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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
4351
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| USD 303 M | -USD 141 M | -32% | 3.67% | 48.6% | 10 | 40% | 1.1 |
|
| 4352 |
4352
Operose Advisors
Milwaukee,
Wisconsin
| USD 302 M | +USD 9.6 M | +3% | 1.42% | 68.8% | 459 | 23.53% | 2.1 |
|
| 4353 |
LI
4353
LHM Inc
Sandy,
Utah
| USD 302 M | -USD 12.6 M | -4% | 6.01% | – | 25 | 20% | 0.8 |
|
| 4354 |
4354
West Michigan Advisors
Holland,
Michigan
| USD 302 M | -USD 29.7 M | -9% | 4.07% | 97.4% | 256 | 28.13% | 1.7 |
|
| 4355 |
4355
Court Place Advisors
Ellicott City,
Maryland
| USD 301 M | -USD 6.87 M | -2% | 0.49% | 92% | 150 | 2% | 7.6 |
|
| 4356 |
4356
11 Capital Partners
Darien,
Connecticut
| USD 301 M | +USD 52.8 M | +21% | 4.03% | 101% | 19 | 21.05% | 1.6 |
|
| 4357 |
4357
Divergent Planning
Bethesda,
Maryland
| USD 301 M | +USD 9.01 M | +3% | 1.99% | 43.3% | 31 | 12.9% | 2.5 |
|
| 4358 |
4358
Almitas Capital
Santa Monica,
California
| USD 301 M | -USD 155 M | -34% | 6.08% | 86.1% | 106 | 37.74% | 0.9 |
|
| 4359 |
4359
DoubleLine ETF Adviser
Tampa,
Florida
| USD 301 M | -USD 69.4 M | -19% | 0.14% | 51.6% | 196 | 37.76% | 0.6 |
|
| 4360 |
4360
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| USD 301 M | -USD 119 M | -28% | 4.26% | 47.9% | 19 | 36.84% | 1.2 |
|
| 4361 |
HC
4361
Headland Capital
Mt. Pleasant,
South Carolina
| USD 301 M | +USD 8.63 M | +3% | 2.48% | – | 72 | 40.28% | 0.2 |
|
| 4362 |
4362
Performa Ltd (US)
Charleston,
South Carolina
| USD 301 M | +USD 16.6 M | +6% | 2.98% | 59.6% | 65 | 38.46% | 2.1 |
|
| 4363 |
4363
Fiduciary Family Office
Boca Raton,
Florida
| USD 301 M | -USD 39.3 M | -12% | 4.42% | 97.3% | 249 | 94.78% | 0.1 |
|
| 4364 |
4364
Cannell Capital
Alta,
Wyoming
| USD 301 M | -USD 187 M | -38% | 6.76% | 127% | 60 | 28.33% | 2.1 |
|
| 4365 |
WA
4365
WP Advisors
San Francisco,
California
| USD 300 M | +USD 192 k | +0.1% | 1.59% | 113% | 115 | 14.78% | 4.3 |
|
| 4366 |
4366
Triumph Capital Management
Denver,
Colorado
| USD 300 M | +USD 8.03 M | +3% | 2.01% | 55.5% | 304 | 19.41% | 1.3 |
|
| 4367 |
4367
Howard Bailey Securities
Fort Wayne,
Indiana
| USD 300 M | +USD 30.8 M | +11% | 1.08% | – | 186 | 28.49% | 0.4 |
|
| 4368 |
4368
Wells Trecaso Financial Group
Akron,
Ohio
| USD 300 M | -USD 6.07 M | -2% | 2.36% | 108% | 94 | 8.51% | 4.9 |
|
| 4369 |
4369
West Branch Capital
Amherst,
Massachusetts
| USD 300 M | -USD 13.7 M | -4% | 5.05% | 156% | 587 | 16.87% | 2.9 |
|
| 4370 |
4370
BankPlus Trust Department
Jackson,
Mississippi
| USD 300 M | -USD 5.11 M | -2% | 1.81% | – | 519 | 17.73% | 0.2 |
|
| 4371 |
4371
Abound Wealth Management
Franklin,
Tennessee
| USD 300 M | -USD 12.1 M | -4% | 3.11% | 65.7% | 1,342 | 14.16% | 1.8 |
|
| 4372 |
4372
Boulay Financial Advisors
Eden Prairie,
Minnesota
| USD 299 M | – | – | 2.85% | – | 2 | – | 0 |
|
| 4373 |
4373
Great Oak Capital Partners
South Easton,
Massachusetts
| USD 299 M | USD 0 | 0% | 0.64% | – | 32 | 0% | 1.2 |
|
| 4374 |
4374
Palumbo Wealth Management
Great Neck,
New York
| USD 299 M | +USD 31.3 M | +12% | 1.21% | 115% | 199 | 18.09% | 1.8 |
|
| 4375 |
4375
Investment Advisory Group
Hanover,
Massachusetts
| USD 299 M | +USD 304 k | +0.1% | 1.92% | 61.6% | 174 | 6.9% | 2.3 |
|