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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
Cypress Wealth Services
Palm Desert,
California
| USD 493 M | -USD 4.96 M | -1% | 2.03% | 82.7% | 296 | 9.46% | 2.6 |
|
| 3252 |
3252
First Pacific Financial
Vancouver,
Washington
| USD 493 M | +USD 63 M | +15% | 1.92% | 53.6% | 554 | 32.85% | 1.3 |
|
| 3253 |
3253
Personal CFO Solutions
Chester,
New Jersey
| USD 493 M | -USD 15.7 M | -3% | 0.06% | 98.9% | 500 | 19% | 2.4 |
|
| 3254 |
3254
Fortis Capital Advisors
Prairie Village,
Kansas
| USD 493 M | +USD 200 M | +68% | 3.25% | 142% | 300 | 59.67% | 0.7 |
|
| 3255 |
3255
MATAURO
New York
| USD 492 M | +USD 30.4 M | +7% | 2.53% | – | 139 | 25.18% | 0.2 |
|
| 3256 |
3256
Entrust Global Partners
New York
| USD 492 M | +USD 365 M | +288% | 30.1% | 82.3% | 5 | 20% | 2.2 |
|
| 3257 |
3257
Hudson Edge Investment Partners
Jersey City,
New Jersey
| USD 492 M | -USD 50.5 M | -9% | 0.23% | 67.9% | 192 | 50% | 4.6 |
|
| 3258 |
3258
Burton Enright Welch
Walnut Creek,
California
| USD 492 M | +USD 15.5 M | +3% | 0.07% | 66.6% | 107 | 11.21% | 2 |
|
| 3259 |
3259
Topsail Wealth Management
Charlotte,
North Carolina
| USD 492 M | +USD 23.5 M | +5% | 1.25% | – | 232 | 15.95% | 0.2 |
|
| 3260 |
3260
UNICOM Systems
Las Vegas,
Nevada
| USD 491 M | +USD 79.7 M | +19% | 20.4% | – | 27 | 29.63% | 0.2 |
|
| 3261 |
ARG
3261
Advisory Resource Group
Tulsa,
Oklahoma
| USD 491 M | +USD 19.8 M | +4% | 0.01% | 72% | 167 | 8.38% | 2.8 |
|
| 3262 |
CRB
3262
Chad R. Baker
| USD 491 M | -USD 19.9 M | -4% | 2.39% | 123% | 52 | 7.69% | 5.9 |
|
| 3263 |
3263
Brian C. Broderick
| USD 491 M | -USD 19 M | -4% | 1.82% | 114% | 87 | 9.2% | 6.4 |
|
| 3264 |
3264
MIC Capital Management (UK)
London,
United Kingdom
| USD 491 M | -USD 215 M | -31% | 3% | 68.2% | 15 | 13.33% | 1.9 |
|
| 3265 |
3265
Ithaka Group
Arlington,
Virginia
| USD 491 M | -USD 52.1 M | -10% | 7.98% | 180% | 37 | 8.11% | 4.8 |
|
| 3266 |
3266
Monaco Asset Management
Monaco
| USD 490 M | -USD 200 M | -29% | 0.36% | 136% | 104 | 49.04% | 0.9 |
|
| 3267 |
3267
Capital Group Investment Management
Raffles Quay,
Singapore
| USD 490 M | -USD 36.7 M | -7% | 3.01% | 163% | 150 | 14% | 1.8 |
|
| 3268 |
3268
Shah Capital Management
Raleigh,
North Carolina
| USD 490 M | -USD 6.34 M | -1% | 6.52% | 287% | 18 | 16.67% | 4 |
|
| 3269 |
3269
L2 Asset Management
Wayland,
Massachusetts
| USD 490 M | +USD 29.5 M | +6% | 2.66% | 139% | 290 | 19.66% | 1.5 |
|
| 3270 |
3270
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| USD 489 M | -USD 28.2 M | -5% | 4.53% | 64.8% | 82 | 53.66% | 4.5 |
|
| 3271 |
3271
Silverarc Capital Management
Boston,
Massachusetts
| USD 489 M | +USD 31.8 M | +7% | 1.98% | 2,371% | 85 | 47.06% | 0.9 |
|
| 3272 |
3272
TS Financial Group (TSFG)
Lake Forest,
Illinois
| USD 489 M | +USD 1.99 M | +0.4% | 1.27% | 81% | 877 | 12.66% | 3.9 |
|
| 3273 |
3273
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| USD 489 M | +USD 29.3 M | +6% | 0.98% | 39.1% | 67 | 23.88% | 4.5 |
|
| 3274 |
3274
Commonwealth Financial Services
Vienna,
West Virginia
| USD 488 M | -USD 22 M | -4% | 1.88% | 64.2% | 212 | 15.09% | 3.7 |
|
| 3275 |
3275
Paragon Capital Management (Colorado)
Denver,
Colorado
| USD 488 M | -USD 13.1 M | -3% | 3.2% | 109% | 204 | 11.76% | 2.9 |
|