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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| USD 201 M | +USD 13.3 M | +7% | 5.64% | 52.9% | 439 | 22.1% | 1.1 |
|
| 3777 |
3777
Inherent Group
New York
| USD 201 M | +USD 125 M | +164% | 12.7% | 61.7% | 23 | 34.78% | 0.4 |
|
| 3778 |
3778
SimpliFi Inc
San Diego,
California
| USD 201 M | +USD 10.1 M | +5% | 3.69% | 27.9% | 25 | 20% | 1.4 |
|
| 3779 |
SCM
3779
Stormborn Capital Management
Greenwich,
Connecticut
| USD 201 M | +USD 114 M | +131% | 31.8% | 256% | 35 | 51.43% | 0.2 |
|
| 3780 |
3780
Corrigan Financial
Middletown,
Rhode Island
| USD 201 M | +USD 14.5 M | +8% | 8.09% | 9.54% | 67 | 19.4% | 2.8 |
|
| 3781 |
KCP
3781
KDI Capital Partners
Raleigh,
North Carolina
| USD 201 M | +USD 8.28 M | +4% | 8.61% | 77.1% | 30 | 3.33% | 3.1 |
|
| 3782 |
SPC
3782
Stony Point Capital
New York
| USD 200 M | +USD 23.5 M | +13% | 15.8% | 208% | 33 | 39.39% | 0.4 |
|
| 3783 |
3783
Chase Investment Counsel
Charlottesville,
Virginia
| USD 200 M | +USD 2.68 M | +1% | 14.7% | 380% | 117 | 41.03% | 1.4 |
|
| 3784 |
3784
Albar Capital
London,
United Kingdom
| USD 200 M | +USD 8 M | +4% | 17.3% | 163% | 49 | 77.55% | 0.2 |
|
| 3785 |
3785
Physicians Financial Services
Raleigh,
North Carolina
| USD 200 M | +USD 19.4 M | +11% | 13.6% | 116% | 110 | 7.27% | 3.7 |
|
| 3786 |
3786
Bedel Financial Consulting
Indianapolis,
Indiana
| USD 200 M | +USD 14.5 M | +8% | 3.12% | 97.4% | 887 | 9.47% | 1.9 |
|
| 3787 |
3787
Laffer Tengler Investments
Nashville,
Tennessee
| USD 200 M | +USD 25.9 M | +15% | 5.68% | 96.5% | 286 | 15.73% | 0.9 |
|
| 3788 |
3788
Stewardship Advisors
Mount Joy,
Pennsylvania
| USD 200 M | +USD 19.4 M | +11% | 4.6% | 46.1% | 37 | 10.81% | 0.6 |
|
| 3789 |
3789
SWS Partners
Columbus,
Ohio
| USD 200 M | +USD 121 M | +154% | 8.61% | 127% | 118 | 43.22% | 1 |
|
| 3790 |
3790
SimplyRich
Carlsbad,
California
| USD 199 M | +USD 17.7 M | +10% | 8.99% | 105% | 150 | 9.33% | 1.6 |
|
| 3791 |
3791
Perennial Investment Advisors
Los Angeles,
California
| USD 199 M | +USD 51.7 M | +35% | 13.7% | 84.3% | 163 | 26.99% | 0.5 |
|
| 3792 |
1C
3792
1623 Capital
Alexandria,
Virginia
| USD 199 M | +USD 55.9 M | +39% | 15.6% | 11.9% | 41 | 12.2% | 0.6 |
|
| 3793 |
3793
Arkadios Wealth Advisors
Atlanta,
Georgia
| USD 199 M | +USD 19.1 M | +11% | 8.71% | 91.1% | 1,163 | 19.35% | 0.5 |
|
| 3794 |
SM
3794
Saya Management
New York
| USD 199 M | +USD 3.16 M | +2% | 16.2% | 34.8% | 14 | 42.86% | 0.7 |
|
| 3795 |
3795
Ironwood Financial
Tucson,
Arizona
| USD 199 M | +USD 13.9 M | +8% | 3.11% | 54.1% | 458 | 8.3% | 2.9 |
|
| 3796 |
3796
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| USD 199 M | +USD 25.5 M | +15% | 10.7% | 100% | 191 | 13.61% | 1.3 |
|
| 3797 |
3797
Atlas Principals
Charlotte,
North Carolina
| USD 199 M | +USD 64.2 M | +48% | 27.5% | – | 47 | 46.81% | 0.4 |
|
| 3798 |
3798
Peoples Financial Services Corp
Moosic,
Pennsylvania
| USD 199 M | +USD 8.82 M | +5% | 6.4% | 104% | 312 | 7.05% | 5.2 |
|
| 3799 |
3799
Somerset Trust
Somerset,
Pennsylvania
| USD 199 M | +USD 11 M | +6% | 8.37% | 80.5% | 124 | 8.87% | 4 |
|
| 3800 |
3800
Engine Capital Management
New York
| USD 198 M | +USD 46.3 M | +30% | 8.6% | 21.1% | 43 | 41.86% | 0.8 |
|