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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
MYDA Advisors
Woodmere,
New York
| USD 608 M | +USD 82.7 M | +16% | 9.92% | 232% | 222 | 68.47% | 0.4 |
|
| 3252 |
3252
Montecito Bank & Trust
Santa Barbara,
California
| USD 607 M | -USD 19.9 M | -3% | 0.45% | – | 276 | 7.61% | 6.5 |
|
| 3253 |
3253
Everest Financial Group
Minneapolis,
Minnesota
| USD 607 M | +USD 160 M | +36% | 3.69% | – | 202 | 57.43% | 0.1 |
|
| 3254 |
3254
Altiora Financial Group
Lebanon,
Ohio
| USD 607 M | +USD 26.9 M | +5% | 0.05% | 41.1% | 112 | 15.18% | 2 |
|
| 3255 |
3255
SMI Advisory Services
Columbus,
Indiana
| USD 607 M | +USD 26.6 M | +5% | 2.5% | 80.7% | 66 | 19.7% | 1.3 |
|
| 3256 |
3256
Pier Capital
Stamford,
Connecticut
| USD 606 M | -USD 20.2 M | -3% | 7.23% | 223% | 144 | 28.47% | 1.8 |
|
| 3257 |
3257
Topline Capital Management
Santa Monica,
California
| USD 605 M | -USD 500 M | -45% | 17.9% | – | 56 | 35.71% | 0.7 |
|
| 3258 |
3258
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| USD 605 M | +USD 21.1 M | +4% | 5.84% | 71.4% | 319 | 4.7% | 4.4 |
|
| 3259 |
3259
Steginsky Capital
Port Washington,
New York
| USD 605 M | +USD 11.6 M | +2% | 0.15% | 99.4% | 8 | 0% | 8.1 |
|
| 3260 |
3260
Fortis Group Advisors
Westwood,
New Jersey
| USD 605 M | +USD 8.53 M | +1% | 1.36% | 102% | 632 | 16.61% | 2.2 |
|
| 3261 |
3261
Elgethun Capital Management
Sioux Falls,
South Dakota
| USD 605 M | +USD 25.7 M | +4% | 0.32% | 61.5% | 169 | 4.73% | 4.8 |
|
| 3262 |
3262
San Luis Wealth Advisors
San Luis Obispo,
California
| USD 604 M | +USD 7.25 M | +1% | 0.21% | 65% | 190 | 12.11% | 1.6 |
|
| 3263 |
3263
Partners in Financial Planning
Salem,
Virginia
| USD 603 M | +USD 12.3 M | +2% | 0.33% | 42% | 123 | 7.32% | 3.4 |
|
| 3264 |
3264
Intrinsic Edge Capital Management
Chicago,
Illinois
| USD 603 M | +USD 41.7 M | +7% | 6.79% | 283% | 141 | 59.57% | 0.6 |
|
| 3265 |
3265
Elk River Wealth Management
Denver,
Colorado
| USD 602 M | -USD 19.9 M | -3% | 1.08% | 81.8% | 107 | 11.21% | 3.9 |
|
| 3266 |
SA
3266
Strategic Advisors
New York
| USD 602 M | -USD 36.3 M | -6% | 3.51% | 106% | 186 | 4.84% | 5.2 |
|
| 3267 |
MTC
3267
Matrix Trust Company
Denver,
Colorado
| USD 602 M | -USD 3.8 M | -0.6% | 0.03% | 51.4% | 257 | 47.08% | 1.6 |
|
| 3268 |
3268
Capricorn Investment Group
Palo Alto,
California
| USD 602 M | -USD 224 M | -27% | 10.8% | 95.9% | 7 | 0% | 2.9 |
|
| 3269 |
3269
North Peak Capital Management
New York
| USD 601 M | -USD 575 M | -49% | 18.8% | 301% | 10 | 30% | 2 |
|
| 3270 |
3270
Onex Canada Asset Management
Toronto,
Ontario, Canada
| USD 601 M | -USD 119 M | -17% | 7.21% | 87.8% | 82 | 17.07% | 4.7 |
|
| 3271 |
3271
Clear Trail Advisors
Houston,
Texas
| USD 601 M | +USD 170 M | +39% | 5.66% | – | 151 | 17.88% | 0.2 |
|
| 3272 |
CNBTD
3272
Citizens National Bank Trust Department
Meridian,
Mississippi
| USD 601 M | +USD 20.9 M | +4% | 3.38% | 124% | 390 | 8.21% | 3.8 |
|
| 3273 |
3273
Clifford Capital Partners
Alpine,
Utah
| USD 600 M | +USD 11.9 M | +2% | 1.9% | 77.3% | 48 | 25% | 2.5 |
|
| 3274 |
3274
Beverly Hills Private Wealth
Beverly Hills,
California
| USD 600 M | +USD 15.8 M | +3% | 1.49% | 91.6% | 369 | 15.45% | 2.2 |
|
| 3275 |
3275
Matthew Goff Investment Advisor
Houston,
Texas
| USD 600 M | +USD 35.6 M | +6% | 2.98% | 89.6% | 121 | 39.67% | 3.7 |
|