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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
Heritage Investment Group
Pompano Beach,
Florida
| USD 536 M | +USD 10.1 M | +2% | 0.77% | 54.5% | 114 | 17.54% | 2 |
|
| 3152 |
3152
Fermata Advisors
Sonoma,
California
| USD 536 M | +USD 43 M | +9% | 0.71% | 58.3% | 290 | 23.1% | 1.2 |
|
| 3153 |
3153
Bourgeon Capital Management
Darien,
Connecticut
| USD 536 M | +USD 15.7 M | +3% | 2.76% | 121% | 130 | 28.46% | 3.8 |
|
| 3154 |
3154
Clark Asset Management
Stratham,
New Hampshire
| USD 535 M | +USD 69.7 M | +15% | 1.36% | 51.8% | 147 | 23.13% | 1 |
|
| 3155 |
3155
Bell Investment Advisors
Oakland,
California
| USD 535 M | -USD 10 M | -2% | 2.61% | 45% | 1,975 | 8.61% | 2.6 |
|
| 3156 |
3156
KFG Wealth Management
Granger,
Indiana
| USD 535 M | +USD 75 M | +16% | 0.12% | 55.9% | 190 | 8.95% | 1.3 |
|
| 3157 |
3157
Citizens Business Bank
Ontario,
California
| USD 535 M | +USD 39.4 M | +8% | 5.22% | 120% | 113 | 11.5% | 6 |
|
| 3158 |
3158
MA Private Wealth
San Carlos,
California
| USD 535 M | -USD 64.9 k | -0% | 1.09% | 63.4% | 74 | 6.76% | 2.6 |
|
| 3159 |
3159
Princeton Global Asset Management
Princeton,
New Jersey
| USD 535 M | +USD 20.6 M | +4% | 3.61% | 110% | 697 | 10.47% | 3.2 |
|
| 3160 |
GWI
3160
Grace & White Inc
Ny,
New York
| USD 535 M | -USD 19.1 M | -3% | 1.12% | 59.6% | 141 | 9.22% | 6.6 |
|
| 3161 |
3161
CacheTech Inc
Logan,
Utah
| USD 533 M | +USD 67.3 M | +14% | 1.48% | – | 133 | 23.31% | 0.4 |
|
| 3162 |
3162
Capricorn Investment Group
Palo Alto,
California
| USD 533 M | +USD 126 M | +31% | 48.5% | 95.9% | 8 | 12.5% | 2.8 |
|
| 3163 |
3163
Catalyst Financial Partners
Boston,
Massachusetts
| USD 532 M | +USD 20.7 M | +4% | 0.76% | 110% | 283 | 7.07% | 1.4 |
|
| 3164 |
3164
Tree Line Advisors
Central,
Hong Kong
| USD 532 M | +USD 101 M | +24% | 14.7% | 610% | 9 | 22.22% | 1.1 |
|
| 3165 |
3165
Intelligence Driven Advisers
Carlsbad,
California
| USD 532 M | -USD 168 M | -24% | 0.27% | 65.6% | 122 | 22.13% | 2 |
|
| 3166 |
3166
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| USD 532 M | +USD 43.1 M | +9% | 0.55% | 61.5% | 146 | 7.53% | 3.6 |
|
| 3167 |
3167
Affinity Capital Advisors
Berkeley,
California
| USD 532 M | +USD 15.3 M | +3% | 0.25% | 72.7% | 157 | 8.28% | 3.2 |
|
| 3168 |
3168
Hohimer Wealth Management
Seattle,
Washington
| USD 531 M | +USD 66.4 M | +14% | 3% | 111% | 264 | 22.73% | 1.9 |
|
| 3169 |
3169
Advocate Group
Minnetonka,
Minnesota
| USD 531 M | -USD 20.5 M | -4% | 3.63% | 56.3% | 120 | 5.83% | 2.2 |
|
| 3170 |
3170
Lawson Kroeker Investment Management
Omaha,
Nebraska
| USD 531 M | -USD 17.8 M | -3% | 0.25% | 69.7% | 91 | 3.3% | 4.2 |
|
| 3171 |
3171
Morton Capital Management
Calabasas,
California
| USD 531 M | +USD 22.6 M | +4% | 1.11% | 75.4% | 117 | 8.55% | 2 |
|
| 3172 |
3172
Hutchinson Capital Management
San Rafael,
California
| USD 530 M | +USD 2.08 M | +0.4% | 0.71% | 60.9% | 94 | 6.38% | 4.7 |
|
| 3173 |
EWA
3173
ERTS Wealth Advisors
Marquette,
Michigan
| USD 530 M | -USD 4.2 M | -0.8% | 2.58% | 39.3% | 90 | 8.89% | 4 |
|
| 3174 |
3174
HeadInvest LLC
Portland,
Maine
| USD 530 M | -USD 10.5 M | -2% | 0.86% | 59.1% | 250 | 11.6% | 5.9 |
|
| 3175 |
3175
Asio Capital
Lexington,
Kentucky
| USD 529 M | +USD 2.6 M | +0.5% | 1.93% | 98% | 111 | 10.81% | 2.7 |
|