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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4376 |
4376
Lowell Blake & Associates
Boston,
Massachusetts
| USD 255 M | +USD 39.2 M | +18% | 12.7% | 44.2% | 58 | 8.62% | 1.5 |
|
| 4377 |
4377
Westbourne Investment Advisors
Annapolis,
Maryland
| USD 255 M | +USD 34.9 M | +16% | 10.3% | 107% | 102 | 20.59% | 2.2 |
|
| 4378 |
DI
4378
DAGCO Inc
Westlake,
Ohio
| USD 254 M | +USD 21.2 M | +9% | 7.92% | 75% | 107 | 2.8% | 2.3 |
|
| 4379 |
4379
Whitcomb & Hess
Ashland,
Ohio
| USD 254 M | +USD 18.5 M | +8% | 2.09% | 54% | 32 | 6.25% | 0.4 |
|
| 4380 |
4380
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| USD 254 M | +USD 9.48 M | +4% | 9.05% | 83% | 114 | 5.26% | 4.9 |
|
| 4381 |
4381
Collective Family Office
York,
Pennsylvania
| USD 254 M | +USD 21.6 M | +9% | 5.42% | 52.5% | 191 | 15.71% | 0.8 |
|
| 4382 |
TLP
4382
Tri Locum Partners
New York
| USD 254 M | +USD 2.37 M | +0.9% | 31.9% | 357% | 58 | 81.03% | 0.1 |
|
| 4383 |
PCA
4383
Prospect Capital Advisors
Sausalito,
California
| USD 254 M | -USD 49 M | -16% | 0.48% | 202% | 36 | 25% | 2.1 |
|
| 4384 |
4384
Precept Management
Dallas,
Texas
| USD 254 M | +USD 39.7 M | +19% | 17.3% | 110% | 104 | 68.27% | 0.8 |
|
| 4385 |
4385
Global Trust Asset Management
West Palm Beach,
Florida
| USD 254 M | +USD 30.2 M | +14% | 10% | 178% | 450 | 15.11% | 2.4 |
|
| 4386 |
4386
Financial Life Advisors
San Antonio,
Texas
| USD 254 M | +USD 14.9 M | +6% | 3.4% | 47% | 55 | 3.64% | 2.2 |
|
| 4387 |
4387
Highside Global Management
Dallas,
Texas
| USD 254 M | +USD 5.61 M | +2% | 1.15% | 11.1% | 19 | 31.58% | 0.8 |
|
| 4388 |
4388
Oarsman Capital
Milwaukee,
Wisconsin
| USD 254 M | +USD 6.6 M | +3% | 7.98% | 74.9% | 200 | 10.5% | 4 |
|
| 4389 |
4389
BHK Investment Advisors
Birmingham,
Alabama
| USD 253 M | +USD 10.7 M | +4% | 5.79% | 54.6% | 66 | 4.55% | 3 |
|
| 4390 |
CA
4390
Crumly & Associates
Springfield,
Illinois
| USD 253 M | +USD 38.3 M | +18% | 7.85% | 58.1% | 116 | 24.14% | 1 |
|
| 4391 |
KMWM
4391
Keudell/Morrison Wealth Management
Salem,
Oregon
| USD 253 M | +USD 20 M | +9% | 9.78% | – | 203 | 19.21% | 1.8 |
|
| 4392 |
4392
BlueDrive Global Investors
London,
United Kingdom
| USD 253 M | -USD 56.8 M | -18% | 3.99% | 25.6% | 12 | 0% | 0.9 |
|
| 4393 |
4393
RPg Family Wealth Advisory
Burlington,
Massachusetts
| USD 253 M | +USD 15.8 M | +7% | 7.62% | 117% | 293 | 10.24% | 2.8 |
|
| 4394 |
4394
IAM Advisory
Easton,
Pennsylvania
| USD 253 M | +USD 17.3 M | +7% | 9.93% | 74.5% | 77 | 14.29% | 0.2 |
|
| 4395 |
4395
Wills Financial Group
Richmond,
Virginia
| USD 253 M | +USD 30.1 M | +14% | 11% | 57.5% | 68 | 1.47% | 3.8 |
|
| 4396 |
4396
Southern Wealth Management
Dallas,
Texas
| USD 253 M | -USD 87.4 M | -26% | 4.54% | 50% | 59 | 11.86% | 1.7 |
|
| 4397 |
4397
ValueWorks
New York
| USD 253 M | +USD 18 M | +8% | 4.03% | 190% | 35 | 8.57% | 3.4 |
|
| 4398 |
4398
Waterfront Wealth
Overland Park,
Kansas
| USD 253 M | +USD 45.6 M | +22% | 7.8% | 77.2% | 222 | 21.17% | 0.7 |
|
| 4399 |
4399
Horan Capital Advisors
Cincinnati,
Ohio
| USD 252 M | +USD 26.3 M | +12% | 11.2% | 26.6% | 93 | 10.75% | 3.9 |
|
| 4400 |
4400
S. Muoio & Co
New York
| USD 252 M | +USD 122 M | +94% | 8.55% | 327% | 125 | 47.2% | 2 |
|