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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
Broad Run Investment Management
Arlington,
Virginia
| USD 611 M | -USD 41.9 M | -6% | 2.95% | 202% | 24 | 0% | 6.8 |
|
| 3152 |
3152
MPM BioImpact
Boston,
Massachusetts
| USD 611 M | +USD 33.7 M | +6% | 29.5% | 550% | 51 | 35.29% | 1.1 |
|
| 3153 |
3153
RWC Asset Advisors
Miami,
Florida
| USD 611 M | +USD 196 M | +47% | 34.3% | 267% | 19 | 26.32% | 2.4 |
|
| 3154 |
3154
Cypress Wealth Services
Palm Desert,
California
| USD 611 M | +USD 52 M | +9% | 9.26% | 82.7% | 360 | 15.56% | 2.4 |
|
| 3155 |
3155
Ignite Planners
San Clemente,
California
| USD 610 M | +USD 36.2 M | +6% | 7.54% | 83.8% | 386 | 9.84% | 1.9 |
|
| 3156 |
3156
Morton Capital Management
Calabasas,
California
| USD 609 M | +USD 45.4 M | +8% | 8.99% | 75.4% | 139 | 15.11% | 2.3 |
|
| 3157 |
3157
Chandler Asset Management
San Diego,
California
| USD 609 M | +USD 46.6 M | +8% | 4.79% | 35.6% | 25 | 12% | 6.1 |
|
| 3158 |
WPI
3158
Walter Public Investments
Westmount,
Canada
| USD 608 M | +USD 18.1 M | +3% | 5.28% | 85.1% | 51 | 23.53% | 2.1 |
|
| 3159 |
3159
Paloma Partners
Greenwich,
Connecticut
| USD 608 M | -USD 73.8 M | -11% | 233% | 314% | 128 | 67.97% | 0.5 |
|
| 3160 |
3160
Advocate Group
Minnetonka,
Minnesota
| USD 608 M | +USD 48.9 M | +9% | 5.56% | 56.3% | 126 | 8.73% | 2.6 |
|
| 3161 |
3161
Stanley Capital Management
Houston,
Texas
| USD 608 M | +USD 13.4 M | +2% | 9.12% | 158% | 40 | 5% | 3.9 |
|
| 3162 |
3162
Correct Capital Wealth Management
Clayton,
Missouri
| USD 608 M | -USD 77.4 M | -11% | 4.62% | 83.6% | 122 | 9.84% | 1.4 |
|
| 3163 |
CPA
3163
Capital Performance Advisors
Walnut Creek,
California
| USD 607 M | +USD 97.1 M | +19% | 8.27% | 77.1% | 365 | 30.68% | 0.9 |
|
| 3164 |
3164
Bricktown Capital
Detroit,
Michigan
| USD 607 M | +USD 54.9 M | +10% | 5% | 46.2% | 27 | 11.11% | 1.9 |
|
| 3165 |
3165
Secure Asset Management
Troy,
Michigan
| USD 607 M | +USD 64.3 M | +12% | 7.48% | 97.2% | 343 | 18.37% | 1.8 |
|
| 3166 |
3166
Northwest Wealth Management
Spencer,
Iowa
| USD 607 M | +USD 53.4 M | +10% | 7.49% | 68.2% | 236 | 18.22% | 3.3 |
|
| 3167 |
3167
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| USD 607 M | +USD 39.4 M | +7% | 8.52% | 93.2% | 222 | 6.31% | 4.9 |
|
| 3168 |
3168
Financial Management Network
Mission Viejo,
California
| USD 606 M | +USD 48.3 M | +9% | 7.51% | 62.5% | 197 | 16.24% | 2.6 |
|
| 3169 |
3169
Deltec Asset Management
New York
| USD 606 M | +USD 45.5 M | +8% | 11% | 127% | 240 | 34.58% | 2.6 |
|
| 3170 |
PWW
3170
Pettyjohn Wood & White
Lynchburg,
Virginia
| USD 606 M | +USD 45.9 M | +8% | 8.79% | 70.9% | 205 | 4.88% | 6.7 |
|
| 3171 |
3171
Corsair Capital Management
New York
| USD 605 M | +USD 71 M | +13% | 22.2% | 435% | 193 | 34.72% | 1.6 |
|
| 3172 |
KFS
3172
Kurt F. Somerville
| USD 605 M | +USD 11.7 M | +2% | 6.57% | 92.9% | 113 | 3.54% | 6.6 |
|
| 3173 |
3173
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| USD 605 M | +USD 26.7 M | +5% | 7.39% | 75.9% | 199 | 6.03% | 5.2 |
|
| 3174 |
3174
West Financial Advisors
Des Moines,
Iowa
| USD 605 M | +USD 30.3 M | +5% | 5.6% | 49.1% | 212 | 11.32% | 2.6 |
|
| 3175 |
3175
Bellwether Advisors
Lincoln,
Nebraska
| USD 605 M | +USD 19.4 M | +3% | 9.43% | 128% | 606 | 78.88% | 2.5 |
|