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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
Cooper Financial Group
Irvine,
California
| USD 482 M | -USD 9.7 M | -2% | 0.07% | 87.2% | 272 | 16.91% | 1.4 |
|
| 2902 |
2902
Capital Planning Advisors
Roseville,
California
| USD 482 M | -USD 5.38 M | -1% | 1.48% | 64.2% | 150 | 5.33% | 2.7 |
|
| 2903 |
2903
Tang Capital Management
San Diego,
California
| USD 482 M | -USD 20.7 M | -4% | 3.57% | 493% | 20 | 20% | 1.2 |
|
| 2904 |
2904
JBJ Investment Partners
Charleston,
South Carolina
| USD 482 M | -USD 5.4 M | -1% | 1.33% | 46.2% | 63 | 7.94% | 1.5 |
|
| 2905 |
2905
Amarillo National Bank
Amarillo,
Texas
| USD 481 M | +USD 133 M | +38% | 0.55% | 63.5% | 104 | 9.62% | 4.5 |
|
| 2906 |
2906
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| USD 481 M | -USD 661 M | -58% | 1.84% | 49% | 559 | 87.12% | 4.8 |
|
| 2907 |
2907
Gateway Advisory
Westfield,
New Jersey
| USD 480 M | +USD 10.7 M | +2% | 0.81% | 26% | 132 | 32.58% | 1.6 |
|
| 2908 |
2908
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| USD 480 M | -USD 3.4 M | -0.7% | 0.44% | 64.8% | 130 | 2.31% | 6.4 |
|
| 2909 |
2909
AGF Investments America
Toronto,
Ontario, Canada
| USD 480 M | +USD 56.3 M | +13% | 3.4% | 72.1% | 74 | 4.05% | 3.7 |
|
| 2910 |
2910
Aveo Capital Partners
Englewood,
Colorado
| USD 479 M | +USD 26.7 M | +6% | 0.85% | 19.1% | 287 | 19.86% | 0.9 |
|
| 2911 |
2911
Blue Edge Capital
Richmond,
Virginia
| USD 479 M | -USD 2.79 M | -0.6% | 0.93% | 67.4% | 108 | 12.96% | 4.1 |
|
| 2912 |
2912
Sound View Wealth Advisors Group
Savannah,
Georgia
| USD 479 M | +USD 3.06 M | +0.6% | 0.08% | 80.8% | 299 | 10.03% | 1.7 |
|
| 2913 |
2913
Windham Capital Management
Boston,
Massachusetts
| USD 479 M | -USD 14.9 M | -3% | 0.7% | 8.3% | 81 | 9.88% | 2.4 |
|
| 2914 |
2914
Greenline Partners
New York
| USD 478 M | -USD 10.2 M | -2% | 3.46% | 69.6% | 136 | 8.82% | 1.8 |
|
| 2915 |
WWM
2915
Windsor Wealth Management
Indianapolis,
Indiana
| USD 478 M | +USD 15.2 M | +3% | 0.43% | 37.3% | 226 | 7.52% | 2.3 |
|
| 2916 |
2916
Domani Wealth
Lancaster,
Pennsylvania
| USD 478 M | -USD 17.9 M | -4% | 0.34% | 48.6% | 123 | 6.5% | 4 |
|
| 2917 |
2917
Parkside Investments
Deerfield,
Illinois
| USD 478 M | -USD 42.1 M | -8% | 2.9% | 70.4% | 96 | 17.71% | 2.4 |
|
| 2918 |
2918
Speece Thorson Capital Group
Minnetonka,
Minnesota
| USD 478 M | -USD 1.28 M | -0.3% | 2.43% | 34.2% | 49 | 6.12% | 5.6 |
|
| 2919 |
2919
L.J. Altfest & Co
New York
| USD 477 M | +USD 13.4 M | +3% | 1.58% | 95.6% | 289 | 20.76% | 2.5 |
|
| 2920 |
2920
Hohimer Wealth Management
Seattle,
Washington
| USD 477 M | -USD 11.6 M | -2% | 0.08% | 111% | 205 | 10.24% | 1.3 |
|
| 2921 |
2921
Mengis Capital Management
Portland,
Oregon
| USD 476 M | -USD 6.39 M | -1% | 1.27% | 104% | 182 | 6.04% | 3.7 |
|
| 2922 |
2922
Luminus Management
Houston,
Texas
| USD 476 M | -USD 211 M | -31% | 0.87% | 8.7% | 95 | 57.89% | 0.8 |
|
| 2923 |
2923
Column Capital Advisors
Indianapolis,
Indiana
| USD 476 M | -USD 358 k | -0.1% | 1.19% | 20.4% | 753 | 5.71% | 1.5 |
|
| 2924 |
ACM
2924
AIGH Capital Management
Baltimore,
Maryland
| USD 476 M | -USD 79.9 M | -14% | 6.87% | 3,026% | 60 | 36.67% | 0.4 |
|
| 2925 |
2925
Core Alternative Capital
Peachtree Corners,
Georgia
| USD 475 M | +USD 45 M | +10% | 0.52% | 89% | 99 | 27.27% | 1 |
|