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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
3251
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| USD 387 M | +USD 1.04 M | +0.3% | 1.43% | 61.5% | 150 | 10% | 1.8 |
|
| 3252 |
3252
Huber Capital Management
El Segundo,
California
| USD 387 M | -USD 4.97 M | -1% | 0.37% | 70.4% | 101 | 1.98% | 4.6 |
|
| 3253 |
3253
Sharkey, Howes & Javer
Denver,
Colorado
| USD 387 M | +USD 10 M | +3% | 0.71% | 60.2% | 81 | 9.88% | 2.5 |
|
| 3254 |
3254
HBW Advisory Services
Simi Valley,
California
| USD 387 M | +USD 6.36 M | +2% | 2.09% | 68.6% | 279 | 22.58% | 1 |
|
| 3255 |
3255
Swiss Re
Zurich,
Switzerland
| USD 386 M | +USD 94.2 M | +32% | 0.82% | – | 6 | 33.33% | 1.6 |
|
| 3256 |
RC
3256
Reik & Co
New York
| USD 386 M | -USD 5.72 M | -1% | 0.74% | 47.2% | 53 | 0% | 5.8 |
|
| 3257 |
LA
3257
Lynch & Associates
Newburgh,
Indiana
| USD 386 M | -USD 3.63 M | -0.9% | 0.68% | 73.5% | 107 | 3.74% | 6 |
|
| 3258 |
3258
Cypress Asset Management
Houston,
Texas
| USD 386 M | -USD 4.53 M | -1% | 0.25% | 141% | 134 | 0% | 4.6 |
|
| 3259 |
3259
Punch Card Management
Winter Park,
Florida
| USD 386 M | +USD 6.05 M | +2% | 1.68% | 41% | 3 | 0% | 3.6 |
|
| 3260 |
3260
Occidental Asset Management
Burlingame,
California
| USD 386 M | +USD 9.38 M | +2% | 0.61% | 97.4% | 213 | 8.92% | 2.7 |
|
| 3261 |
3261
Source Financial Advisors
New York
| USD 385 M | -USD 3.17 M | -0.8% | 0.2% | 18.5% | 110 | 6.36% | 0.7 |
|
| 3262 |
WFI
3262
West Family Investments
Carlsbad,
California
| USD 385 M | +USD 15.8 M | +4% | 6.47% | 131% | 398 | 29.9% | 0.4 |
|
| 3263 |
3263
Kingfisher Capital
Charlotte,
North Carolina
| USD 385 M | -USD 7.52 M | -2% | 0.38% | 58.5% | 188 | 10.11% | 3 |
|
| 3264 |
3264
Sage Advisory Services
Austin,
Texas
| USD 385 M | +USD 19.6 M | +5% | 1.46% | 37.8% | 64 | 25% | 1.7 |
|
| 3265 |
NG
3265
Northstar Group
New York
| USD 385 M | +USD 2.71 M | +0.7% | 0.73% | 63.9% | 154 | 6.49% | 4.3 |
|
| 3266 |
3266
Encompass Wealth Advisors
Portland,
Oregon
| USD 383 M | -USD 23.1 M | -6% | 0.19% | 68.7% | 394 | 15.74% | 0.5 |
|
| 3267 |
BCM
3267
BlueMar Capital Management
Miami,
Florida
| USD 383 M | -USD 46.4 M | -11% | 0.4% | 27.4% | 65 | 29.23% | 1.1 |
|
| 3268 |
3268
Old West Investment Management
Los Angeles,
California
| USD 383 M | -USD 101 M | -21% | 6.65% | 242% | 64 | 14.06% | 2.6 |
|
| 3269 |
3269
WrapManager Inc
Mill Valley,
California
| USD 383 M | -USD 4.93 M | -1% | 0.87% | 64.6% | 325 | 16% | 2.4 |
|
| 3270 |
UAM
3270
UAS Asset Management
New York
| USD 383 M | -USD 24.7 M | -6% | 1.4% | 98% | 33 | 60.61% | 2.3 |
|
| 3271 |
3271
Euro Pacific Asset Management
Dorado,
Puerto Rico
| USD 383 M | -USD 27.3 M | -7% | 9.09% | 172% | 57 | 17.54% | 1.3 |
|
| 3272 |
3272
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| USD 383 M | -USD 44.5 M | -10% | 6.34% | 129% | 153 | 51.63% | 0.6 |
|
| 3273 |
3273
Gibson Capital
Wexford,
Pennsylvania
| USD 382 M | -USD 2.43 M | -0.6% | 0.28% | 67.2% | 43 | 13.95% | 4.6 |
|
| 3274 |
LCM
3274
Lionstone Capital Management
New York
| USD 382 M | -USD 28.4 M | -7% | 0.61% | 74.1% | 20 | 5% | 2.4 |
|
| 3275 |
3275
Chandler Asset Management
San Diego,
California
| USD 382 M | -USD 937 k | -0.2% | 1.49% | 35.6% | 17 | 0% | 3.3 |
|