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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
SMI Advisory Services
Columbus,
Indiana
| USD 580 M | +USD 51.7 M | +10% | 2.25% | 80.7% | 68 | 30.88% | 1.2 |
|
| 3352 |
3352
Altiora Financial Group
Lebanon,
Ohio
| USD 580 M | +USD 33.6 M | +6% | 1.54% | 41.1% | 100 | 9% | 2.1 |
|
| 3353 |
3353
PAX Financial Group
San Antonio,
Texas
| USD 580 M | +USD 24.9 M | +4% | 1.62% | 61.5% | 228 | 14.47% | 3.2 |
|
| 3354 |
CNBTD
3354
Citizens National Bank Trust Department
Meridian,
Mississippi
| USD 580 M | +USD 19.3 M | +3% | 4.57% | 124% | 389 | 7.46% | 3.7 |
|
| 3355 |
3355
Overbrook Management Corp
New York
| USD 579 M | +USD 23.3 M | +4% | 4.44% | 157% | 52 | 25% | 3.7 |
|
| 3356 |
3356
Elgethun Capital Management
Sioux Falls,
South Dakota
| USD 579 M | +USD 28.3 M | +5% | 1.78% | 60.7% | 166 | 7.23% | 4.7 |
|
| 3357 |
RIS
3357
Richmond Investment Services
Mequon,
Wisconsin
| USD 579 M | +USD 41.2 M | +8% | 2.75% | – | 242 | 10.33% | 0.6 |
|
| 3358 |
3358
Oakmont Corp
Los Angeles,
California
| USD 578 M | +USD 18.6 M | +3% | 2.37% | 96% | 33 | 15.15% | 4 |
|
| 3359 |
3359
Monaco Asset Management
Monaco
| USD 578 M | -USD 1070 M | -65% | 6.93% | 136% | 115 | 57.39% | 0.9 |
|
| 3360 |
3360
Concord Asset Management (Virginia)
Abingdon,
Virginia
| USD 577 M | +USD 26.8 M | +5% | 2.39% | 69% | 122 | 2.46% | 2.3 |
|
| 3361 |
3361
Aspen Grove Capital
Avon,
Colorado
| USD 577 M | -USD 17.6 M | -3% | 3.99% | 90% | 222 | 15.77% | 2 |
|
| 3362 |
3362
Delta Investment Management
San Francisco,
California
| USD 576 M | +USD 18.3 M | +3% | 4.63% | 69.9% | 308 | 22.08% | 2.4 |
|
| 3363 |
3363
Apis Capital Advisors
New York
| USD 574 M | +USD 121 M | +27% | 30.8% | 1,493% | 57 | 38.6% | 0.6 |
|
| 3364 |
3364
XY Planning Network
Bozeman,
Montana
| USD 574 M | +USD 280 M | +95% | 1.64% | – | 258 | 36.82% | 0.5 |
|
| 3365 |
3365
Ellis Investment Partners
Berwyn,
Pennsylvania
| USD 573 M | +USD 19.7 M | +4% | 2.18% | 70.8% | 267 | 17.6% | 4.4 |
|
| 3366 |
3366
Freemont Management
Vaud,
Switzerland
| USD 573 M | +USD 373 M | +186% | 4.28% | 102% | 135 | 31.85% | 1.6 |
|
| 3367 |
3367
Nordwand Advisors
Radnor,
Pennsylvania
| USD 572 M | -USD 58.2 M | -9% | 2.27% | 103% | 159 | 10.69% | 1 |
|
| 3368 |
3368
Tufton Capital Management
Hunt Valley,
Maryland
| USD 572 M | +USD 11.1 M | +2% | 4.43% | 96.1% | 124 | 6.45% | 8.3 |
|
| 3369 |
3369
Atlas Legacy Advisors
Los Angeles,
California
| USD 571 M | +USD 52.5 M | +10% | 2.59% | – | 217 | 17.51% | 0.8 |
|
| 3370 |
3370
Manitou Investment Management
Toronto,
Ontario, Canada
| USD 571 M | -USD 2.51 M | -0.4% | 5% | 69.3% | 57 | 1.75% | 3.5 |
|
| 3371 |
IIA
3371
IPG Investment Advisors
San Diego,
California
| USD 570 M | +USD 9.7 M | +2% | 2.56% | 126% | 253 | 28.46% | 2 |
|
| 3372 |
3372
Brandywine Trust
Hockessin,
Delaware
| USD 570 M | -USD 87 M | -13% | 0.81% | 32.7% | 33 | 3.03% | 8.1 |
|
| 3373 |
3373
Bregal Sagemount IV
St. Helier,
| USD 570 M | – | – | 17.6% | – | 1 | – | 0 |
|
| 3374 |
3374
Amarillo National Bank
Amarillo,
Texas
| USD 569 M | +USD 494 k | +0.1% | 2.11% | 63.5% | 85 | 12.94% | 6.8 |
|
| 3375 |
3375
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
| USD 569 M | +USD 7.06 M | +1% | 2.34% | – | 284 | 18.31% | 0.9 |
|