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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
PAS
3951
PKS Advisory Services
Albany,
New York
| USD 438 M | -USD 40.2 M | -8% | 2.43% | – | 266 | 12.03% | 0.8 |
|
| 3952 |
3952
Mandatum Life Insurance Company
Helsinki,
Finland
| USD 438 M | +USD 19.3 M | +5% | 5.13% | 108% | 87 | 18.39% | 5.6 |
|
| 3953 |
3953
Farmers & Merchants Trust Company
Long Beach,
California
| USD 438 M | -USD 35.4 M | -7% | 2.18% | 79.8% | 213 | 16.43% | 4.6 |
|
| 3954 |
3954
Stokes Capital Advisors
Greenwood,
South Carolina
| USD 438 M | +USD 8.04 M | +2% | 0.1% | 61.3% | 80 | 15% | 4.5 |
|
| 3955 |
3955
Standpoint Asset Management
Scottsdale,
Arizona
| USD 438 M | -USD 4.72 M | -1% | 2.49% | 71.9% | 8 | 0% | 3 |
|
| 3956 |
3956
Prentice Wealth Management
Rochester,
New York
| USD 438 M | +USD 32 M | +8% | 1.54% | 47.8% | 117 | 6.84% | 2.8 |
|
| 3957 |
SI
3957
Schusterman Interests
Tulsa,
Oklahoma
| USD 437 M | -USD 661 k | -0.2% | 0.64% | 344% | 9 | 33.33% | 1 |
|
| 3958 |
3958
Q3 Asset Management
Birmingham,
Michigan
| USD 437 M | +USD 145 M | +50% | 2.96% | 105% | 87 | 65.52% | 0.4 |
|
| 3959 |
3959
Tempus Wealth Planning
Irvine,
California
| USD 436 M | +USD 740 k | +0.2% | 2.07% | 95% | 296 | 13.85% | 2.5 |
|
| 3960 |
VDBMI
3960
Van Den Berg Management I
Austin,
Texas
| USD 436 M | +USD 37.3 M | +9% | 11.2% | 187% | 128 | 18.75% | 3 |
|
| 3961 |
L
3961
Laurore
Hong Kong,
| USD 436 M | – | – | 23.6% | – | 1 | – | 0 |
|
| 3962 |
3962
First PREMIER Bank
Sioux Falls,
South Dakota
| USD 436 M | -USD 4.24 M | -1% | 1.91% | 63% | 404 | 7.18% | 5.3 |
|
| 3963 |
3963
Kelleher Financial Advisors
New York
| USD 436 M | +USD 35.6 M | +9% | 2.27% | 80.3% | 771 | 22.05% | 1 |
|
| 3964 |
3964
Trinity Legacy Partners
Houston,
Texas
| USD 436 M | +USD 1.46 M | +0.3% | 2.22% | 63.3% | 99 | 3.03% | 3.5 |
|
| 3965 |
3965
Collective Family Office
York,
Pennsylvania
| USD 436 M | +USD 19.3 M | +5% | 2.03% | 52.5% | 162 | 4.94% | 3.6 |
|
| 3966 |
3966
Prudent Investors Network
Lake Forest,
California
| USD 436 M | +USD 27.5 M | +7% | 0.63% | – | 76 | 14.47% | 2 |
|
| 3967 |
3967
West Michigan Advisors
Holland,
Michigan
| USD 436 M | +USD 19.6 M | +5% | 1.81% | 97.4% | 292 | 18.49% | 1.9 |
|
| 3968 |
3968
Meiji Yasuda America
New York
| USD 436 M | – | – | 4.93% | – | 56 | – | 0 |
|
| 3969 |
3969
Lighthouse Financial Services
Brea,
California
| USD 435 M | – | – | 2.56% | – | 95 | – | 0 |
|
| 3970 |
3970
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| USD 435 M | +USD 19.9 M | +5% | 5.45% | 83.4% | 75 | 10.67% | 3.5 |
|
| 3971 |
WC
3971
Weil Company
San Diego,
California
| USD 435 M | +USD 19.2 M | +5% | 2.28% | 71.7% | 119 | 5.88% | 3.9 |
|
| 3972 |
A6
3972
Anchor @ 65
Singapore
| USD 434 M | -USD 49.2 M | -10% | 10% | – | 2 | 0% | 1 |
|
| 3973 |
3973
UG Investment Advisers
Taipei,
Taiwan
| USD 434 M | -USD 205 M | -32% | 7.03% | 183% | 14 | 28.57% | 1.5 |
|
| 3974 |
3974
High Net Worth Advisory Group
Naples,
Florida
| USD 434 M | +USD 18.2 M | +4% | 2.15% | 75.7% | 249 | 9.24% | 2.8 |
|
| 3975 |
3975
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| USD 433 M | +USD 5.53 M | +1% | 1.86% | 137% | 39 | 7.69% | 8.2 |
|