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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
Pegasus Partners
Mequon,
Wisconsin
| USD 308 M | +USD 53.1 M | +21% | 21.4% | 32.6% | 142 | 15.49% | 2 |
|
| 2902 |
2902
Filament
Seattle,
Washington
| USD 308 M | +USD 42.1 M | +16% | 25.4% | 46.9% | 37 | 18.92% | 4.4 |
|
| 2903 |
2903
Avalon Global Asset Management
San Francisco,
California
| USD 308 M | +USD 95.7 M | +45% | 46.6% | 278% | 58 | 58.62% | 2 |
|
| 2904 |
MCG
2904
McCollum Christoferson Group
Amherst,
New York
| USD 308 M | +USD 57.7 M | +23% | 26.6% | 59.4% | 69 | 14.49% | 2 |
|
| 2905 |
2905
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| USD 308 M | +USD 97.3 M | +46% | 22.2% | 84.5% | 289 | 26.64% | 1.3 |
|
| 2906 |
2906
Intercontinental Wealth Advisors
San Antonio,
Texas
| USD 308 M | +USD 118 M | +63% | 23.6% | 46.7% | 191 | 24.08% | 1.8 |
|
| 2907 |
2907
Transcend Capital Advisors
Madison,
New Jersey
| USD 307 M | -USD 26.2 M | -8% | 21.4% | 71.6% | 227 | 57.27% | 0.4 |
|
| 2908 |
2908
Cutter & Co Brokerage
Ballwin,
Missouri
| USD 307 M | +USD 41.8 M | +16% | 25.8% | 40.4% | 290 | 33.79% | 2.3 |
|
| 2909 |
2909
Clearline Capital
New York
| USD 307 M | +USD 90.6 M | +42% | 17.9% | 57.4% | 98 | 69.39% | 0.4 |
|
| 2910 |
2910
Marquette Asset Management
Minneapolis,
Minnesota
| USD 307 M | +USD 64.9 M | +27% | 24.6% | 69.6% | 266 | 15.41% | 1.8 |
|
| 2911 |
LCM
2911
Lonestar Capital Management
San Francisco,
California
| USD 306 M | +USD 207 M | +208% | 39.2% | 260% | 27 | 66.67% | 0.6 |
|
| 2912 |
2912
Strategic Point Investment Advisors
Providence,
Rhode Island
| USD 306 M | +USD 72.5 M | +31% | 17.1% | 58.2% | 26 | 19.23% | 2.9 |
|
| 2913 |
2913
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| USD 306 M | +USD 42 M | +16% | 22.3% | 85.4% | 1,806 | 21.54% | 2.9 |
|
| 2914 |
2914
Evolution Wealth Advisors
Aventura,
Florida
| USD 305 M | +USD 57.5 M | +23% | 24.8% | 96% | 585 | 56.92% | 0.4 |
|
| 2915 |
2915
Matthew Goff Investment Advisor
Houston,
Texas
| USD 305 M | +USD 67.3 M | +28% | 11.7% | 89.6% | 74 | 27.03% | 1.9 |
|
| 2916 |
2916
Bishop Rock Capital
New York
| USD 305 M | +USD 36.3 M | +14% | 20.8% | 35.4% | 26 | 26.92% | 2.7 |
|
| 2917 |
KM
2917
Kylin Management
New York
| USD 304 M | +USD 72.9 M | +31% | 43.7% | 126% | 11 | 36.36% | 1.7 |
|
| 2918 |
2918
Cable Hill Partners
Portland,
Oregon
| USD 304 M | +USD 25.7 M | +9% | 12.3% | 20.3% | 99 | 25.25% | 3.9 |
|
| 2919 |
LWANC
2919
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| USD 304 M | +USD 38 M | +14% | 16.4% | 71.1% | 562 | 7.47% | 1.3 |
|
| 2920 |
2920
Welch Capital Partners
Harrison,
New York
| USD 304 M | +USD 53.7 M | +21% | 23.7% | 79.2% | 24 | 12.5% | 2.2 |
|
| 2921 |
2921
Realta Investment Advisors
Wilmington,
Delaware
| USD 304 M | +USD 71.1 M | +31% | 26.4% | 151% | 364 | 24.73% | 1 |
|
| 2922 |
MWM
2922
Madison Wealth Management
Cincinnati,
Ohio
| USD 304 M | +USD 54.6 M | +22% | 23.1% | 35.1% | 128 | 20.31% | 0.4 |
|
| 2923 |
2923
Newport Asia
San Francisco,
California
| USD 304 M | -USD 44.1 M | -13% | 12.6% | – | 6 | 16.67% | 3.5 |
|
| 2924 |
2924
LSP Investment Advisors
New York
| USD 304 M | +USD 126 M | +71% | 41.6% | 79.5% | 19 | 52.63% | 1.1 |
|
| 2925 |
2925
Terril Brothers
St. Louis,
Missouri
| USD 304 M | +USD 73.5 M | +32% | 20.8% | 112% | 61 | 13.11% | 3 |
|