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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
Advisor Resource Council
Dallas,
Texas
| USD 398 M | +USD 192 M | +93% | 7.76% | 84.8% | 280 | 48.21% | 0.7 |
|
| 3102 |
TP
3102
Thunderbird Partners
London,
United Kingdom
| USD 398 M | -USD 16.2 M | -4% | 11.3% | 38% | 13 | 7.69% | 1.4 |
|
| 3103 |
3103
Prestige Wealth Management Group
Flemington,
New Jersey
| USD 398 M | +USD 14.1 M | +4% | 4.79% | 55.8% | 1,184 | 14.02% | 2.8 |
|
| 3104 |
HP
3104
Hound Partners
New York
| USD 397 M | +USD 59.1 M | +17% | 9.64% | 19.7% | 16 | 31.25% | 1.6 |
|
| 3105 |
3105
White Lighthouse Investment Management
Bedford,
Massachusetts
| USD 397 M | +USD 28.9 M | +8% | 6.93% | 62.1% | 115 | 2.61% | 4 |
|
| 3106 |
3106
Berry Street Capital Management
London,
United Kingdom
| USD 397 M | +USD 33.5 M | +9% | 11.8% | 331% | 47 | 78.72% | 0.2 |
|
| 3107 |
3107
Scarborough Advisors
Annapolis,
Maryland
| USD 397 M | +USD 23.6 M | +6% | 5.62% | 63.3% | 76 | 39.47% | 0.7 |
|
| 3108 |
3108
Kesler Norman & Wride
Ogden,
Utah
| USD 397 M | +USD 8.45 M | +2% | 2.98% | 90% | 158 | 4.43% | 1.9 |
|
| 3109 |
3109
Drexel Morgan & Co
Radnor,
Pennsylvania
| USD 397 M | -USD 89.5 M | -18% | 6.28% | 62.4% | 45 | 0% | 7.3 |
|
| 3110 |
3110
Greystone Financial Group
Bloomfield Hills,
Michigan
| USD 397 M | +USD 56.4 M | +17% | 2.23% | 79.3% | 102 | 38.24% | 0.7 |
|
| 3111 |
ETH
3111
Exos TFP Holdings
New York
| USD 397 M | +USD 36.1 M | +10% | 8.95% | – | 622 | 37.46% | 0.4 |
|
| 3112 |
3112
Compass Ion Advisors
Conshohocken,
Pennsylvania
| USD 396 M | +USD 6.94 M | +2% | 2.84% | 75.6% | 77 | 11.69% | 1.8 |
|
| 3113 |
3113
Principal Street Partners
Memphis,
Tennessee
| USD 396 M | -USD 1.22 M | -0.3% | 4.12% | 91% | 255 | 23.14% | 1.9 |
|
| 3114 |
3114
Coastal Bridge Advisors
Westport,
Connecticut
| USD 396 M | +USD 43.2 M | +12% | 17.8% | 88.1% | 185 | 10.27% | 3.4 |
|
| 3115 |
3115
Abundance Wealth Counselors
State College,
Pennsylvania
| USD 395 M | +USD 28 M | +8% | 6.75% | 107% | 159 | 15.72% | 1.4 |
|
| 3116 |
FA
3116
Financial Advisors
Andover,
Massachusetts
| USD 395 M | +USD 28.9 M | +8% | 6.43% | 71.5% | 83 | 8.43% | 2.9 |
|
| 3117 |
PWS
3117
Private Wealth Strategies
New Albany,
Ohio
| USD 395 M | +USD 20.1 M | +5% | 5.38% | 18.8% | 79 | 11.39% | 2.3 |
|
| 3118 |
3118
Noesis Capital Mangement
Boca Raton,
Florida
| USD 395 M | +USD 43 M | +12% | 9.11% | 139% | 111 | 11.71% | 4.8 |
|
| 3119 |
3119
Sentinel Pension Advisors
Wakefield,
Massachusetts
| USD 395 M | +USD 75.8 M | +24% | 4.96% | 52.1% | 92 | 9.78% | 2 |
|
| 3120 |
AO
3120
Allen Operations
New York
| USD 394 M | +USD 20.3 M | +5% | 10% | 248% | 42 | 9.52% | 3.7 |
|
| 3121 |
3121
Yakira Capital Management
Westport,
Connecticut
| USD 394 M | -USD 96.9 M | -20% | 2.81% | 64.5% | 470 | 37.66% | 0.8 |
|
| 3122 |
3122
Fort Sheridan Advisors
Highland Park,
Illinois
| USD 394 M | +USD 86.4 M | +28% | 9.48% | 126% | 198 | 9.6% | 2.4 |
|
| 3123 |
3123
JMAC Enterprises
Newtown,
Pennsylvania
| USD 394 M | +USD 30 M | +8% | 5.49% | 68.5% | 197 | 22.34% | 1 |
|
| 3124 |
CRB
3124
Chad R. Baker
| USD 394 M | +USD 37.1 M | +10% | 11.6% | 123% | 50 | 4% | 5.5 |
|
| 3125 |
3125
Clear Sky Carbon Solutions Investment Management
Bellaire,
Texas
| USD 394 M | +USD 170 M | +76% | 6.26% | – | 76 | 47.37% | 0.5 |
|