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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1551 |
1551
Beaumont Financial Advisors
Needham,
Massachusetts
| USD 691 M | -USD 2178 M | -76% | 0.28% | 80.6% | 161 | 28.57% | 1.3 |
|
| 1552 |
1552
IFC Holdings
Tampa,
Florida
| USD 690 M | +USD 33.6 M | +5% | 0.98% | 25.1% | 414 | 14.49% | 1.4 |
|
| 1553 |
1553
Hays Advisory
Franklin,
Tennessee
| USD 690 M | -USD 84.1 M | -11% | 2.31% | 31.8% | 79 | 30.38% | 0.9 |
|
| 1554 |
1554
First Horizon Advisors
Memphis,
Tennessee
| USD 689 M | -USD 1.71 M | -0.2% | 0.74% | 55.2% | 1,660 | 18.07% | 1.4 |
|
| 1555 |
1555
Patten & Patten
Chattanooga,
Tennessee
| USD 689 M | -USD 6.3 M | -0.9% | 0.2% | 74.1% | 217 | 5.53% | 1.7 |
|
| 1556 |
1556
Crosslink Capital
Menlo Park,
California
| USD 687 M | -USD 11.3 M | -2% | 2.17% | 135% | 52 | 32.69% | 0.9 |
|
| 1557 |
1557
Trust Company of Vermont
Brattleboro,
Vermont
| USD 687 M | +USD 257 k | +0% | 1.08% | – | 875 | 13.94% | 1.6 |
|
| 1558 |
1558
Montag & Associates
Atlanta,
Georgia
| USD 687 M | -USD 4.43 M | -0.6% | 0.74% | 82.9% | 265 | 10.57% | 1.5 |
|
| 1559 |
1559
Edgemoor Investment Advisors
Bethesda,
Maryland
| USD 686 M | -USD 19.8 M | -3% | 1.36% | 109% | 144 | 8.33% | 1.6 |
|
| 1560 |
1560
S&T Bank
Indiana,
Pennsylvania
| USD 684 M | +USD 16 M | +2% | 1.66% | 193% | 85 | 4.71% | 1.6 |
|
| 1561 |
SCI
1561
S&CO Inc
Boston,
Massachusetts
| USD 684 M | -USD 19.9 M | -3% | 0.26% | 68.8% | 147 | 5.44% | 1.6 |
|
| 1562 |
1562
Nantahala Capital Management
New Canaan,
Connecticut
| USD 682 M | +USD 80.6 M | +13% | 3.72% | 341% | 81 | 18.52% | 1.1 |
|
| 1563 |
CPP
1563
Crow Point Partners
Boston,
Massachusetts
| USD 680 M | -USD 51.5 M | -7% | 3.41% | 56.9% | 327 | 24.16% | 0.7 |
|
| 1564 |
SMA
1564
Simply Money Advisors
Cincinnati,
Ohio
| USD 679 M | -USD 11.5 M | -2% | 1.29% | 11.5% | 23 | 13.04% | 1.5 |
|
| 1565 |
1565
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
| USD 679 M | -USD 83 M | -11% | 0.96% | – | 640 | 59.53% | 0.4 |
|
| 1566 |
1GA
1566
1st Global Advisors
Dallas,
Texas
| USD 678 M | -USD 549 k | -0.1% | 0.31% | 23.5% | 496 | 14.31% | 1.2 |
|
| 1567 |
1567
Baldwin Wealth Partners
Marion,
Massachusetts
| USD 674 M | -USD 4.42 M | -0.7% | 0.12% | 94.5% | 267 | 13.48% | 1.4 |
|
| 1568 |
1568
Aisling Capital
New York
| USD 672 M | -USD 92.6 M | -12% | 3.31% | 386% | 18 | 0% | 0.9 |
|
| 1569 |
1569
Hikari Power
Tokyo,
Japan
| USD 671 M | -USD 33.7 M | -5% | 0.6% | 53.5% | 65 | 10.77% | 1 |
|
| 1570 |
1570
Spinnaker Trust
Portland,
Maine
| USD 670 M | -USD 22.3 M | -3% | 1.35% | 68.2% | 203 | 8.37% | 1.5 |
|
| 1571 |
1571
Murphy Capital Management
Bedminster,
New Jersey
| USD 668 M | -USD 9.04 M | -1% | 0.51% | 41.6% | 345 | 13.62% | 1.6 |
|
| 1572 |
1572
Arden Trust
Wilmington,
Delaware
| USD 668 M | -USD 19.1 M | -3% | 0.19% | 22.5% | 450 | 12.67% | 1.1 |
|
| 1573 |
1573
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| USD 667 M | -USD 23.4 M | -3% | 0.3% | 68.2% | 196 | 12.24% | 1.4 |
|
| 1574 |
1574
FrontFour Capital Group
Greenwich,
Connecticut
| USD 666 M | +USD 18.9 M | +3% | 1.78% | 8.55% | 49 | 61.22% | 0.6 |
|
| 1575 |
1575
Davidson Investment Advisors
Great Falls,
Montana
| USD 665 M | -USD 2.72 M | -0.4% | 0.47% | 79% | 212 | 19.34% | 1.4 |
|