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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5201 |
5201
Lincoln Capital Corp
East Greenwich,
Rhode Island
| USD 272 M | -USD 9.8 M | -3% | 2.72% | 82% | 112 | 29.46% | 3 |
|
| 5202 |
5202
TritonPoint Partners
Chevy Chase,
Maryland
| USD 272 M | +USD 84.3 M | +45% | 1.69% | – | 211 | 33.18% | 0.2 |
|
| 5203 |
5203
Siemens
Munich,
Germany
| USD 272 M | -USD 119 M | -30% | 30.4% | 16.8% | 1 | 0% | 3.5 |
|
| 5204 |
5204
Vertrix Wealth Management
Troy,
Michigan
| USD 272 M | – | – | 0.46% | – | 95 | – | 0 |
|
| 5205 |
CNBT
5205
Cornerstone National Bank & Trust
Palatine,
Illinois
| USD 271 M | +USD 20.7 M | +8% | 0.08% | 38.5% | 238 | 28.57% | 2.1 |
|
| 5206 |
5206
Sonata Capital Group
Seattle,
Washington
| USD 271 M | -USD 5.77 M | -2% | 2.42% | 66.5% | 126 | 6.35% | 5.8 |
|
| 5207 |
5207
Foresite Capital Management V
Larkspur,
California
| USD 271 M | +USD 107 M | +65% | 69.2% | 401% | 10 | 40% | 1.8 |
|
| 5208 |
5208
Mullooly Asset Management
Wall Township,
New Jersey
| USD 271 M | -USD 2.4 M | -0.9% | 0.05% | – | 54 | 11.11% | 0.9 |
|
| 5209 |
5209
Sculati Wealth Management
Bloomfield Hills,
Michigan
| USD 271 M | -USD 12.8 M | -5% | 3.26% | 80.3% | 118 | 3.39% | 4 |
|
| 5210 |
5210
Mount Lucas Management
Newtown,
Pennsylvania
| USD 271 M | +USD 20.8 M | +8% | 1.79% | 110% | 210 | 40% | 1.2 |
|
| 5211 |
5211
Prosperity Financial Group
San Ramon,
California
| USD 271 M | -USD 7.1 M | -3% | 1.69% | 121% | 205 | 19.51% | 1.7 |
|
| 5212 |
5212
Moerus Capital Management
New York
| USD 271 M | +USD 38.9 M | +17% | 22.1% | 220% | 17 | 17.65% | 4.3 |
|
| 5213 |
5213
Ravenswood Partners
Mclean,
Virginia
| USD 271 M | -USD 29.3 M | -10% | 10.1% | – | 37 | 13.51% | 0.5 |
|
| 5214 |
5214
Punch Card Management
Winter Park,
Florida
| USD 271 M | -USD 30.2 M | -10% | 6.27% | 41% | 5 | 0% | 3.3 |
|
| 5215 |
5215
Register Financial Advisors
Atlanta,
Georgia
| USD 271 M | +USD 13.7 M | +5% | 1.84% | 130% | 396 | 13.64% | 2 |
|
| 5216 |
5216
Axis Capital Holdings
Pembroke,
| USD 270 M | -USD 14.5 M | -5% | 4.75% | 76% | 3 | 0% | 5.2 |
|
| 5217 |
5217
Veridan Wealth
West Linn,
Oregon
| USD 270 M | -USD 27.2 M | -9% | 9.87% | – | 81 | 2.47% | 1.6 |
|
| 5218 |
5218
First Dallas Securities
Dallas,
Texas
| USD 270 M | +USD 1.56 M | +0.6% | 7.89% | 163% | 123 | 17.07% | 3.2 |
|
| 5219 |
5219
Hendley & Co
Zanesville,
Ohio
| USD 270 M | -USD 9.5 M | -3% | 3.04% | 64.9% | 50 | 20% | 5.9 |
|
| 5220 |
5220
Inlight Wealth Management
Atlanta,
Georgia
| USD 270 M | -USD 3.02 M | -1% | 3.67% | – | 235 | 78.72% | 1.1 |
|
| 5221 |
5221
American Financial Group
Cincinnati,
Ohio
| USD 270 M | -USD 6.11 M | -2% | 3.71% | 32.5% | 72 | 13.89% | 5.6 |
|
| 5222 |
5222
Searcy Financial Services
Overland Park,
Kansas
| USD 270 M | -USD 171 k | -0.1% | 1.56% | 60.2% | 29 | 20.69% | 3.1 |
|
| 5223 |
5223
Asset Allocation & Management Company
Chicago,
Illinois
| USD 270 M | +USD 18.5 M | +7% | 1.32% | 58.5% | 100 | 12% | 2.5 |
|
| 5224 |
5224
AJ Advisors
Nashville,
Tennessee
| USD 270 M | -USD 1.3 M | -0.5% | 1.73% | 64.6% | 36 | 11.11% | 2.4 |
|
| 5225 |
5225
Triton Wealth Management
Sun City,
Arizona
| USD 270 M | +USD 3.66 M | +1% | 3.96% | – | 134 | 13.43% | 2.7 |
|