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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
Terril Brothers
St. Louis,
Missouri
| USD 317 M | +USD 38.2 M | +14% | 14.2% | 112% | 55 | 5.45% | 2.8 |
|
| 2752 |
2752
Community Bank of Raymore
Raymore,
Missouri
| USD 316 M | +USD 37.8 M | +14% | 12.2% | 91.9% | 54 | 9.26% | 3.2 |
|
| 2753 |
2753
Rinet Company
Boston,
Massachusetts
| USD 316 M | +USD 40.9 M | +15% | 12.4% | 33.1% | 25 | 8% | 2.7 |
|
| 2754 |
2754
American National Bank & Trust
Wichita Falls,
Texas
| USD 316 M | +USD 42.2 M | +15% | 12.2% | 102% | 174 | 26.44% | 3.2 |
|
| 2755 |
2755
Ceros Financial Services
Rockville,
Maryland
| USD 316 M | – | – | 11.8% | – | 189 | – | 0 |
|
| 2756 |
2756
Advisors Preferred
Rockville,
Maryland
| USD 316 M | +USD 234 M | +283% | 11.8% | 102% | 260 | 80.77% | 0.4 |
|
| 2757 |
2757
Bayview Asset Management
Coral Gables,
Florida
| USD 316 M | +USD 43.6 M | +16% | 21.1% | 55.4% | 12 | 16.67% | 0.2 |
|
| 2758 |
2758
Cypress Wealth Services
Palm Desert,
California
| USD 316 M | +USD 63.6 M | +25% | 12.1% | 82.7% | 273 | 22.34% | 0.9 |
|
| 2759 |
2759
Founders Financial Securities
Towson,
Maryland
| USD 316 M | +USD 39.6 M | +14% | 10.6% | 71% | 126 | 29.37% | 1.3 |
|
| 2760 |
2760
Oakview Capital Management
Dallas,
Texas
| USD 315 M | +USD 45.8 M | +17% | 10.5% | 21.2% | 16 | 12.5% | 1.2 |
|
| 2761 |
2761
MA Private Wealth
San Carlos,
California
| USD 315 M | +USD 51.6 M | +20% | 10.5% | 57.5% | 99 | 11.11% | 0.2 |
|
| 2762 |
2762
Waddell & Associates
Memphis,
Tennessee
| USD 315 M | +USD 99 M | +46% | 12.4% | 194% | 14 | 0% | 0.3 |
|
| 2763 |
2763
Main Street Research
Lakeville,
Connecticut
| USD 315 M | +USD 57.4 M | +22% | 12.2% | 232% | 92 | 19.57% | 3.3 |
|
| 2764 |
BRCA
2764
Birch Run Capital Advisors
Dallas,
Texas
| USD 315 M | +USD 65.1 M | +26% | 19.1% | 8.22% | 18 | 27.78% | 2.1 |
|
| 2765 |
2765
American Investment Services
Great Barrington,
Massachusetts
| USD 314 M | +USD 33.7 M | +12% | 11% | 63.1% | 137 | 23.36% | 2.9 |
|
| 2766 |
2766
Harvest Capital Management
Concord,
New Hampshire
| USD 314 M | +USD 41.8 M | +15% | 11.6% | 19.5% | 105 | 13.33% | 3.3 |
|
| 2767 |
2767
Great Valley Advisor Group
Wilmington,
Delaware
| USD 314 M | +USD 46.5 M | +17% | 12.4% | 73.9% | 322 | 36.34% | 0.2 |
|
| 2768 |
2768
Parus Finance (UK)
London,
United Kingdom
| USD 314 M | +USD 80.4 M | +34% | 15.4% | 199% | 18 | 16.67% | 2.1 |
|
| 2769 |
2769
Nadler Financial Group
Deerfield,
Illinois
| USD 314 M | +USD 9.07 M | +3% | 12.5% | 81.8% | 85 | 9.41% | 3.9 |
|
| 2770 |
2770
Cederberg Capital
London,
United Kingdom
| USD 314 M | +USD 86.3 M | +38% | 30.2% | 273% | 7 | 14.29% | 0.3 |
|
| 2771 |
2771
Arbor Investment Advisors
Winston Salem,
North Carolina
| USD 314 M | +USD 39.4 M | +14% | 9.6% | 48.5% | 73 | 24.66% | 2.7 |
|
| 2772 |
2772
Royal Fund Management
Lady Lake,
Florida
| USD 314 M | +USD 67 M | +27% | 12.4% | 103% | 714 | 17.79% | 1.4 |
|
| 2773 |
2773
Full Sail Capital
Oklahoma City,
Oklahoma
| USD 313 M | +USD 107 M | +52% | 14.1% | 55.4% | 159 | 37.74% | 0.2 |
|
| 2774 |
2774
ARS Wealth Advisors
St. Petersburg,
Florida
| USD 313 M | +USD 39.5 M | +14% | 12.2% | 62.5% | 109 | 6.42% | 3.1 |
|
| 2775 |
2775
Lannebo Fonder
Stockholm,
Sweden
| USD 313 M | +USD 45 M | +17% | 17.7% | 49.8% | 24 | 8.33% | 2.6 |
|