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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
3176
Financial Management Network
Mission Viejo,
California
| USD 632 M | +USD 25.6 M | +4% | 2.76% | 62.5% | 200 | 14% | 2.8 |
|
| 3177 |
3177
Chandler Asset Management
San Diego,
California
| USD 632 M | +USD 22.5 M | +4% | 0.83% | 35.6% | 22 | 0% | 6.4 |
|
| 3178 |
3178
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| USD 632 M | +USD 219 M | +53% | 18.1% | 89.7% | 41 | 21.95% | 2.7 |
|
| 3179 |
3179
Pacific Sage Partners
Edmonds,
Washington
| USD 631 M | +USD 33 M | +6% | 1.57% | 58.9% | 126 | 11.11% | 2 |
|
| 3180 |
3180
Affinity Partners
Sunny Isles Beach,
Florida
| USD 631 M | +USD 7.79 M | +1% | 1.21% | – | 1 | 0% | 1 |
|
| 3181 |
3181
East Coast Asset Management
Essex,
Massachusetts
| USD 630 M | +USD 55.1 M | +10% | 11.8% | 167% | 80 | 10% | 8.7 |
|
| 3182 |
3182
Personal CFO Solutions
Chester,
New Jersey
| USD 630 M | +USD 59.9 M | +11% | 4.33% | 98.9% | 531 | 11.86% | 2.6 |
|
| 3183 |
TWP
3183
Tyche Wealth Partners
Plano,
Texas
| USD 630 M | +USD 59.8 M | +10% | 2.13% | – | 358 | 17.88% | 1.4 |
|
| 3184 |
3184
Pandi LLC
Leawood,
Kansas
| USD 630 M | -USD 124 M | -16% | 2.35% | – | 4 | 50% | 1 |
|
| 3185 |
3185
Bienville Capital Management
New York
| USD 630 M | +USD 105 M | +20% | 4.01% | 36.3% | 82 | 17.07% | 3.4 |
|
| 3186 |
RTM
3186
RH Tailwind Management
West Conshohocken,
Pennsylvania
| USD 629 M | – | – | 3.63% | – | 64 | – | 0 |
|
| 3187 |
3187
Vega Investment Solutions
Paris,
France
| USD 629 M | – | – | 7.88% | – | 181 | – | 0.7 |
|
| 3188 |
3188
RBO & Co
Saint Helena,
California
| USD 628 M | -USD 10.9 M | -2% | 0.79% | 27.9% | 54 | 3.7% | 8.1 |
|
| 3189 |
SFG
3189
SageGuard Financial Group
Goodlettsville,
Tennessee
| USD 628 M | – | – | 2.68% | – | 177 | – | 0.2 |
|
| 3190 |
3190
Siemens Pension Trust
Munich Germany,
Germany
| USD 628 M | +USD 501 M | +395% | 83.1% | 25.4% | 1 | 0% | 3 |
|
| 3191 |
3191
Montecito Bank & Trust
Santa Barbara,
California
| USD 627 M | -USD 16.6 M | -3% | 2.72% | – | 280 | 7.5% | 6.3 |
|
| 3192 |
3192
Bellwether Advisors
Lincoln,
Nebraska
| USD 627 M | +USD 21.8 M | +4% | 2.54% | 128% | 160 | 31.25% | 2.6 |
|
| 3193 |
3193
Pier Capital
Stamford,
Connecticut
| USD 626 M | -USD 13.4 M | -2% | 10.4% | 223% | 151 | 30.46% | 1.9 |
|
| 3194 |
3194
Kimmeridge Energy Management
New York
| USD 626 M | +USD 226 M | +57% | 1.69% | 19.7% | 4 | 25% | 1.2 |
|
| 3195 |
3195
Westside Investment Management
Santa Monica,
California
| USD 625 M | -USD 805 k | -0.1% | 3.37% | 126% | 1,567 | 16.27% | 3.2 |
|
| 3196 |
3196
Probity Advisors
Dallas,
Texas
| USD 624 M | +USD 7.55 M | +1% | 2.28% | 61.7% | 243 | 7.82% | 5.2 |
|
| 3197 |
LCM
3197
Lonestar Capital Management
San Francisco,
California
| USD 624 M | -USD 60.7 M | -9% | 6.95% | 260% | 41 | 58.54% | 0.6 |
|
| 3198 |
3198
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| USD 624 M | +USD 27.5 M | +5% | 1.62% | 75.1% | 160 | 10.63% | 4.3 |
|
| 3199 |
3199
Nicolet Bankshares
Green Bay,
Wisconsin
| USD 624 M | +USD 1.7 M | +0.3% | 0.53% | 75.5% | 239 | 14.23% | 5.6 |
|
| 3200 |
AMCI
3200
Al Mehwar Commercial Investments
Abu Dhabi,
United Arab Emirates
| USD 624 M | +USD 183 M | +41% | 41.5% | – | 1 | 0% | 2 |
|