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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
Grove Bank & Trust
Miami,
Florida
| USD 304 M | +USD 50.3 M | +20% | 18.9% | 80.5% | 184 | 16.3% | 3 |
|
| 2927 |
WCA
2927
Windsor Creek Advisors
Bethel,
Vermont
| USD 303 M | +USD 22.2 M | +8% | 22% | 48.3% | 218 | 49.54% | 0.5 |
|
| 2928 |
IAA
2928
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| USD 303 M | +USD 139 M | +84% | 32.9% | 49.3% | 83 | 21.69% | 1.9 |
|
| 2929 |
2929
Univest Financial
Souderton,
Pennsylvania
| USD 303 M | +USD 51.1 M | +20% | 18.6% | 96.9% | 111 | 16.22% | 3.4 |
|
| 2930 |
2930
Crestone Asset Management
Boulder,
Colorado
| USD 303 M | +USD 57.4 M | +23% | 26.4% | 6.65% | 86 | 47.67% | 1.8 |
|
| 2931 |
2931
Certified Advisory Corp
Altamonte Springs,
Florida
| USD 302 M | +USD 49.3 M | +19% | 16.6% | 62.9% | 843 | 12.22% | 1.9 |
|
| 2932 |
2932
Bruderman Asset Management
Locust Valley,
New York
| USD 302 M | +USD 49.7 M | +20% | 12.9% | 31.7% | 94 | 18.09% | 2.4 |
|
| 2933 |
2933
Ausdal Financial Partners
Davenport,
Iowa
| USD 302 M | +USD 19.2 M | +7% | 17.3% | 63.2% | 315 | 16.51% | 2.5 |
|
| 2934 |
SGH
2934
Sivik Global Healthcare
Greenwich,
Connecticut
| USD 302 M | +USD 48.4 M | +19% | 20.3% | 83.8% | 62 | 56.45% | 1.1 |
|
| 2935 |
NAH
2935
Neumann Advisory (HK)
Central,
Hong Kong
| USD 301 M | +USD 113 M | +60% | 66.4% | 77.3% | 10 | 0% | 2.2 |
|
| 2936 |
2936
Foster Victor Wealth Advisors
Greenville,
South Carolina
| USD 301 M | +USD 73.4 M | +32% | 22.1% | 78.2% | 134 | 34.33% | 0.9 |
|
| 2937 |
2937
Avitas Wealth Management
Los Angeles,
California
| USD 301 M | +USD 81.4 M | +37% | 30.6% | 56.2% | 186 | 39.78% | 1 |
|
| 2938 |
RIM
2938
Regent Investment Management
Louisville,
Kentucky
| USD 301 M | +USD 58.2 M | +24% | 23.5% | 44% | 198 | 15.66% | 4.6 |
|
| 2939 |
2939
Matisse Capital
Portland,
Oregon
| USD 301 M | +USD 46.8 M | +18% | 16.3% | 73.3% | 204 | 34.8% | 1.4 |
|
| 2940 |
IBT
2940
International Biotechnology Trust
London,
United Kingdom
| USD 301 M | +USD 81.5 M | +37% | 42% | 11.1% | 59 | 15.25% | 1.8 |
|
| 2941 |
2941
Marietta Investment Partners
Milwaukee,
Wisconsin
| USD 301 M | +USD 67.9 M | +29% | 25% | 160% | 139 | 15.83% | 3.3 |
|
| 2942 |
2942
Charles Schwab Trust
Henderson,
Nevada
| USD 301 M | +USD 59.3 M | +25% | 15% | 52.7% | 154 | 19.48% | 0.6 |
|
| 2943 |
2943
Brian C. Broderick
| USD 300 M | +USD 47.6 M | +19% | 20% | 98.6% | 82 | 8.54% | 5 |
|
| 2944 |
2944
Cypress Asset Management
Houston,
Texas
| USD 300 M | +USD 68.4 M | +30% | 25.9% | 141% | 131 | 12.98% | 4.4 |
|
| 2945 |
2945
Beaconlight Capital
New York
| USD 300 M | -USD 76.4 M | -20% | 52.3% | 282% | 50 | 54% | 0.5 |
|
| 2946 |
CM
2946
Capital Management
Glen Allen,
Virginia
| USD 300 M | +USD 26.5 M | +10% | 21.1% | 63.6% | 75 | 18.67% | 3.1 |
|
| 2947 |
2947
Brio Consultants
San Francisco,
California
| USD 299 M | +USD 49.2 M | +20% | 16.7% | 42.7% | 83 | 40.96% | 1 |
|
| 2948 |
2948
Rikoon Group
Santa Fe,
New Mexico
| USD 299 M | +USD 58 M | +24% | 19.9% | 63.3% | 216 | 16.2% | 2.5 |
|
| 2949 |
2949
Strid Group
Newtown Square,
Pennsylvania
| USD 299 M | +USD 53.9 M | +22% | 21% | 55.2% | 28 | 10.71% | 2.2 |
|
| 2950 |
2950
Capital Impact Advisors
Boston,
Massachusetts
| USD 299 M | +USD 61.3 M | +26% | 45.7% | – | 129 | 28.68% | 2.6 |
|