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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
IOOF
3826
Independent Order of Foresters
Toronto,
Ontario, Canada
| USD 120 M | +USD 3.48 M | +3% | 1.82% | 66.3% | 113 | 3.54% | 3.1 |
|
| 3827 |
RCA
3827
Rex Capital Advisors
Providence,
Rhode Island
| USD 120 M | +USD 4.33 M | +4% | 3.28% | 7.31% | 37 | 18.92% | 1.6 |
|
| 3828 |
IC
3828
Investment Counsel
Petoskey,
Michigan
| USD 120 M | -USD 1.04 M | -0.9% | 2.42% | 50.1% | 60 | 1.67% | 1.4 |
|
| 3829 |
BCC
3829
Bridge City Capital
Lake Oswego,
Oregon
| USD 120 M | – | – | 5.11% | 120% | 91 | – | 0 |
|
| 3830 |
ADMI
3830
Albert D. Mason Inc
Boston,
Massachusetts
| USD 120 M | +USD 1.8 M | +2% | 1.18% | 82% | 124 | 3.23% | 3 |
|
| 3831 |
BF
3831
Blankinship & Foster
Solana Beach,
California
| USD 119 M | +USD 1.34 M | +1% | 1.89% | 67.1% | 30 | 16.67% | 0.4 |
|
| 3832 |
HAFS
3832
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| USD 119 M | +USD 6.53 M | +6% | 1.55% | 58.5% | 25 | 40% | 0.4 |
|
| 3833 |
ODG
3833
O'Dell Group
Cincinnati,
Ohio
| USD 119 M | +USD 6.38 M | +6% | 2.49% | 72.2% | 35 | 11.43% | 0.4 |
|
| 3834 |
RAM
3834
RK Asset Management
Grosse Pointe Farms,
Michigan
| USD 119 M | -USD 2.67 M | -2% | 0.06% | 47.6% | 20 | 15% | 1.9 |
|
| 3835 |
CPA
3835
Clear Perspective Advisors
Aurora,
Illinois
| USD 119 M | -USD 32.3 M | -21% | 3.1% | 88.5% | 508 | 23.43% | 0.4 |
|
| 3836 |
APSI
3836
Asset Planning Services Inc
Covington,
Louisiana
| USD 119 M | +USD 1.25 M | +1% | 0.81% | 138% | 35 | 5.71% | 0.5 |
|
| 3837 |
AIA
3837
AIMZ Investment Advisors
Los Altos,
California
| USD 119 M | +USD 332 k | +0.3% | 2.14% | 81.3% | 101 | 4.95% | 2.1 |
|
| 3838 |
DE
3838
DFT Energy
Locust Valley,
New York
| USD 119 M | -USD 72.8 M | -38% | 18.9% | – | 19 | 10.53% | 0.5 |
|
| 3839 |
3839
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| USD 119 M | +USD 31 M | +35% | 2.34% | 58.7% | 74 | 20.27% | 0.4 |
|
| 3840 |
3840
Alta Park Capital
San Francisco,
California
| USD 119 M | +USD 20.7 M | +21% | 9.66% | 1,071% | 34 | 50% | 0.5 |
|
| 3841 |
MIM
3841
Midwest Investment Management
Cleveland,
Ohio
| USD 119 M | +USD 1.44 M | +1% | 2.02% | 26% | 53 | 5.66% | 2.5 |
|
| 3842 |
PK
3842
Pflug Koory
Omaha,
Nebraska
| USD 118 M | +USD 3.98 M | +3% | 2.55% | – | 421 | 9.5% | 0.5 |
|
| 3843 |
PFS
3843
Physicians Financial Services
Raleigh,
North Carolina
| USD 118 M | +USD 2.16 M | +2% | 3.02% | 100% | 111 | 3.6% | 1.4 |
|
| 3844 |
FBT
3844
First Bank & Trust
Brookings,
South Dakota
| USD 118 M | +USD 2.25 M | +2% | 3.45% | 85.6% | 275 | 14.91% | 0.5 |
|
| 3845 |
FA
3845
Financial Advantage
Columbia,
Maryland
| USD 118 M | -USD 726 k | -0.6% | 0.5% | 24.3% | 32 | 21.88% | 2.3 |
|
| 3846 |
SFA
3846
Staton Financial Advisors
Charlotte,
North Carolina
| USD 118 M | +USD 1.41 M | +1% | 1.87% | – | 43 | 2.33% | 1.8 |
|
| 3847 |
CIA
3847
Cascade Investment Advisors
Oregon City,
Oregon
| USD 118 M | +USD 3.5 M | +3% | 1.16% | 71.4% | 192 | 19.79% | 0.7 |
|
| 3848 |
MI
3848
Moneywise Inc
Forest,
Virginia
| USD 117 M | +USD 7.02 M | +6% | 2.35% | 58% | 39 | 12.82% | 0.6 |
|
| 3849 |
PWSG
3849
Pacific Wealth Strategies Group
Santa Barbara,
California
| USD 117 M | +USD 1.9 M | +2% | 2.6% | 75.5% | 78 | 5.13% | 0.5 |
|
| 3850 |
HWA
3850
Heritage Way Advisors
Rockford,
Illinois
| USD 117 M | +USD 8.67 M | +8% | 2.67% | 79.4% | 60 | 10% | 0.5 |
|