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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
PS
2701
Portfolio Strategies
Monsey,
New York
| USD 811 M | -USD 52.6 M | -6% | 5.87% | 137% | 77 | 24.68% | 2.7 |
|
| 2702 |
2702
Rhenman & Partners Asset Management
Stockholm,
Sweden
| USD 810 M | -USD 260 M | -24% | 5.71% | 164% | 105 | 28.57% | 3.2 |
|
| 2703 |
2703
Baxter Bros Inc
Riverside,
Connecticut
| USD 810 M | -USD 54.1 M | -6% | 2.62% | 84.1% | 175 | 10.86% | 6.2 |
|
| 2704 |
2704
Summit Securities Group
New York
| USD 810 M | +USD 42.3 M | +6% | 0.17% | 149% | 1,465 | 63.28% | 0.5 |
|
| 2705 |
2705
Brookwood Investment Group
Phoenix,
Arizona
| USD 810 M | -USD 23.3 M | -3% | 0.38% | – | 621 | 34.3% | 0.6 |
|
| 2706 |
2706
Buck Wealth Strategies
Denver,
Colorado
| USD 810 M | +USD 22 M | +3% | 1.44% | 48.4% | 187 | 19.25% | 1.1 |
|
| 2707 |
2707
Impact Partnership Wealth
Marietta,
Georgia
| USD 810 M | +USD 29.9 M | +4% | 0.8% | 50.9% | 456 | 41.01% | 0.9 |
|
| 2708 |
2708
Ashford Capital Management
Wilmington,
Delaware
| USD 809 M | -USD 88.5 M | -10% | 0.52% | 150% | 117 | 22.22% | 4.4 |
|
| 2709 |
BDWCC
2709
B&D White Capital Company
Lakeway,
Texas
| USD 809 M | -USD 54.4 M | -6% | 1.49% | 44.2% | 84 | 26.19% | 1.3 |
|
| 2710 |
2710
Pathway Financial Advisors
South Burlington,
Vermont
| USD 808 M | +USD 12.3 M | +2% | 0.14% | 52.7% | 150 | 11.33% | 4.6 |
|
| 2711 |
2711
Emerald Advisors
Bellevue,
Washington
| USD 808 M | +USD 72.6 M | +10% | 12% | 71.8% | 133 | 21.05% | 3 |
|
| 2712 |
2712
Financial Enhancement Group
Anderson,
Indiana
| USD 807 M | +USD 38.5 M | +5% | 0.66% | 62.2% | 152 | 22.37% | 3.2 |
|
| 2713 |
2713
Dorsey Wright & Associates
Pasadena,
California
| USD 807 M | +USD 344 M | +74% | 9.4% | 311% | 187 | 50.8% | 0.6 |
|
| 2714 |
2714
Strid Group
Newtown Square,
Pennsylvania
| USD 807 M | +USD 3.45 M | +0.4% | 0.44% | 55.2% | 90 | 17.78% | 2.9 |
|
| 2715 |
2715
Johnson Bixby & Associates
Vancouver,
Washington
| USD 806 M | -USD 312 k | -0% | 0.86% | 48.7% | 130 | 7.69% | 3.1 |
|
| 2716 |
2716
Brigade Capital Management
New York
| USD 806 M | +USD 475 M | +143% | 1.85% | 234% | 27 | 66.67% | 1.4 |
|
| 2717 |
2717
Flaharty Asset Management
Clearwater,
Florida
| USD 806 M | +USD 4.81 M | +0.6% | 1.15% | 37.8% | 144 | 9.72% | 3.6 |
|
| 2718 |
2718
Oarsman Capital
Milwaukee,
Wisconsin
| USD 806 M | +USD 34.9 M | +5% | 0.29% | 74.9% | 261 | 16.09% | 4.6 |
|
| 2719 |
2719
Redwood Investment Management
Scottsdale,
Arizona
| USD 805 M | -USD 84.6 M | -10% | 1.85% | 62.5% | 357 | 43.42% | 1.5 |
|
| 2720 |
2720
Glendon Capital Management
Santa Monica,
California
| USD 805 M | -USD 875 M | -52% | 1.68% | 118% | 27 | 14.81% | 3.6 |
|
| 2721 |
2721
CVFG LLC
Shelbyville,
Indiana
| USD 804 M | +USD 658 M | +451% | 4.5% | – | 240 | 57.08% | 0.5 |
|
| 2722 |
2722
Ally Financial
Detroit,
Michigan
| USD 804 M | -USD 15.2 M | -2% | 6.88% | 20.4% | 142 | 34.51% | 2 |
|
| 2723 |
2723
LaFleur & Godfrey
Grand Rapids,
Michigan
| USD 803 M | -USD 22.6 M | -3% | 0.63% | 98.2% | 147 | 5.44% | 5.1 |
|
| 2724 |
2724
Inspirion Wealth Advisors
Libertyville,
Illinois
| USD 803 M | -USD 13.5 M | -2% | 0.94% | 52.5% | 188 | 13.83% | 4.3 |
|
| 2725 |
2725
One Wealth Advisors
San Francisco,
California
| USD 803 M | -USD 15.4 M | -2% | 1.8% | 74.4% | 329 | 17.02% | 2.1 |
|