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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
3976
Peterson Wealth Advisors
Orem,
Utah
| USD 150 M | +USD 23.3 M | +18% | 11.5% | 50.9% | 43 | 13.95% | 1.1 |
|
| 3977 |
3977
AB CarVal Investors
Minneapolis,
Minnesota
| USD 149 M | +USD 9.8 M | +7% | 17.9% | 24% | 16 | 56.25% | 0.6 |
|
| 3978 |
3978
SCP Investment
Orinda,
California
| USD 149 M | +USD 40.6 M | +37% | 15.2% | 32.8% | 71 | 73.24% | 0.2 |
|
| 3979 |
NCM
3979
Niemann Capital Management
Stateline,
Nevada
| USD 149 M | +USD 55 M | +58% | 14.4% | 103% | 24 | 79.17% | 0.1 |
|
| 3980 |
3980
Heritage Way Advisors
Rockford,
Illinois
| USD 149 M | +USD 19.2 M | +15% | 12.3% | 79.4% | 61 | 9.84% | 1.8 |
|
| 3981 |
3981
ValueWorks
New York
| USD 149 M | +USD 3.81 M | +3% | 14.9% | 161% | 35 | 14.29% | 2.6 |
|
| 3982 |
3982
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| USD 149 M | +USD 15 M | +11% | 8.08% | 65% | 20 | 15% | 1.8 |
|
| 3983 |
MCA
3983
Mercer Capital Advisers
Little Silver,
New Jersey
| USD 149 M | +USD 14.1 M | +10% | 11% | 59.6% | 229 | 6.11% | 3.7 |
|
| 3984 |
AFA
3984
Alta Fundamental Advisers
New York
| USD 149 M | -USD 23.5 M | -14% | 2.44% | 199% | 24 | 29.17% | 1.4 |
|
| 3985 |
MWM
3985
Mascoma Wealth Management
Hanover,
New Hampshire
| USD 149 M | +USD 18 M | +14% | 9.5% | 43.7% | 429 | 18.41% | 1.6 |
|
| 3986 |
3986
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| USD 149 M | -USD 7.29 M | -5% | 9.62% | 84.5% | 182 | 29.67% | 0.9 |
|
| 3987 |
3987
Chubb Ltd
Zurich,
Switzerland
| USD 149 M | +USD 11 M | +8% | 8.67% | 64.2% | 13 | 7.69% | 2.8 |
|
| 3988 |
3988
Spectrum Asset Management (California)
Newport Beach,
California
| USD 149 M | +USD 22.6 M | +18% | 12% | 68.3% | 91 | 26.37% | 1.7 |
|
| 3989 |
3989
Tidal Investments
Milwaukee,
Wisconsin
| USD 149 M | +USD 18.8 M | +15% | 11.8% | 208% | 113 | 23.89% | 0.2 |
|
| 3990 |
3990
Kathryn A. Hall
| USD 148 M | +USD 46.2 M | +45% | 6.13% | 95.2% | 32 | 78.13% | 0.6 |
|
| 3991 |
SLA
3991
Silver Lake Advisory
Cottonwood Heights,
Utah
| USD 148 M | +USD 13.6 M | +10% | 12.1% | 76.7% | 87 | 12.64% | 3.3 |
|
| 3992 |
3992
Timber Creek Capital Management
Boston,
Massachusetts
| USD 148 M | +USD 19.8 M | +15% | 12.3% | 139% | 128 | 3.91% | 3.9 |
|
| 3993 |
3993
Cougar Global Investments
Toronto,
Ontario, Canada
| USD 148 M | +USD 6.85 M | +5% | 8.11% | 17.4% | 22 | 45.45% | 1.1 |
|
| 3994 |
OFCM
3994
One Fin Capital Management
San Francisco,
California
| USD 148 M | +USD 55.1 M | +59% | 27.3% | 92% | 25 | 60% | 0.1 |
|
| 3995 |
EMR
3995
Errol M. Rudman
| USD 148 M | +USD 4.82 M | +3% | 17.4% | 60.5% | 30 | 10% | 2.5 |
|
| 3996 |
3996
Blue Pool Management
Causeway Bay,
Hong Kong
| USD 148 M | +USD 23.6 M | +19% | 20.4% | 72.8% | 24 | 41.67% | 0.9 |
|
| 3997 |
3997
Archer Investment Corporation
Carmel,
Indiana
| USD 148 M | +USD 33.8 M | +30% | 11.1% | 76.1% | 539 | 12.8% | 0.2 |
|
| 3998 |
NERM
3998
New England Research & Management
Chicago,
Illinois
| USD 148 M | +USD 20.9 M | +16% | 10.6% | 65% | 187 | 31.02% | 2 |
|
| 3999 |
3999
Concentric Wealth Management
Lafayette,
California
| USD 148 M | +USD 17.9 M | +14% | 12% | 33.4% | 89 | 7.87% | 2 |
|
| 4000 |
HIM
4000
Hotaling Investment Management
Wayne,
Pennsylvania
| USD 148 M | +USD 25 M | +20% | 14.7% | 52.6% | 125 | 14.4% | 0.2 |
|