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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
2826
Capital Planning Advisors
Roseville,
California
| USD 728 M | +USD 46.3 M | +7% | 7.61% | 64.2% | 154 | 18.18% | 4.4 |
|
| 2827 |
2827
Family Management
New York
| USD 727 M | +USD 59 M | +9% | 7.47% | 69% | 278 | 22.3% | 2.1 |
|
| 2828 |
2828
Victory Financial Group
Austin,
Texas
| USD 727 M | +USD 97.2 M | +15% | 8.26% | – | 277 | 27.44% | 0.7 |
|
| 2829 |
2829
Brio Consultants
San Francisco,
California
| USD 727 M | +USD 42.3 M | +6% | 5.34% | 42.7% | 143 | 10.49% | 2.8 |
|
| 2830 |
2830
Meridian Wealth Partners
Exton,
Pennsylvania
| USD 727 M | +USD 36.8 M | +5% | 6.41% | 59% | 119 | 11.76% | 3.3 |
|
| 2831 |
2831
Legacy Financial Advisors
Covington,
Kentucky
| USD 726 M | +USD 85.7 M | +13% | 8.2% | 97.8% | 432 | 25.23% | 2.2 |
|
| 2832 |
2832
Portside Wealth Group
Provo,
Utah
| USD 726 M | +USD 50.5 M | +7% | 7.31% | 90.1% | 506 | 14.23% | 1.4 |
|
| 2833 |
2833
Polymer Capital Management (HK)
Hong Kong
| USD 725 M | +USD 64.2 M | +10% | 36.8% | – | 294 | 65.31% | 0.3 |
|
| 2834 |
2834
Abacus Planning Group
Columbia,
South Carolina
| USD 725 M | +USD 52.3 M | +8% | 6.77% | 67.8% | 265 | 7.92% | 3.8 |
|
| 2835 |
2835
Concord Wealth Partners
Abingdon,
Virginia
| USD 725 M | +USD 38.6 M | +6% | 5.99% | 71.1% | 892 | 10.31% | 2.4 |
|
| 2836 |
2836
Fagan Associates
Troy,
New York
| USD 724 M | +USD 77.7 M | +12% | 11% | 127% | 139 | 11.51% | 4.6 |
|
| 2837 |
2837
Skylands Capital
Milwaukee,
Wisconsin
| USD 723 M | +USD 33.9 M | +5% | 10.1% | 61% | 162 | 12.35% | 5.3 |
|
| 2838 |
2838
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| USD 723 M | +USD 42 M | +6% | 7.2% | 86.4% | 132 | 3.79% | 8.7 |
|
| 2839 |
2839
Northcape Capital
Sydney,
Australia
| USD 723 M | -USD 62.2 M | -8% | 0.08% | – | 8 | 0% | 8.4 |
|
| 2840 |
2840
SKBA Capital Management
San Francisco,
California
| USD 723 M | +USD 28.2 M | +4% | 3.65% | 55.7% | 84 | 3.57% | 4.7 |
|
| 2841 |
2841
ASK Capital Management
San Francisco,
California
| USD 722 M | +USD 96.7 M | +15% | 19.2% | – | 5 | 20% | 0.6 |
|
| 2842 |
2842
Intelligence Driven Advisers
Carlsbad,
California
| USD 721 M | +USD 58.2 M | +9% | 6.84% | 65.6% | 128 | 10.16% | 2.1 |
|
| 2843 |
CT
2843
Chicago Trust
Grayslake,
Illinois
| USD 720 M | +USD 8.96 M | +1% | 7.36% | 96.7% | 444 | 15.32% | 3.8 |
|
| 2844 |
2844
Nottingham Advisors
Amherst,
New York
| USD 720 M | +USD 46.1 M | +7% | 5.46% | 47.6% | 116 | 9.48% | 4.9 |
|
| 2845 |
2845
Ramirez Asset Management
New York
| USD 720 M | +USD 58.9 M | +9% | 7.72% | 86.8% | 369 | 10.03% | 1.5 |
|
| 2846 |
2846
First Pacific Financial
Vancouver,
Washington
| USD 720 M | +USD 41.5 M | +6% | 5.31% | 53.6% | 554 | 18.41% | 1.6 |
|
| 2847 |
2847
Glen Eagle Advisors
Kingston,
New Jersey
| USD 719 M | +USD 69.4 M | +11% | 7.22% | 68.5% | 1,152 | 11.72% | 4.7 |
|
| 2848 |
2848
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| USD 719 M | +USD 45.2 M | +7% | 7.88% | 81.7% | 261 | 5.75% | 4.9 |
|
| 2849 |
2849
Quantitative Investment Management
Charlottesville,
Virginia
| USD 719 M | -USD 26.6 M | -4% | 14.3% | 24.6% | 513 | 79.53% | 0.1 |
|
| 2850 |
2850
Live Oak Private Wealth
Wilmington,
North Carolina
| USD 718 M | +USD 47.7 M | +7% | 7.77% | 74.6% | 200 | 7.5% | 3.8 |
|