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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4851 |
4851
Centerstone Investors
New York
| USD 103 M | -USD 6.9 M | -6% | 26.3% | 73.7% | 28 | 17.86% | 1.1 |
|
| 4852 |
4852
Powell Investment Advisors
Miami,
Florida
| USD 103 M | +USD 20.9 M | +25% | 17.3% | 82.4% | 121 | 14.05% | 0.4 |
|
| 4853 |
4853
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| USD 103 M | +USD 16.9 M | +20% | 18.9% | 62% | 189 | 10.05% | 0.4 |
|
| 4854 |
4854
Chronos Wealth Management
Clearwater,
Florida
| USD 103 M | +USD 16.6 M | +19% | 19.6% | 92.3% | 41 | 9.76% | 0.5 |
|
| 4855 |
4855
Riverview Trust Company
Vancouver,
Washington
| USD 103 M | -USD 1.02 M | -1% | 18.9% | 90.1% | 280 | 8.93% | 1.3 |
|
| 4856 |
4856
Davidson Trust Company
Seattle,
Washington
| USD 103 M | +USD 21.9 M | +27% | 17.2% | 77% | 118 | 16.95% | 0.4 |
|
| 4857 |
4857
ARQ Wealth Advisors
Scottsdale,
Arizona
| USD 103 M | +USD 14.9 M | +17% | 16% | 59.3% | 44 | 18.18% | 0.2 |
|
| 4858 |
RHDIC
4858
R.H. Dinel Investment Counsel
Los Angeles,
California
| USD 103 M | +USD 18.2 M | +22% | 22% | 55.9% | 45 | 2.22% | 5.8 |
|
| 4859 |
4859
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| USD 102 M | +USD 23.9 M | +30% | 13.4% | 64.5% | 338 | 10.65% | 0.9 |
|
| 4860 |
4860
Fairbanks Capital Management
Rancho Santa Fe,
California
| USD 102 M | +USD 25.7 M | +34% | 23.8% | 90% | 58 | 15.52% | 1.7 |
|
| 4861 |
4861
Strategic Wealth Investment Group
Louisville,
Kentucky
| USD 102 M | +USD 40.7 M | +66% | 18.3% | – | 85 | 54.12% | 0.2 |
|
| 4862 |
4862
Tandem Capital Management
Woodcliff Lake,
New Jersey
| USD 102 M | +USD 13.3 M | +15% | 28.3% | 128% | 77 | 14.29% | 0.4 |
|
| 4863 |
4863
Somerset Group
Wayzata,
Minnesota
| USD 102 M | +USD 15.2 M | +17% | 19.6% | 95.6% | 63 | 11.11% | 4.1 |
|
| 4864 |
GIC
4864
Gantzert Investment Company
Joliet,
Illinois
| USD 102 M | +USD 8.81 M | +9% | 14.7% | – | 64 | 23.44% | 1.3 |
|
| 4865 |
4865
Consolidated Planning Corp
Atlanta,
Georgia
| USD 102 M | +USD 22.3 M | +28% | 22.3% | 84.6% | 42 | 14.29% | 0.4 |
|
| 4866 |
4866
Omnia Family Wealth
Aventura,
Florida
| USD 102 M | +USD 5.84 M | +6% | 12.5% | 87.5% | 78 | 15.38% | 2.9 |
|
| 4867 |
APG
4867
Andrew P. Goldfarb
| USD 102 M | +USD 56.4 M | +124% | 124% | – | 1 | 0% | 1.5 |
|
| 4868 |
4868
Ballew Advisors
Jackson,
Mississippi
| USD 102 M | +USD 13.3 M | +15% | 14.4% | 68% | 93 | 21.51% | 1.8 |
|
| 4869 |
JCA
4869
Jade Capital Advisors
Essex Fells,
New Jersey
| USD 102 M | +USD 22.5 M | +28% | 30.8% | 28.9% | 95 | 60% | 0.2 |
|
| 4870 |
4870
Costello Asset Management
Feasterville,
Pennsylvania
| USD 102 M | – | – | 21.5% | 81.5% | 223 | – | 0.3 |
|
| 4871 |
4871
Penbrook Management
New York
| USD 102 M | +USD 23.6 M | +30% | 40.9% | 107% | 109 | 11.01% | 3.9 |
|
| 4872 |
4872
Avalon Capital Management
Port Of Redwood City,
California
| USD 102 M | +USD 17.4 M | +21% | 14% | 163% | 31 | 58.06% | 1.9 |
|
| 4873 |
KRC
4873
Kehrs Ridge Capital
Holmdel,
New Jersey
| USD 101 M | – | – | 10.6% | – | 14 | – | 0.2 |
|
| 4874 |
4874
Cox Capital Management
Andover,
Massachusetts
| USD 101 M | -USD 13.3 M | -12% | 14.6% | 106% | 196 | 66.33% | 1.4 |
|
| 4875 |
4875
Quantinno Capital Management
New York
| USD 101 M | -USD 58.7 M | -37% | 31% | 132% | 494 | 65.59% | 0.3 |
|