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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
New Silk Road Investment
Singapore
| USD 266 M | +USD 25.9 M | +11% | 24.8% | 21.2% | 14 | 50% | 0.9 |
|
| 3027 |
3027
Polunin Capital Partners
London,
United Kingdom
| USD 266 M | +USD 61 M | +30% | 14.2% | 268% | 11 | 27.27% | 1.1 |
|
| 3028 |
3028
Martel Wealth Advisors
Vancouver,
Washington
| USD 266 M | +USD 22.4 M | +9% | 8.75% | 43.4% | 39 | 5.13% | 0.5 |
|
| 3029 |
3029
FFT Wealth Management
Philadelphia,
Pennsylvania
| USD 266 M | +USD 36.5 M | +16% | 12.1% | 65.6% | 35 | 20% | 2.3 |
|
| 3030 |
3030
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| USD 265 M | +USD 33.8 M | +15% | 11.3% | 61.5% | 74 | 20.27% | 1.5 |
|
| 3031 |
3031
Lapides Asset Management
Greenwich,
Connecticut
| USD 265 M | +USD 18.1 M | +7% | 20.7% | 63% | 87 | 17.24% | 2.7 |
|
| 3032 |
DS
3032
Dalal Street
West Lake Hills,
Texas
| USD 265 M | +USD 58.1 M | +28% | 10% | 32.1% | 2 | 0% | 2.3 |
|
| 3033 |
3033
Fulcrum Capital
Seattle,
Washington
| USD 265 M | +USD 42.9 M | +19% | 13.6% | 102% | 68 | 26.47% | 0.8 |
|
| 3034 |
3034
Wealthquest
Cincinnati,
Ohio
| USD 265 M | +USD 20.6 M | +8% | 8.92% | 58.5% | 142 | 15.49% | 1.4 |
|
| 3035 |
3035
Delphi Financial Group
Wilmington,
Delaware
| USD 264 M | +USD 62.5 M | +31% | 11.7% | 47.4% | 23 | 13.04% | 1.4 |
|
| 3036 |
3036
JGP Wealth Management
Bend,
Oregon
| USD 264 M | +USD 22.3 M | +9% | 11.7% | 87.8% | 128 | 14.06% | 0.7 |
|
| 3037 |
3037
Plancorp LLC
Saint Louis,
Missouri
| USD 264 M | +USD 43.7 M | +20% | 11.9% | 73.1% | 180 | 15.56% | 2.1 |
|
| 3038 |
3038
Paradigm Financial Advisors
Des Peres,
Missouri
| USD 264 M | +USD 39.7 M | +18% | 13.1% | 114% | 137 | 16.79% | 3.2 |
|
| 3039 |
LP
3039
LGL Partners
Philadelphia,
Pennsylvania
| USD 264 M | +USD 80.3 M | +44% | 11.6% | 68.9% | 109 | 56.88% | 1.2 |
|
| 3040 |
3040
Blue Edge Capital
Richmond,
Virginia
| USD 263 M | +USD 31.3 M | +14% | 10.8% | 73.2% | 96 | 10.42% | 2.8 |
|
| 3041 |
3041
KMG Fiduciary Partners
Toledo,
Ohio
| USD 263 M | +USD 43.4 M | +20% | 12% | 114% | 118 | 16.1% | 0.2 |
|
| 3042 |
IFS
3042
Ifrah Financial Services
Little Rock,
Arkansas
| USD 263 M | +USD 25.9 M | +11% | 10.3% | 64.1% | 189 | 11.11% | 2.7 |
|
| 3043 |
3043
Shulman DeMeo Asset Management
Lake Success,
New York
| USD 263 M | +USD 81.5 M | +45% | 12.7% | 79.3% | 135 | 53.33% | 0.1 |
|
| 3044 |
3044
JBJ Investment Partners
Charleston,
South Carolina
| USD 263 M | – | – | 10.2% | 46.2% | 210 | – | 0 |
|
| 3045 |
MP
3045
Mediatel Partners
Fort Worth,
Texas
| USD 262 M | +USD 37.2 M | +17% | 16.6% | 1.96% | 2 | 0% | 5.8 |
|
| 3046 |
GCMG
3046
Gyroscope Capital Management Group
Naples,
Florida
| USD 262 M | -USD 209 k | -0.1% | 11.3% | 24.8% | 192 | 44.79% | 1.3 |
|
| 3047 |
3047
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| USD 262 M | +USD 146 M | +125% | 18.9% | 88.9% | 67 | 79.1% | 0.4 |
|
| 3048 |
QCI
3048
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| USD 262 M | +USD 22.4 M | +9% | 10.2% | 107% | 26 | 11.54% | 2.8 |
|
| 3049 |
3049
Grove Bank & Trust
Miami,
Florida
| USD 261 M | +USD 46.3 M | +22% | 12% | 80.5% | 163 | 7.98% | 2.4 |
|
| 3050 |
3050
Requisite Capital Management
Dallas,
Texas
| USD 261 M | +USD 5.06 M | +2% | 12.1% | 42.6% | 228 | 75.88% | 0.1 |
|