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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
Keywise Capital Management (HK)
Hong Kong
| USD 239 M | -USD 169 M | -41% | 30.2% | 684% | 25 | 60% | 0.4 |
|
| 4202 |
4202
Denali Advisors
San Diego,
California
| USD 239 M | -USD 21.9 M | -8% | 2.21% | 106% | 331 | 30.21% | 1.6 |
|
| 4203 |
4203
Financial Life Advisors
San Antonio,
Texas
| USD 239 M | +USD 6.85 M | +3% | 0.94% | 47% | 56 | 3.57% | 2 |
|
| 4204 |
4204
AMI Investment Management
Kendallville,
Indiana
| USD 239 M | -USD 13.7 M | -5% | 0.49% | 52% | 77 | 9.09% | 4.2 |
|
| 4205 |
4205
TMD Wealth Management
Scottsdale,
Arizona
| USD 239 M | +USD 9.7 M | +4% | 1.09% | 2.41% | 43 | 9.3% | 0.6 |
|
| 4206 |
4206
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
| USD 239 M | +USD 21.7 M | +10% | 0.25% | 112% | 15 | 13.33% | 0.6 |
|
| 4207 |
4207
Cohen & Co Financial Management
New York
| USD 238 M | +USD 81.3 M | +52% | 0.69% | – | 188 | 84.04% | 0 |
|
| 4208 |
4208
Stevens Capital Management
Radnor,
Pennsylvania
| USD 238 M | -USD 103 M | -30% | 2.44% | 128% | 277 | 72.56% | 0.2 |
|
| 4209 |
4209
Leonard Rickey Investment Advisors
Yakima,
Washington
| USD 238 M | +USD 6.92 M | +3% | 1.56% | 60.4% | 74 | 8.11% | 2.3 |
|
| 4210 |
4210
Soapstone Management
Bethesda,
Maryland
| USD 238 M | -USD 11.2 M | -4% | 3.3% | 30.3% | 21 | 23.81% | 1.7 |
|
| 4211 |
4211
Claro Advisors
Boston,
Massachusetts
| USD 238 M | +USD 15.6 M | +7% | 0.41% | 98.8% | 267 | 14.61% | 1.6 |
|
| 4212 |
4212
Friess Associates
Greenville,
Delaware
| USD 238 M | -USD 27.3 M | -10% | 1.8% | 256% | 115 | 50.43% | 0.6 |
|
| 4213 |
MFGP
4213
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| USD 238 M | +USD 2.59 M | +1% | 0.99% | 65.5% | 60 | 3.33% | 2.2 |
|
| 4214 |
4214
Nicollet Investment Management
Minneapolis,
Minnesota
| USD 238 M | -USD 8.06 M | -3% | 0.16% | 104% | 68 | 8.82% | 2.9 |
|
| 4215 |
4215
Ballast Inc
Lexington,
Kentucky
| USD 237 M | +USD 74 k | +0% | 0.89% | 71.3% | 96 | 4.17% | 2.7 |
|
| 4216 |
4216
RPg Family Wealth Advisory
Burlington,
Massachusetts
| USD 237 M | -USD 9.6 M | -4% | 0.1% | 123% | 289 | 7.27% | 2.6 |
|
| 4217 |
OIA
4217
Optimum Investment Advisors
Chicago,
Illinois
| USD 237 M | -USD 83.3 M | -26% | 0.2% | 125% | 950 | 14.84% | 3.5 |
|
| 4218 |
PWP
4218
Personal Wealth Partners
Bloomington,
Minnesota
| USD 237 M | -USD 10.6 M | -4% | 0.99% | 37.2% | 438 | 82.88% | 1.8 |
|
| 4219 |
4219
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| USD 237 M | +USD 2.33 M | +1% | 0.89% | 52.9% | 220 | 10.45% | 1.8 |
|
| 4220 |
4220
Front Row Advisors
Tiburon,
California
| USD 237 M | -USD 6.79 M | -3% | 0.43% | 142% | 976 | 2.46% | 2.7 |
|
| 4221 |
4221
Peoples Financial Services Corp
Moosic,
Pennsylvania
| USD 237 M | -USD 1.82 M | -0.8% | 0.56% | 104% | 294 | 2.72% | 5.7 |
|
| 4222 |
4222
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| USD 237 M | +USD 5.3 M | +2% | 1.45% | 151% | 92 | 14.13% | 1.3 |
|
| 4223 |
4223
D. Scott Neal
Lexington,
Kentucky
| USD 237 M | +USD 16.1 M | +7% | 0.53% | 105% | 54 | 14.81% | 2.6 |
|
| 4224 |
4224
Aries Wealth Management
Portland,
Maine
| USD 236 M | +USD 2.61 M | +1% | 0.33% | 87.7% | 185 | 4.32% | 2.5 |
|
| 4225 |
4225
Navalign LLC
Encino,
California
| USD 236 M | +USD 30 k | +0% | 0.44% | 58.7% | 126 | 7.94% | 0.5 |
|