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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
LWANC
2801
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| USD 473 M | +USD 30.8 M | +7% | 5.37% | 71.1% | 610 | 8.52% | 3.1 |
|
| 2802 |
2802
Dividend Assets Capital
Ridgeland,
South Carolina
| USD 471 M | USD 0 | 0% | 3.42% | 67.4% | 545 | 0% | 3.1 |
|
| 2803 |
2803
Marietta Wealth Management
Marietta,
Georgia
| USD 471 M | +USD 28.8 M | +7% | 9.04% | 93% | 112 | 8.04% | 3.7 |
|
| 2804 |
2804
Lathrop Investment Management
Little Rock,
Arkansas
| USD 471 M | +USD 18.7 M | +4% | 6.01% | 72.2% | 85 | 4.71% | 5.3 |
|
| 2805 |
2805
Sherborne Investors Management
New York
| USD 471 M | -USD 13.5 M | -3% | 2.8% | 54.2% | 1 | 0% | 0.3 |
|
| 2806 |
2806
Souders Financial Advisors
Cincinnati,
Ohio
| USD 471 M | +USD 33 M | +8% | 5.21% | 59.8% | 159 | 15.09% | 1.9 |
|
| 2807 |
2807
Crestone Asset Management
Boulder,
Colorado
| USD 471 M | -USD 5.91 M | -1% | 6.32% | 6.65% | 81 | 17.28% | 2.9 |
|
| 2808 |
2808
Capital Planning Advisors
Roseville,
California
| USD 470 M | +USD 49.6 M | +12% | 6.5% | 64.2% | 129 | 10.85% | 3.9 |
|
| 2809 |
2809
Sabadell Asset Management
Sant Cugat Del Valles,
Spain
| USD 470 M | -USD 11.5 M | -2% | 11.1% | – | 121 | 22.31% | 1.4 |
|
| 2810 |
2810
Private Advisory Group
Redmond,
Washington
| USD 470 M | +USD 12.9 M | +3% | 14% | 187% | 244 | 41.39% | 1.2 |
|
| 2811 |
2811
Capital Advantage
Walnut Creek,
California
| USD 470 M | +USD 24.6 M | +6% | 2.7% | 49.2% | 42 | 14.29% | 4.7 |
|
| 2812 |
2812
Carolinas Wealth Consulting
Charlotte,
North Carolina
| USD 470 M | +USD 28 M | +6% | 6.24% | 24.6% | 1,132 | 12.28% | 2 |
|
| 2813 |
2813
Tiger Pacific Capital
New York
| USD 470 M | +USD 57 M | +14% | 9.59% | 84.5% | 13 | 15.38% | 1.3 |
|
| 2814 |
2814
North Growth Management
Vancouver,
British Columbia, Canada
| USD 469 M | +USD 29.3 M | +7% | 13.6% | 243% | 48 | 12.5% | 2.9 |
|
| 2815 |
2815
TBH Global Asset Management
Brentwood,
Tennessee
| USD 469 M | +USD 57.6 M | +14% | 5.37% | 83.3% | 216 | 31.94% | 1.7 |
|
| 2816 |
2816
Bleichroeder LP
New York
| USD 469 M | +USD 8.6 M | +2% | 12.8% | 202% | 88 | 11.36% | 2.2 |
|
| 2817 |
2817
Moisand Fitzgerald Tamayo
Orlando,
Florida
| USD 468 M | +USD 29.5 M | +7% | 4.19% | 51.1% | 829 | 13.03% | 1.8 |
|
| 2818 |
2818
Vitruvian Partners
London,
United Kingdom
| USD 468 M | -USD 6.9 M | -1% | 28% | 96.9% | 9 | 0% | 1.9 |
|
| 2819 |
2819
Viola Ventures VC Management 4
Herzliya,
Israel
| USD 467 M | +USD 17.1 M | +4% | 3.67% | 79.1% | 5 | 0% | 0.3 |
|
| 2820 |
2820
Blue Pool Management
Causeway Bay,
Hong Kong
| USD 467 M | +USD 17.1 M | +4% | 4.64% | 72.8% | 3 | 33.33% | 1 |
|
| 2821 |
2821
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| USD 467 M | +USD 52 M | +13% | 7.05% | 81.7% | 272 | 17.28% | 3.4 |
|
| 2822 |
2822
Nishkama Capital LLC
Dorado,
Puerto Rico
| USD 467 M | +USD 167 M | +56% | 27.3% | 723% | 83 | 78.31% | 0.2 |
|
| 2823 |
2823
TrinityPoint Wealth
Milford,
Connecticut
| USD 467 M | +USD 27.6 M | +6% | 7.21% | 28.4% | 298 | 15.1% | 2.6 |
|
| 2824 |
2824
Academy Capital Management
Waco,
Texas
| USD 467 M | -USD 1.64 M | -0.3% | 15.8% | 85% | 36 | 8.33% | 2.9 |
|
| 2825 |
2825
Euro Pacific Asset Management
Dorado,
Puerto Rico
| USD 466 M | +USD 20 M | +4% | 7.58% | 172% | 77 | 22.08% | 2.2 |
|