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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
FFT Wealth Management
Philadelphia,
Pennsylvania
| USD 291 M | +USD 57.9 M | +25% | 17.5% | 65.6% | 31 | 38.71% | 2.7 |
|
| 3552 |
3552
Paragon Wealth Strategies
Jacksonville,
Florida
| USD 290 M | +USD 65.4 M | +29% | 21% | 59.8% | 37 | 35.14% | 0.7 |
|
| 3553 |
3553
Emerald Advisors
Bellevue,
Washington
| USD 290 M | +USD 29.1 M | +11% | 6.65% | 71.8% | 92 | 31.52% | 0.7 |
|
| 3554 |
3554
Burt Wealth Advisors
North Bethesda,
Maryland
| USD 290 M | +USD 22.9 M | +9% | 8.55% | 57.3% | 430 | 12.79% | 3.4 |
|
| 3555 |
3555
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| USD 290 M | +USD 45.9 M | +19% | 13.2% | 68.2% | 167 | 9.58% | 4.2 |
|
| 3556 |
3556
Capco Asset Management
Tampa,
Florida
| USD 290 M | +USD 38.3 M | +15% | 21.5% | 47.9% | 25 | 8% | 2.9 |
|
| 3557 |
3557
Horst & Graben Wealth Management
Portland,
Oregon
| USD 290 M | +USD 32.5 M | +13% | 8.83% | 62.2% | 118 | 12.71% | 0.6 |
|
| 3558 |
3558
E Fund Management (HK)
Central,
Hong Kong
| USD 290 M | +USD 28.7 M | +11% | 20.3% | 137% | 50 | 32% | 0.5 |
|
| 3559 |
3559
Strategic Vision Investment
Hong Kong
| USD 290 M | +USD 109 M | +60% | 43.1% | 95.6% | 24 | 58.33% | 0.5 |
|
| 3560 |
3560
Private Wealth Advisors (California)
Fresno,
California
| USD 289 M | +USD 96.4 M | +50% | 10.4% | 63.6% | 86 | 30.23% | 1.1 |
|
| 3561 |
3561
Alpha Paradigm Partners
Chicago,
Illinois
| USD 289 M | – | – | 53.8% | – | 407 | – | 0 |
|
| 3562 |
3562
Octagon Capital Advisors
New York
| USD 288 M | – | – | 73.6% | 2,969% | 31 | – | 0 |
|
| 3563 |
3563
Marks Wealth
Annapolis,
Maryland
| USD 288 M | – | – | 11.8% | 165% | 36 | – | 0 |
|
| 3564 |
3564
Steel Partners Holdings
New York
| USD 288 M | +USD 93.3 M | +48% | 41.3% | – | 4 | 0% | 6.2 |
|
| 3565 |
3565
Boston Research & Management
Manchester,
Massachusetts
| USD 287 M | +USD 31.7 M | +12% | 11.3% | 63.6% | 105 | 4.76% | 5.7 |
|
| 3566 |
3566
Permit Capital
West Conshohocken,
Pennsylvania
| USD 287 M | -USD 4.41 M | -2% | 6.45% | 140% | 25 | 24% | 4.8 |
|
| 3567 |
3567
Goodman Financial
Houston,
Texas
| USD 287 M | +USD 72.6 M | +34% | 23.4% | 51.2% | 50 | 22% | 2 |
|
| 3568 |
3568
Fruth Investment Management
Houston,
Texas
| USD 287 M | +USD 37.1 M | +15% | 17.2% | 79.4% | 215 | 10.7% | 5.1 |
|
| 3569 |
3569
Glenview State Bank Trust Department
Glenview,
Illinois
| USD 287 M | +USD 23.7 M | +9% | 12.2% | 76.6% | 124 | 14.52% | 4.3 |
|
| 3570 |
3570
Henry James International Management
New York
| USD 287 M | +USD 41.9 M | +17% | 20.9% | 125% | 127 | 11.81% | 2 |
|
| 3571 |
3571
Kathryn A. Hall
| USD 287 M | +USD 76.2 M | +36% | 21.2% | 95.2% | 62 | 35.48% | 1.2 |
|
| 3572 |
3572
Summit Rock Advisors
New York
| USD 287 M | +USD 70.6 M | +33% | 12.1% | – | 12 | 75% | 0.1 |
|
| 3573 |
3573
Brandywine Trust
Hockessin,
Delaware
| USD 287 M | +USD 20.9 M | +8% | 4.72% | 32.7% | 32 | 6.25% | 4.8 |
|
| 3574 |
3574
Wellspring Financial Advisors
Cleveland,
Ohio
| USD 287 M | +USD 31.3 M | +12% | 13.5% | 77.2% | 102 | 21.57% | 0.6 |
|
| 3575 |
3575
AlphaSimPlex Group
Boston,
Massachusetts
| USD 286 M | +USD 66.4 M | +30% | 17.8% | 35.5% | 342 | 33.63% | 0.6 |
|