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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
BPM
3051
Bowling Portfolio Management
Cincinnati,
Ohio
| USD 364 M | -USD 32.6 M | -8% | 3.47% | 45.7% | 209 | 22.97% | 4.5 |
|
| 3052 |
BC
3052
Bruce & Co
Chicago,
Illinois
| USD 364 M | -USD 61.2 M | -14% | 6.68% | 94.5% | 34 | 2.94% | 5.4 |
|
| 3053 |
3053
McIlrath & Eck
Arlington,
Washington
| USD 364 M | +USD 42 M | +13% | 4.96% | 44% | 923 | 11.27% | 2.9 |
|
| 3054 |
AMCA
3054
Arthur M. Cohen & Associates
Northbrook,
Illinois
| USD 364 M | -USD 37.9 M | -9% | 2.03% | 129% | 141 | 18.44% | 4.1 |
|
| 3055 |
3055
Bourgeon Capital Management
Darien,
Connecticut
| USD 364 M | -USD 14.6 M | -4% | 5.08% | 121% | 466 | 36.7% | 1.7 |
|
| 3056 |
3056
180 Wealth Advisors
Federal Way,
Washington
| USD 363 M | -USD 28.3 M | -7% | 5.09% | 165% | 392 | 15.05% | 2.6 |
|
| 3057 |
3057
Miramar Capital
Northbrook,
Illinois
| USD 363 M | +USD 10 M | +3% | 6.04% | 47.3% | 100 | 15% | 1.8 |
|
| 3058 |
3058
Newfoundland Capital Management
Sao Paulo,
Brazil
| USD 363 M | +USD 10.6 M | +3% | 0.63% | 49.5% | 56 | 71.43% | 0.4 |
|
| 3059 |
3059
Kingfisher Capital
Charlotte,
North Carolina
| USD 363 M | +USD 13.4 M | +4% | 1.72% | 58.5% | 190 | 18.95% | 3.2 |
|
| 3060 |
3060
Vantage Wealth
Pasadena,
California
| USD 363 M | +USD 8.25 M | +2% | 5.5% | 56.1% | 35 | 8.57% | 4.5 |
|
| 3061 |
3061
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| USD 363 M | -USD 6.52 M | -2% | 5.89% | 68% | 87 | 9.2% | 3 |
|
| 3062 |
CAM
3062
Centre Asset Management
New York
| USD 362 M | -USD 15 M | -4% | 1.43% | 45.3% | 83 | 26.51% | 1.6 |
|
| 3063 |
ARMC
3063
American Research & Management Company
Marion,
Massachusetts
| USD 362 M | -USD 26.9 M | -7% | 4.87% | 35.1% | 471 | 19.75% | 4.6 |
|
| 3064 |
3064
Wealth Advisory Solutions
Indiianapolis,
Indiana
| USD 362 M | -USD 44.5 M | -11% | 5.25% | 60.5% | 166 | 33.73% | 1.5 |
|
| 3065 |
3065
Bridgewater Advisors
New York
| USD 362 M | -USD 121 M | -25% | 4.02% | 61% | 240 | 54.17% | 2.4 |
|
| 3066 |
3066
Ellis Investment Partners
Berwyn,
Pennsylvania
| USD 361 M | -USD 11.6 M | -3% | 5.89% | 70.8% | 850 | 6% | 2.5 |
|
| 3067 |
3067
Compass Ion Advisors
Conshohocken,
Pennsylvania
| USD 361 M | +USD 15.6 M | +5% | 4.99% | 75.6% | 83 | 19.28% | 1.5 |
|
| 3068 |
TP
3068
Thunderbird Partners
London,
United Kingdom
| USD 360 M | -USD 60.1 M | -14% | 6.93% | 38% | 14 | 57.14% | 1.4 |
|
| 3069 |
CCM
3069
Chimera Capital Management
New York
| USD 360 M | +USD 146 M | +68% | 3.69% | – | 227 | 86.78% | 0.1 |
|
| 3070 |
3070
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
| USD 359 M | -USD 9.2 M | -2% | 5.17% | 61.1% | 144 | 12.5% | 0.9 |
|
| 3071 |
3071
Kesler Norman & Wride
Ogden,
Utah
| USD 359 M | -USD 1.9 M | -0.5% | 5.48% | 90% | 159 | 8.18% | 1.5 |
|
| 3072 |
3072
Security National Bank
Omaha,
Nebraska
| USD 359 M | -USD 1.14 M | -0.3% | 2.05% | 125% | 107 | 14.95% | 3 |
|
| 3073 |
3073
HBW Advisory Services
Simi Valley,
California
| USD 359 M | -USD 28.6 M | -7% | 5.11% | 68.6% | 251 | 21.12% | 1.4 |
|
| 3074 |
3074
Incline Global Management
New York
| USD 358 M | +USD 8.24 M | +2% | 3.56% | 40.1% | 22 | 4.55% | 1.7 |
|
| 3075 |
3075
Affinity Asset Advisors
New York
| USD 358 M | +USD 121 M | +51% | 19.8% | 1,487% | 85 | 60% | 0.6 |
|