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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
Stelac Advisory Services
New York
| USD 283 M | -USD 6.49 M | -2% | 6.12% | 84.9% | 123 | 18.7% | 4.1 |
|
| 5177 |
SC
5177
Sawyer & Company
Boston,
Massachusetts
| USD 283 M | +USD 17.8 M | +7% | 3.91% | 111% | 207 | 10.14% | 4.1 |
|
| 5178 |
5178
Sittner & Nelson
Eugene,
Oregon
| USD 283 M | +USD 7.43 M | +3% | 3.97% | 88.1% | 545 | 13.76% | 3.3 |
|
| 5179 |
5179
RJA Asset Management
Stamford,
Connecticut
| USD 283 M | +USD 19.9 M | +8% | 7.87% | 80.2% | 3 | 0% | 2.6 |
|
| 5180 |
SIM
5180
Synergy Investment Management
Altamonte Springs,
Florida
| USD 283 M | +USD 20.7 M | +8% | 2.08% | – | 138 | 13.04% | 0.7 |
|
| 5181 |
5181
Elevation Wealth Partners
Santa Rosa,
California
| USD 282 M | +USD 4.7 M | +2% | 2.7% | 69.9% | 1,042 | 24.66% | 1.1 |
|
| 5182 |
5182
Curio Wealth
Annapolis,
Maryland
| USD 282 M | +USD 38.5 M | +16% | 1.35% | – | 495 | 48.08% | 0.5 |
|
| 5183 |
5183
Denver Wealth Management
Denver,
Colorado
| USD 282 M | +USD 10.8 M | +4% | 2.08% | 64.4% | 96 | 9.38% | 2.7 |
|
| 5184 |
5184
Brick & Kyle Associates
Newtown,
Pennsylvania
| USD 282 M | +USD 11.2 M | +4% | 3.75% | 116% | 62 | 8.06% | 5.2 |
|
| 5185 |
5185
Carlson Capital
Dallas,
Texas
| USD 282 M | +USD 11.1 M | +4% | 16.6% | 57.7% | 100 | 67% | 0.3 |
|
| 5186 |
GDS
5186
Gimbel Daniel Scott
| USD 282 M | -USD 52.7 M | -16% | 15.7% | 57.1% | 2 | 0% | 5 |
|
| 5187 |
5187
Samalin Investment Counsel
Chappaqua,
New York
| USD 282 M | -USD 8.66 M | -3% | 1.42% | 68.3% | 344 | 13.95% | 3 |
|
| 5188 |
TIM
5188
Timelo Investment Management
Aurora,
Ontario, Canada
| USD 282 M | +USD 15.1 M | +6% | 5.87% | 104% | 59 | 54.24% | 0.3 |
|
| 5189 |
LAM
5189
Lountzis Asset Management
Wyomissing,
Pennsylvania
| USD 282 M | -USD 24.7 M | -8% | 1.79% | 124% | 53 | 1.89% | 3.6 |
|
| 5190 |
5190
Sagewood Asset Management
New York
| USD 282 M | – | – | 3.15% | – | 264 | – | 0 |
|
| 5191 |
5191
Northstar Advisory Group
Northfield,
New Jersey
| USD 282 M | +USD 36.5 M | +15% | 3.74% | 141% | 131 | 30.53% | 1.8 |
|
| 5192 |
5192
Lincoln Capital Corp
East Greenwich,
Rhode Island
| USD 282 M | +USD 3.44 M | +1% | 3.78% | 82% | 99 | 16.16% | 3.2 |
|
| 5193 |
CIA
5193
Corigliano Investment Advisers
Raleigh,
North Carolina
| USD 281 M | -USD 28.6 M | -9% | 0.89% | – | 63 | 65.08% | 0.3 |
|
| 5194 |
5194
Advisor Resource Council
Dallas,
Texas
| USD 281 M | +USD 207 M | +280% | 3.78% | 84.8% | 234 | 83.33% | 0.3 |
|
| 5195 |
5195
David Kennon
Sarasota,
Florida
| USD 281 M | +USD 3.52 M | +1% | 1.73% | 52.4% | 38 | 5.26% | 2.5 |
|
| 5196 |
5196
B&I Capital
Zurich,
Switzerland
| USD 281 M | -USD 7.68 M | -3% | 0.84% | 30.5% | 32 | 31.25% | 2.4 |
|
| 5197 |
5197
Acasta Partners UK
London,
| USD 281 M | – | – | 1.2% | – | 19 | – | 0 |
|
| 5198 |
5198
Tiller Private Wealth
Bethlehem,
Pennsylvania
| USD 281 M | -USD 6.7 k | -0% | 1.12% | 60.2% | 71 | 16.9% | 3.2 |
|
| 5199 |
5199
Geneva Partners
Lake Geneva,
Wisconsin
| USD 281 M | +USD 7.19 M | +3% | 10.3% | 417% | 83 | 34.94% | 2.4 |
|
| 5200 |
5200
Plum Street Advisors
New Orleans,
Louisiana
| USD 281 M | +USD 21.8 M | +8% | 2.76% | – | 99 | 9.09% | 1.5 |
|