 20.97% | 0.2 |
|
| 3458 |
3458
Rational Advisors
Huntington,
New York
| USD 161 M | +USD 8.3 M | +5% | 1.53% | 37.7% | 391 | 60.36% | 0.3 |
|
| 3459 |
RHFI
3459
Reilly Herbert Faulkner III
| USD 160 M | +USD 4.52 M | +3% | 1.56% | 80.6% | 45 | 4.44% | 2.8 |
|
| 3460 |
3460
Omega Fund Management
Boston,
Massachusetts
| USD 160 M | +USD 6.4 M | +4% | 20.5% | 106% | 11 | 0% | 1.8 |
|
| 3461 |
3461
Mosaic Financial Partners
San Francisco,
California
| USD 160 M | +USD 1.68 M | +1% | 0.42% | 6.05% | 44 | 4.55% | 3.3 |
|
| 3462 |
3462
Plante Moran Financial Advisors
Southfield,
Michigan
| USD 160 M | -USD 5.99 M | -4% | 2.65% | 62.8% | 947 | 15.84% | 2.4 |
|
| 3463 |
SAM
3463
Shamrock Asset Management
Dallas,
Texas
| USD 160 M | -USD 1.01 M | -0.6% | 3.18% | 31% | 311 | 18.65% | 1.8 |
|
| 3464 |
NGA
3464
New Generation Advisors
Manchester,
Massachusetts
| USD 160 M | +USD 21.4 M | +15% | 12.4% | 45.1% | 40 | 37.5% | 1.4 |
|
| 3465 |
3465
Sensible Financial Planning & Management
Waltham,
Massachusetts
| USD 160 M | +USD 4.4 M | +3% | 1.05% | 24.5% | 28 | 14.29% | 2.3 |
|
| 3466 |
3466
Norman Fields Gottscho Capital Management
New York
| USD 160 M | +USD 1.58 M | +1% | 2.38% | 96.9% | 79 | 10.13% | 2.1 |
|
| 3467 |
3467
Bourgeon Capital Management
Darien,
Connecticut
| USD 160 M | -USD 465 k | -0.3% | 4.63% | 121% | 100 | 30% | 2.1 |
|
| 3468 |
3468
New Silk Road Investment
Singapore
| USD 160 M | +USD 26.7 M | +20% | 26.3% | 21.2% | 7 | 14.29% | 0.4 |
|
| 3469 |
3469
Cider Mill Investments
Greenwich,
Connecticut
| USD 159 M | +USD 2.58 M | +2% | 0.83% | – | 26 | 38.46% | 0.3 |
|
| 3470 |
3470
Holloway Wealth Management
Gainesville,
Florida
| USD 159 M | +USD 1.34 M | +0.8% | 0.73% | 50.7% | 228 | 0% | 0.5 |
|
| 3471 |
3471
Lincoln Capital
Lincoln,
Nebraska
| USD 159 M | +USD 11.3 M | +8% | 3.69% | 67.1% | 71 | 7.04% | 1.9 |
|
| 3472 |
3472
Raytheon Master Pension Trust
Waltham,
Massachusetts
| USD 159 M | -USD 158 M | -50% | 2.22% | 36.3% | 8 | 37.5% | 1.5 |
|
| 3473 |
3473
S.R. Schill & Associates
Mercer Island,
Washington
| USD 159 M | +USD 2.38 M | +2% | 2.09% | 42.7% | 74 | 9.46% | 1.8 |
|
| 3474 |
3474
GFI Investment Counsel
Toronto,
Ontario, Canada
| USD 159 M | +USD 1.84 M | +1% | 5.1% | 41.8% | 28 | 17.86% | 0.4 |
|
| 3475 |
3475
Winch Advisory Services
Appleton,
Wisconsin
| USD 159 M | +USD 1.33 M | +0.8% | 1.7% | 80.8% | 346 | 17.63% | 1.3 |
|