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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 |
HCP
2751
Holt Capital Partners
Fort Worth,
Texas
| USD 655 M | -USD 6.3 M | -1% | 1.25% | 75.1% | 151 | 0.66% | 7 |
|
| 2752 |
2752
Lee Financial
Dallas,
Texas
| USD 655 M | -USD 57.5 M | -8% | 0.17% | 75% | 188 | 27.66% | 5.4 |
|
| 2753 |
2753
Nottingham Advisors
Amherst,
New York
| USD 654 M | -USD 134 M | -17% | 0.69% | 47.6% | 141 | 23.4% | 4.7 |
|
| 2754 |
2754
Total Wealth Planning
Cincinnati,
Ohio
| USD 654 M | +USD 11.6 M | +2% | 0.45% | 37.2% | 94 | 4.26% | 3.5 |
|
| 2755 |
2755
TFC Financial Management
Boston,
Massachusetts
| USD 653 M | +USD 20.9 M | +3% | 0.33% | 66.9% | 1,068 | 18.63% | 2.3 |
|
| 2756 |
2756
Consolidated Investment Group
Englewood,
Colorado
| USD 653 M | -USD 61 M | -9% | 6.35% | 150% | 70 | 11.43% | 5.6 |
|
| 2757 |
2757
CVA Family Office
Denver,
Colorado
| USD 652 M | +USD 20.7 M | +3% | 0.67% | 71.6% | 1,485 | 19.93% | 1.4 |
|
| 2758 |
2758
Planning Alternatives
Birmingham,
Michigan
| USD 652 M | +USD 1.77 M | +0.3% | 2.74% | 69.6% | 78 | 24.36% | 4.4 |
|
| 2759 |
2759
Phocas Financial Corp
Alameda,
California
| USD 652 M | -USD 96.5 M | -13% | 4.13% | – | 168 | 22.02% | 3.3 |
|
| 2760 |
2760
Pandi LLC
Leawood,
Kansas
| USD 651 M | -USD 18.2 M | -3% | 4.89% | – | 4 | 0% | 0.3 |
|
| 2761 |
2761
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| USD 650 M | +USD 32.5 M | +5% | 1.54% | 48.8% | 117 | 10.26% | 1 |
|
| 2762 |
2762
One River Asset Management
Stamford,
Connecticut
| USD 650 M | -USD 544 M | -46% | 6.41% | 27% | 272 | 79.04% | 1.1 |
|
| 2763 |
2763
Stanley-Laman Group
Berwyn,
Pennsylvania
| USD 650 M | -USD 62.2 M | -9% | 3.27% | 114% | 319 | 23.2% | 2.2 |
|
| 2764 |
2764
AE Industrial Partners
Boca Raton,
Florida
| USD 650 M | -USD 384 M | -37% | 37.3% | – | 5 | 20% | 0.3 |
|
| 2765 |
2765
LS Investment Advisors
Bloomfield Hills,
Michigan
| USD 650 M | -USD 32.2 M | -5% | 2.06% | 98.7% | 135 | 5.19% | 8.9 |
|
| 2766 |
2766
GR Financial Group
Tucson,
Arizona
| USD 649 M | +USD 57.4 M | +10% | 3.8% | 75.4% | 27 | 33.33% | 1.1 |
|
| 2767 |
2767
John G. Ullman & Associates
Corning,
New York
| USD 648 M | -USD 31.3 M | -5% | 2% | 162% | 180 | 10% | 4.7 |
|
| 2768 |
2768
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| USD 648 M | -USD 8.69 M | -1% | 1.34% | 81.7% | 268 | 13.06% | 4.8 |
|
| 2769 |
2769
Capital Planning Advisors
Roseville,
California
| USD 648 M | +USD 294 k | +0% | 0.05% | 64.2% | 143 | 9.79% | 4.6 |
|
| 2770 |
2770
Financial Partners Group (Kansas)
Overland Park,
Kansas
| USD 648 M | -USD 37.6 M | -5% | 4.92% | 76.7% | 200 | 14% | 2.9 |
|
| 2771 |
2771
Sanders Morris Harris
Houston,
Texas
| USD 647 M | -USD 22.5 M | -3% | 6.41% | 85.8% | 311 | 13.83% | 1.7 |
|
| 2772 |
2772
New England Private Wealth Advisors
Wellesley,
Massachusetts
| USD 647 M | +USD 15.5 M | +2% | 0.95% | 55.8% | 155 | 12.26% | 4.6 |
|
| 2773 |
2773
GCM Grosvenor Holdings
Chicago,
Illinois
| USD 646 M | -USD 52.9 M | -8% | 4.42% | 78.7% | 22 | 31.82% | 1.1 |
|
| 2774 |
PS
2774
Portfolio Strategies
Monsey,
New York
| USD 646 M | -USD 58.6 M | -8% | 9.91% | 137% | 48 | 18.75% | 3.5 |
|
| 2775 |
2775
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| USD 646 M | +USD 8.08 M | +1% | 0.58% | 86.4% | 132 | 0.76% | 8.3 |
|