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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
Rise Advisors
Rochester,
New York
| USD 284 M | +USD 3.4 M | +1% | 1.72% | 62.8% | 102 | 11.76% | 3.7 |
|
| 5077 |
5077
Chaney Capital Management
Lynnwood,
Washington
| USD 284 M | -USD 6.11 M | -2% | 3.74% | 80.9% | 42 | 9.52% | 1.7 |
|
| 5078 |
5078
Powers Advisory Group
Highland,
Illinois
| USD 284 M | +USD 18.1 M | +7% | 1.24% | 49.8% | 129 | 5.43% | 2.9 |
|
| 5079 |
5079
Beacon Wealthcare LLC
Raleigh,
North Carolina
| USD 284 M | -USD 7.66 M | -3% | 2.51% | 47% | 26 | 7.69% | 2.9 |
|
| 5080 |
5080
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
| USD 284 M | +USD 7.94 M | +3% | 0.28% | – | 93 | 2.15% | 1.2 |
|
| 5081 |
5081
Bank OZK
Little Rock,
Arkansas
| USD 283 M | +USD 204 k | +0.1% | 2.19% | 112% | 156 | 8.33% | 6.6 |
|
| 5082 |
LJHT
5082
Laurie J. Hall Trustee
| USD 283 M | -USD 17.6 M | -6% | 2.46% | 105% | 111 | 9.01% | 9 |
|
| 5083 |
5083
Davis Investment Partners
Charlotte,
North Carolina
| USD 283 M | -USD 2.84 M | -1% | 1.68% | 97.8% | 180 | 22.78% | 1.7 |
|
| 5084 |
UFAC
5084
Urban Financial Advisory Corp
Chicago,
Illinois
| USD 283 M | +USD 28.2 M | +11% | 2.24% | 52.5% | 57 | 5.26% | 1.5 |
|
| 5085 |
5085
TAGStone Capital
Charlotte,
North Carolina
| USD 283 M | +USD 14.3 M | +5% | 1.45% | 62% | 140 | 19.29% | 2.3 |
|
| 5086 |
5086
Drummond Knight Asset Management
Crows Nest, NSW,
Australia
| USD 283 M | -USD 74.6 M | -21% | 24.6% | – | 18 | 61.11% | 0.4 |
|
| 5087 |
DRD
5087
Dennis R. Delaney
| USD 282 M | +USD 83.5 M | +42% | 2.65% | 98.2% | 61 | 21.31% | 5.4 |
|
| 5088 |
5088
Wealth Effects
Boston,
Massachusetts
| USD 282 M | -USD 37.6 M | -12% | 0.47% | 235% | 252 | 19.05% | 2.5 |
|
| 5089 |
5089
Access Financial Services
Minneapolis,
Minnesota
| USD 282 M | +USD 7.42 M | +3% | 0.72% | 51.1% | 109 | 21.1% | 4.1 |
|
| 5090 |
5090
First Citizens Asset Management
Raleigh,
North Carolina
| USD 282 M | -USD 3.94 M | -1% | 2.4% | 48.4% | 30 | 16.67% | 2.7 |
|
| 5091 |
5091
Samalin Investment Counsel
Chappaqua,
New York
| USD 282 M | +USD 72.3 k | +0% | 0.7% | 68.3% | 335 | 11.64% | 3.1 |
|
| 5092 |
5092
Defender Capital
Charlotte,
North Carolina
| USD 282 M | -USD 26.7 M | -9% | 7.1% | 101% | 40 | 20% | 0.2 |
|
| 5093 |
5093
INCA Investments
Miami,
Florida
| USD 282 M | -USD 4.11 M | -1% | 1.09% | 120% | 10 | 10% | 5.6 |
|
| 5094 |
5094
3G Capital Partners
New York
| USD 282 M | -USD 142 M | -34% | 14% | 351% | 16 | 56.25% | 1 |
|
| 5095 |
5095
Monte Financial Group
Guilford,
Connecticut
| USD 282 M | +USD 13.3 M | +5% | 3.27% | 66.7% | 100 | 7% | 3.8 |
|
| 5096 |
5096
Financial Symmetry
Raleigh,
North Carolina
| USD 281 M | +USD 36.3 M | +15% | 0.77% | 68.4% | 67 | 16.42% | 1.5 |
|
| 5097 |
5097
Tiller Private Wealth
Bethlehem,
Pennsylvania
| USD 281 M | +USD 405 k | +0.1% | 0.27% | 60.2% | 67 | 4.48% | 3.4 |
|
| 5098 |
5098
Bluesphere Advisors
East Norriton,
Pennsylvania
| USD 281 M | +USD 55.2 M | +24% | 4.51% | 105% | 127 | 27.56% | 2.1 |
|
| 5099 |
5099
Biltmore Wealth Management
Tempe,
Arizona
| USD 281 M | +USD 16.3 M | +6% | 1.94% | 59.8% | 62 | 8.06% | 4.6 |
|
| 5100 |
5100
Remedium Capital Partners
Fort Lauderdale,
Florida
| USD 281 M | +USD 111 M | +65% | 36% | – | 6 | 0% | 0.3 |
|