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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 |
2801
Synergy Asset Management
Vancouver,
Washington
| USD 589 M | +USD 30.4 M | +5% | 9.94% | 113% | 175 | 47.43% | 0.9 |
|
| 2802 |
2802
Albar Capital
London,
United Kingdom
| USD 589 M | +USD 122 M | +26% | 16.6% | 163% | 48 | 66.67% | 0.3 |
|
| 2803 |
2803
Moody Aldrich Partners
Marblehead,
Massachusetts
| USD 588 M | +USD 32 M | +6% | 16.9% | 312% | 244 | 31.97% | 1.1 |
|
| 2804 |
2804
Meteora Capital
Boca Raton,
Florida
| USD 588 M | -USD 1.5 M | -0.3% | 2.5% | 56.9% | 376 | 37.5% | 0.9 |
|
| 2805 |
2805
QVR
San Francisco,
California
| USD 588 M | +USD 384 M | +189% | 10.9% | – | 40 | 97.5% | 0 |
|
| 2806 |
2806
Almanack Investment Partners
Wayne,
Pennsylvania
| USD 587 M | +USD 48.3 M | +9% | 7.14% | 82.2% | 184 | 17.93% | 1.9 |
|
| 2807 |
2807
Revolve Wealth Partners
Hackensack,
New Jersey
| USD 587 M | +USD 68.5 M | +13% | 8.05% | 67.4% | 188 | 14.36% | 1.4 |
|
| 2808 |
2808
Arch Capital Group
Pembroke,
Bermuda
| USD 587 M | +USD 302 M | +106% | 0.39% | 2.89% | 4 | 25% | 1.8 |
|
| 2809 |
LWANC
2809
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| USD 586 M | +USD 59.3 M | +11% | 9.86% | 71.1% | 655 | 14.5% | 3.6 |
|
| 2810 |
2810
Radnor Capital Management
Wayne,
Pennsylvania
| USD 586 M | +USD 50.3 M | +9% | 12.8% | 96.9% | 331 | 8.46% | 1.5 |
|
| 2811 |
2811
Goldstein Advisors
Madison,
Wisconsin
| USD 586 M | -USD 7.19 M | -1% | 7.25% | 62.6% | 181 | 8.29% | 1 |
|
| 2812 |
PFMOSF
2812
Philadelphia Financial Management of San Francisco
San Francisco,
California
| USD 585 M | +USD 20.1 M | +4% | 13.2% | 209% | 54 | 55.56% | 0.4 |
|
| 2813 |
PO
2813
PBCay One
Dubai,
United Arab Emirates
| USD 585 M | +USD 127 M | +28% | 10.5% | – | 15 | 60% | 0.2 |
|
| 2814 |
2814
Tybourne Capital Management
Hong Kong
| USD 585 M | -USD 86.2 M | -13% | 8.19% | 109% | 42 | 26.19% | 1.8 |
|
| 2815 |
2815
Consolidated Planning Corp
Atlanta,
Georgia
| USD 585 M | +USD 47.8 M | +9% | 9.86% | 84.6% | 196 | 20.92% | 1.5 |
|
| 2816 |
KFS
2816
Kurt F. Somerville
| USD 585 M | +USD 53.6 M | +10% | 10.9% | 92.9% | 102 | 8.82% | 6.9 |
|
| 2817 |
2817
Bulltick Wealth Management
Miami,
Florida
| USD 584 M | +USD 144 M | +33% | 7.09% | 58.2% | 121 | 24.79% | 1.8 |
|
| 2818 |
2818
Fortress Investment Group
New York
| USD 584 M | -USD 256 M | -30% | 0.59% | 97.5% | 17 | 23.53% | 2.5 |
|
| 2819 |
2819
Roble Belko & Company
Sewickley,
Pennsylvania
| USD 583 M | +USD 50.8 M | +10% | 6.06% | 58.4% | 379 | 14.51% | 4.5 |
|
| 2820 |
2820
McMorgan & Co
San Francisco,
California
| USD 582 M | -USD 20.6 M | -3% | 4.29% | 30.1% | 52 | 0% | 2.1 |
|
| 2821 |
2821
Cadinha & Co
Honolulu,
Hawaii
| USD 582 M | -USD 44.5 M | -7% | 12.8% | 132% | 101 | 11.88% | 6.2 |
|
| 2822 |
2822
Crestview Partners II
New York
| USD 582 M | +USD 102 M | +21% | 21.5% | 157% | 3 | 0% | 5.4 |
|
| 2823 |
2823
Total Wealth Planning
Cincinnati,
Ohio
| USD 582 M | +USD 30.3 M | +6% | 4.23% | 37.2% | 91 | 2.2% | 2.6 |
|
| 2824 |
2824
Sendero Wealth Management
San Antonio,
Texas
| USD 582 M | +USD 51.2 M | +10% | 11.2% | 99.2% | 159 | 9.43% | 1.2 |
|
| 2825 |
2825
Waycross Partners
Louisville,
Kentucky
| USD 581 M | +USD 48.1 M | +9% | 15.9% | 98.4% | 84 | 19.05% | 2.4 |
|