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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
P/E Global LLC
Boston,
Massachusetts
| USD 370 M | +USD 14.5 M | +4% | 2.73% | 49% | 1 | 0% | 1 |
|
| 3252 |
3252
Harber Asset Management
Asheville,
North Carolina
| USD 370 M | +USD 9.47 M | +3% | 14.4% | 63.6% | 40 | 25% | 1.1 |
|
| 3253 |
3253
Trivium Point Advisory
Westport,
Connecticut
| USD 370 M | +USD 26.7 M | +8% | 5.84% | 106% | 197 | 10.15% | 2.6 |
|
| 3254 |
3254
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| USD 370 M | +USD 9.17 M | +3% | 1.93% | 52.1% | 164 | 28.66% | 2.8 |
|
| 3255 |
CPRC
3255
Consolidated Portfolio Review Corp
Woodbury,
New York
| USD 370 M | – | – | 7.17% | 79.1% | 280 | – | 0 |
|
| 3256 |
3256
BCM Advisors
Lafayette,
Louisiana
| USD 370 M | +USD 7.8 M | +2% | 2.46% | 66.3% | 64 | 9.38% | 3.2 |
|
| 3257 |
3257
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| USD 369 M | +USD 137 M | +59% | 18.8% | 110% | 57 | 61.4% | 0.7 |
|
| 3258 |
3258
Canal Insurance Company
Greenville,
South Carolina
| USD 369 M | +USD 3.51 M | +1% | 1.86% | 114% | 105 | 15.24% | 3.8 |
|
| 3259 |
PPP
3259
Private Portfolio Partners
Paramus,
New Jersey
| USD 369 M | -USD 10.3 M | -3% | 6.23% | 16.9% | 284 | 19.01% | 2.8 |
|
| 3260 |
3260
Laffer Tengler Investments
Nashville,
Tennessee
| USD 369 M | +USD 21.7 M | +6% | 4.59% | 96.5% | 470 | 25.74% | 1.6 |
|
| 3261 |
3261
Darwin Wealth Management
Tampa,
Florida
| USD 369 M | -USD 17.2 M | -4% | 8.06% | 61.4% | 183 | 25.68% | 2.8 |
|
| 3262 |
3262
Kelly Lawrence W & Associates
Pasadens,
California
| USD 369 M | +USD 18.1 M | +5% | 8.69% | 123% | 168 | 2.98% | 4.3 |
|
| 3263 |
3263
Liquid Strategies
Atlanta,
Georgia
| USD 368 M | -USD 26.5 M | -7% | 5.26% | 52.4% | 7 | 0% | 2.7 |
|
| 3264 |
3264
Ellenbecker Investment Group
Waukesha,
Wisconsin
| USD 367 M | +USD 29 M | +9% | 5.82% | 56.3% | 92 | 8.7% | 3 |
|
| 3265 |
BC
3265
Bruce & Co
Chicago,
Illinois
| USD 367 M | -USD 21 M | -5% | 3.62% | 94.5% | 38 | 7.89% | 5.2 |
|
| 3266 |
3266
SJS Investment Consulting
Sylvania,
Ohio
| USD 367 M | +USD 31 M | +9% | 4.98% | 69.4% | 1,651 | 7.81% | 0.9 |
|
| 3267 |
AW
3267
Avion Wealth
The Woodlands,
Texas
| USD 367 M | +USD 45.3 M | +14% | 2.2% | 48.8% | 838 | 37.23% | 1.3 |
|
| 3268 |
3268
Tekne Capital Management
New York
| USD 366 M | +USD 69.1 M | +23% | 26% | 516% | 15 | 46.67% | 1.9 |
|
| 3269 |
3269
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| USD 366 M | +USD 157 M | +75% | 3.81% | 70.4% | 260 | 81.92% | 0.2 |
|
| 3270 |
3270
Ipswich Investment Management
Beverly,
Massachusetts
| USD 366 M | +USD 16.5 M | +5% | 6.08% | 104% | 191 | 8.38% | 4.7 |
|
| 3271 |
DGM
3271
Darwin Global Management
St. Helier,
Jersey
| USD 366 M | +USD 205 M | +128% | 91.9% | 2,582% | 5 | 40% | 0.2 |
|
| 3272 |
3272
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| USD 365 M | +USD 31.5 M | +9% | 3.74% | 48.8% | 49 | 12.24% | 1.3 |
|
| 3273 |
3273
Bellwether Advisors
Lincoln,
Nebraska
| USD 365 M | +USD 20.7 M | +6% | 6.23% | 128% | 549 | 28.96% | 1.4 |
|
| 3274 |
3274
Washington State Investment Board
Olympia,
Washington
| USD 365 M | +USD 128 M | +54% | 57.3% | 274% | 2 | 0% | 1.6 |
|
| 3275 |
3275
Brickley Wealth Management
San Mateo,
California
| USD 365 M | +USD 28.2 M | +8% | 7.2% | 75.9% | 41 | 12.2% | 3.1 |
|