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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
Greenup Street Wealth Management
Ann Arbor,
Michigan
| USD 693 M | +USD 41.7 M | +6% | 2.49% | 69.8% | 152 | 28.95% | 1.7 |
|
| 3027 |
3027
Leelyn Smith
Geneva,
Illinois
| USD 692 M | +USD 27.6 M | +4% | 2.29% | 86% | 155 | 10.32% | 3.4 |
|
| 3028 |
ECM
3028
EagleClaw Capital Management
Boston,
Massachusetts
| USD 691 M | -USD 23.7 M | -3% | 0.32% | 109% | 149 | 5.37% | 7 |
|
| 3029 |
3029
Noesis Capital Mangement
Boca Raton,
Florida
| USD 690 M | +USD 45.4 M | +7% | 7.14% | 139% | 135 | 8.15% | 4.7 |
|
| 3030 |
3030
Klaas Financial Asset Advisors
Loves Park,
Illinois
| USD 689 M | +USD 23 M | +3% | 1.13% | 39.5% | 59 | 25.42% | 3 |
|
| 3031 |
3031
Apollon Financial
Mount Pleasant,
South Carolina
| USD 689 M | +USD 87.3 M | +15% | 3.38% | 103% | 257 | 14.01% | 1.3 |
|
| 3032 |
3032
KPP Advisory Services
Louisville,
Kentucky
| USD 689 M | +USD 13.1 M | +2% | 2.44% | 87.9% | 349 | 11.75% | 1.4 |
|
| 3033 |
3033
Thames Capital Management
Roseland,
New Jersey
| USD 688 M | -USD 13.1 M | -2% | 10.3% | 1,159% | 70 | 48.57% | 1.8 |
|
| 3034 |
3034
Financial Advisory Corporation
Grand Rapids,
Michigan
| USD 688 M | +USD 8.41 M | +1% | 0.88% | – | 55 | 12.73% | 0.8 |
|
| 3035 |
3035
Toews Corporation
Northfield,
New Jersey
| USD 688 M | -USD 12.3 M | -2% | 0.6% | 30.7% | 15 | 0% | 1.6 |
|
| 3036 |
3036
Deltroit Asset Management (UK)
London,
| USD 687 M | – | – | 2.16% | – | 39 | – | 0 |
|
| 3037 |
3037
Formidable Asset Management
Cincinnati,
Ohio
| USD 687 M | +USD 52.3 M | +8% | 0.22% | 62.2% | 422 | 13.51% | 3.1 |
|
| 3038 |
3038
High Ground Investment Management
London,
United Kingdom
| USD 687 M | +USD 84.8 M | +14% | 8.94% | 11.1% | 8 | 25% | 1.8 |
|
| 3039 |
3039
Wilkins Investment Counsel
Boston,
Massachusetts
| USD 686 M | -USD 20.2 M | -3% | 3.91% | 71.3% | 125 | 6.4% | 6 |
|
| 3040 |
3040
Wellington Shields Capital Management
New York
| USD 686 M | +USD 26.9 M | +4% | 6.07% | 157% | 352 | 15.06% | 5.4 |
|
| 3041 |
3041
Convergence Financial
Columbia,
Missouri
| USD 685 M | +USD 19.4 M | +3% | 1.42% | 70.6% | 204 | 14.71% | 1.4 |
|
| 3042 |
3042
Rule One Partners
Moreland,
Georgia
| USD 685 M | -USD 26.1 M | -4% | 8.6% | – | 15 | 33.33% | 0.6 |
|
| 3043 |
3043
IFC Advisors
Los Angeles,
California
| USD 685 M | +USD 139 M | +25% | 2.37% | – | 185 | 13.51% | 0.8 |
|
| 3044 |
3044
Silverback Asset Management
Chapel Hill,
North Carolina
| USD 684 M | -USD 360 M | -35% | 0.48% | 92.1% | 64 | 23.44% | 0.6 |
|
| 3045 |
3045
Topsail Wealth Management
Charlotte,
North Carolina
| USD 683 M | +USD 92.1 M | +16% | 2.03% | – | 273 | 7.69% | 0.8 |
|
| 3046 |
AHT
3046
Amanah Holdings Trust
London,
| USD 683 M | +USD 182 M | +36% | 43.8% | – | 31 | 90.32% | 0.1 |
|
| 3047 |
3047
Perseverance Asset Management International
George Town,
Cayman Islands
| USD 683 M | +USD 101 M | +17% | 5.55% | 101% | 17 | 35.29% | 1.6 |
|
| 3048 |
3048
Faithward Advisors
Lancaster,
Pennsylvania
| USD 682 M | +USD 9.6 M | +1% | 2.64% | 119% | 342 | 15.5% | 2.1 |
|
| 3049 |
3049
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| USD 682 M | +USD 24.1 M | +4% | 1.76% | 68.2% | 762 | 8.14% | 3.5 |
|
| 3050 |
3050
Perryman Financial Advisory
Dallas,
Texas
| USD 681 M | – | – | 2.66% | – | 170 | – | 0 |
|