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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 |
3126
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| USD 622 M | +USD 85 M | +16% | 9.02% | 90.7% | 295 | 12.54% | 6.1 |
|
| 3127 |
3127
Dudley & Shanley
Palm Beach,
Florida
| USD 622 M | -USD 15.3 M | -2% | 3.2% | 67.9% | 37 | 16.22% | 4.6 |
|
| 3128 |
3128
FRG Family Wealth Advisors
Bellevue,
Washington
| USD 621 M | +USD 45.9 M | +8% | 8.38% | 76.4% | 160 | 7.5% | 6.2 |
|
| 3129 |
SRFM
3129
Shannon River Fund Management
New York
| USD 621 M | -USD 131 M | -17% | 18.9% | 554% | 29 | 48.28% | 0.9 |
|
| 3130 |
3130
Watts Gwilliam & Co
Gilbert,
Arizona
| USD 620 M | +USD 10.6 M | +2% | 12.1% | – | 231 | 3.46% | 1.2 |
|
| 3131 |
3131
Seven Mile Advisory
Ewing,
New Jersey
| USD 619 M | +USD 453 M | +272% | 7.12% | 146% | 306 | 41.83% | 1 |
|
| 3132 |
3132
Bellecapital
Zurich,
Switzerland
| USD 619 M | +USD 56 M | +10% | 13.9% | 152% | 146 | 16.44% | 3.6 |
|
| 3133 |
3133
Beck Bode LLC
Dedham,
Massachusetts
| USD 619 M | +USD 28.2 M | +5% | 9.97% | 155% | 114 | 29.82% | 1.3 |
|
| 3134 |
3134
Werba Rubin Papier Wealth Management
San Jose,
California
| USD 619 M | +USD 86.9 M | +16% | 7.86% | 73.5% | 256 | 16.02% | 1.5 |
|
| 3135 |
SFS
3135
Security Financial Services
Fort Wayne,
Indiana
| USD 619 M | +USD 52.3 M | +9% | 7.07% | 67.7% | 207 | 14.98% | 2.1 |
|
| 3136 |
3136
Hudson Edge Investment Partners
Jersey City,
New Jersey
| USD 618 M | +USD 33.3 M | +6% | 5.93% | 67.9% | 92 | 5.43% | 5 |
|
| 3137 |
3137
PBMares Wealth Management
Williamsburg,
Virginia
| USD 617 M | +USD 70.5 M | +13% | 7% | 67.7% | 200 | 9% | 3.6 |
|
| 3138 |
3138
Probity Advisors
Dallas,
Texas
| USD 617 M | +USD 47.5 M | +8% | 5.89% | 61.7% | 244 | 9.43% | 5 |
|
| 3139 |
3139
SeaBridge Investment Advisors
Summit,
New Jersey
| USD 616 M | +USD 78.4 M | +15% | 10.1% | 139% | 215 | 14.42% | 3.3 |
|
| 3140 |
3140
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| USD 616 M | +USD 71.3 M | +13% | 8% | 94.5% | 154 | 12.34% | 3 |
|
| 3141 |
3141
Primavera Capital Management
George Town,
Cayman Islands
| USD 616 M | -USD 6.37 M | -1% | 0.09% | 1.21% | 3 | 0% | 4.3 |
|
| 3142 |
3142
Adventist Health System West
Roseville,
California
| USD 614 M | -USD 59.4 M | -9% | 6.49% | 60.2% | 10 | 40% | 1.8 |
|
| 3143 |
3143
TFO Wealth Partners
Maumee,
Ohio
| USD 613 M | +USD 45.3 M | +8% | 6.33% | 63.6% | 51 | 19.61% | 1.1 |
|
| 3144 |
3144
SC&H Financial Advisors
Sparks,
Maryland
| USD 613 M | +USD 27.8 M | +5% | 7.05% | 66.2% | 160 | 10.63% | 3 |
|
| 3145 |
3145
IFG Advisors
St. Louis,
Missouri
| USD 613 M | +USD 17.7 M | +3% | 6.63% | 78.7% | 165 | 11.52% | 3.6 |
|
| 3146 |
3146
AdvisorShares Investments
Bethesda,
Maryland
| USD 612 M | +USD 57.6 M | +10% | 19.1% | 110% | 370 | 41.89% | 1.3 |
|
| 3147 |
3147
Bell Investment Advisors
Oakland,
California
| USD 612 M | +USD 30.4 M | +5% | 5.18% | 45% | 1,971 | 9.49% | 3.1 |
|
| 3148 |
3148
WPWealth
Fort Worth,
Texas
| USD 612 M | +USD 57.4 M | +10% | 4.88% | 38.2% | 96 | 8.33% | 1.6 |
|
| 3149 |
FCM
3149
Fieldview Capital Management
Niles,
Michigan
| USD 612 M | -USD 49.8 M | -8% | 7.2% | – | 554 | 72.02% | 0.2 |
|
| 3150 |
AMG
3150
Asset Management Group
Stamford,
Connecticut
| USD 611 M | +USD 37.6 M | +7% | 7.19% | 57% | 137 | 2.19% | 8.3 |
|