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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
Quattro Financial Advisors
The Woodlands,
Texas
| USD 379 M | -USD 36 M | -9% | 7.11% | 77.6% | 53 | 32.08% | 1 |
|
| 3077 |
MWM
3077
Madison Wealth Management
Cincinnati,
Ohio
| USD 379 M | +USD 45.4 M | +14% | 15.1% | 35.1% | 143 | 10.49% | 0.8 |
|
| 3078 |
3078
Sage Advisory Services
Austin,
Texas
| USD 379 M | +USD 75 M | +25% | 13.3% | 37.8% | 58 | 25.86% | 1.5 |
|
| 3079 |
3079
Foresite Capital Management II
Larkspur,
California
| USD 379 M | -USD 80.8 M | -18% | 12.7% | 66.2% | 4 | 0% | 2.7 |
|
| 3080 |
III
3080
Independent Investors Inc
Nesconset,
New York
| USD 379 M | +USD 35.1 M | +10% | 14.7% | 94.5% | 73 | 6.85% | 5.6 |
|
| 3081 |
3081
Ethic Inc
New York
| USD 378 M | +USD 117 M | +45% | 14.3% | 145% | 436 | 25.92% | 0.6 |
|
| 3082 |
3082
Dorchester Wealth Management
Montreal,
Quebec, Canada
| USD 378 M | +USD 55.1 M | +17% | 14.8% | 18.3% | 155 | 20.65% | 3.1 |
|
| 3083 |
3083
George Kaiser Family Foundation
Tulsa,
Oklahoma
| USD 378 M | +USD 87.2 M | +30% | 32.3% | 106% | 45 | 11.11% | 1.7 |
|
| 3084 |
3084
Terril Brothers
St. Louis,
Missouri
| USD 378 M | +USD 51.9 M | +16% | 19.1% | 112% | 63 | 14.29% | 3.4 |
|
| 3085 |
3085
Hartford Financial Management
Hartford,
Connecticut
| USD 377 M | +USD 40.1 M | +12% | 13.1% | 87.9% | 362 | 13.81% | 3.9 |
|
| 3086 |
3086
Hohimer Wealth Management
Seattle,
Washington
| USD 377 M | +USD 26.6 M | +8% | 13.9% | 111% | 207 | 11.11% | 0.8 |
|
| 3087 |
3087
Toronado Partners
San Francisco,
California
| USD 377 M | +USD 18.3 M | +5% | 30.5% | 192% | 13 | 23.08% | 1.4 |
|
| 3088 |
3088
Foresight Wealth Management
Draper,
Utah
| USD 377 M | +USD 78.4 M | +26% | 11.2% | 19.1% | 133 | 27.82% | 1.2 |
|
| 3089 |
3089
Crestone Asset Management
Boulder,
Colorado
| USD 376 M | +USD 56.5 M | +18% | 16.7% | 6.65% | 68 | 19.12% | 2.1 |
|
| 3090 |
3090
WFA of San Diego
San Diego,
California
| USD 376 M | +USD 270 M | +256% | 9.12% | – | 117 | 58.12% | 0.3 |
|
| 3091 |
3091
Qtron Investments
Boston,
Massachusetts
| USD 374 M | +USD 86.8 M | +30% | 20.9% | 151% | 362 | 36.46% | 0.7 |
|
| 3092 |
3092
MAK Capital One
New York
| USD 373 M | +USD 135 M | +57% | 46.9% | 200% | 17 | 52.94% | 1.1 |
|
| 3093 |
3093
Rational Advisors
Huntington,
New York
| USD 373 M | +USD 139 M | +60% | 10.4% | 39.2% | 647 | 73.72% | 1.1 |
|
| 3094 |
3094
Advisor OS
Chicago,
Illinois
| USD 373 M | +USD 134 M | +56% | 10.5% | 68.8% | 166 | 51.81% | 0.2 |
|
| 3095 |
OCM
3095
Ogborne Capital Management
San Francisco,
California
| USD 373 M | +USD 23.2 M | +7% | 62.5% | 251% | 21 | 61.9% | 0.6 |
|
| 3096 |
3096
SC Israel Venture V Management
Herzelia,
Israel
| USD 373 M | – | – | 146% | – | 1 | – | 0 |
|
| 3097 |
MAS
3097
Managed Account Services
Coconut Grove,
Florida
| USD 372 M | +USD 54.7 M | +17% | 13.4% | 32.4% | 109 | 12.84% | 2.4 |
|
| 3098 |
3098
Vantage Wealth
Pasadena,
California
| USD 372 M | +USD 60.3 M | +19% | 14.4% | 56.1% | 34 | 0% | 3.5 |
|
| 3099 |
3099
Carolinas Wealth Consulting
Charlotte,
North Carolina
| USD 372 M | +USD 74.6 M | +25% | 17.3% | 24.6% | 1,089 | 24.98% | 0.5 |
|
| 3100 |
3100
Cambridge Advisors
Omaha,
Nebraska
| USD 371 M | +USD 32 M | +9% | 10.1% | 58.6% | 161 | 8.7% | 3.9 |
|