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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
3151
Marietta Wealth Management
Marietta,
Georgia
| USD 243 M | +USD 34.4 M | +16% | 10.2% | 93% | 121 | 9.92% | 1.8 |
|
| 3152 |
AO
3152
Allen Operations
New York
| USD 243 M | +USD 39.4 M | +19% | 17.2% | 248% | 28 | 0% | 3.2 |
|
| 3153 |
3153
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| USD 243 M | – | – | 10.8% | 85.9% | 195 | – | 0 |
|
| 3154 |
3154
Cavalier Investments
Alpharetta,
Georgia
| USD 243 M | -USD 66.9 M | -22% | 16% | 171% | 190 | 54.74% | 0.6 |
|
| 3155 |
3155
MPM Asset Management
Boston,
Massachusetts
| USD 243 M | +USD 124 M | +105% | 8.51% | 5.89% | 8 | 37.5% | 2.7 |
|
| 3156 |
3156
MEAG MUNICH ERGO AssetManagement
Munich,
Germany
| USD 242 M | +USD 33.3 M | +16% | 15.8% | 18.2% | 15 | 0% | 3.1 |
|
| 3157 |
TFS
3157
Thoroughbred Financial Services
Brentwood,
Tennessee
| USD 242 M | +USD 38.4 M | +19% | 13.5% | 179% | 243 | 36.21% | 0.2 |
|
| 3158 |
3158
Cutler Capital Management
Worcester,
Massachusetts
| USD 242 M | +USD 21.1 M | +10% | 5.31% | 39.7% | 101 | 17.82% | 2.1 |
|
| 3159 |
3159
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| USD 242 M | +USD 26.9 M | +13% | 12.2% | 52% | 596 | 7.55% | 3.6 |
|
| 3160 |
3160
Nicolet Bankshares
Green Bay,
Wisconsin
| USD 242 M | +USD 34 M | +16% | 15% | 75.5% | 183 | 13.66% | 2.4 |
|
| 3161 |
3161
Fieldpoint Private Securities
Greenwich,
Connecticut
| USD 242 M | +USD 16.1 M | +7% | 11.6% | 47.2% | 398 | 7.79% | 1.4 |
|
| 3162 |
BCA
3162
Bray Capital Advisors
Naples,
Florida
| USD 241 M | +USD 41.4 M | +21% | 12.2% | 36.6% | 383 | 12.79% | 1.5 |
|
| 3163 |
PAS
3163
Partnervest Advisory Services
Santa Barbara,
California
| USD 241 M | +USD 33.9 M | +16% | 13% | 45.1% | 283 | 39.58% | 2 |
|
| 3164 |
3164
FBL Investment Management Services
West Des Moines,
Iowa
| USD 241 M | +USD 202 M | +515% | 7.81% | 16.6% | 51 | 62.75% | 1.8 |
|
| 3165 |
3165
Alatus Capital
Geneva,
Switzerland
| USD 241 M | +USD 33.8 M | +16% | 26.6% | 33% | 2 | 0% | 1.3 |
|
| 3166 |
3166
First National Corp
Rockland,
Massachusetts
| USD 240 M | +USD 23.3 M | +11% | 11.8% | 56.3% | 540 | 33.7% | 0.2 |
|
| 3167 |
3167
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| USD 240 M | +USD 26.5 M | +12% | 10.9% | 12.8% | 115 | 0.87% | 2.5 |
|
| 3168 |
3168
Cahill Financial Advisors
Edina,
Minnesota
| USD 240 M | +USD 40.3 M | +20% | 11.6% | 55.9% | 154 | 8.44% | 3.1 |
|
| 3169 |
3169
McRae Capital Management
Morristown,
New Jersey
| USD 240 M | +USD 45.7 M | +24% | 16% | 78.2% | 93 | 6.45% | 3.9 |
|
| 3170 |
3170
Boston Research & Management
Manchester,
Massachusetts
| USD 240 M | +USD 30 M | +14% | 11.8% | 53.2% | 105 | 5.71% | 4.4 |
|
| 3171 |
3171
Cypress Capital
Franklin,
Tennessee
| USD 240 M | +USD 22.5 M | +10% | 8.13% | 43.6% | 73 | 9.59% | 0.2 |
|
| 3172 |
3172
Simon Quick Advisors
Morristown,
New Jersey
| USD 240 M | -USD 35.2 M | -13% | 12.8% | 77.8% | 468 | 44.23% | 1 |
|
| 3173 |
3173
Wilsey Asset Management
San Diego,
California
| USD 240 M | +USD 34.2 M | +17% | 12.7% | 66.9% | 23 | 13.04% | 3.1 |
|
| 3174 |
3174
Camelot Portfolios
Maumee,
Ohio
| USD 240 M | +USD 25.1 M | +12% | 11.3% | 47.2% | 262 | 22.9% | 2 |
|
| 3175 |
PLFAM
3175
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| USD 240 M | +USD 19.4 M | +9% | 11.1% | 81.6% | 105 | 8.57% | 3.8 |
|