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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
4551
Shoker Investment Counsel
Oxford,
Ohio
| USD 190 M | +USD 12 M | +7% | 9.57% | 88.9% | 98 | 12.24% | 4.1 |
|
| 4552 |
4552
Lumature Wealth Partners
Alpharetta,
Georgia
| USD 190 M | +USD 84.6 M | +80% | 1.49% | – | 355 | 54.93% | 0.1 |
|
| 4553 |
4553
Keeler Thomas Management
Orem,
Utah
| USD 190 M | +USD 12.2 M | +7% | 2.38% | 52.1% | 84 | 28.57% | 1.7 |
|
| 4554 |
4554
Norway Savings Bank
Portland,
Maine
| USD 190 M | +USD 15.6 M | +9% | 5.54% | 117% | 465 | 32.9% | 2.9 |
|
| 4555 |
4555
Augustine Asset Management
Jacksonville,
Florida
| USD 190 M | -USD 3.15 M | -2% | 5.25% | 316% | 87 | 8.05% | 2.9 |
|
| 4556 |
4556
Rings Capital Management
Chicago,
Illinois
| USD 190 M | +USD 12.8 M | +7% | 6.5% | 40.9% | 8 | 0% | 1.5 |
|
| 4557 |
4557
Tucker Asset Management
Littleton,
Colorado
| USD 190 M | +USD 24 M | +14% | 5.97% | 71.6% | 408 | 28.68% | 0.2 |
|
| 4558 |
4558
Wells Trecaso Financial Group
Akron,
Ohio
| USD 190 M | +USD 9.9 M | +6% | 6.96% | 108% | 88 | 10.23% | 2.1 |
|
| 4559 |
4559
High Probability Advisors
Pittsford,
New York
| USD 190 M | +USD 26.2 M | +16% | 5.54% | 52.6% | 37 | 18.92% | 0.2 |
|
| 4560 |
4560
IRON Financial
Northbrook,
Illinois
| USD 190 M | -USD 9.18 M | -5% | 2.01% | 60.6% | 150 | 49.33% | 2.2 |
|
| 4561 |
4561
Ironwood Investment Management
Boston,
Massachusetts
| USD 189 M | +USD 18.4 M | +11% | 13.2% | 164% | 176 | 8.52% | 4.4 |
|
| 4562 |
4562
Legacy Financial Strategies
Overland Park,
Kansas
| USD 189 M | -USD 7.01 M | -4% | 6.33% | 76.7% | 69 | 14.49% | 2.1 |
|
| 4563 |
4563
Calixto Global Investors
Coral Gables,
Florida
| USD 189 M | -USD 22 M | -10% | 9.27% | 180% | 21 | 71.43% | 0.5 |
|
| 4564 |
4564
VCU Investment Management
Richmond,
Virginia
| USD 189 M | -USD 4.47 M | -2% | 0.06% | – | 8 | 0% | 2.3 |
|
| 4565 |
4565
Union Bancaire Privee Asset Management
New York
| USD 189 M | -USD 28.3 M | -13% | 2.24% | – | 38 | 7.89% | 2 |
|
| 4566 |
4566
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| USD 189 M | +USD 28.3 M | +18% | 11.2% | 83.4% | 66 | 13.64% | 0.2 |
|
| 4567 |
4567
Round Hill Asset Management
Pasadena,
California
| USD 189 M | +USD 10.6 M | +6% | 8.11% | 43.2% | 61 | 8.2% | 3.3 |
|
| 4568 |
4568
Gradient Capital Advisors
San Diego,
California
| USD 189 M | +USD 13.6 M | +8% | 3.65% | 78.5% | 110 | 9.09% | 2.4 |
|
| 4569 |
4569
Private Capital Management (Colorado)
Denver,
Colorado
| USD 189 M | +USD 20.6 M | +12% | 7.3% | 20% | 132 | 17.42% | 1.2 |
|
| 4570 |
4570
Graybill Wealth Management
Elmhurst,
Illinois
| USD 189 M | +USD 11.5 M | +6% | 6.67% | – | 54 | 7.41% | 3.9 |
|
| 4571 |
4571
William Marsh Rice University
Houston,
Texas
| USD 189 M | +USD 51.7 M | +38% | 3.51% | 1.81% | 7 | 57.14% | 0.7 |
|
| 4572 |
AA
4572
AF Advisors
Sacramento,
California
| USD 189 M | -USD 13.3 M | -7% | 4.54% | 14.8% | 23 | 52.17% | 0.9 |
|
| 4573 |
4573
Martin Capital Partners
Eugene,
Oregon
| USD 188 M | +USD 17.3 M | +10% | 7.92% | 42.3% | 72 | 11.11% | 1.9 |
|
| 4574 |
4574
Freedom Day Solutions
Houston,
Texas
| USD 188 M | +USD 4.52 M | +2% | 4.17% | 86.6% | 101 | 6.93% | 1.8 |
|
| 4575 |
BDWCC
4575
B&D White Capital Company
Lakeway,
Texas
| USD 188 M | +USD 12.4 M | +7% | 3.12% | 44.2% | 90 | 54.44% | 0.2 |
|