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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
CWM
4976
Capital Wealth Management
W. Warwick,
Rhode Island
| USD 99.2 M | +USD 5.36 M | +6% | 6.29% | 51.3% | 36 | 25% | 1.6 |
|
| 4977 |
JCA
4977
Jade Capital Advisors
Essex Fells,
New Jersey
| USD 99.1 M | -USD 2.62 M | -3% | 12.3% | 28.9% | 88 | 59.09% | 0.3 |
|
| 4978 |
4978
Security National Bank of So Dak
Sioux City,
Iowa
| USD 99 M | +USD 11.4 M | +13% | 11.4% | 67.7% | 83 | 9.64% | 4.3 |
|
| 4979 |
NICM
4979
Neo Ivy Capital Management
New York
| USD 98.8 M | +USD 11.6 M | +13% | 4.59% | – | 672 | 68.01% | 0.2 |
|
| 4980 |
4980
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| USD 98.8 M | +USD 7.41 M | +8% | 5.17% | 68.6% | 30 | 3.33% | 0.6 |
|
| 4981 |
NED
4981
Nancy E. Dempze
| USD 98.5 M | +USD 9 M | +10% | 8.6% | 94.5% | 66 | 6.06% | 3.6 |
|
| 4982 |
4982
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| USD 98.4 M | +USD 10.3 M | +12% | 10.8% | 85.6% | 97 | 7.22% | 4.1 |
|
| 4983 |
4983
&Partners
Nashville,
Tennessee
| USD 98.4 M | +USD 15.6 M | +19% | 8.77% | 78.4% | 147 | 23.13% | 1 |
|
| 4984 |
4984
Wilshire Advisors
Santa Monica,
California
| USD 98.3 M | +USD 3.21 M | +3% | 3.61% | 129% | 25 | 8% | 3.5 |
|
| 4985 |
4985
Daily Journal Corp
Los Angeles,
California
| USD 98.3 M | -USD 2.63 M | -3% | 2.38% | 109% | 4 | 0% | 6.8 |
|
| 4986 |
4986
Matrix Private Capital Group
New York
| USD 98.2 M | +USD 7.58 M | +8% | 6.99% | 62.5% | 174 | 9.77% | 0.7 |
|
| 4987 |
4987
Centerstone Investors
New York
| USD 98 M | -USD 5.47 M | -5% | 3.84% | 73.7% | 25 | 12% | 1.5 |
|
| 4988 |
4988
Palmer Knight Company
Jacksonville,
Florida
| USD 98 M | -USD 30.6 M | -24% | 10.7% | 90.5% | 27 | 14.81% | 1.4 |
|
| 4989 |
4989
VERITY Wealth Advisors
Sausalito,
United States
| USD 97.9 M | +USD 4.36 M | +5% | 6.03% | 68.4% | 51 | 7.84% | 1.5 |
|
| 4990 |
FP
4990
Factorial Partners
Mt. Kisco,
New York
| USD 97.9 M | +USD 6.6 M | +7% | 7.67% | 88.7% | 104 | 16.35% | 1.6 |
|
| 4991 |
AMAL
4991
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| USD 97.8 M | +USD 22 M | +29% | 14.3% | 125% | 20 | 20% | 4.1 |
|
| 4992 |
TMC
4992
Trellus Management Company
Delray Beach,
Florida
| USD 97.6 M | +USD 5.26 M | +6% | 21.7% | 268% | 74 | 48.65% | 1.6 |
|
| 4993 |
4993
Key Financial Inc
West Chester,
Pennsylvania
| USD 97.5 M | +USD 10.3 M | +12% | 7.75% | 64.1% | 115 | 17.39% | 0.6 |
|
| 4994 |
4994
Washington Capital Management
Seattle,
Washington
| USD 97.5 M | +USD 7.58 M | +8% | 8.24% | 81.8% | 105 | 22.86% | 2.3 |
|
| 4995 |
4995
Boardman Bay Capital Management
New York
| USD 97.4 M | -USD 25 M | -20% | 7.95% | 145% | 86 | 56.98% | 0.8 |
|
| 4996 |
4996
Bank of Marin
Novato,
California
| USD 97.4 M | +USD 9.8 M | +11% | 11% | 94.6% | 118 | 10.17% | 0.6 |
|
| 4997 |
4997
Dean Capital Management
Overland Park,
Kansas
| USD 97.1 M | +USD 11.4 M | +13% | 2.96% | 89.7% | 147 | 25.85% | 0.8 |
|
| 4998 |
4998
Islay Capital Management
Lubbock,
Texas
| USD 97.1 M | +USD 11.1 M | +13% | 5.22% | 72% | 332 | 40.36% | 0.5 |
|
| 4999 |
4999
Heronetta Management
New York
| USD 97 M | -USD 8.91 M | -8% | 6.36% | 55.4% | 25 | 4% | 4.6 |
|
| 5000 |
5000
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
| USD 96.9 M | +USD 16.3 M | +20% | 10.7% | 82.2% | 55 | 25.45% | 0.5 |
|