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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
HA
3276
Hamel Associates
Chatham,
New Jersey
| USD 201 M | -USD 30.1 M | -13% | 8.42% | 59.4% | 97 | 8.25% | 3.3 |
|
| 3277 |
FNBOMD
3277
First National Bank of Mount Dora
Mount Dora,
Florida
| USD 201 M | -USD 32.2 M | -14% | 11.9% | 96.2% | 104 | 14.42% | 3.3 |
|
| 3278 |
3278
Birinyi Associates
Westport,
Connecticut
| USD 200 M | -USD 80.7 M | -29% | 16.3% | 134% | 97 | 23.71% | 3.9 |
|
| 3279 |
3279
Bogart Wealth LLC
Mclean,
Virginia
| USD 200 M | +USD 27.7 M | +16% | 11.5% | 60.5% | 388 | 19.33% | 1.1 |
|
| 3280 |
3280
Inspirion Wealth Advisors
Libertyville,
Illinois
| USD 200 M | -USD 35.5 M | -15% | 12.1% | 52.5% | 77 | 7.79% | 2.8 |
|
| 3281 |
3281
Aveo Capital Partners
Englewood,
Colorado
| USD 200 M | -USD 23.6 M | -11% | 7.47% | 19.1% | 158 | 29.75% | 1.4 |
|
| 3282 |
3282
Valicenti Advisory Services
Elmira,
New York
| USD 200 M | -USD 30.3 M | -13% | 14.3% | 134% | 74 | 27.03% | 3 |
|
| 3283 |
3283
Viridian RIA
Bothell,
Washington
| USD 200 M | -USD 26.5 M | -12% | 13% | 63.1% | 61 | 31.15% | 0.5 |
|
| 3284 |
3284
Northwest Quadrant Wealth Management
Bend,
Oregon
| USD 200 M | +USD 37.4 M | +23% | 10.2% | 45.6% | 62 | 17.74% | 1.5 |
|
| 3285 |
BCA
3285
Bray Capital Advisors
Naples,
Florida
| USD 200 M | -USD 26.7 M | -12% | 12% | 36.6% | 393 | 15.78% | 1.3 |
|
| 3286 |
3286
Cahill Financial Advisors
Edina,
Minnesota
| USD 200 M | -USD 26.8 M | -12% | 12.5% | 55.9% | 159 | 13.84% | 3 |
|
| 3287 |
3287
Farmers & Merchants Trust Company
Long Beach,
California
| USD 199 M | – | – | 8.21% | 79.8% | 136 | – | 0 |
|
| 3288 |
3288
Silicon Valley Capital Partners
San Jose,
California
| USD 199 M | -USD 40.7 M | -17% | 14.9% | 103% | 33 | 39.39% | 1.7 |
|
| 3289 |
3289
Alpha Omega Wealth Management
Richmond,
Virginia
| USD 199 M | -USD 24.2 M | -11% | 10.7% | 65.9% | 518 | 10.04% | 1.9 |
|
| 3290 |
3290
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| USD 199 M | -USD 8.06 M | -4% | 9.9% | 151% | 98 | 41.84% | 0.7 |
|
| 3291 |
3291
Kestrel Investment Management
San Mateo,
California
| USD 199 M | -USD 48.1 M | -20% | 16.8% | 99.8% | 52 | 25% | 1.1 |
|
| 3292 |
3292
HMS Capital Management
Nashville,
Tennessee
| USD 199 M | -USD 3.19 M | -2% | 15% | 140% | 232 | 32.76% | 1 |
|
| 3293 |
3293
Covenant Asset Management
Chester,
New Jersey
| USD 198 M | -USD 7 k | -0% | 18% | 177% | 137 | 0% | 1.6 |
|
| 3294 |
3294
Southport Capital Management
Chattanooga,
Tennessee
| USD 198 M | -USD 37.3 M | -16% | 13.6% | 80% | 651 | 74.65% | 3.4 |
|
| 3295 |
3295
Bank OZK
Little Rock,
Arkansas
| USD 198 M | -USD 52.9 M | -21% | 17% | 112% | 136 | 8.82% | 3.8 |
|
| 3296 |
3296
Point View Wealth Management
Summit,
New Jersey
| USD 198 M | -USD 26.6 M | -12% | 12.4% | 27% | 280 | 12.14% | 3.4 |
|
| 3297 |
3297
Strategic Wealth Partners
Independence,
Ohio
| USD 198 M | +USD 10.6 M | +6% | 8.15% | – | 747 | 15.53% | 0.8 |
|
| 3298 |
3298
Iowa State Bank
Urbandale,
Iowa
| USD 198 M | -USD 26.4 M | -12% | 9.18% | 85.7% | 103 | 3.88% | 3.5 |
|
| 3299 |
3299
Artemis Wealth Advisors
New York
| USD 198 M | +USD 14 M | +8% | 17% | 180% | 42 | 30.95% | 1.1 |
|
| 3300 |
AWW
3300
Alan W. Weber
| USD 198 M | -USD 65.4 M | -25% | 17.7% | 191% | 80 | 13.75% | 2.4 |
|