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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
MM
3501
Meridian Management
Little Rock,
Arkansas
| USD 322 M | +USD 10 M | +3% | 2.93% | 65.3% | 83 | 10.84% | 3.9 |
|
| 3502 |
3502
Kalos Management
Alpharetta,
Georgia
| USD 321 M | +USD 87.1 M | +37% | 7.51% | 48.5% | 333 | 34.53% | 1.2 |
|
| 3503 |
3503
Bridgefront Capital
Austin,
Texas
| USD 321 M | +USD 28.9 M | +10% | 9.05% | 52.1% | 1,013 | 79.57% | 0.1 |
|
| 3504 |
3504
Liquid Strategies
Atlanta,
Georgia
| USD 321 M | +USD 1.33 M | +0.4% | 1.52% | 52.4% | 8 | 12.5% | 1.1 |
|
| 3505 |
3505
Biltmore Family Office
Charlotte,
North Carolina
| USD 321 M | -USD 12 M | -4% | 0.32% | 99% | 193 | 11.4% | 2.1 |
|
| 3506 |
3506
Columbus Macro
New Castle,
Pennsylvania
| USD 321 M | -USD 4.75 M | -1% | 4.82% | 48.7% | 178 | 20.79% | 1.7 |
|
| 3507 |
3507
Rock Point Advisors
Burlington,
Vermont
| USD 321 M | +USD 30 M | +10% | 14.4% | 82.8% | 100 | 12% | 3.3 |
|
| 3508 |
3508
Covenant Asset Management
Chester,
New Jersey
| USD 321 M | +USD 17.2 M | +6% | 3.37% | 177% | 158 | 25.32% | 2.5 |
|
| 3509 |
3509
Bellecapital
Zurich,
Switzerland
| USD 320 M | +USD 20.4 M | +7% | 3.4% | 152% | 205 | 22.44% | 1.6 |
|
| 3510 |
3510
Lincoln Capital
Lincoln,
Nebraska
| USD 320 M | +USD 12.4 M | +4% | 5.04% | 67.1% | 91 | 4.4% | 4 |
|
| 3511 |
3511
Contravisory Investment Management
Norwell,
Massachusetts
| USD 320 M | -USD 2.47 M | -0.8% | 4.64% | 135% | 293 | 26.28% | 1.5 |
|
| 3512 |
3512
Sharkey, Howes & Javer
Denver,
Colorado
| USD 320 M | +USD 20.3 M | +7% | 4.38% | 60.2% | 84 | 21.43% | 2.2 |
|
| 3513 |
3513
Roberts, Glore & Co
Deerfield,
Illinois
| USD 320 M | +USD 13.7 M | +4% | 6.29% | 72.3% | 197 | 7.61% | 3.9 |
|
| 3514 |
FCA
3514
FLC Capital Advisors
Palm Desert,
California
| USD 319 M | +USD 18.5 M | +6% | 3.85% | 59.3% | 165 | 15.15% | 1.3 |
|
| 3515 |
3515
Hudock Inc
Williamsport,
Pennsylvania
| USD 319 M | +USD 12.2 M | +4% | 4.63% | 69.7% | 870 | 11.72% | 3.7 |
|
| 3516 |
3516
Lakestar II
St. Peter Port, Gy1 3pp,
Guernsey
| USD 319 M | +USD 48.4 M | +18% | 10.1% | – | 2 | 50% | 0.1 |
|
| 3517 |
FCT
3517
Family Capital Trust
Peabody,
Massachusetts
| USD 319 M | -USD 4.2 M | -1% | 0.17% | 39.1% | 54 | 3.7% | 5.6 |
|
| 3518 |
CCM
3518
Compton Capital Management
Providence,
Rhode Island
| USD 319 M | +USD 23.4 M | +8% | 6.37% | 75.6% | 165 | 10.91% | 4.6 |
|
| 3519 |
3519
Optas LLC
Austin,
Texas
| USD 319 M | +USD 7.79 M | +3% | 5.81% | 132% | 151 | 15.23% | 0.9 |
|
| 3520 |
3520
Brandywine Trust
Hockessin,
Delaware
| USD 319 M | +USD 31.9 M | +11% | 6.31% | 32.7% | 32 | 3.13% | 5.1 |
|
| 3521 |
3521
Fruth Investment Management
Houston,
Texas
| USD 319 M | +USD 31.4 M | +11% | 12.1% | 79.4% | 228 | 7.46% | 5 |
|
| 3522 |
3522
Family Management
New York
| USD 318 M | +USD 26.4 M | +9% | 4.3% | 69% | 193 | 26.42% | 1.6 |
|
| 3523 |
3523
Advisors Management Group
La Crosse,
Wisconsin
| USD 318 M | +USD 73.1 M | +30% | 6.52% | 132% | 133 | 21.05% | 2.8 |
|
| 3524 |
3524
Monetary Management Group
St Louis,
Missouri
| USD 318 M | +USD 14.4 M | +5% | 6.27% | 138% | 326 | 8.28% | 4.7 |
|
| 3525 |
3525
Orchard Capital Management
Chicago,
Illinois
| USD 318 M | +USD 83.3 M | +35% | 30.7% | 140% | 45 | 8.89% | 0.2 |
|