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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
Pacific Capital Wealth Advisors
Corona,
California
| USD 389 M | +USD 1.8 M | +0.5% | 5.15% | 54.1% | 96 | 17.71% | 2 |
|
| 3152 |
3152
Saudi Central Bank
Riyadh,
Saudi Arabia
| USD 388 M | -USD 16.1 M | -4% | 3.95% | 147% | 3 | 0% | 1.4 |
|
| 3153 |
3153
Abacus Planning Group
Columbia,
South Carolina
| USD 388 M | +USD 22.4 M | +6% | 5.84% | 67.8% | 199 | 11.56% | 3 |
|
| 3154 |
3154
Tetrad Corporation
Omaha,
Nebraska
| USD 388 M | -USD 8.83 M | -2% | 1.76% | 45.6% | 3 | 0% | 9.8 |
|
| 3155 |
3155
James J. Burns & Company
Melville,
New York
| USD 388 M | +USD 143 M | +59% | 5.88% | 70.2% | 113 | 30.97% | 0.3 |
|
| 3156 |
3156
Vectors Research Management
New York
| USD 388 M | +USD 1.77 M | +0.5% | 1.99% | 71.4% | 141 | 12.77% | 3.5 |
|
| 3157 |
3157
Emerald Advisors
Bellevue,
Washington
| USD 388 M | +USD 26.8 M | +7% | 8.47% | 71.8% | 79 | 5.06% | 2.2 |
|
| 3158 |
3158
IMA Advisory Services
Denver,
Colorado
| USD 388 M | +USD 10 M | +3% | 7.46% | 74.5% | 352 | 13.64% | 3.5 |
|
| 3159 |
3159
Resource Consulting Group
Orlando,
Florida
| USD 388 M | +USD 5.21 M | +1% | 2.45% | – | 38 | 13.16% | 1 |
|
| 3160 |
3160
Stamos Capital Partners
Menlo Park,
California
| USD 388 M | +USD 71.6 M | +23% | 4.5% | 44.5% | 136 | 32.35% | 1.3 |
|
| 3161 |
3161
Ellis Investment Partners
Berwyn,
Pennsylvania
| USD 388 M | +USD 20.3 M | +6% | 5% | 70.8% | 216 | 5.09% | 3.6 |
|
| 3162 |
IC
3162
Immersion Capital
London,
United Kingdom
| USD 387 M | +USD 64 M | +20% | 21.1% | 63.4% | 12 | 25% | 1 |
|
| 3163 |
CCM
3163
Contrarian Capital Management
Greenwich,
Connecticut
| USD 387 M | -USD 15.7 M | -4% | 4.12% | 29.4% | 40 | 20% | 1.6 |
|
| 3164 |
SXL
3164
Summit X LLC
Chesterfield,
Missouri
| USD 387 M | +USD 41.1 M | +12% | 7.68% | 62.9% | 296 | 29.73% | 3 |
|
| 3165 |
3165
TFC Financial Management
Boston,
Massachusetts
| USD 387 M | +USD 40.1 M | +12% | 4.65% | 66.9% | 705 | 27.09% | 1.7 |
|
| 3166 |
3166
Tolleson Wealth Management
Dallas,
Texas
| USD 387 M | +USD 17.5 M | +5% | 7.37% | 56.2% | 78 | 7.69% | 2.8 |
|
| 3167 |
3167
Hartford Financial Management
Hartford,
Connecticut
| USD 387 M | +USD 8.6 M | +2% | 3.57% | 87.9% | 389 | 5.66% | 5.1 |
|
| 3168 |
SF
3168
Symphony Financial
Houston,
Texas
| USD 386 M | +USD 8.08 M | +2% | 6.81% | 95.7% | 212 | 16.51% | 1.6 |
|
| 3169 |
3169
Consolidated Planning Corp
Atlanta,
Georgia
| USD 386 M | +USD 24.6 M | +7% | 5.36% | 84.6% | 131 | 18.32% | 1.5 |
|
| 3170 |
3170
Graham Holdings Co Master Retirement Trust
Arlington,
Virginia
| USD 386 M | -USD 2.58 M | -0.7% | 0.66% | 38.7% | 1 | 0% | 1.3 |
|
| 3171 |
3171
Ackerman Capital Advisors
Dallas,
Texas
| USD 386 M | +USD 13.7 M | +4% | 3.27% | 46.4% | 122 | 30.33% | 2.2 |
|
| 3172 |
3172
D'Orazio & Associates
Falls Church,
Virginia
| USD 386 M | -USD 36.6 M | -9% | 1.5% | 66.7% | 162 | 23.46% | 4 |
|
| 3173 |
FPFS
3173
First Personal Financial Services
Charlotte,
North Carolina
| USD 386 M | +USD 16.5 M | +4% | 6.53% | 31.5% | 437 | 18.08% | 4.2 |
|
| 3174 |
3174
Bulltick Wealth Management
Miami,
Florida
| USD 386 M | +USD 33.6 M | +10% | 11.4% | 69.1% | 158 | 33.54% | 1.2 |
|
| 3175 |
3175
IBEX Wealth Advisors
Bedminster,
New Jersey
| USD 386 M | -USD 57 M | -13% | 10.7% | 234% | 191 | 54.97% | 1.8 |
|