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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
MJP Associates
Farmington,
Connecticut
| USD 554 M | -USD 2.35 M | -0.4% | 2.03% | 60.9% | 255 | 23.14% | 1.8 |
|
| 3002 |
3002
Valley National Advisers
Bethlehem,
Pennsylvania
| USD 554 M | -USD 2.69 M | -0.5% | 2.28% | 87.2% | 846 | 13% | 5.3 |
|
| 3003 |
3003
Gleason Group
Prospect,
Kentucky
| USD 554 M | -USD 15.5 M | -3% | 3.39% | 69.1% | 198 | 4.55% | 4.3 |
|
| 3004 |
3004
Crane Advisory
Fullerton,
California
| USD 553 M | -USD 17.3 M | -3% | 2.16% | 38.2% | 47 | 12.77% | 1.6 |
|
| 3005 |
3005
Acorn Financial Advisory Services
Reston,
Virginia
| USD 553 M | -USD 53.5 M | -9% | 2.85% | 108% | 211 | 13.74% | 3.5 |
|
| 3006 |
3006
Fermata Advisors
Sonoma,
California
| USD 553 M | +USD 17.1 M | +3% | 0.31% | 58.3% | 306 | 20.26% | 1.3 |
|
| 3007 |
3007
Arcadia Investment Management
Kalamazoo,
Michigan
| USD 553 M | -USD 72.9 M | -12% | 3.59% | 83.5% | 307 | 13.03% | 5.6 |
|
| 3008 |
3008
Birnam Oak Advisors
New York
| USD 552 M | +USD 346 M | +168% | 4.82% | – | 36 | 44.44% | 0.2 |
|
| 3009 |
3009
III Capital Management
Boca Raton,
Florida
| USD 552 M | -USD 68.6 M | -11% | 1.78% | 28.7% | 48 | 37.5% | 0.8 |
|
| 3010 |
3010
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| USD 552 M | +USD 20.4 M | +4% | 1.65% | 61.5% | 143 | 4.9% | 3.8 |
|
| 3011 |
3011
Stablepoint Partners
Braintree,
Massachusetts
| USD 552 M | +USD 7.16 M | +1% | 1.82% | 92.8% | 246 | 3.66% | 1.1 |
|
| 3012 |
3012
Goehring & Rozencwajg Associates
New York
| USD 552 M | +USD 65 M | +13% | 2.68% | 148% | 44 | 4.55% | 2 |
|
| 3013 |
3013
Well Done LLC
Holland,
Michigan
| USD 552 M | +USD 5.22 M | +1% | 2.08% | 80.4% | 190 | 12.63% | 4.6 |
|
| 3014 |
3014
Wellington Shields Capital Management
New York
| USD 551 M | -USD 14 M | -2% | 4.97% | 157% | 334 | 14.67% | 5.2 |
|
| 3015 |
3015
Euro Pacific Asset Management
Dorado,
Puerto Rico
| USD 551 M | +USD 87.3 M | +19% | 23.3% | 172% | 80 | 12.5% | 3.1 |
|
| 3016 |
3016
Greystone Financial Group
Bloomfield Hills,
Michigan
| USD 551 M | -USD 24 M | -4% | 0.32% | 79.3% | 108 | 20.37% | 1.5 |
|
| 3017 |
3017
Kelman-Lazarov Inc
Memphis,
Tennessee
| USD 551 M | -USD 4.64 M | -0.8% | 0.58% | 51.6% | 123 | 17.07% | 4.6 |
|
| 3018 |
3018
Permanens Capital
New York
| USD 551 M | +USD 27 M | +5% | 0.07% | 76.9% | 64 | 25% | 1.8 |
|
| 3019 |
3019
Buck Wealth Strategies
Denver,
Colorado
| USD 550 M | +USD 69.1 M | +14% | 0.33% | 48.4% | 138 | 52.9% | 0.6 |
|
| 3020 |
3020
KFG Wealth Management
Granger,
Indiana
| USD 550 M | +USD 15.1 M | +3% | 1.39% | 55.9% | 203 | 17.24% | 1.3 |
|
| 3021 |
3021
Hazelview Securities
Toronto,
Ontario, Canada
| USD 550 M | +USD 2.08 M | +0.4% | 2.91% | – | 40 | 50% | 1.4 |
|
| 3022 |
3022
Algebris (UK)
London,
United Kingdom
| USD 550 M | +USD 154 M | +39% | 1.32% | 17% | 51 | 35.29% | 0.5 |
|
| 3023 |
3023
Anson Funds Management
Dallas,
Texas
| USD 550 M | -USD 442 M | -45% | 9.75% | 2,010% | 204 | 67.16% | 0.6 |
|
| 3024 |
3024
RWC Asset Advisors
Miami,
Florida
| USD 549 M | +USD 47.7 M | +10% | 27.8% | 267% | 20 | 30% | 2.1 |
|
| 3025 |
3025
Capital Advantage
Walnut Creek,
California
| USD 549 M | USD 0 | 0% | 0.24% | 49.2% | 135 | 0% | 2 |
|