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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
Continuum Advisory
Eagle,
Idaho
| USD 445 M | +USD 71.4 M | +19% | 6.5% | 84.2% | 319 | 13.17% | 1.5 |
|
| 3227 |
3227
Financial Advisors Network
Tustin,
California
| USD 445 M | +USD 10.4 M | +2% | 5.96% | – | 154 | 9.74% | 2.3 |
|
| 3228 |
3228
Rosenblum Silverman Sutton
San Francisco,
California
| USD 444 M | +USD 7.28 M | +2% | 7.46% | 107% | 72 | 5.56% | 4 |
|
| 3229 |
MCG
3229
McCollum Christoferson Group
Amherst,
New York
| USD 444 M | +USD 24.2 M | +6% | 9.46% | 59.4% | 77 | 6.49% | 2.8 |
|
| 3230 |
3230
Euro Pacific Asset Management
Dorado,
Puerto Rico
| USD 444 M | +USD 61.1 M | +16% | 7.39% | 172% | 62 | 9.68% | 1.4 |
|
| 3231 |
3231
Greenhaven Road Investment Management
Greenwich,
Connecticut
| USD 444 M | -USD 62.2 M | -12% | 6.42% | 55.2% | 59 | 38.98% | 0.6 |
|
| 3232 |
3232
Sanford Advisory Services
Portage,
Michigan
| USD 444 M | +USD 45 M | +11% | 9.76% | – | 116 | 8.62% | 0.9 |
|
| 3233 |
3233
Strategic Point Investment Advisors
Providence,
Rhode Island
| USD 443 M | +USD 35 M | +9% | 8.41% | 58.2% | 27 | 11.11% | 3.7 |
|
| 3234 |
3234
Sharkey, Howes & Javer
Denver,
Colorado
| USD 443 M | +USD 55.9 M | +14% | 5.42% | 60.2% | 83 | 9.64% | 2.5 |
|
| 3235 |
3235
Klaas Financial Asset Advisors
Loves Park,
Illinois
| USD 443 M | +USD 32.8 M | +8% | 3.32% | 39.5% | 95 | 23.16% | 0.8 |
|
| 3236 |
3236
Qtron Investments
Boston,
Massachusetts
| USD 443 M | +USD 71 M | +19% | 9.77% | 151% | 367 | 30.52% | 1.1 |
|
| 3237 |
3237
Cambridge Advisors
Omaha,
Nebraska
| USD 443 M | +USD 32.2 M | +8% | 7.27% | 58.6% | 185 | 4.32% | 4.2 |
|
| 3238 |
3238
HNP Capital
Rochester,
New York
| USD 442 M | +USD 42.9 M | +11% | 6.4% | 52.4% | 169 | 9.47% | 1.6 |
|
| 3239 |
3239
Websterrogers Financial Advisors
Florence,
South Carolina
| USD 442 M | +USD 10.6 M | +2% | 5.2% | 46% | 69 | 20.29% | 0.8 |
|
| 3240 |
3240
Haverford Financial Services
Radnor,
Pennsylvania
| USD 442 M | +USD 30.7 M | +7% | 13.2% | 75.9% | 70 | 2.86% | 3.7 |
|
| 3241 |
3241
Security National Bank
Omaha,
Nebraska
| USD 442 M | +USD 43 M | +11% | 13.6% | 125% | 114 | 17.54% | 2.4 |
|
| 3242 |
3242
Elk River Wealth Management
Denver,
Colorado
| USD 442 M | +USD 46.3 M | +12% | 12.1% | 81.8% | 132 | 10.61% | 0.9 |
|
| 3243 |
3243
Cubic Asset Management
Boston,
Massachusetts
| USD 442 M | +USD 37.6 M | +9% | 8.58% | 40.5% | 206 | 10.68% | 4.3 |
|
| 3244 |
3244
Marotta Asset Management
Charlottesville,
Virginia
| USD 441 M | +USD 27.5 M | +7% | 4.17% | 51% | 116 | 14.66% | 1.4 |
|
| 3245 |
3245
Wilsey Asset Management
San Diego,
California
| USD 441 M | +USD 31.6 M | +8% | 6.63% | 66.9% | 30 | 23.33% | 2.8 |
|
| 3246 |
PGCM
3246
Prescott Group Capital Management
Tulsa,
Oklahoma
| USD 441 M | +USD 76.7 M | +21% | 1.4% | 135% | 217 | 45.16% | 1.6 |
|
| 3247 |
3247
Bright Rock Capital Management
Hanover,
Massachusetts
| USD 441 M | +USD 41 M | +10% | 11.1% | 53.1% | 84 | 22.62% | 4.1 |
|
| 3248 |
3248
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| USD 441 M | +USD 57.8 M | +15% | 2.71% | 129% | 187 | 40.64% | 0.6 |
|
| 3249 |
3249
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| USD 440 M | +USD 39.1 M | +10% | 10.6% | 81.8% | 70 | 4.29% | 6 |
|
| 3250 |
OPPTF
3250
OPSEU Pension Plan Trust Fund
Toronto,
Ontario, Canada
| USD 440 M | +USD 44.6 M | +11% | 11% | 13.4% | 287 | 5.57% | 1.4 |
|