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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
5176
Sowa Financial Group
Lincoln,
Rhode Island
| USD 142 M | -USD 6.6 M | -4% | 2.46% | 100% | 242 | 71.9% | 1.2 |
|
| 5177 |
5177
Lederer & Associates Investment Counsel
Long Beach,
California
| USD 142 M | +USD 11.6 M | +9% | 3.95% | 92.7% | 157 | 46.5% | 1.9 |
|
| 5178 |
SAM
5178
Stenahm Asset Management
Guernsey
| USD 142 M | +USD 23 M | +19% | 20.5% | – | 29 | 31.03% | 0.2 |
|
| 5179 |
5179
Disruptive Technology Advisers
Austin,
Texas
| USD 142 M | -USD 824 M | -85% | 8.21% | – | 2 | 50% | 0.1 |
|
| 5180 |
5180
Seneca House Advisors
Richmond,
Virginia
| USD 142 M | +USD 3.9 M | +3% | 5.44% | 58.2% | 82 | 10.98% | 2.4 |
|
| 5181 |
5181
Eastover Investment Advisors
Charlotte,
North Carolina
| USD 142 M | -USD 2.82 M | -2% | 5.5% | 105% | 55 | 18.18% | 0.9 |
|
| 5182 |
5182
Brown Miller Wealth Management
Mclean,
Virginia
| USD 141 M | +USD 8.28 M | +6% | 4.52% | 121% | 122 | 18.85% | 0.2 |
|
| 5183 |
5183
Garrett Wealth Advisory Group
Weatherford,
Texas
| USD 141 M | +USD 8.38 M | +6% | 5.06% | 74.6% | 52 | 13.46% | 1.5 |
|
| 5184 |
5184
Cooper/Haims Advisors
Victor,
New York
| USD 141 M | +USD 10.9 M | +8% | 5.38% | 58.8% | 83 | 22.89% | 1.7 |
|
| 5185 |
SM
5185
Saya Management
New York
| USD 141 M | -USD 30.1 M | -18% | 8.67% | 34.8% | 18 | 55.56% | 0.5 |
|
| 5186 |
5186
HPS Investment Partners
New York
| USD 141 M | +USD 33.4 M | +31% | 40.3% | 55.9% | 8 | 62.5% | 0.6 |
|
| 5187 |
5187
Oakwell Private Wealth Management
Austin,
Texas
| USD 141 M | +USD 14 M | +11% | 6.08% | 68.2% | 65 | 12.31% | 0.2 |
|
| 5188 |
5188
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| USD 141 M | +USD 23.9 M | +20% | 7.46% | 62.6% | 152 | 12.5% | 2.9 |
|
| 5189 |
5189
Annandale Capital
Dallas,
Texas
| USD 141 M | +USD 21.4 M | +18% | 9.24% | 57.2% | 74 | 29.73% | 0.2 |
|
| 5190 |
5190
Altus Wealth Management
Ft Mitchell,
Kentucky
| USD 141 M | +USD 12 M | +9% | 5.02% | 73% | 37 | 18.92% | 0.9 |
|
| 5191 |
5191
Guardian Investment Management
Tiburon,
California
| USD 141 M | +USD 8.98 M | +7% | 9.94% | 103% | 59 | 11.86% | 4.3 |
|
| 5192 |
5192
Cape Ann Savings Bank
Glocuster,
Massachusetts
| USD 141 M | +USD 2.34 M | +2% | 7.8% | 82% | 92 | 6.52% | 4.3 |
|
| 5193 |
5193
Vigilare Wealth Management
Scottsdale,
Arizona
| USD 141 M | +USD 35.2 M | +33% | 5.75% | 59.5% | 216 | 40.28% | 0.6 |
|
| 5194 |
5194
Prosperity Planning
Kansas City,
Missouri
| USD 141 M | +USD 22.8 M | +19% | 8.33% | 43.5% | 89 | 3.37% | 0.2 |
|
| 5195 |
5195
BNC Wealth Management
Beaverton,
Oregon
| USD 141 M | -USD 17.5 M | -11% | 3.14% | 204% | 107 | 38.32% | 0.4 |
|
| 5196 |
GCM
5196
Granby Capital Management
Miami Beach,
Florida
| USD 141 M | +USD 27.6 M | +24% | 6.42% | 50% | 30 | 40% | 0.2 |
|
| 5197 |
5197
Fortis Advisors
Wayne,
Pennsylvania
| USD 141 M | +USD 27.3 M | +24% | 5.69% | 74.4% | 270 | 41.48% | 1.6 |
|
| 5198 |
5198
Abacus Wealth Partners
Santa Monica,
California
| USD 141 M | +USD 25.9 M | +23% | 9.06% | 49.5% | 117 | 26.5% | 0.2 |
|
| 5199 |
5199
Founders Capital Management (Texas)
Houston,
Texas
| USD 140 M | -USD 913 k | -0.6% | 5.43% | 131% | 308 | 12.99% | 3.2 |
|
| 5200 |
ECM
5200
EMC Capital Management
Houston,
Texas
| USD 140 M | +USD 9.25 M | +7% | 7.81% | – | 123 | 27.64% | 0.2 |
|