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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
3101
Martin & Co
Knoxville,
Tennessee
| USD 379 M | +USD 42.2 M | +13% | 11% | 67.8% | 108 | 0% | 7.7 |
|
| 3102 |
3102
Hahn Capital Management
Walnut Creek,
California
| USD 379 M | +USD 21.3 M | +6% | 11.8% | 71.7% | 36 | 5.56% | 6.2 |
|
| 3103 |
3103
Hartford Financial Management
Hartford,
Connecticut
| USD 378 M | +USD 37.8 M | +11% | 12.1% | 87.9% | 393 | 7.63% | 5 |
|
| 3104 |
SF
3104
Symphony Financial
Houston,
Texas
| USD 378 M | +USD 72.2 M | +24% | 8.6% | 95.7% | 213 | 23.47% | 1.6 |
|
| 3105 |
3105
IMA Advisory Services
Denver,
Colorado
| USD 378 M | +USD 5.5 M | +1% | 6.68% | 74.5% | 420 | 22.86% | 3.3 |
|
| 3106 |
3106
New Hampshire Trust
Concord,
New Hampshire
| USD 378 M | – | – | 9.78% | 88.5% | 397 | – | 0 |
|
| 3107 |
CAM
3107
Centre Asset Management
New York
| USD 378 M | +USD 15.5 M | +4% | 11.1% | 45.3% | 84 | 27.38% | 1.8 |
|
| 3108 |
3108
Financial Advisors Network
Tustin,
California
| USD 378 M | +USD 39.2 M | +12% | 9.85% | – | 131 | 13.74% | 2.8 |
|
| 3109 |
3109
Monograph Wealth Advisors
Manhattan Beach,
California
| USD 378 M | +USD 72.6 M | +24% | 9.82% | 74.8% | 93 | 26.88% | 0.7 |
|
| 3110 |
3110
McNamara Financial Services
Marshfield,
Massachusetts
| USD 377 M | +USD 29.4 M | +8% | 6.51% | 42.6% | 65 | 13.85% | 3.8 |
|
| 3111 |
3111
Pine Ridge Advisers
New York
| USD 377 M | +USD 54.4 M | +17% | 6.47% | 90.1% | 27 | 14.81% | 1.7 |
|
| 3112 |
SHIM
3112
Spruce House Investment Management
New York
| USD 377 M | -USD 178 M | -32% | 13.4% | 863% | 7 | 28.57% | 5.6 |
|
| 3113 |
3113
Summit Wealth Partners
Orlando,
Florida
| USD 377 M | +USD 22.5 M | +6% | 5.8% | 44.9% | 180 | 15.56% | 1.9 |
|
| 3114 |
3114
Greenspring Advisors
Towson,
Maryland
| USD 377 M | +USD 52.3 M | +16% | 8.13% | – | 115 | 10.43% | 0.9 |
|
| 3115 |
3115
Advisor OS
Chicago,
Illinois
| USD 377 M | +USD 44.9 M | +14% | 8.32% | 68.8% | 222 | 14.41% | 1.5 |
|
| 3116 |
3116
Disciplina Capital Management
Nashville,
Tennessee
| USD 376 M | -USD 83.5 M | -18% | 4.43% | 33% | 55 | 5.45% | 2 |
|
| 3117 |
3117
Honeycomb Asset Management
New York
| USD 376 M | -USD 376 M | -50% | 0.19% | 49% | 47 | 76.6% | 0.3 |
|
| 3118 |
3118
Kingfisher Capital
Charlotte,
North Carolina
| USD 376 M | +USD 13.2 M | +4% | 7.03% | 58.5% | 191 | 21.47% | 3.6 |
|
| 3119 |
3119
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| USD 376 M | +USD 132 M | +54% | 10.8% | – | 136 | 33.09% | 3.5 |
|
| 3120 |
3120
Parkman Healthcare Partners
Stamford,
Connecticut
| USD 376 M | +USD 23.8 M | +7% | 23.8% | 306% | 101 | 31.68% | 1 |
|
| 3121 |
3121
CHI Advisors
New York
| USD 375 M | +USD 3.55 M | +1% | 31.8% | 88.2% | 26 | 15.38% | 2 |
|
| 3122 |
3122
Paragon Capital Management (Colorado)
Denver,
Colorado
| USD 375 M | +USD 24.9 M | +7% | 3.25% | 109% | 173 | 24.86% | 2.2 |
|
| 3123 |
3123
Fagan Associates
Troy,
New York
| USD 375 M | +USD 17.3 M | +5% | 6.88% | 127% | 126 | 8.73% | 4 |
|
| 3124 |
3124
Truxt Investmentos
Rio De Janeiro,
Brazil
| USD 375 M | -USD 137 M | -27% | 4.57% | – | 16 | 25% | 0.7 |
|
| 3125 |
PWS
3125
Private Wealth Strategies
New Albany,
Ohio
| USD 375 M | +USD 32.1 M | +9% | 7.15% | 18.8% | 83 | 16.87% | 2.1 |
|