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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
Winslow Asset Management
Beachwood,
Ohio
| USD 423 M | +USD 38.6 M | +10% | 14.5% | 89.9% | 80 | 8.75% | 6.3 |
|
| 2902 |
2902
Dorchester Wealth Management
Montreal,
Quebec, Canada
| USD 422 M | -USD 30.9 M | -7% | 10.2% | 18.3% | 158 | 12.03% | 4.5 |
|
| 2903 |
2903
Ionic Capital Management
New York
| USD 422 M | -USD 306 M | -42% | 6.34% | 163% | 516 | 39.73% | 0.8 |
|
| 2904 |
2904
D'Orazio & Associates
Falls Church,
Virginia
| USD 422 M | +USD 80.3 M | +23% | 10.2% | 66.7% | 161 | 28.57% | 3.8 |
|
| 2905 |
2905
RK Capital Management (Colorado)
Denver,
Colorado
| USD 422 M | +USD 32 M | +8% | 13.5% | 89% | 54 | 27.78% | 2.4 |
|
| 2906 |
2906
Affinity Wealth Management
Wilmington,
Delaware
| USD 422 M | +USD 20.2 M | +5% | 9.49% | 116% | 125 | 39.2% | 1.9 |
|
| 2907 |
2907
World Equity Group
Schaumburg,
Illinois
| USD 421 M | +USD 26 M | +7% | 6.98% | 117% | 347 | 13.54% | 0.6 |
|
| 2908 |
2908
Shah Capital Management
Raleigh,
North Carolina
| USD 421 M | +USD 71 M | +20% | 23.2% | 287% | 16 | 31.25% | 2.9 |
|
| 2909 |
2909
Capital Planning Advisors
Roseville,
California
| USD 421 M | +USD 48.5 M | +13% | 7.53% | 64.2% | 132 | 17.42% | 3.8 |
|
| 2910 |
2910
Wilsey Asset Management
San Diego,
California
| USD 421 M | +USD 40 M | +11% | 10.9% | 66.9% | 26 | 3.85% | 3.3 |
|
| 2911 |
2911
SYM Financial Corp
Winona Lake,
Indiana
| USD 421 M | +USD 214 M | +104% | 12.6% | 64.3% | 131 | 29.01% | 2.2 |
|
| 2912 |
2912
Gryphon Financial Partners
Columbus,
Ohio
| USD 420 M | +USD 23.4 M | +6% | 7.43% | 111% | 211 | 15.64% | 2.7 |
|
| 2913 |
2913
Sanford Advisory Services
Portage,
Michigan
| USD 420 M | +USD 69.7 M | +20% | 8.19% | – | 127 | 20.47% | 1.5 |
|
| 2914 |
2914
Strid Group
Newtown Square,
Pennsylvania
| USD 420 M | +USD 24.8 M | +6% | 6.75% | 55.2% | 48 | 22.92% | 2.9 |
|
| 2915 |
2915
FRG Family Wealth Advisors
Bellevue,
Washington
| USD 420 M | +USD 14.7 M | +4% | 11.6% | 76.4% | 143 | 6.29% | 5.1 |
|
| 2916 |
2916
Fractal Investments
Glastonbury,
Connecticut
| USD 420 M | +USD 41.9 M | +11% | 11% | 74.2% | 96 | 14.58% | 0.6 |
|
| 2917 |
2917
Covenant Asset Management
Chester,
New Jersey
| USD 419 M | +USD 68.1 M | +19% | 7.21% | 177% | 181 | 12.71% | 2.9 |
|
| 2918 |
2918
CAS Investment Partners
Westport,
Connecticut
| USD 419 M | -USD 129 M | -24% | 2.23% | 527% | 6 | 16.67% | 3 |
|
| 2919 |
2919
NEPC LLC
Boston,
Massachusetts
| USD 419 M | -USD 320 M | -43% | 2.26% | 21.3% | 28 | 7.14% | 2.4 |
|
| 2920 |
2920
Jackson Thornton Wealth Management
Montgomery,
Alabama
| USD 419 M | +USD 51.2 M | +14% | 12.1% | 64.4% | 37 | 27.03% | 0.6 |
|
| 2921 |
GA
2921
GRS Advisors
Chicago,
Illinois
| USD 418 M | +USD 89.7 M | +27% | 8.19% | 54.3% | 39 | 53.85% | 0.8 |
|
| 2922 |
JCP
2922
Jennifer C. Price
| USD 418 M | -USD 66.4 M | -14% | 12.9% | – | 100 | 18% | 0.5 |
|
| 2923 |
KWMG
2923
King Wealth Management Group
Naples,
Florida
| USD 418 M | +USD 24.7 M | +6% | 8.85% | 103% | 159 | 15.72% | 4.9 |
|
| 2924 |
CIA
2924
Covington Investment Advisors
Ligonier,
Pennsylvania
| USD 418 M | +USD 32.2 M | +8% | 8.55% | 100% | 75 | 4% | 6.4 |
|
| 2925 |
2925
Campbell & Co Investment Adviser
Baltimore,
Maryland
| USD 418 M | -USD 21.9 M | -5% | 13.8% | 31% | 1,064 | 66.17% | 0.3 |
|