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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
Keating Financial Advisory Services
Manhattan,
Kansas
| USD 737 M | – | – | 3.18% | – | 2,227 | – | 0 |
|
| 2902 |
2902
Pasadena Private Wealth
Pasadena,
California
| USD 735 M | +USD 40.6 M | +6% | 1.84% | 60.8% | 292 | 31.85% | 1.7 |
|
| 2903 |
VCM
2903
Vivaldi Capital Management
Chicago,
Illinois
| USD 735 M | +USD 28.1 M | +4% | 6.58% | 69.2% | 293 | 9.9% | 3.5 |
|
| 2904 |
2904
Vancity Investment Management
Vancouver,
British Columbia, Canada
| USD 735 M | -USD 16.6 M | -2% | 0.5% | – | 88 | 15.91% | 2.2 |
|
| 2905 |
2905
Emerald Advisors
Bellevue,
Washington
| USD 735 M | -USD 18.7 M | -2% | 4.57% | 71.8% | 114 | 11.4% | 3.2 |
|
| 2906 |
2906
Manchester Capital Management
Manchester,
Vermont
| USD 735 M | -USD 3.24 M | -0.4% | 4.55% | 86.7% | 1,531 | 28.09% | 3.7 |
|
| 2907 |
RIM
2907
Rovida Investment Management
Grand Cayman,
Cayman Islands
| USD 735 M | -USD 147 M | -17% | 10.6% | – | 18 | 16.67% | 0.7 |
|
| 2908 |
2908
Glen Eagle Advisors
Kingston,
New Jersey
| USD 735 M | +USD 15.1 M | +2% | 2.54% | 68.5% | 1,166 | 13.89% | 5 |
|
| 2909 |
NG
2909
Northstar Group
New York
| USD 734 M | +USD 47.7 M | +7% | 3.4% | 68.4% | 170 | 10% | 6.2 |
|
| 2910 |
2910
Live Oak Private Wealth
Wilmington,
North Carolina
| USD 734 M | +USD 16 M | +2% | 5.99% | 74.6% | 203 | 6.9% | 3.9 |
|
| 2911 |
2911
Capital Advisors Wealth Management
Yakima,
Washington
| USD 734 M | +USD 33.5 M | +5% | 1.95% | 70.5% | 229 | 10.48% | 2.4 |
|
| 2912 |
2912
Claro Advisors
Boston,
Massachusetts
| USD 734 M | +USD 48.3 M | +7% | 1.78% | 98.8% | 447 | 17.67% | 2.9 |
|
| 2913 |
2913
Nexus Investment Management
Toronto,
Ontario, Canada
| USD 734 M | +USD 29.4 M | +4% | 8.27% | 93.5% | 71 | 2.82% | 5.1 |
|
| 2914 |
2914
LM Advisors
San Diego,
California
| USD 732 M | +USD 37.8 M | +5% | 4.31% | – | 222 | 12.16% | 1.5 |
|
| 2915 |
2915
Berman McAleer
Timonium,
Maryland
| USD 732 M | +USD 16.9 M | +2% | 1.06% | – | 171 | 9.36% | 0.2 |
|
| 2916 |
CIA
2916
Covington Investment Advisors
Ligonier,
Pennsylvania
| USD 732 M | -USD 32.2 M | -4% | 5.43% | 114% | 79 | 11.39% | 6.2 |
|
| 2917 |
2917
Financial Consulate
Hunt Valley,
Maryland
| USD 731 M | +USD 23.2 M | +3% | 2.3% | 61.4% | 1,462 | 29.62% | 0.3 |
|
| 2918 |
2918
FSM Wealth Advisors
Cleveland,
Ohio
| USD 731 M | +USD 24.2 M | +3% | 2.08% | 68.4% | 340 | 15.59% | 1.7 |
|
| 2919 |
2919
Fourpath Capital Management
Oklahoma City,
Oklahoma
| USD 731 M | +USD 27.3 M | +4% | 5.39% | 82.1% | 241 | 10.37% | 1.9 |
|
| 2920 |
2920
Asset One Wealth Management
Bellevue,
Washington
| USD 730 M | – | – | 5.76% | – | 275 | – | 0 |
|
| 2921 |
2921
Insight Wealth Partners
Plano,
Texas
| USD 730 M | +USD 401 M | +122% | 1.89% | 56.2% | 127 | 18.9% | 2.6 |
|
| 2922 |
2922
Financial Advisors Network
Tustin,
California
| USD 730 M | +USD 23.5 M | +3% | 1.97% | – | 203 | 6.9% | 3.6 |
|
| 2923 |
2923
Mirador Capital Partners
Pleasanton,
California
| USD 730 M | +USD 24.1 M | +3% | 3.98% | 120% | 224 | 12.5% | 4 |
|
| 2924 |
2924
Larch Capital Partners
Miami,
Florida
| USD 729 M | – | – | 4.42% | – | 34 | – | 0 |
|
| 2925 |
CANC
2925
Culbertson A N & Co
Charlottesville,
Virginia
| USD 729 M | +USD 22.3 M | +3% | 3.86% | 87.5% | 129 | 2.33% | 8.6 |
|