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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Family Management
New York
| USD 434 M | +USD 24.1 M | +6% | 5.18% | 69% | 186 | 25.81% | 2.6 |
|
| 2952 |
2952
Alera Investment Advisors
Deerfield,
Illinois
| USD 434 M | +USD 10.9 M | +3% | 6.94% | 28.9% | 181 | 8.84% | 1.9 |
|
| 2953 |
DCM
2953
Divisar Capital Management
San Francisco,
California
| USD 434 M | +USD 25.2 M | +6% | 7.93% | 194% | 35 | 14.29% | 2.5 |
|
| 2954 |
2954
Citizens Business Bank
Ontario,
California
| USD 434 M | -USD 2.83 M | -0.6% | 6% | 120% | 122 | 13.93% | 6.3 |
|
| 2955 |
2955
Oak Harvest Investment Services
Houston,
Texas
| USD 434 M | +USD 49.5 M | +13% | 6.19% | 120% | 106 | 16.04% | 1.5 |
|
| 2956 |
2956
Center for Financial Planning
Southfied,
Michigan
| USD 434 M | +USD 22.1 M | +5% | 6.06% | 64.4% | 559 | 6.8% | 2.5 |
|
| 2957 |
2957
One William Street Capital Management
New York
| USD 433 M | +USD 329 M | +313% | 3.46% | 44% | 4 | 25% | 0.3 |
|
| 2958 |
2958
Peavine Capital
Reno,
Nevada
| USD 433 M | +USD 6.91 M | +2% | 4.07% | 30.8% | 13 | 7.69% | 3.9 |
|
| 2959 |
2959
One Wealth Advisors
San Francisco,
California
| USD 433 M | -USD 4.98 M | -1% | 8.4% | 66% | 639 | 70.42% | 1.4 |
|
| 2960 |
2960
Sapience Investments
Newport Beach,
California
| USD 433 M | -USD 43.8 M | -9% | 1.48% | 54.9% | 82 | 7.32% | 3.3 |
|
| 2961 |
2961
Klaas Financial Asset Advisors
Loves Park,
Illinois
| USD 432 M | +USD 29.9 M | +7% | 4.13% | 39.5% | 46 | 10.87% | 1.7 |
|
| 2962 |
2962
Land & Buildings Investment Management
Stamford,
Connecticut
| USD 432 M | -USD 31.8 M | -7% | 5.54% | 53.9% | 24 | 25% | 1.2 |
|
| 2963 |
2963
Sagefield Capital
Dallas,
Texas
| USD 432 M | +USD 37.8 M | +10% | 3.58% | 115% | 123 | 44.72% | 0.7 |
|
| 2964 |
2964
Hein Park Capital Management
New York
| USD 432 M | +USD 84.5 M | +24% | 2.22% | 122% | 9 | 11.11% | 1.6 |
|
| 2965 |
2965
NWF Advisory Services
Los Angeles,
California
| USD 431 M | – | – | 8.09% | 120% | 284 | – | 0 |
|
| 2966 |
2966
Domani Wealth
Lancaster,
Pennsylvania
| USD 431 M | +USD 31.3 M | +8% | 7.05% | 48.6% | 122 | 8.2% | 4.9 |
|
| 2967 |
2967
Fractal Investments
Glastonbury,
Connecticut
| USD 430 M | +USD 10.8 M | +3% | 2.37% | 74.2% | 104 | 19.23% | 0.8 |
|
| 2968 |
2968
180 Wealth Advisors
Federal Way,
Washington
| USD 430 M | +USD 4.58 M | +1% | 10.8% | 165% | 390 | 12.56% | 2.8 |
|
| 2969 |
2969
Divergent Wealth Advisors
South Jordan,
Utah
| USD 429 M | +USD 30.2 M | +8% | 6.03% | 14.7% | 32 | 15.63% | 2.5 |
|
| 2970 |
2970
Confluence Wealth Services
Mcmurray,
Pennsylvania
| USD 429 M | +USD 44.1 M | +11% | 6.03% | 69.4% | 262 | 12.21% | 1 |
|
| 2971 |
PGCM
2971
Prescott Group Capital Management
Tulsa,
Oklahoma
| USD 428 M | -USD 30.5 M | -7% | 2.08% | 135% | 205 | 30.24% | 2 |
|
| 2972 |
2972
Winslow Asset Management
Beachwood,
Ohio
| USD 428 M | +USD 5.81 M | +1% | 8.31% | 89.9% | 76 | 7.89% | 6.8 |
|
| 2973 |
2973
McIlrath & Eck
Arlington,
Washington
| USD 428 M | +USD 40.1 M | +10% | 6.96% | 44% | 982 | 16.19% | 3.1 |
|
| 2974 |
2974
American Assets Capital Advisers
San Diego,
California
| USD 428 M | +USD 15.3 M | +4% | 11.2% | 73.5% | 41 | 29.27% | 2.5 |
|
| 2975 |
2975
High Probability Advisors
Pittsford,
New York
| USD 428 M | +USD 62.8 M | +17% | 4.19% | 52.6% | 44 | 2.27% | 1.8 |
|