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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
CHA
4626
Carmichael Hill & Associates
Gaithersburg,
Maryland
| USD 255 M | +USD 2.2 M | +0.9% | 3.44% | 39.7% | 794 | 4.53% | 3.4 |
|
| 4627 |
4627
Verity Asset Management
Durham,
North Carolina
| USD 255 M | +USD 75.7 M | +42% | 1.75% | 79.7% | 233 | 25.75% | 2.5 |
|
| 4628 |
4628
Peachtree Investment Partners
Indian River Shores,,
Florida
| USD 255 M | +USD 7.53 M | +3% | 6.91% | 92.2% | 100 | 6% | 3.4 |
|
| 4629 |
SC
4629
Schiavi & Co
Wilmington,
Delaware
| USD 255 M | +USD 1.29 M | +0.5% | 0.21% | 41.4% | 37 | 16.22% | 1.5 |
|
| 4630 |
4630
Chiron Investment Management
New York
| USD 255 M | +USD 24.2 M | +10% | 8.54% | 104% | 121 | 56.2% | 0.5 |
|
| 4631 |
4631
Ferguson Shapiro
Decatur,
Georgia
| USD 255 M | +USD 37.7 M | +17% | 1.87% | 42.7% | 62 | 32.26% | 0.8 |
|
| 4632 |
4632
BHK Investment Advisors
Birmingham,
Alabama
| USD 255 M | -USD 5.39 M | -2% | 0.69% | 54.6% | 64 | 7.81% | 3.9 |
|
| 4633 |
4633
Camarda Financial Advisors
Fleming Island,
Florida
| USD 255 M | +USD 7.08 M | +3% | 4.15% | 196% | 93 | 40.86% | 1.4 |
|
| 4634 |
4634
Stableford Capital II
Scottsdale,
Arizona
| USD 254 M | +USD 5.32 M | +2% | 0.81% | 66.9% | 137 | 10.95% | 1 |
|
| 4635 |
4635
Patriot Financial Partners
Radnor,
Pennsylvania
| USD 254 M | -USD 13.7 M | -5% | 0.16% | 16.6% | 9 | 0% | 4.3 |
|
| 4636 |
NME
4636
Notis-McConarty Edward
| USD 254 M | +USD 1.44 M | +0.6% | 3.77% | 91.2% | 92 | 5.43% | 7.6 |
|
| 4637 |
4637
Union Heritage Capital
Bloomfield Hills,
Michigan
| USD 254 M | +USD 2.13 M | +0.8% | 1.88% | 82.1% | 59 | 0% | 2.8 |
|
| 4638 |
4638
CWS Financial Advisors
Kalamazoo,
Michigan
| USD 254 M | +USD 10.1 M | +4% | 0.08% | 55.7% | 111 | 9.01% | 3.4 |
|
| 4639 |
LA
4639
LFL Advisers
Evanston,
Illinois
| USD 254 M | -USD 22.9 M | -8% | 2.03% | 83% | 11 | 0% | 6 |
|
| 4640 |
4640
Sterling Investment Counsel
Buffalo,
New York
| USD 254 M | +USD 37.5 M | +17% | 4.13% | 93.8% | 179 | 12.85% | 1.8 |
|
| 4641 |
4641
Ruedi Wealth Management
Champaign,
Illinois
| USD 254 M | +USD 16.3 M | +7% | 0.08% | 44.9% | 494 | 48.18% | 0.6 |
|
| 4642 |
4642
Wolf Group Capital Advisors
Fairfax,
Virginia
| USD 254 M | +USD 43.5 M | +21% | 1.43% | 28.2% | 142 | 38.03% | 2.8 |
|
| 4643 |
FP
4643
FFG Partners
Fort Lauderdale,
Florida
| USD 254 M | +USD 12.5 M | +5% | 13.7% | 277% | 35 | 28.57% | 0.4 |
|
| 4644 |
4644
Colton Groome Financial Advisors
Asheville,
North Carolina
| USD 254 M | +USD 4.86 M | +2% | 2.29% | 65.8% | 130 | 14.62% | 1.9 |
|
| 4645 |
4645
Peregrine Asset Advisers
Portland,
Oregon
| USD 254 M | +USD 3.1 M | +1% | 6.89% | 182% | 191 | 25.13% | 1.7 |
|
| 4646 |
4646
Fiduciary Family Office
Boca Raton,
Florida
| USD 253 M | -USD 1.59 M | -0.6% | 6.83% | – | 220 | 16.82% | 0.4 |
|
| 4647 |
4647
Metropolitan Life Insurance Company (MetLife)
New York
| USD 253 M | -USD 2043 M | -89% | 0.94% | 50.8% | 2,307 | 99.57% | 8.5 |
|
| 4648 |
4648
Morton Brown Family Wealth
Allentown,
Pennsylvania
| USD 253 M | +USD 11.1 M | +5% | 1.18% | 54.5% | 240 | 18.33% | 1.6 |
|
| 4649 |
4649
Montgomery Investment Management
Rockville,
Maryland
| USD 253 M | -USD 9.31 M | -4% | 2.63% | 105% | 91 | 3.3% | 6.8 |
|
| 4650 |
4650
Fonville Wealth Management
Richmond,
Virginia
| USD 252 M | +USD 26.6 M | +12% | 1% | – | 99 | 7.07% | 0.4 |
|