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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
EFG Asset Management (Americas)
Miami,
Florida
| USD 514 M | +USD 3.2 M | +0.6% | 3.69% | 112% | 127 | 8.66% | 4 |
|
| 3227 |
3227
Stanley Capital Management
Houston,
Texas
| USD 514 M | -USD 979 k | -0.2% | 1.15% | 158% | 40 | 15% | 3.8 |
|
| 3228 |
3228
Sentry LLC
Memphis,
Tennessee
| USD 514 M | -USD 5.12 M | -1% | 1.01% | 52.6% | 130 | 7.69% | 1.6 |
|
| 3229 |
GF
3229
Greenfield FTC
Reno,
Nevada
| USD 514 M | +USD 52.4 M | +11% | 0.55% | 75.4% | 3 | 0% | 4 |
|
| 3230 |
3230
Delta Investment Management
San Francisco,
California
| USD 514 M | +USD 22.9 M | +5% | 2.3% | 69.9% | 273 | 17.95% | 2.2 |
|
| 3231 |
3231
Act Two Investors
Santa Cruz,
California
| USD 513 M | -USD 16.7 M | -3% | 2.3% | 74.4% | 48 | 10.42% | 2.5 |
|
| 3232 |
3232
AssuredPartners Investment Advisors
Tampa,
Florida
| USD 513 M | – | – | 2.71% | – | 320 | – | 0 |
|
| 3233 |
3233
American Money Management
Rancho Santa Fe,
California
| USD 513 M | +USD 12.3 M | +2% | 0.25% | 65% | 144 | 8.33% | 4.8 |
|
| 3234 |
3234
Martel Wealth Advisors
Vancouver,
Washington
| USD 512 M | +USD 23.2 M | +5% | 0.27% | 43.4% | 74 | 33.78% | 3.2 |
|
| 3235 |
3235
Fourthstone LLC
St Louis,
Missouri
| USD 512 M | +USD 63.3 M | +14% | 8.28% | 104% | 84 | 40.48% | 0.9 |
|
| 3236 |
3236
CoreCommodity Management
Stamford,
Connecticut
| USD 512 M | -USD 31.2 M | -6% | 7.55% | 65.8% | 141 | 14.89% | 3.5 |
|
| 3237 |
3237
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| USD 511 M | -USD 22 M | -4% | 0.55% | 71.4% | 162 | 14.2% | 4.3 |
|
| 3238 |
3238
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| USD 511 M | +USD 17.1 M | +3% | 0.18% | 25.1% | 307 | 13.68% | 1 |
|
| 3239 |
CRB
3239
Chad R. Baker
| USD 511 M | +USD 1.79 M | +0.4% | 2.52% | 123% | 51 | 3.92% | 5.9 |
|
| 3240 |
SP
3240
Solel Partners
Boston,
Massachusetts
| USD 511 M | +USD 1.09 M | +0.2% | 1.75% | 25.9% | 22 | 18.18% | 1.9 |
|
| 3241 |
3241
Patton Fund Management
Dallas,
Texas
| USD 510 M | +USD 26.3 M | +5% | 6.71% | 211% | 96 | 41.67% | 1.4 |
|
| 3242 |
3242
Commonwealth Financial Services
Vienna,
West Virginia
| USD 510 M | +USD 3.79 M | +0.7% | 0.21% | 64.2% | 205 | 11.71% | 3.7 |
|
| 3243 |
3243
Vanderbilt University
Nashville,
Tennessee
| USD 510 M | -USD 29.8 M | -6% | 5.44% | 76.4% | 85 | 27.06% | 1.2 |
|
| 3244 |
3244
McRae Capital Management
Morristown,
New Jersey
| USD 510 M | -USD 2.19 M | -0.4% | 2.7% | 78.2% | 93 | 2.15% | 6.5 |
|
| 3245 |
3245
Brian C. Broderick
| USD 510 M | -USD 913 k | -0.2% | 0.18% | 98.6% | 86 | 6.98% | 6.5 |
|
| 3246 |
3246
Carolinas Wealth Consulting
Charlotte,
North Carolina
| USD 509 M | -USD 42.4 M | -8% | 1.68% | 24.6% | 1,114 | 10.77% | 2.9 |
|
| 3247 |
3247
Laffer Tengler Investments
Nashville,
Tennessee
| USD 509 M | +USD 14.8 M | +3% | 3.77% | 96.5% | 182 | 25.27% | 3 |
|
| 3248 |
3248
Principal Street Partners
Memphis,
Tennessee
| USD 509 M | -USD 103 M | -17% | 3.35% | 91% | 258 | 15.89% | 2.6 |
|
| 3249 |
3249
TLWM Financial
San Antonio,
Texas
| USD 508 M | +USD 15.2 M | +3% | 0.89% | 53.9% | 78 | 12.82% | 3.2 |
|
| 3250 |
3250
Personal CFO Solutions
Chester,
New Jersey
| USD 508 M | -USD 208 M | -29% | 1.58% | 98.9% | 627 | 37.64% | 2.3 |
|