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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 |
3676
SMI Advisory Services
Columbus,
Indiana
| USD 299 M | -USD 10 M | -3% | 3.41% | 80.7% | 49 | 30.61% | 1 |
|
| 3677 |
3677
Varenne Capital Partners
Paris,
France
| USD 299 M | +USD 101 M | +51% | 0.97% | 181% | 14 | 85.71% | 0.2 |
|
| 3678 |
3678
Source Financial Advisors
New York
| USD 298 M | +USD 32.3 M | +12% | 14.8% | 18.5% | 132 | 18.94% | 1.5 |
|
| 3679 |
3679
NVWM LLC
Yardley,
Pennsylvania
| USD 298 M | +USD 23.1 M | +8% | 9.18% | 119% | 483 | 18.01% | 2.6 |
|
| 3680 |
3680
Stonepine Capital Management
Bend,
Oregon
| USD 298 M | +USD 60.5 M | +25% | 26.4% | 321% | 25 | 36% | 1.3 |
|
| 3681 |
3681
Privium Fund Management
Amsterdam,
Netherlands
| USD 298 M | +USD 34 M | +13% | 16% | 465% | 173 | 40.46% | 0.8 |
|
| 3682 |
3682
Versant Capital Management
Phoenix,
Arizona
| USD 297 M | +USD 21.2 M | +8% | 5.15% | 97.3% | 1,820 | 12.47% | 4.4 |
|
| 3683 |
3683
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| USD 297 M | +USD 39.6 M | +15% | 7.33% | 116% | 216 | 36.11% | 1.6 |
|
| 3684 |
PA
3684
Paragon Advisors
College Station,
Texas
| USD 297 M | +USD 70.7 M | +31% | 24.6% | 138% | 101 | 42.57% | 1 |
|
| 3685 |
3685
Harbourvest Partners
Boston,
Massachusetts
| USD 297 M | -USD 1.65 M | -0.6% | 7.81% | 8.96% | 71 | 19.72% | 1.7 |
|
| 3686 |
3686
Poehling Capital Management
Madison,
Wisconsin
| USD 297 M | +USD 29.6 M | +11% | 2.46% | 83% | 131 | 14.5% | 2.8 |
|
| 3687 |
3687
Engrave Wealth Partners
The Woodlands,
Texas
| USD 297 M | +USD 8.56 M | +3% | 4.18% | 39.9% | 74 | 10.81% | 1.5 |
|
| 3688 |
3688
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| USD 296 M | +USD 17 M | +6% | 6.4% | 111% | 143 | 10.49% | 4.8 |
|
| 3689 |
3689
Regis Management Company
Menlo Park,
California
| USD 296 M | -USD 137 M | -32% | 5.77% | 5.33% | 59 | 33.9% | 6 |
|
| 3690 |
3690
New Harbor Financial Group
Worcester,
Massachusetts
| USD 296 M | +USD 54.6 M | +23% | 3.95% | 94.6% | 49 | 38.78% | 1.9 |
|
| 3691 |
3691
Bank Pictet & Cie (Asia)
Singapore
| USD 296 M | +USD 18.1 M | +6% | 9.85% | 30.4% | 87 | 3.45% | 4.2 |
|
| 3692 |
3692
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| USD 296 M | +USD 54 M | +22% | 2.48% | 2.24% | 447 | 16.55% | 0.8 |
|
| 3693 |
MAM
3693
Morse Asset Management
Darien,
Connecticut
| USD 296 M | +USD 20.6 M | +7% | 12% | 224% | 151 | 24.5% | 2.9 |
|
| 3694 |
3694
Pathway Financial Advisors
South Burlington,
Vermont
| USD 296 M | -USD 28.2 M | -9% | 4.22% | 52.7% | 136 | 11.76% | 3.4 |
|
| 3695 |
3695
Stone House Investment Management
Tunkhannock,
Pennsylvania
| USD 296 M | +USD 15.3 M | +5% | 5.19% | 57.9% | 318 | 86.79% | 0.2 |
|
| 3696 |
JCI
3696
Jet Capital Investors
New York
| USD 296 M | +USD 32.1 M | +12% | 8.04% | 147% | 28 | 82.14% | 0.2 |
|
| 3697 |
3697
Singapore Technologies Telemedia
Singapore
| USD 295 M | -USD 31 M | -10% | 9.51% | 185% | 1 | 0% | 6 |
|
| 3698 |
3698
China Universal Asset Management Company
Shanghai,
China
| USD 295 M | +USD 46.7 M | +19% | 22.6% | 292% | 456 | 16.23% | 0.5 |
|
| 3699 |
3699
44 Wealth Management
Eugene,
Oregon
| USD 295 M | +USD 6.25 M | +2% | 1.54% | – | 184 | 12.5% | 1.5 |
|
| 3700 |
3700
Cannon Financial Strategists
Athens,
Georgia
| USD 295 M | +USD 21.5 M | +8% | 5.01% | 56.7% | 70 | 8.57% | 2.8 |
|