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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 |
4976
Stewart Asset Management
New York
| USD 156 M | -USD 8.4 M | -5% | 2.32% | 42.5% | 28 | 10.71% | 1.2 |
|
| 4977 |
4977
626 Financial
Portage,
Michigan
| USD 156 M | – | – | 6.23% | 81.1% | 106 | – | 0 |
|
| 4978 |
4978
Mezzasalma Advisors
Tinton Falls,
New Jersey
| USD 156 M | -USD 281 k | -0.2% | 1.5% | 203% | 104 | 20.19% | 0.2 |
|
| 4979 |
4979
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| USD 156 M | -USD 4.94 M | -3% | 5.84% | 34.2% | 51 | 5.88% | 2.5 |
|
| 4980 |
4980
Seelaus Asset Management
Chatham,
New Jersey
| USD 156 M | +USD 18.2 M | +13% | 8.01% | 134% | 237 | 25.74% | 1.4 |
|
| 4981 |
4981
Fulcrum Asset Management
London,
United Kingdom
| USD 156 M | -USD 140 M | -47% | 8.06% | – | 181 | 0% | 0.1 |
|
| 4982 |
4982
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| USD 156 M | +USD 15 M | +11% | 4.47% | 199% | 83 | 33.73% | 0.2 |
|
| 4983 |
4983
Twin Securities
New York
| USD 156 M | +USD 14.4 M | +10% | 7.47% | 506% | 26 | 88.46% | 0.2 |
|
| 4984 |
SVC
4984
Strycker View Capital
New York
| USD 156 M | +USD 50.4 M | +48% | 21.9% | 114% | 34 | 91.18% | 0 |
|
| 4985 |
4985
Kelleher Financial Advisors
New York
| USD 156 M | +USD 22.7 M | +17% | 6.49% | 80.3% | 123 | 20.33% | 2.7 |
|
| 4986 |
4986
Kite Lake Capital Management (UK)
London,
United Kingdom
| USD 156 M | +USD 34.9 M | +29% | 11.7% | 337% | 7 | 57.14% | 0.3 |
|
| 4987 |
4987
Ferguson Shapiro
Decatur,
Georgia
| USD 156 M | +USD 20.9 M | +16% | 7.88% | 42.7% | 37 | 56.76% | 0.4 |
|
| 4988 |
4988
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| USD 156 M | +USD 9.07 M | +6% | 6.79% | 64.8% | 63 | 6.35% | 1.3 |
|
| 4989 |
4989
Eliot Finkel Investment Counsel
Beverly Hills,
California
| USD 155 M | +USD 22.9 M | +17% | 11.8% | 85.5% | 29 | 6.9% | 3.4 |
|
| 4990 |
4990
Argent Advisors
Monroe,
Louisiana
| USD 155 M | -USD 7.97 M | -5% | 9.82% | 71% | 162 | 22.22% | 0.9 |
|
| 4991 |
SMP
4991
Santa Monica Partners
Palm Beach Gardens,
Florida
| USD 155 M | +USD 20.1 M | +15% | 26.9% | 102% | 25 | 0% | 2.6 |
|
| 4992 |
4992
Jefferies Financial Group
New York
| USD 155 M | -USD 39 M | -20% | 13.4% | 146% | 7 | 28.57% | 1.8 |
|
| 4993 |
4993
Brookmont Capital Management
Dallas,
Texas
| USD 155 M | +USD 13.3 M | +9% | 10.9% | 32.2% | 55 | 12.73% | 5.1 |
|
| 4994 |
4994
Gitterman Wealth Management
Edison,
New Jersey
| USD 155 M | – | – | 2.13% | 33% | 65 | – | 0 |
|
| 4995 |
4995
Game Plan Financial Advisors
Westlake,
Ohio
| USD 155 M | +USD 14.4 M | +10% | 9.79% | 107% | 111 | 27.03% | 0.5 |
|
| 4996 |
4996
Swaine & Leidel Wealth Services
Sebring,
Florida
| USD 155 M | +USD 17.2 M | +12% | 7.26% | – | 76 | 30.26% | 0.9 |
|
| 4997 |
4997
Act Wealth Management
Plano,
Texas
| USD 155 M | -USD 719 k | -0.5% | 3.96% | 70% | 36 | 22.22% | 0.2 |
|
| 4998 |
RM
4998
Rudius Management
New York
| USD 155 M | +USD 74.2 M | +92% | 12.9% | 8.92% | 4 | 25% | 0.2 |
|
| 4999 |
4999
Altman Advisors
Chicago,
Illinois
| USD 155 M | -USD 4.35 M | -3% | 0.74% | 143% | 87 | 16.09% | 1.3 |
|
| 5000 |
5000
HC Advisors
Sandy Springs,
Georgia
| USD 155 M | +USD 8.44 M | +6% | 4.58% | 70.7% | 102 | 27.45% | 0.6 |
|