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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
JT Stratford LLC
Gainesville,
Georgia
| USD 608 M | +USD 23.5 M | +4% | 4.54% | 113% | 331 | 26.89% | 2.5 |
|
| 2927 |
2927
Chatham Capital Group
Savannah,
Georgia
| USD 608 M | -USD 3.69 M | -0.6% | 0.37% | 97% | 204 | 7.84% | 5.6 |
|
| 2928 |
2928
Enclave Advisors
Austin,
Texas
| USD 608 M | +USD 17.7 M | +3% | 1.72% | – | 130 | 13.85% | 0.2 |
|
| 2929 |
2929
Octagon Capital Advisors
New York
| USD 608 M | -USD 35.2 M | -5% | 16.1% | 2,969% | 49 | 46.94% | 1 |
|
| 2930 |
2930
Acorn Financial Advisory Services
Reston,
Virginia
| USD 607 M | +USD 41.9 M | +7% | 5.52% | 108% | 221 | 13.57% | 3.2 |
|
| 2931 |
2931
12th Street Asset Management Company
Nashville,
Tennessee
| USD 607 M | +USD 13.6 M | +2% | 2.44% | 89.2% | 33 | 15.15% | 3.1 |
|
| 2932 |
2932
Tarbox Family Office
Newport Beach,
California
| USD 606 M | -USD 3.91 M | -0.6% | 0.98% | 66.4% | 109 | 1.83% | 7 |
|
| 2933 |
2933
Meridian Wealth Advisors
Austin,
Texas
| USD 606 M | +USD 8.27 M | +1% | 0.75% | 91.2% | 181 | 6.08% | 4.3 |
|
| 2934 |
2934
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| USD 606 M | -USD 7.07 M | -1% | 3.28% | 195% | 76 | 11.84% | 6.6 |
|
| 2935 |
2935
Kiltearn Partners
Edinburgh,
United Kingdom
| USD 605 M | -USD 130 M | -18% | 8.14% | 46.8% | 34 | 11.76% | 2.8 |
|
| 2936 |
2936
Legacy Financial Advisors
Covington,
Kentucky
| USD 605 M | +USD 9.5 M | +2% | 1.27% | 97.8% | 376 | 13.03% | 2.5 |
|
| 2937 |
2937
Nelson Capital Management
Menlo Park,
California
| USD 605 M | +USD 10.7 M | +2% | 2.32% | 141% | 117 | 13.68% | 5.4 |
|
| 2938 |
2938
Portside Wealth Group
Provo,
Utah
| USD 605 M | +USD 19.1 M | +3% | 2.43% | 90.1% | 447 | 18.57% | 1 |
|
| 2939 |
2939
Avenir Tech
Hong Kong
| USD 604 M | +USD 581 M | +2,605% | 46.8% | – | 6 | 0% | 0.5 |
|
| 2940 |
2940
Redwood Capital Management
New York
| USD 603 M | -USD 53.4 M | -8% | 0.38% | 313% | 15 | 26.67% | 2.8 |
|
| 2941 |
2941
Buffington Mohr McNeal
Boise,
Idaho
| USD 603 M | -USD 4.94 M | -0.8% | 0.6% | 29.3% | 139 | 10.79% | 5 |
|
| 2942 |
2942
Glen Eagle Advisors
Kingston,
New Jersey
| USD 603 M | +USD 10.3 M | +2% | 0.4% | 68.5% | 1,172 | 6.74% | 4.4 |
|
| 2943 |
2943
Cadinha & Co
Honolulu,
Hawaii
| USD 603 M | +USD 17.9 M | +3% | 5.56% | 132% | 106 | 11.32% | 6.2 |
|
| 2944 |
2944
Proffitt & Goodson
Knoxville,
Tennessee
| USD 603 M | -USD 7.24 M | -1% | 1.8% | 54% | 322 | 25.78% | 4.6 |
|
| 2945 |
2945
Wahed Invest
New York
| USD 602 M | +USD 39.6 M | +7% | 3.29% | 140% | 229 | 6.99% | 2.2 |
|
| 2946 |
2946
Advisory Research
Chicago,
Illinois
| USD 602 M | +USD 38.8 M | +7% | 3.49% | 138% | 165 | 13.33% | 3.4 |
|
| 2947 |
2947
Eagle Rock Investment Company
Atlanta,
Georgia
| USD 602 M | +USD 4.85 M | +0.8% | 2.91% | 121% | 159 | 7.55% | 2.1 |
|
| 2948 |
2948
Financial Advisors Network
Tustin,
California
| USD 601 M | – | – | 0.44% | – | 188 | – | 3.1 |
|
| 2949 |
2949
TRB Advisors
New York
| USD 601 M | +USD 57.6 M | +11% | 4.04% | 76.1% | 8 | 37.5% | 3.5 |
|
| 2950 |
2950
Liberty Wealth Management
Oakland,
California
| USD 600 M | +USD 11.4 M | +2% | 0.28% | 73% | 247 | 14.17% | 2.4 |
|