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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
Strategic Point Investment Advisors
Providence,
Rhode Island
| USD 378 M | +USD 16.9 M | +5% | 4.21% | 58.2% | 26 | 7.69% | 2.8 |
|
| 3202 |
III
3202
Independent Investors Inc
Nesconset,
New York
| USD 377 M | -USD 1.25 M | -0.3% | 0.94% | 94.5% | 74 | 6.76% | 5.6 |
|
| 3203 |
3203
Inspirion Wealth Advisors
Libertyville,
Illinois
| USD 377 M | +USD 22 M | +6% | 6.43% | 52.5% | 88 | 9.09% | 3.9 |
|
| 3204 |
3204
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| USD 377 M | +USD 20.9 M | +6% | 3.8% | 81.8% | 70 | 10% | 5.7 |
|
| 3205 |
3205
Archford Capital Strategies
Swansea,
Illinois
| USD 376 M | -USD 58.5 M | -13% | 3.8% | 87.4% | 285 | 14.39% | 2.9 |
|
| 3206 |
3206
Rikoon Group
Santa Fe,
New Mexico
| USD 376 M | +USD 17.7 M | +5% | 5.23% | 63.3% | 240 | 9.58% | 2.8 |
|
| 3207 |
3207
Index Venture Associates V
St. Helier, Channel Islands,
Jersey
| USD 376 M | +USD 9.08 M | +2% | 20.3% | 61.2% | 3 | 66.67% | 1.3 |
|
| 3208 |
3208
HBW Advisory Services
Simi Valley,
California
| USD 376 M | +USD 46.7 M | +14% | 3.44% | 68.6% | 275 | 30.91% | 0.6 |
|
| 3209 |
3209
NFC Investments
Memphis,
Tennessee
| USD 376 M | +USD 31.4 M | +9% | 20.9% | – | 47 | 21.28% | 3.3 |
|
| 3210 |
3210
First Trust Direct Indexing
Boston,
Massachusetts
| USD 375 M | +USD 4.16 M | +1% | 7.41% | 69% | 1,129 | 65.63% | 0.2 |
|
| 3211 |
3211
Nightview Capital
Austin,
Texas
| USD 375 M | -USD 46.3 M | -11% | 3.21% | 170% | 16 | 43.75% | 1.4 |
|
| 3212 |
3212
Source Financial Advisors
New York
| USD 375 M | +USD 4.74 M | +1% | 0.51% | 18.5% | 118 | 16.1% | 0.2 |
|
| 3213 |
3213
Ramius Advisors
New York
| USD 374 M | +USD 104 M | +39% | 3.26% | 187% | 424 | 89.39% | 0 |
|
| 3214 |
3214
Capital Investment Counsel Inc
Raleigh,
North Carolina
| USD 374 M | +USD 51.5 M | +16% | 6.09% | 174% | 206 | 19.9% | 4 |
|
| 3215 |
SCM
3215
Stamina Capital Management
New York
| USD 374 M | -USD 29.4 M | -7% | 9.62% | 292% | 35 | 42.86% | 0.6 |
|
| 3216 |
3216
Financial Management Professionals
Austin,
Texas
| USD 374 M | +USD 17.1 M | +5% | 7.23% | 67.3% | 746 | 20.38% | 2.1 |
|
| 3217 |
3217
Tarsadia Capital
New York
| USD 374 M | -USD 110 M | -23% | 11.5% | – | 27 | 48.15% | 0.5 |
|
| 3218 |
3218
Brickley Wealth Management
San Mateo,
California
| USD 374 M | +USD 10 M | +3% | 2.37% | 75.9% | 40 | 5% | 2.1 |
|
| 3219 |
3219
Cartica Management
Washington,
District of Columbia
| USD 374 M | +USD 10 M | +3% | 2.28% | 92.9% | 11 | 18.18% | 0.7 |
|
| 3220 |
3220
Y-Intercept (HK)
Hong Kong
| USD 373 M | +USD 136 M | +57% | 6.82% | 41.6% | 903 | 79.73% | 0.1 |
|
| 3221 |
3221
Paradigm Asset Management
New York
| USD 373 M | +USD 14.1 M | +4% | 8.37% | 79.2% | 421 | 47.74% | 1.2 |
|
| 3222 |
3222
Zhang Financial
Portage,
Michigan
| USD 373 M | +USD 48.2 M | +15% | 5.92% | 67.9% | 129 | 15.5% | 3.6 |
|
| 3223 |
3223
Holowesko Partners
Nassau,
Bahamas
| USD 373 M | +USD 1.37 M | +0.4% | 12.2% | 51.1% | 35 | 37.14% | 2.5 |
|
| 3224 |
3224
Certuity
North Palm Beach,
Florida
| USD 373 M | +USD 61.8 M | +20% | 5.23% | 197% | 336 | 31.25% | 0.6 |
|
| 3225 |
3225
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| USD 372 M | +USD 51 M | +16% | 4.44% | 47% | 106 | 7.55% | 2.9 |
|