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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
WWM
3676
Windsor Wealth Management
Indianapolis,
Indiana
| USD 178 M | +USD 32 M | +22% | 12.3% | 37.3% | 151 | 13.91% | 0.9 |
|
| 3677 |
AC
3677
Aperimus Capital
Marina Del Rey,
California
| USD 178 M | +USD 10.9 M | +6% | 13.8% | 44% | 3 | 0% | 5.8 |
|
| 3678 |
3678
Day & Ennis
Macon,
Georgia
| USD 178 M | +USD 25.9 M | +17% | 9.31% | 15.2% | 89 | 14.61% | 2.2 |
|
| 3679 |
3679
TLWM Financial
San Antonio,
Texas
| USD 178 M | +USD 13 M | +8% | 10.5% | 53.9% | 59 | 18.64% | 0.9 |
|
| 3680 |
MAS
3680
Managed Account Services
Coconut Grove,
Florida
| USD 178 M | +USD 15.8 M | +10% | 11.4% | 32.4% | 86 | 11.63% | 1.5 |
|
| 3681 |
3681
Private Advisory Group
Redmond,
Washington
| USD 178 M | USD 0 | 0% | 11.8% | 187% | 124 | 0% | 0.9 |
|
| 3682 |
3682
Globe Life
Mckinney,
Texas
| USD 178 M | +USD 20.4 M | +13% | 12.9% | 67.5% | 1 | 0% | 2.3 |
|
| 3683 |
3683
GYL Financial Synergies
West Hartford,
Connecticut
| USD 178 M | +USD 40.2 M | +29% | 13.9% | 36% | 164 | 15.85% | 0.2 |
|
| 3684 |
MA
3684
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| USD 178 M | +USD 21.5 M | +14% | 12.7% | 158% | 86 | 5.81% | 3.8 |
|
| 3685 |
3685
Greywolf Capital Management
Purchase,
New York
| USD 178 M | +USD 38.4 M | +28% | 5.79% | 174% | 9 | 22.22% | 2 |
|
| 3686 |
LFWA
3686
LBJ Family Wealth Advisors
Austin,
Texas
| USD 178 M | +USD 63.8 M | +56% | 13.7% | 64.9% | 19 | 0% | 3.9 |
|
| 3687 |
3687
Vickerman & Driscoll Financial Advisors
Spokane,
Washington
| USD 177 M | +USD 48.5 M | +38% | 9.54% | – | 73 | 15.07% | 1.1 |
|
| 3688 |
FRM
3688
Fox Run Management
Greenwich,
Connecticut
| USD 177 M | -USD 11.7 M | -6% | 16.4% | 71.7% | 801 | 85.89% | 0.1 |
|
| 3689 |
3689
Courage Miller Partners
Norfolk,
Virginia
| USD 177 M | +USD 8.3 M | +5% | 9.53% | 43.5% | 69 | 1.45% | 4.5 |
|
| 3690 |
3690
AltraVue Capital
Bellevue,
Washington
| USD 177 M | +USD 17.9 M | +11% | 15.2% | 175% | 38 | 15.79% | 0.2 |
|
| 3691 |
3691
Shorepoint Capital Partners
Norwood,
Massachusetts
| USD 177 M | – | – | 10.5% | – | 86 | – | 0 |
|
| 3692 |
3692
Crestwood Capital Management
New York
| USD 177 M | +USD 11.1 M | +7% | 28% | 203% | 28 | 39.29% | 1.6 |
|
| 3693 |
PC
3693
Premise Capital
Naperville,
Illinois
| USD 177 M | -USD 47.4 M | -21% | 10.3% | 43% | 24 | 37.5% | 1.9 |
|
| 3694 |
3694
Vectors Research Management
New York
| USD 176 M | -USD 33.4 M | -16% | 11.8% | 71.4% | 786 | 56.74% | 0.3 |
|
| 3695 |
3695
Selkirk Management
Chatham,
New Jersey
| USD 176 M | +USD 28.6 M | +19% | 28.2% | 245% | 19 | 5.26% | 3.8 |
|
| 3696 |
3696
Parkside Advisors
Berkeley,
California
| USD 176 M | +USD 12.6 M | +8% | 9.12% | 36.7% | 60 | 3.33% | 2.7 |
|
| 3697 |
3697
CoreCommodity Management
Stamford,
Connecticut
| USD 176 M | +USD 57 M | +48% | 18% | 65.8% | 232 | 21.55% | 2.5 |
|
| 3698 |
3698
Essex Savings Bank
Essex,
Connecticut
| USD 176 M | +USD 16.4 M | +10% | 12.8% | 95.2% | 695 | 7.91% | 0.2 |
|
| 3699 |
3699
Arlington Financial Advisors
Santa Barbara,
California
| USD 176 M | -USD 59.2 M | -25% | 12.7% | 67.6% | 84 | 39.29% | 1.1 |
|
| 3700 |
NICM
3700
Neo Ivy Capital Management
New York
| USD 176 M | +USD 48.9 M | +38% | 12.5% | – | 431 | 82.83% | 0.1 |
|