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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
4276
BOCHK Asset Management
Hong Kong
| USD 286 M | +USD 124 M | +76% | 43.5% | 503% | 90 | 62.22% | 0.1 |
|
| 4277 |
4277
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| USD 286 M | +USD 14.9 M | +5% | 9.81% | 89.4% | 194 | 13.92% | 2.3 |
|
| 4278 |
4278
James J. Burns & Company
Melville,
New York
| USD 286 M | -USD 134 M | -32% | 7.37% | 70.2% | 124 | 34.68% | 1.2 |
|
| 4279 |
AWA
4279
Aquire Wealth Advisors
South Jordan,
Utah
| USD 286 M | +USD 23.1 M | +9% | 6.23% | 60.2% | 46 | 13.04% | 1.7 |
|
| 4280 |
4280
Financial Security Advisor
Virginia Beach,
Virginia
| USD 286 M | +USD 31.6 M | +12% | 10.2% | 83.5% | 114 | 11.4% | 0.4 |
|
| 4281 |
4281
Rockline Wealth Management
Plainview,
New York
| USD 286 M | +USD 45.3 M | +19% | 18.8% | 176% | 95 | 9.47% | 0.2 |
|
| 4282 |
4282
Beach Point Capital Management
Santa Monica,
California
| USD 286 M | +USD 35.2 M | +14% | 4.7% | 84.1% | 13 | 23.08% | 1.7 |
|
| 4283 |
4283
Packer & Co
Cottesloe,
Australia
| USD 286 M | +USD 15.3 M | +6% | 8.2% | – | 3 | 0% | 4.3 |
|
| 4284 |
4284
NovaPoint Capital
Atlanta,
Georgia
| USD 285 M | +USD 16.1 M | +6% | 8.2% | 94% | 143 | 12.59% | 2.7 |
|
| 4285 |
4285
Atlas Merchant Capital
New York
| USD 285 M | -USD 81.8 M | -22% | 2.68% | 67.6% | 94 | 35.11% | 0.7 |
|
| 4286 |
LIC
4286
Laurus Investment Counsel
Toronto,
Canada
| USD 285 M | +USD 9.22 M | +3% | 7.37% | 14.1% | 40 | 5% | 3.4 |
|
| 4287 |
4287
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| USD 285 M | +USD 34.2 M | +14% | 12.1% | 136% | 155 | 21.94% | 2.9 |
|
| 4288 |
4288
Jentner Corp
Akron,
Ohio
| USD 285 M | +USD 25.8 M | +10% | 4.74% | 38.9% | 54 | 11.11% | 3.5 |
|
| 4289 |
4289
MSH Capital Advisors
Scottsdale,
Arizona
| USD 285 M | +USD 17 M | +6% | 7.46% | 77.4% | 225 | 10.22% | 1.7 |
|
| 4290 |
4290
AlphaMark Advisors
Ft. Wright,
Kentucky
| USD 284 M | +USD 21.1 M | +8% | 9.78% | 26.4% | 850 | 26% | 3.4 |
|
| 4291 |
4291
MBM Wealth Consultants
Chesterfield,
Missouri
| USD 284 M | +USD 16.6 M | +6% | 7.47% | 57.1% | 110 | 8.18% | 3 |
|
| 4292 |
4292
Pineridge Advisors
St. Charles,
Missouri
| USD 284 M | -USD 17.5 M | -6% | 2.87% | – | 862 | 34.8% | 0.2 |
|
| 4293 |
SM
4293
Samjo Management
New York
| USD 284 M | +USD 1.97 M | +0.7% | 1.6% | – | 56 | 12.5% | 0.2 |
|
| 4294 |
4294
Strata Wealth Advisors
Dallas,
Texas
| USD 284 M | +USD 30.4 M | +12% | 9.12% | 73.6% | 84 | 28.57% | 0.6 |
|
| 4295 |
4295
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
| USD 284 M | +USD 19.3 M | +7% | 5.52% | 44.5% | 104 | 6.73% | 1.5 |
|
| 4296 |
4296
Sentinus LLC
Oak Brook,
Illinois
| USD 284 M | – | – | 6% | – | 171 | – | 1 |
|
| 4297 |
4297
Physicians Financial Services
Raleigh,
North Carolina
| USD 284 M | +USD 20.1 M | +8% | 10.5% | 116% | 104 | 1.92% | 6.4 |
|
| 4298 |
LJHT
4298
Laurie J. Hall Trustee
| USD 284 M | +USD 23 M | +9% | 11.3% | 105% | 262 | 5.73% | 6.6 |
|
| 4299 |
AFS
4299
Aft Forsyth & Sober
Valrico,
Florida
| USD 284 M | +USD 24.3 M | +9% | 12% | 94.6% | 85 | 9.41% | 3.2 |
|
| 4300 |
4300
Atwater Malick
Lancaster,
Pennsylvania
| USD 284 M | +USD 28.6 M | +11% | 9.77% | 83.4% | 79 | 13.92% | 2.8 |
|