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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
Goldstein Advisors
Madison,
Wisconsin
| USD 900 M | +USD 22.5 M | +3% | 1.58% | 62.6% | 240 | 12.92% | 2 |
|
| 2527 |
2527
Barlow Wealth Partners
Louisville,
Kentucky
| USD 900 M | -USD 26.5 M | -3% | 1.39% | 101% | 144 | 11.11% | 1.8 |
|
| 2528 |
2528
BlueStem Wealth Partners
Minnetonka,
Minnesota
| USD 900 M | -USD 5.86 M | -0.6% | 1.09% | – | 141 | 23.4% | 0.9 |
|
| 2529 |
2529
Denali Advisors
San Diego,
California
| USD 900 M | -USD 1.32 M | -0.1% | 2.32% | 106% | 351 | 21.08% | 1.6 |
|
| 2530 |
2530
WealthShield Partners
Cary,
North Carolina
| USD 898 M | -USD 9.19 M | -1% | 1.07% | 71% | 626 | 12.46% | 2.9 |
|
| 2531 |
2531
Global Endowment Management
Charlotte,
North Carolina
| USD 896 M | +USD 95 M | +12% | 1.23% | 46.1% | 145 | 17.93% | 2.8 |
|
| 2532 |
2532
IAG Wealth Partners
Waukesha,
Wisconsin
| USD 896 M | +USD 32.2 M | +4% | 0.42% | 54.1% | 532 | 11.09% | 3.7 |
|
| 2533 |
2533
Insight Wealth Strategies
San Ramon,
California
| USD 896 M | +USD 23.6 M | +3% | 3.46% | 83.5% | 188 | 14.89% | 2.8 |
|
| 2534 |
2534
Water Island Capital
New York
| USD 896 M | -USD 32 M | -3% | 17.2% | 438% | 145 | 73.1% | 0.2 |
|
| 2535 |
2535
First Turn Management
Del Mar,
California
| USD 895 M | +USD 19.9 M | +2% | 17.6% | – | 38 | 26.32% | 0.9 |
|
| 2536 |
2536
Squadra Investments
Rio De Janeiro,
Brazil
| USD 894 M | +USD 359 M | +67% | 10% | 1.55% | 7 | 28.57% | 1.5 |
|
| 2537 |
2537
Baring Fintech Fund III Managers
St Peter Port,
Guernsey
| USD 893 M | -USD 190 M | -18% | 5.2% | – | 1 | 0% | 1.3 |
|
| 2538 |
2538
Signet Financial Management
Parsippany,
New Jersey
| USD 892 M | -USD 2.84 M | -0.3% | 0.07% | 65.2% | 310 | 10.97% | 3.5 |
|
| 2539 |
2539
Financial Management Professionals
Austin,
Texas
| USD 892 M | -USD 78 M | -8% | 0.13% | 67.3% | 1,037 | 14.27% | 4.4 |
|
| 2540 |
AAA
2540
Adams Asset Advisors
Dallas,
Texas
| USD 891 M | +USD 131 M | +17% | 26.5% | 66.8% | 88 | 5.68% | 5.3 |
|
| 2541 |
2541
Quantum Financial Advisors
El Segundo,
California
| USD 891 M | +USD 849 k | +0.1% | 0.31% | 68% | 251 | 20.32% | 1.8 |
|
| 2542 |
2542
James Investment Research
Alpha,
Ohio
| USD 891 M | -USD 24.5 M | -3% | 2.57% | 110% | 379 | 10.03% | 5 |
|
| 2543 |
PCM
2543
Prime Capital Management
Hong Kong
| USD 891 M | +USD 49 M | +6% | 0.4% | 569% | 7 | 14.29% | 0.8 |
|
| 2544 |
2544
Trustees of Columbia University in the City of New York
New York
| USD 891 M | +USD 61.2 M | +7% | 4.64% | – | 5 | 60% | 1.9 |
|
| 2545 |
2545
Deeter Investments
Austin,
Texas
| USD 891 M | +USD 423 M | +90% | 14.9% | – | 166 | 71.69% | 0.1 |
|
| 2546 |
2546
ZEGA Investments
Palm Beach Gardens,
Florida
| USD 890 M | +USD 41.5 M | +5% | 2.92% | – | 316 | 50.63% | 0.4 |
|
| 2547 |
2547
Jag Capital Management
St Louis,
Missouri
| USD 889 M | -USD 32.8 M | -4% | 1.96% | 269% | 163 | 22.7% | 3.6 |
|
| 2548 |
2548
Keebeck Wealth Management
Chicago,
Illinois
| USD 889 M | +USD 22.5 M | +3% | 1.72% | 81.3% | 452 | 24.78% | 2.4 |
|
| 2549 |
2549
Cypress Capital Group
Palm Beach,
Florida
| USD 889 M | -USD 3.65 M | -0.4% | 1.64% | 111% | 260 | 16.15% | 6.1 |
|
| 2550 |
2550
Foundation Resource Management
Little Rock,
Arkansas
| USD 889 M | +USD 141 M | +19% | 15.5% | 84.5% | 55 | 5.45% | 8 |
|