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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| USD 418 M | -USD 9.8 k | -0% | 2.74% | 56.9% | 117 | 10.26% | 3.3 |
|
| 3577 |
3577
SCHF (GPE)
Wilson,
Wyoming
| USD 418 M | – | – | 2.31% | – | 3 | – | 0.6 |
|
| 3578 |
3578
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| USD 417 M | +USD 4.05 M | +1% | 1.49% | 111% | 180 | 13.89% | 4.4 |
|
| 3579 |
3579
Systelligence LLC
Bloomington,
Minnesota
| USD 416 M | +USD 11.2 M | +3% | 0.66% | 58.3% | 51 | 25.49% | 1.3 |
|
| 3580 |
3580
Core Alternative Capital
Peachtree Corners,
Georgia
| USD 416 M | -USD 62.4 M | -13% | 0.58% | 89% | 365 | 6.85% | 3.3 |
|
| 3581 |
UAM
3581
UAS Asset Management
New York
| USD 416 M | +USD 1 M | +0.2% | 3.89% | 103% | 16 | 37.5% | 5 |
|
| 3582 |
3582
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| USD 416 M | -USD 6.1 M | -1% | 0.01% | 81.5% | 235 | 6.38% | 4.7 |
|
| 3583 |
3583
Parkside Advisors
Berkeley,
California
| USD 415 M | -USD 9.01 M | -2% | 1.31% | 36.7% | 83 | 6.02% | 4.5 |
|
| 3584 |
3584
Hamilton Wealth
Encino,
California
| USD 415 M | +USD 2.64 M | +0.6% | 0.4% | 108% | 135 | 50.37% | 1.6 |
|
| 3585 |
3585
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| USD 415 M | +USD 2.54 M | +0.6% | 4.57% | 264% | 99 | 43.43% | 2.2 |
|
| 3586 |
3586
Marietta Investment Partners
Milwaukee,
Wisconsin
| USD 415 M | -USD 39 M | -9% | 0.89% | 181% | 167 | 12.57% | 5.2 |
|
| 3587 |
LT
3587
Legacy Trust
Grand Rapids,
Michigan
| USD 415 M | -USD 16 M | -4% | 3.72% | 110% | 163 | 6.13% | 2 |
|
| 3588 |
GWM
3588
Gibbs Wealth Management
Alpharetta,
Georgia
| USD 415 M | +USD 46.2 M | +13% | 0.82% | – | 321 | 15.58% | 0.7 |
|
| 3589 |
3589
Shelter Mutual Insurance
Columbia,
Missouri
| USD 415 M | +USD 13.6 M | +3% | 4.26% | 53.4% | 57 | 0% | 6.5 |
|
| 3590 |
3590
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| USD 415 M | +USD 10.6 M | +3% | 0.76% | 38.9% | 765 | 16.99% | 1.3 |
|
| 3591 |
3591
Balboa Wealth Partners
Scottsdale,
Arizona
| USD 414 M | -USD 24.1 M | -5% | 6.8% | 214% | 380 | 25.26% | 1.3 |
|
| 3592 |
NAMP
3592
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| USD 414 M | -USD 22.4 M | -5% | 4.37% | 90.2% | 146 | 2.74% | 6.9 |
|
| 3593 |
3593
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
| USD 414 M | -USD 36.9 M | -8% | 7.19% | 112% | 17 | 17.65% | 2.3 |
|
| 3594 |
3594
FCPM III Services
Naarden,
Netherlands
| USD 414 M | -USD 179 M | -30% | 28.8% | – | 8 | 12.5% | 1 |
|
| 3595 |
3595
Patton Fund Management
Dallas,
Texas
| USD 413 M | -USD 97.4 M | -19% | 1.61% | 211% | 91 | 32.97% | 1.4 |
|
| 3596 |
3596
Founders Financial Alliance
Raleigh,
North Carolina
| USD 413 M | +USD 48.9 M | +13% | 1.61% | 95.7% | 657 | 18.72% | 2.7 |
|
| 3597 |
3597
Arista Wealth Management
Las Vegas,
Nevada
| USD 413 M | -USD 4.5 M | -1% | 3.07% | 67% | 68 | 5.88% | 1.3 |
|
| 3598 |
3598
Hussman Strategic Advisors
Ellicott City,
Maryland
| USD 413 M | +USD 74.1 M | +22% | 1.26% | 43.1% | 327 | 57.49% | 1.9 |
|
| 3599 |
3599
Francis Financial
| USD 412 M | +USD 17.4 M | +4% | 1.64% | 62% | 98 | 13.27% | 2.1 |
|
| 3600 |
3600
Bienville Capital Management
New York
| USD 412 M | +USD 4.15 M | +1% | 5.91% | 36.3% | 84 | 28.57% | 3.3 |
|