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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
3476
Summit Wealth Partners
Orlando,
Florida
| USD 541 M | -USD 12.8 M | -2% | 0.64% | 44.9% | 224 | 14.73% | 3.5 |
|
| 3477 |
3477
AA Financial Advisors
Columbus,
Ohio
| USD 541 M | +USD 32.1 M | +6% | 2.84% | 68.8% | 218 | 17.43% | 1.3 |
|
| 3478 |
3478
Hexagon Capital Partners
Rogers,
Arkansas
| USD 541 M | +USD 42.2 M | +8% | 9.6% | 104% | 80 | 13.75% | 3.9 |
|
| 3479 |
3479
Patten Group
Chattanooga,
Tennessee
| USD 541 M | +USD 27 M | +5% | 2.13% | 99% | 327 | 23.85% | 5.4 |
|
| 3480 |
3480
Tyro Capital Management
Miami,
Florida
| USD 541 M | +USD 271 M | +101% | 21.8% | – | 18 | 66.67% | 0.6 |
|
| 3481 |
3481
Asset Allocation Strategies
Farmington,
Michigan
| USD 540 M | +USD 35.3 M | +7% | 1.7% | 58.1% | 165 | 12.12% | 1.5 |
|
| 3482 |
CAM
3482
Cander Asset Management
New York
| USD 540 M | – | – | 0.9% | – | 43 | – | 0 |
|
| 3483 |
3483
Marotta Asset Management
Charlottesville,
Virginia
| USD 540 M | +USD 8.98 M | +2% | 2.84% | 51% | 111 | 9.91% | 4.4 |
|
| 3484 |
3484
Praesidium Investment Management Company
New York
| USD 540 M | +USD 27.4 M | +5% | 4.89% | 79% | 13 | 7.69% | 2.6 |
|
| 3485 |
3485
Pilgrim Global Advisors
Reno,
Nevada
| USD 540 M | +USD 24.8 M | +5% | 0.58% | – | 4 | 25% | 1.7 |
|
| 3486 |
3486
CacheTech Inc
Logan,
Utah
| USD 540 M | +USD 42.9 M | +9% | 2.17% | – | 239 | 22.18% | 0.8 |
|
| 3487 |
3487
Discipline Wealth Solutions
Greenville,
South Carolina
| USD 539 M | +USD 160 M | +42% | 2.32% | 45.9% | 177 | 17.51% | 0.7 |
|
| 3488 |
3488
Stieven Capital Advisors
St. Louis,
Missouri
| USD 539 M | +USD 8.93 M | +2% | 4.34% | 117% | 42 | 14.29% | 3.8 |
|
| 3489 |
3489
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| USD 539 M | +USD 28.9 M | +6% | 1.29% | 106% | 461 | 28.85% | 1.4 |
|
| 3490 |
3490
Broad Run Investment Management
Arlington,
Virginia
| USD 538 M | -USD 72.5 M | -12% | 10.5% | 202% | 25 | 8% | 6.6 |
|
| 3491 |
III
3491
Independent Investors Inc
Nesconset,
New York
| USD 538 M | +USD 18.5 M | +4% | 4.66% | 94.5% | 71 | 4.23% | 8.9 |
|
| 3492 |
3492
Liberty Capital Management
Birmingham,
Michigan
| USD 537 M | +USD 5.7 M | +1% | 1.73% | – | 182 | 3.85% | 6 |
|
| 3493 |
3493
Perkins Coie Trust Company
Seattle,
Washington
| USD 537 M | +USD 5.47 M | +1% | 2.69% | 83.2% | 297 | 16.84% | 6.5 |
|
| 3494 |
3494
Global View Capital Management
Waukesha,
Wisconsin
| USD 537 M | +USD 65.7 M | +14% | 2.73% | – | 153 | 21.57% | 0.7 |
|
| 3495 |
3495
Edenbrook Capital
Mt. Kisco,
New York
| USD 536 M | -USD 49.5 M | -8% | 22.6% | 267% | 22 | 45.45% | 2.6 |
|
| 3496 |
3496
LMG Wealth Partners
Shreveport,
Louisiana
| USD 536 M | -USD 1.78 M | -0.3% | 3.51% | 96.1% | 160 | 10% | 2 |
|
| 3497 |
3497
Moody Aldrich Partners
Marblehead,
Massachusetts
| USD 536 M | +USD 8.65 M | +2% | 21.4% | 312% | 209 | 21.05% | 1.4 |
|
| 3498 |
3498
Oakwell Private Wealth Management
Austin,
Texas
| USD 536 M | +USD 37.7 M | +8% | 2.19% | 68.2% | 81 | 4.94% | 2.7 |
|
| 3499 |
3499
Wedgewood Partners
St Louis,
Missouri
| USD 535 M | -USD 12.4 M | -2% | 0.21% | 78.1% | 22 | 18.18% | 5.7 |
|
| 3500 |
3500
Activest Wealth Management
Aventure,
Florida
| USD 535 M | +USD 41.5 M | +8% | 4.44% | 117% | 1,336 | 31.74% | 1.1 |
|