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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
Ellis Investment Partners
Berwyn,
Pennsylvania
| USD 576 M | +USD 2.82 M | +0.5% | 1.64% | 70.8% | 277 | 12.27% | 4.3 |
|
| 3352 |
3352
Simcoe Capital Management
New York
| USD 576 M | +USD 17.2 M | +3% | 5.56% | 39.8% | 19 | 47.37% | 1 |
|
| 3353 |
3353
Gould Asset Management
Claremont,
California
| USD 576 M | +USD 11.5 M | +2% | 0.99% | 48.3% | 176 | 7.39% | 6 |
|
| 3354 |
3354
Sovereign Financial Group
Stamford,
Connecticut
| USD 576 M | -USD 4.81 M | -0.8% | 0.61% | 98% | 392 | 17.6% | 2.8 |
|
| 3355 |
3355
Patten Group
Chattanooga,
Tennessee
| USD 575 M | +USD 34.6 M | +6% | 0.67% | 99% | 323 | 17.65% | 5.4 |
|
| 3356 |
3356
Intelligence Driven Advisers
Carlsbad,
California
| USD 574 M | -USD 126 M | -18% | 1.64% | 65.6% | 152 | 23.68% | 2.3 |
|
| 3357 |
3357
Tempo Wealth
Independence,
Ohio
| USD 573 M | +USD 12.1 M | +2% | 2.89% | – | 225 | 10.22% | 0.2 |
|
| 3358 |
3358
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
| USD 573 M | +USD 3.93 M | +0.7% | 0.88% | – | 277 | 9.75% | 1.1 |
|
| 3359 |
3359
Ironwood Financial
Tucson,
Arizona
| USD 573 M | -USD 16.9 M | -3% | 1.87% | 54.1% | 170 | 3.53% | 5.7 |
|
| 3360 |
3360
Eagle Health Investments
Greenwich,
Connecticut
| USD 572 M | +USD 117 M | +26% | 6.58% | 288% | 37 | 43.24% | 1.3 |
|
| 3361 |
3361
Nordwand Advisors
Radnor,
Pennsylvania
| USD 572 M | -USD 585 k | -0.1% | 1.96% | 103% | 157 | 11.46% | 1.1 |
|
| 3362 |
FRM
3362
Fox Run Management
Greenwich,
Connecticut
| USD 572 M | -USD 76.3 M | -12% | 1.84% | 71.7% | 1,307 | 68.17% | 0.3 |
|
| 3363 |
3363
McLean Asset Management
Tysons,
Virginia
| USD 572 M | +USD 13.3 M | +2% | 0.38% | 69.4% | 174 | 6.9% | 3.4 |
|
| 3364 |
3364
Marble Wealth
Montgomery,
Alabama
| USD 571 M | -USD 149 M | -21% | 1.69% | – | 288 | 28.47% | 0.2 |
|
| 3365 |
3365
Black Swift Group
Boulder,
Colorado
| USD 571 M | -USD 28.8 M | -5% | 0.15% | 145% | 145 | 38.62% | 1.2 |
|
| 3366 |
RI
3366
RPTC Inc
Jackson,
Wyoming
| USD 571 M | -USD 24.9 M | -4% | 4.39% | 66.4% | 7 | 0% | 6.3 |
|
| 3367 |
3367
XXEC Inc
Tulsa,
Oklahoma
| USD 571 M | +USD 471 M | +470% | 10.8% | 30.1% | 25 | 20% | 2.5 |
|
| 3368 |
3368
Tulsa Wealth Advisors
Tulsa,
Oklahoma
| USD 570 M | +USD 270 M | +90% | 0.18% | – | 177 | 53.11% | 0.1 |
|
| 3369 |
3369
RAM Investment Partners
Bellevue,
Washington
| USD 569 M | +USD 16.3 M | +3% | 2.09% | 61.9% | 129 | 15.5% | 1.8 |
|
| 3370 |
3370
Activest Wealth Management
Aventure,
Florida
| USD 569 M | +USD 33.8 M | +6% | 3.67% | 117% | 1,360 | 26.4% | 1.1 |
|
| 3371 |
3371
New World Advisors
Hingham,
Massachusetts
| USD 569 M | -USD 15.7 M | -3% | 2.39% | 66.5% | 91 | 17.58% | 2 |
|
| 3372 |
3372
Chemistry Wealth Management
New York
| USD 569 M | +USD 34 M | +6% | 4.31% | 77.1% | 213 | 10.33% | 2.7 |
|
| 3373 |
CFSG
3373
Community Financial Services Group
Newport,
Vermont
| USD 568 M | +USD 23.6 M | +4% | 0.18% | – | 460 | 78.48% | 1.1 |
|
| 3374 |
3374
ASK Capital Management
San Francisco,
California
| USD 568 M | -USD 185 M | -25% | 10.5% | – | 4 | 0% | 1.1 |
|
| 3375 |
3375
Broad Run Investment Management
Arlington,
Virginia
| USD 568 M | +USD 29.4 M | +5% | 0.82% | 202% | 25 | 8% | 6.8 |
|