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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
G2 Capital Management
Columbus,
Ohio
| USD 415 M | +USD 18.6 M | +5% | 2.53% | 55.1% | 74 | 9.46% | 2.4 |
|
| 4102 |
4102
SWS Partners
Columbus,
Ohio
| USD 414 M | +USD 4.56 M | +1% | 2.62% | 127% | 122 | 6.56% | 3.1 |
|
| 4103 |
4103
LongView Wealth Management
Atlanta,
Georgia
| USD 414 M | +USD 45 M | +12% | 1.03% | 60.8% | 251 | 11.16% | 1.5 |
|
| 4104 |
4104
Hussman Strategic Advisors
Ellicott City,
Maryland
| USD 414 M | -USD 48 M | -10% | 3.94% | 43.1% | 372 | 59.68% | 1.8 |
|
| 4105 |
4105
Total Clarity Wealth Management
St. Charles,
Illinois
| USD 414 M | +USD 37.4 M | +10% | 3.43% | 73.2% | 338 | 26.92% | 1.9 |
|
| 4106 |
4106
Hilltop National Bank
Casper,
Wyoming
| USD 414 M | +USD 7.52 M | +2% | 1.98% | – | 843 | 13.4% | 1.5 |
|
| 4107 |
GWM
4107
Gibbs Wealth Management
Alpharetta,
Georgia
| USD 413 M | -USD 28.8 M | -7% | 2.18% | – | 347 | 12.1% | 1.2 |
|
| 4108 |
ACM
4108
AIGH Capital Management
Baltimore,
Maryland
| USD 413 M | +USD 58.3 M | +16% | 39% | 3,026% | 46 | 43.48% | 0.9 |
|
| 4109 |
4109
Uncommon Cents Investing
Janesville,
Wisconsin
| USD 413 M | +USD 11 M | +3% | 4.79% | 91.4% | 208 | 0.96% | 4.9 |
|
| 4110 |
4110
Milestone Investment Advisors
Middleton,
Wisconsin
| USD 413 M | +USD 10.5 M | +3% | 1.5% | 56.9% | 133 | 6.02% | 2.4 |
|
| 4111 |
4111
Carderock Capital Management
Chevy Chase,
Maryland
| USD 413 M | +USD 1.44 M | +0.4% | 5.11% | 97.6% | 77 | 16.88% | 6.1 |
|
| 4112 |
4112
Legacy Capital Group California
Los Gatos,
California
| USD 413 M | +USD 20.2 M | +5% | 5.49% | 143% | 367 | 19.07% | 1.6 |
|
| 4113 |
HH
4113
HWG Holdings
Houston,
Texas
| USD 413 M | +USD 18.1 M | +5% | 3.93% | – | 63 | 34.92% | 2.5 |
|
| 4114 |
4114
Canal Insurance Company
Greenville,
South Carolina
| USD 413 M | -USD 57 M | -12% | 0.54% | 114% | 71 | 18.31% | 7.1 |
|
| 4115 |
4115
BigSur Wealth Management
Miami,
Florida
| USD 412 M | +USD 3.97 M | +1% | 2.77% | 94.8% | 163 | 4.91% | 4.3 |
|
| 4116 |
CEI
4116
Clark Estates Inc
New York
| USD 412 M | -USD 25.6 M | -6% | 2.67% | 47.8% | 109 | 19.27% | 2.4 |
|
| 4117 |
4117
Ayalon Insurance Company
Ramat Gan,
Israel
| USD 412 M | +USD 16.6 M | +4% | 3.06% | 99.6% | 58 | 0% | 5.8 |
|
| 4118 |
4118
KFA Private Wealth Group
Tysons,
Virginia
| USD 411 M | +USD 61.1 M | +17% | 1.82% | 62.8% | 153 | 11.76% | 2.3 |
|
| 4119 |
4119
Kelly Lawrence W & Associates
Pasadens,
California
| USD 411 M | -USD 1.51 M | -0.4% | 5.23% | 123% | 160 | 20.63% | 6.3 |
|
| 4120 |
4120
Coleford Investment Management
Toronto, Ontario,
Canada
| USD 411 M | -USD 5.36 M | -1% | 6.86% | – | 22 | 0% | 0.9 |
|
| 4121 |
4121
McElhenny Sheffield Capital Management
Dallas,
Texas
| USD 411 M | -USD 11 M | -3% | 3.07% | 89.1% | 121 | 29.75% | 2.1 |
|
| 4122 |
4122
Technology Crossover Management VIII
Menlo Park,
California
| USD 411 M | -USD 41.5 M | -9% | 9.01% | 70% | 5 | 0% | 5.8 |
|
| 4123 |
4123
JPL Wealth Management
Highlands Ranch,
Colorado
| USD 410 M | -USD 10.8 M | -3% | 1.8% | – | 1,193 | 90.7% | 1.6 |
|
| 4124 |
4124
Detalus Advisors
St. Louis,
Missouri
| USD 410 M | +USD 24 M | +6% | 2.08% | 75.7% | 181 | 9.39% | 3.2 |
|
| 4125 |
4125
Evergreen Advisors
Chattanooga,
Tennessee
| USD 410 M | – | – | 1.41% | – | 24 | – | 3.4 |
|