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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
2576
River Wealth Advisors
Camp Hill,
Pennsylvania
| USD 892 M | +USD 36.4 M | +4% | 3.43% | 90.5% | 217 | 10.6% | 6.2 |
|
| 2577 |
2577
Rock Creek Group
Washington,
District of Columbia
| USD 892 M | -USD 58.6 M | -6% | 0.44% | 38.5% | 62 | 29.03% | 1.7 |
|
| 2578 |
2578
Ophir Asset Management
Sydney,
Australia
| USD 892 M | +USD 82 M | +10% | 2.46% | 282% | 39 | 43.59% | 0.7 |
|
| 2579 |
2579
Evermay Wealth Management
Arlington,
Virginia
| USD 891 M | +USD 16.7 M | +2% | 2.14% | 61.1% | 593 | 9.78% | 4.3 |
|
| 2580 |
2580
Fort Point Capital Partners
San Francisco,
California
| USD 891 M | +USD 41.4 M | +5% | 1.64% | 62.2% | 234 | 11.97% | 4.1 |
|
| 2581 |
2581
Per Stirling Capital Management
Austin,
Texas
| USD 891 M | +USD 54.5 M | +7% | 2.12% | 63.1% | 317 | 16.72% | 1.8 |
|
| 2582 |
2582
Quantum Financial Advisors
El Segundo,
California
| USD 891 M | +USD 70.1 M | +9% | 2.54% | 68% | 237 | 22.36% | 1.7 |
|
| 2583 |
2583
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| USD 890 M | +USD 19.7 M | +2% | 3.24% | 49% | 113 | 4.42% | 3.9 |
|
| 2584 |
2584
Redwood Investment Management
Scottsdale,
Arizona
| USD 890 M | -USD 33.5 M | -4% | 1.46% | 62.5% | 367 | 43.05% | 1.4 |
|
| 2585 |
2585
Armis Advisers
Atlanta,
Georgia
| USD 890 M | -USD 207 M | -19% | 1.73% | – | 460 | 36.96% | 0.5 |
|
| 2586 |
2586
Grove Bank & Trust
Miami,
Florida
| USD 889 M | +USD 34.3 M | +4% | 2.97% | 80.5% | 891 | 10.89% | 3.1 |
|
| 2587 |
2587
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| USD 887 M | +USD 44.4 M | +5% | 1.18% | 61.5% | 160 | 10% | 3.9 |
|
| 2588 |
DCM
2588
Dupont Capital Management
Wilmington,
Delaware
| USD 887 M | -USD 80 M | -8% | 4.11% | 100% | 113 | 11.5% | 4.5 |
|
| 2589 |
2589
Capital Advisors Ltd
Shaker Heights,
Ohio
| USD 887 M | +USD 1.22 M | +0.1% | 1.32% | 61.1% | 1,611 | 9.93% | 4 |
|
| 2590 |
2590
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| USD 886 M | +USD 12.4 M | +1% | 2.84% | 74.8% | 212 | 4.72% | 5.9 |
|
| 2591 |
2591
Moisand Fitzgerald Tamayo
Orlando,
Florida
| USD 886 M | +USD 36.9 M | +4% | 2.46% | 51.1% | 587 | 13.29% | 4.5 |
|
| 2592 |
2592
Permian Investment Partners
Dallas,
Texas
| USD 883 M | -USD 2.95 M | -0.3% | 9.29% | 78.6% | 12 | 33.33% | 1.8 |
|
| 2593 |
RIA
2593
RPG Investment Advisory
Pleasanton,
California
| USD 881 M | +USD 34.6 M | +4% | 1.95% | 186% | 91 | 7.69% | 4.6 |
|
| 2594 |
2594
Proem Advisors
Dallas,
Texas
| USD 880 M | -USD 60.5 M | -6% | 0.98% | – | 56 | 62.5% | 0.7 |
|
| 2595 |
2595
Romano Brothers & Co
Evanston,
Illinois
| USD 880 M | +USD 5.02 M | +0.6% | 3.06% | 110% | 325 | 5.23% | 2.8 |
|
| 2596 |
2596
180 Wealth Advisors
Federal Way,
Washington
| USD 878 M | +USD 57.6 M | +7% | 6.09% | 165% | 497 | 13.68% | 3.7 |
|
| 2597 |
2597
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| USD 878 M | +USD 7.17 M | +0.8% | 4.49% | 138% | 31 | 6.45% | 5 |
|
| 2598 |
2598
Goldstein Advisors
Madison,
Wisconsin
| USD 878 M | +USD 54.8 M | +7% | 2.06% | 62.6% | 234 | 9.4% | 1.8 |
|
| 2599 |
2599
Absolute Investment Advisers
Rosemary Beach,
Florida
| USD 877 M | +USD 80.8 M | +10% | 0.67% | 0.5% | 146 | 43.84% | 1.1 |
|
| 2600 |
2600
Aperture Investors
New York
| USD 875 M | +USD 146 M | +20% | 4.7% | 211% | 104 | 37.5% | 1.4 |
|