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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Warwick Investment Management
Bryan,
Texas
| USD 481 M | -USD 3.97 M | -0.8% | 2.6% | 69.9% | 115 | 20% | 1.3 |
|
| 3302 |
3302
Providence Capital Advisors
Charlotte,
North Carolina
| USD 481 M | -USD 11.9 M | -2% | 3.07% | 47.4% | 129 | 10.85% | 4.5 |
|
| 3303 |
3303
Ramirez Asset Management
New York
| USD 481 M | -USD 14.9 M | -3% | 0.83% | 91.7% | 421 | 19% | 1.2 |
|
| 3304 |
3304
Robert Wood Johnson Foundation
Princeton,
New Jersey
| USD 480 M | -USD 840 M | -64% | 12.4% | 3.79% | 2 | 0% | 8.4 |
|
| 3305 |
3305
Austin Asset Management
Austin,
Texas
| USD 480 M | -USD 22.9 M | -5% | 3.3% | 93.4% | 85 | 16.47% | 1.9 |
|
| 3306 |
3306
Oak Grove Capital
North Hampton,
New Hampshire
| USD 480 M | -USD 190 M | -28% | 5.11% | 470% | 82 | 26.83% | 2.3 |
|
| 3307 |
3307
HughesLittle Investment Management
Vancouver,
| USD 480 M | -USD 48.5 M | -9% | 6.11% | 113% | 17 | 0% | 5.8 |
|
| 3308 |
3308
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| USD 480 M | +USD 15.6 M | +3% | 2.66% | 94.5% | 152 | 23.68% | 2.8 |
|
| 3309 |
3309
Essex Investment Management
Boston,
Massachusetts
| USD 479 M | -USD 76.8 M | -14% | 4.96% | 370% | 334 | 17.37% | 3.8 |
|
| 3310 |
3310
Caligan Partners
New York
| USD 479 M | +USD 84.4 M | +21% | 16.6% | 2,628% | 17 | 23.53% | 1.1 |
|
| 3311 |
3311
IFC Advisors
Los Angeles,
California
| USD 479 M | +USD 20.4 M | +4% | 1.64% | – | 174 | 23.56% | 0.2 |
|
| 3312 |
3312
SOA Wealth Advisors
New York
| USD 479 M | -USD 63.9 M | -12% | 4.4% | 94.4% | 916 | 8.73% | 3.4 |
|
| 3313 |
3313
Mengis Capital Management
Portland,
Oregon
| USD 479 M | -USD 10.6 M | -2% | 0.13% | 104% | 195 | 6.15% | 5.6 |
|
| 3314 |
IR
3314
IAT Reinsurance
New York
| USD 479 M | +USD 5.27 M | +1% | 2.57% | 60.2% | 82 | 17.07% | 4.9 |
|
| 3315 |
3315
Lincoln Capital
Lincoln,
Nebraska
| USD 479 M | +USD 3.26 M | +0.7% | 2.51% | 67.1% | 122 | 9.02% | 5.9 |
|
| 3316 |
3316
Bellwether Advisors
Lincoln,
Nebraska
| USD 479 M | -USD 80.5 M | -14% | 4.36% | 128% | 533 | 7.13% | 0.8 |
|
| 3317 |
3317
Trust Company of the South
Greensboro,
North Carolina
| USD 479 M | -USD 12.5 M | -3% | 3.35% | 70.2% | 129 | 13.18% | 1.1 |
|
| 3318 |
3318
FFT Wealth Management
Philadelphia,
Pennsylvania
| USD 478 M | -USD 849 M | -64% | 2.5% | 65.6% | 203 | 62.07% | 2.4 |
|
| 3319 |
3319
Retirement Income Solutions
Ann Arbor,
Michigan
| USD 478 M | -USD 17.7 M | -4% | 4.06% | 67.6% | 157 | 12.1% | 3.8 |
|
| 3320 |
3320
Moody Aldrich Partners
Marblehead,
Massachusetts
| USD 478 M | -USD 62.2 M | -12% | 2.48% | 312% | 222 | 36.04% | 1.4 |
|
| 3321 |
3321
Abundance Wealth Counselors
State College,
Pennsylvania
| USD 478 M | +USD 18.1 M | +4% | 2.86% | 107% | 158 | 15.19% | 1.5 |
|
| 3322 |
3322
Trifecta Capital Advisors
Northbrook,
Illinois
| USD 477 M | -USD 29.1 M | -6% | 5.52% | 149% | 437 | 12.81% | 1.9 |
|
| 3323 |
3323
Creekmur Asset Management
Morton,
Illinois
| USD 477 M | +USD 40.4 M | +9% | 1.4% | – | 1,023 | 33.33% | 1 |
|
| 3324 |
3324
Artemis Wealth Advisors
New York
| USD 477 M | -USD 83.9 M | -15% | 7.68% | 180% | 37 | 43.24% | 3.8 |
|
| 3325 |
3325
Drexel Morgan & Co
Radnor,
Pennsylvania
| USD 476 M | -USD 8.28 M | -2% | 7.89% | 50.1% | 56 | 5.36% | 7.7 |
|