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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
4476
American Financial Group
Cincinnati,
Ohio
| USD 266 M | -USD 5.76 M | -2% | 4.7% | 32.5% | 75 | 5.33% | 5.1 |
|
| 4477 |
UAG
4477
United Advisor Group
Cincinnati,
Ohio
| USD 266 M | +USD 183 M | +220% | 8.91% | 88% | 214 | 76.17% | 0.1 |
|
| 4478 |
CSWG
4478
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| USD 266 M | +USD 14.4 M | +6% | 8.24% | 76% | 77 | 28.57% | 3.1 |
|
| 4479 |
4479
Grey Fox Wealth Advisors
Rockland,
Delaware
| USD 266 M | +USD 35.8 M | +16% | 4.97% | 45.3% | 133 | 24.06% | 0.8 |
|
| 4480 |
4480
Global Wealth Strategies & Associates
Denver,
Colorado
| USD 266 M | +USD 25.8 M | +11% | 7.51% | 68.7% | 392 | 25.26% | 0.9 |
|
| 4481 |
4481
GoodHaven Capital Management
Millburn,
New Jersey
| USD 266 M | +USD 35.2 M | +15% | 14.8% | 80.7% | 26 | 0% | 4.4 |
|
| 4482 |
4482
Glassy Mountain Advisors
Bethesda,
Maryland
| USD 266 M | +USD 23.1 M | +10% | 9.98% | 91.5% | 56 | 5.36% | 0.7 |
|
| 4483 |
4483
Parus Finance (UK)
London,
United Kingdom
| USD 266 M | +USD 73.1 M | +38% | 20.1% | 199% | 35 | 22.86% | 3.3 |
|
| 4484 |
4484
Deepwater Asset Management
Minneapolis,
Minnesota
| USD 265 M | +USD 13.4 M | +5% | 12.1% | 142% | 33 | 33.33% | 0.8 |
|
| 4485 |
4485
Prudent Investors Network
Lake Forest,
California
| USD 265 M | – | – | 6.34% | – | 53 | – | 1.6 |
|
| 4486 |
4486
Gemsstock Ltd
London,
United Kingdom
| USD 265 M | -USD 4.43 M | -2% | 15.4% | 149% | 15 | 26.67% | 0.8 |
|
| 4487 |
4487
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| USD 265 M | +USD 24.1 M | +10% | 6.89% | 59.6% | 145 | 18.62% | 2 |
|
| 4488 |
4488
McCarthy & Cox
Marysville,
Ohio
| USD 265 M | – | – | 3.43% | – | 49 | – | 0 |
|
| 4489 |
SL
4489
SOF Ltd
George Town,
Cayman Islands
| USD 265 M | +USD 13.1 M | +5% | 5.21% | 42.3% | 1 | 0% | 7.3 |
|
| 4490 |
4490
Marks Wealth
Annapolis,
Maryland
| USD 265 M | +USD 78.5 M | +42% | 8.39% | 165% | 23 | 69.57% | 0.7 |
|
| 4491 |
TA
4491
TCM Advisors
Martinsburg,
West Virginia
| USD 264 M | -USD 249 M | -48% | 7.13% | 56.1% | 63 | 0% | 1.6 |
|
| 4492 |
FP
4492
Fiduciary Planning
Englewood,
Florida
| USD 264 M | +USD 29.5 M | +13% | 7.91% | 71.4% | 59 | 15.25% | 1.4 |
|
| 4493 |
AFA
4493
Alta Fundamental Advisers
New York
| USD 264 M | +USD 43.1 M | +19% | 9.91% | 340% | 24 | 37.5% | 1.5 |
|
| 4494 |
4494
First Citizens Asset Management
Raleigh,
North Carolina
| USD 264 M | +USD 14.3 M | +6% | 5.37% | 48.4% | 38 | 21.05% | 1.2 |
|
| 4495 |
LLWM
4495
Life Line Wealth Management
Beverly Hills,
California
| USD 264 M | +USD 11.5 M | +5% | 4.97% | – | 36 | 38.89% | 0.2 |
|
| 4496 |
4496
CJM Wealth Advisers
Falls Church,
Virginia
| USD 264 M | +USD 37.3 M | +16% | 9.02% | 76.8% | 67 | 13.43% | 1.6 |
|
| 4497 |
FP
4497
Financial Perspectives
Minneapolis,
Minnesota
| USD 264 M | +USD 17.4 M | +7% | 9.14% | 104% | 716 | 8.1% | 3.4 |
|
| 4498 |
WCM
4498
Westerly Capital Management
San Francisco,
California
| USD 264 M | +USD 61.4 M | +30% | 10.7% | 116% | 70 | 50% | 1.2 |
|
| 4499 |
QGA
4499
Q Global Advisors
Fort Worth,
Texas
| USD 264 M | +USD 132 M | +100% | 9.75% | 79% | 124 | 15.32% | 1.7 |
|
| 4500 |
4500
Prostatis Group
Hanover,
Maryland
| USD 264 M | +USD 24.5 M | +10% | 7.48% | 72.9% | 150 | 23.33% | 1.3 |
|