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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5151 |
5151
TPG Financial Advisors
Portland,
Oregon
| USD 143 M | +USD 8.77 M | +7% | 2.32% | – | 41 | 9.76% | 1.6 |
|
| 5152 |
5152
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| USD 143 M | +USD 6.76 M | +5% | 1.54% | 36.4% | 124 | 12.9% | 2.3 |
|
| 5153 |
5153
Nationwide Asset Management
Columbus,
Ohio
| USD 143 M | -USD 30.7 M | -18% | 0.16% | 8.56% | 12 | 25% | 1.1 |
|
| 5154 |
5154
Orion Capital Management
Coronado,
California
| USD 143 M | +USD 8.07 M | +6% | 3.09% | 75.3% | 321 | 14.02% | 0.2 |
|
| 5155 |
5155
Sterneck Capital Management
Kansas City,
Missouri
| USD 143 M | +USD 9.9 M | +7% | 6.49% | 61.5% | 86 | 17.44% | 3.7 |
|
| 5156 |
5156
Weitzel Financial Services
Dubuque,
Iowa
| USD 143 M | +USD 9.07 M | +7% | 3.63% | 46.3% | 29 | 17.24% | 0.2 |
|
| 5157 |
5157
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| USD 143 M | +USD 14 M | +11% | 0.91% | 51.3% | 122 | 38.52% | 1.5 |
|
| 5158 |
AAM
5158
Ascension Asset Management
New York
| USD 143 M | -USD 486 k | -0.3% | 6.11% | – | 104 | 97.12% | 0.1 |
|
| 5159 |
REMS
5159
Real Estate Management Services
| USD 143 M | +USD 22.6 M | +19% | 13.2% | 67.2% | 36 | 19.44% | 2.7 |
|
| 5160 |
5160
Mountaineer Partners Management
New York
| USD 143 M | +USD 3.39 M | +2% | 11.6% | 129% | 20 | 40% | 0.9 |
|
| 5161 |
5161
Jess S. Morgan & Co
Los Angeles,
California
| USD 143 M | +USD 17.2 M | +14% | 9.57% | 69.3% | 44 | 9.09% | 1 |
|
| 5162 |
5162
RiverTree Advisors
Winter Park,
Florida
| USD 143 M | +USD 17.6 M | +14% | 3.32% | 25.4% | 49 | 61.22% | 0.1 |
|
| 5163 |
TCM
5163
TORQ Capital Management
Hong Kong
| USD 143 M | -USD 35.1 M | -20% | 6.4% | – | 8 | 62.5% | 0.2 |
|
| 5164 |
5164
Lansing Management
New York
| USD 143 M | +USD 3.38 M | +2% | 5.39% | 76.9% | 6 | 0% | 2.2 |
|
| 5165 |
FP
5165
Factorial Partners
Mt. Kisco,
New York
| USD 142 M | +USD 22.8 M | +19% | 15.1% | 88.7% | 108 | 16.67% | 1.7 |
|
| 5166 |
5166
United Bank (Georgia)
Zebulon,
Georgia
| USD 142 M | +USD 2.61 M | +2% | 7.54% | 93.7% | 84 | 7.14% | 2.9 |
|
| 5167 |
5167
Moser Wealth Advisors
Bellevue,
Washington
| USD 142 M | +USD 6.72 M | +5% | 3.02% | – | 168 | 32.14% | 0.8 |
|
| 5168 |
5168
Catalyst Private Wealth
San Mateo,
California
| USD 142 M | +USD 28.3 M | +25% | 0.19% | 120% | 64 | 14.06% | 0.4 |
|
| 5169 |
5169
Empirical Capital Management
Hendersonville,
Tennessee
| USD 142 M | +USD 22.3 M | +19% | 21.6% | 205% | 29 | 48.28% | 1.3 |
|
| 5170 |
5170
Madison Wealth Partners
Madison,
Wisconsin
| USD 142 M | -USD 6.9 M | -5% | 3% | 66.9% | 55 | 1.82% | 0.3 |
|
| 5171 |
5171
XXEC Inc
Tulsa,
Oklahoma
| USD 142 M | +USD 15 M | +12% | 1.78% | 30.1% | 32 | 18.75% | 0.4 |
|
| 5172 |
5172
Investment Counsel
Petoskey,
Michigan
| USD 142 M | -USD 2.99 M | -2% | 4.84% | 50.1% | 54 | 5.56% | 4.6 |
|
| 5173 |
5173
Seneca Financial Advisors
Rochester,
New York
| USD 142 M | +USD 10.5 M | +8% | 5% | 50.9% | 40 | 7.5% | 0.2 |
|
| 5174 |
5174
Evermore Global Advisors
Summit,
New Jersey
| USD 142 M | +USD 49.5 M | +53% | 40.3% | 133% | 20 | 45% | 1.9 |
|
| 5175 |
5175
Sowa Financial Group
Lincoln,
Rhode Island
| USD 142 M | -USD 6.6 M | -4% | 2.46% | 100% | 242 | 71.9% | 1.2 |
|