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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
AO
3126
Allen Operations
New York
| USD 374 M | -USD 581 k | -0.2% | 4.3% | 248% | 44 | 6.82% | 3.5 |
|
| 3127 |
3127
Scarborough Advisors
Annapolis,
Maryland
| USD 373 M | +USD 52.4 M | +16% | 7.42% | 63.3% | 62 | 29.03% | 0.7 |
|
| 3128 |
RIM
3128
Regent Investment Management
Louisville,
Kentucky
| USD 373 M | +USD 30.6 M | +9% | 11.3% | 44% | 203 | 4.93% | 5.9 |
|
| 3129 |
3129
Cambridge Advisors
Omaha,
Nebraska
| USD 373 M | +USD 23.6 M | +7% | 7.91% | 58.6% | 186 | 9.14% | 4.9 |
|
| 3130 |
3130
Endeavour Capital Advisors
Greenwich,
Connecticut
| USD 372 M | -USD 60.1 M | -14% | 4.85% | 76.7% | 49 | 14.29% | 2.9 |
|
| 3131 |
3131
Symmetry Investments
St Helier,
Jersey
| USD 372 M | -USD 71.1 M | -16% | 13.1% | 148% | 154 | 72.73% | 0.4 |
|
| 3132 |
3132
Wealth Advisory Solutions
Indiianapolis,
Indiana
| USD 372 M | +USD 10.5 M | +3% | 10.1% | 60.5% | 139 | 12.95% | 1.7 |
|
| 3133 |
3133
Ackerman Capital Advisors
Dallas,
Texas
| USD 372 M | +USD 20.5 M | +6% | 6.44% | 46.4% | 120 | 28.33% | 2 |
|
| 3134 |
3134
5AM Venture Management
San Francisco,
California
| USD 372 M | -USD 150 M | -29% | 8.74% | 546% | 23 | 17.39% | 1.5 |
|
| 3135 |
3135
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| USD 372 M | +USD 15.3 M | +4% | 6.42% | 99.9% | 72 | 8.33% | 4.8 |
|
| 3136 |
3136
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| USD 372 M | +USD 38.9 M | +12% | 0.6% | 47.9% | 129 | 13.95% | 0.8 |
|
| 3137 |
3LCM
3137
3D/L Capital Management
Hartford,
Connecticut
| USD 372 M | +USD 34.9 M | +10% | 9.76% | 13.9% | 113 | 17.7% | 1.4 |
|
| 3138 |
3138
SOA Wealth Advisors
New York
| USD 372 M | +USD 39.4 M | +12% | 7.53% | 79.1% | 1,033 | 7.84% | 1.7 |
|
| 3139 |
3139
Tanager Wealth Management
Goring On Thames,
United Kingdom
| USD 371 M | +USD 245 M | +194% | 5.09% | 53.4% | 81 | 45.68% | 0.5 |
|
| 3140 |
3140
Crestview Partners III
New York
| USD 371 M | -USD 32.2 M | -8% | 5.05% | 51.2% | 3 | 66.67% | 2.8 |
|
| 3141 |
3141
Security National Bank
Omaha,
Nebraska
| USD 371 M | +USD 12.3 M | +3% | 9.92% | 125% | 107 | 13.08% | 3.1 |
|
| 3142 |
AW
3142
Atlas Wealth
Cincinnati,
Ohio
| USD 371 M | – | – | 7.22% | 43.5% | 128 | – | 0 |
|
| 3143 |
3143
Physician Wealth Advisors
Midvale,
Utah
| USD 371 M | +USD 45.2 M | +14% | 8.09% | 79.9% | 159 | 13.84% | 2.4 |
|
| 3144 |
3144
Providence Capital Advisors
Charlotte,
North Carolina
| USD 370 M | +USD 36.9 M | +11% | 11.7% | 47.4% | 350 | 18.29% | 2.7 |
|
| 3145 |
3145
WNY Asset Management
Williamsville,
New York
| USD 370 M | +USD 94.2 M | +34% | 7.74% | – | 195 | 20% | 1.3 |
|
| 3146 |
3146
Investors Research Corp
Atlanta,
Georgia
| USD 370 M | +USD 43.1 M | +13% | 11% | 62.1% | 1,167 | 3.17% | 2.9 |
|
| 3147 |
3147
Manchester Financial
Westlake Village,
California
| USD 370 M | +USD 22.1 M | +6% | 3.82% | 73% | 105 | 15.24% | 2.2 |
|
| 3148 |
3148
AlpInvest Partners
Amsterdam,
Netherlands
| USD 369 M | +USD 23.6 M | +7% | 4.51% | 178% | 33 | 45.45% | 0.8 |
|
| 3149 |
3149
Tolleson Wealth Management
Dallas,
Texas
| USD 369 M | +USD 37.4 M | +11% | 9.74% | 56.2% | 78 | 12.82% | 2.5 |
|
| 3150 |
FPFS
3150
First Personal Financial Services
Charlotte,
North Carolina
| USD 369 M | +USD 25.1 M | +7% | 10.4% | 31.5% | 446 | 14.13% | 4.3 |
|