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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
5076
Hutner Capital Management
Manchester,
Vermont
| USD 234 M | +USD 27.3 M | +13% | 10.7% | 52.2% | 48 | 6.25% | 6.4 |
|
| 5077 |
5077
Breakwater Investment Management
Seattle,
Washington
| USD 234 M | -USD 1.09 M | -0.5% | 0.88% | – | 318 | 4.09% | 0.9 |
|
| 5078 |
5078
One Advisory Partners
Overland Park,
Kansas
| USD 234 M | +USD 8.84 M | +4% | 1.46% | 58.3% | 51 | 17.65% | 2.1 |
|
| 5079 |
CL
5079
COWA LLC
Tulsa,
Oklahoma
| USD 234 M | +USD 17.1 M | +8% | 2.21% | 67.7% | 131 | 13.74% | 2.6 |
|
| 5080 |
5080
American Financial Group
Cincinnati,
Ohio
| USD 234 M | +USD 14.4 M | +7% | 4.38% | 30.6% | 62 | 1.61% | 6.3 |
|
| 5081 |
5081
TOBAM
Paris,
France
| USD 234 M | -USD 93.7 M | -29% | 0.57% | 76.5% | 338 | 31.36% | 3.1 |
|
| 5082 |
5082
1248 Management
Kansas City,
Missouri
| USD 234 M | +USD 1.82 M | +0.8% | 6.48% | – | 172 | 59.3% | 0.1 |
|
| 5083 |
5083
Planning Directions
Glen Mills,
Pennsylvania
| USD 234 M | +USD 61.6 M | +36% | 0.36% | 46.3% | 119 | 36.97% | 2.3 |
|
| 5084 |
5084
Agate Pass Investment Management
Bainbridge Island,
Washington
| USD 234 M | +USD 12.6 M | +6% | 0.65% | 76% | 111 | 7.21% | 2.4 |
|
| 5085 |
5085
Adaptive Financial Consulting
Beachwood,
Ohio
| USD 234 M | -USD 7.58 M | -3% | 0.34% | 37% | 21 | 4.76% | 4.4 |
|
| 5086 |
5086
Sensible Money
Scottsdale,
Arizona
| USD 233 M | +USD 5.31 M | +2% | 1.87% | 69.1% | 84 | 3.57% | 1.9 |
|
| 5087 |
AFP
5087
Advus Financial Partners
Winter Park,
Florida
| USD 233 M | -USD 79.6 k | -0% | 0.08% | 56.5% | 64 | 10.94% | 2.3 |
|
| 5088 |
WMA
5088
Wealth Management Associates
Cherry Hill,
New Jersey
| USD 233 M | -USD 683 k | -0.3% | 0.51% | 111% | 225 | 12.44% | 3.5 |
|
| 5089 |
5089
Zullo Investment Group
Scranton,
Pennsylvania
| USD 233 M | -USD 14.4 M | -6% | 4.09% | 143% | 151 | 5.3% | 2.8 |
|
| 5090 |
5090
Kirkoswald Asset Management
New York
| USD 233 M | +USD 147 M | +170% | 0% | – | 7 | 100% | 0 |
|
| 5091 |
5091
Weinberger Asset Management
Los Angeles,
California
| USD 233 M | -USD 6.26 M | -3% | 0.21% | 89.6% | 82 | 3.66% | 2.6 |
|
| 5092 |
5092
Wind River Trust Company
Jackson,
Wyoming
| USD 233 M | -USD 21.2 M | -8% | 1.69% | 70.6% | 9 | 0% | 9.6 |
|
| 5093 |
5093
Bourne Lent Asset Management
Pawling,
New York
| USD 233 M | -USD 29.3 M | -11% | 6.62% | 95.1% | 62 | 3.23% | 7.1 |
|
| 5094 |
BAM
5094
Bosun Asset Management
Chicago,
Illinois
| USD 233 M | +USD 3.29 M | +1% | 0.55% | 309% | 235 | 37.02% | 1.1 |
|
| 5095 |
5095
Tribune Investment Group
New York
| USD 233 M | +USD 54.3 M | +30% | 1.56% | – | 48 | 79.17% | 0.1 |
|
| 5096 |
5096
Eaton-Cambridge
Phoenix,
Arizona
| USD 233 M | +USD 8.7 M | +4% | 0.25% | 48.7% | 40 | 27.5% | 1 |
|
| 5097 |
NAH
5097
Neumann Advisory (HK)
Central,
Hong Kong
| USD 233 M | -USD 108 M | -32% | 30% | 77.3% | 10 | 0% | 4.3 |
|
| 5098 |
5098
Wealth Advisors of Iowa
West Des Moines,
Iowa
| USD 233 M | +USD 34.3 M | +17% | 0.29% | 60.9% | 77 | 20.78% | 1.8 |
|
| 5099 |
MCF
5099
MKA Charitable Fund
San Francisco,
California
| USD 233 M | -USD 32 M | -12% | 9.09% | 17.1% | 1 | 0% | 1.3 |
|
| 5100 |
5100
X-Square Capital
Guaynabo,
Puerto Rico
| USD 233 M | -USD 10.6 M | -4% | 2.24% | 151% | 168 | 11.31% | 3.2 |
|