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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
Geller Advisors
New York
| USD 458 M | -USD 3.2 M | -0.7% | 0.42% | 20.4% | 170 | 25.29% | 1.3 |
|
| 2977 |
2977
Globeflex Capital
San Diego,
California
| USD 458 M | -USD 98.7 M | -18% | 3.73% | 186% | 503 | 19.48% | 1.8 |
|
| 2978 |
CM
2978
Capital Management
Glen Allen,
Virginia
| USD 458 M | -USD 13.1 M | -3% | 3.61% | 63.6% | 85 | 5.88% | 3.2 |
|
| 2979 |
2979
Marietta Wealth Management
Marietta,
Georgia
| USD 458 M | +USD 14.7 M | +3% | 0.15% | 93% | 118 | 6.78% | 2.9 |
|
| 2980 |
2980
ION Crossover Partners
Herzliya Pituach,
Israel
| USD 458 M | +USD 45.6 M | +11% | 27.1% | – | 5 | 20% | 0.4 |
|
| 2981 |
MWM
2981
Madison Wealth Management
Cincinnati,
Ohio
| USD 457 M | +USD 4.08 M | +0.9% | 1.13% | 35.1% | 152 | 8.55% | 1.3 |
|
| 2982 |
2982
Crestone Asset Management
Boulder,
Colorado
| USD 457 M | -USD 10.7 M | -2% | 4.37% | 6.65% | 87 | 11.49% | 2.2 |
|
| 2983 |
2983
Calton & Associates
Tampa,
Florida
| USD 457 M | -USD 69.5 M | -13% | 0.29% | 79% | 445 | 20% | 2 |
|
| 2984 |
2984
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| USD 456 M | +USD 20.9 M | +5% | 1.15% | 47% | 117 | 10.26% | 3 |
|
| 2985 |
2985
Disciplina Capital Management
Nashville,
Tennessee
| USD 456 M | +USD 14.8 M | +3% | 0.99% | 33% | 56 | 8.93% | 1.2 |
|
| 2986 |
SIA
2986
Strategic Investment Advisors
Farmington Hills,
Michigan
| USD 456 M | +USD 19.5 M | +4% | 0.44% | 72.4% | 197 | 15.74% | 1.5 |
|
| 2987 |
2987
Dorsey Wright & Associates
Pasadena,
California
| USD 456 M | -USD 12.9 M | -3% | 2.45% | 311% | 376 | 48.4% | 0.4 |
|
| 2988 |
2988
Arkansas Financial Group
Little Rock,
Arkansas
| USD 456 M | +USD 14 M | +3% | 1.04% | 41.4% | 45 | 4.44% | 3.6 |
|
| 2989 |
CT
2989
Chicago Trust
Grayslake,
Illinois
| USD 455 M | +USD 32.7 M | +8% | 0.18% | 96.7% | 348 | 14.94% | 2.5 |
|
| 2990 |
2990
Capital Investment Counsel Inc
Raleigh,
North Carolina
| USD 455 M | +USD 6.14 M | +1% | 0.31% | 174% | 202 | 8.91% | 4.4 |
|
| 2991 |
2991
McRae Capital Management
Morristown,
New Jersey
| USD 454 M | +USD 17.1 M | +4% | 3.5% | 78.2% | 115 | 6.09% | 4.2 |
|
| 2992 |
2992
180 Wealth Advisors
Federal Way,
Washington
| USD 454 M | +USD 16.6 M | +4% | 0.2% | 165% | 404 | 12.87% | 1.8 |
|
| 2993 |
2993
Hussman Strategic Advisors
Ellicott City,
Maryland
| USD 454 M | -USD 29.1 M | -6% | 6.97% | 43.1% | 373 | 25.2% | 1.5 |
|
| 2994 |
2994
Aozora Bank
Tokyo,
Japan
| USD 453 M | -USD 5.46 M | -1% | 1.2% | 2.32% | 2 | 0% | 3.6 |
|
| 2995 |
2995
12th Street Asset Management Company
Nashville,
Tennessee
| USD 453 M | -USD 28.5 M | -6% | 0.13% | 89.2% | 36 | 30.56% | 2.3 |
|
| 2996 |
SM
2996
Scoggin Management
New York
| USD 453 M | +USD 44.5 M | +11% | 2.26% | 889% | 74 | 59.46% | 0.5 |
|
| 2997 |
LWANC
2997
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| USD 452 M | -USD 11 M | -2% | 0.21% | 71.1% | 794 | 17.25% | 1.8 |
|
| 2998 |
2998
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| USD 452 M | +USD 22.5 M | +5% | 0.3% | 84.5% | 406 | 18.23% | 1.8 |
|
| 2999 |
FAG
2999
Financial Advisory Group
Houston,
Texas
| USD 452 M | +USD 33.4 M | +8% | 0.5% | 20.6% | 96 | 9.38% | 3.6 |
|
| 3000 |
3000
Fieldpoint Private Securities
Greenwich,
Connecticut
| USD 452 M | -USD 5.42 M | -1% | 0.1% | 47.2% | 1,726 | 8.34% | 1 |
|