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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5301 |
5301
Claris Advisors
St. Louis,
Missouri
| USD 181 M | +USD 24.1 M | +15% | 11.3% | 68.9% | 55 | 16.36% | 1.3 |
|
| 5302 |
5302
Myriad Asset Management US
West Palm Beach,
Florida
| USD 181 M | +USD 176 M | +3,563% | 17.5% | – | 8 | 87.5% | 0.1 |
|
| 5303 |
5303
Geneva Partners
Lake Geneva,
Wisconsin
| USD 181 M | +USD 29.8 M | +20% | 15.1% | 417% | 81 | 35.8% | 1.7 |
|
| 5304 |
5304
Altus Wealth Group
Colorado Springs,
Colorado
| USD 180 M | +USD 22.9 M | +15% | 11% | 76.7% | 143 | 11.19% | 1.9 |
|
| 5305 |
IGYL
5305
I.G.Y. Ltd
London,
United Kingdom
| USD 180 M | +USD 18.4 M | +11% | 14.2% | 80.5% | 3 | 0% | 3.8 |
|
| 5306 |
5306
Searcy Financial Services
Overland Park,
Kansas
| USD 180 M | +USD 14.7 M | +9% | 8.81% | 60.2% | 21 | 0% | 2.5 |
|
| 5307 |
5307
Worldly Partners Management
Needham,
Massachusetts
| USD 180 M | +USD 23.5 M | +15% | 17.2% | 19.2% | 4 | 25% | 1 |
|
| 5308 |
5308
MQS Management
New York
| USD 180 M | +USD 15.9 M | +10% | 8.84% | 4.55% | 706 | 80.17% | 0.1 |
|
| 5309 |
LFP
5309
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| USD 180 M | +USD 4.59 M | +3% | 10.6% | 65.4% | 68 | 17.65% | 0.2 |
|
| 5310 |
5310
Moseley Investment Management
Bradenton,
Florida
| USD 180 M | +USD 12.5 M | +7% | 12% | 96.6% | 157 | 15.29% | 3.1 |
|
| 5311 |
5311
Lifestyle Asset Management
Friendswood,
Texas
| USD 180 M | +USD 15 M | +9% | 8.33% | 88.3% | 107 | 28.04% | 0.6 |
|
| 5312 |
5312
Burkett Financial Services
Rock Hill,
South Carolina
| USD 180 M | – | – | 9.96% | 63.6% | 198 | – | 0 |
|
| 5313 |
5313
MBA Advisors
Hermitage,
Pennsylvania
| USD 179 M | +USD 16.4 M | +10% | 8.99% | 66.1% | 126 | 11.9% | 2 |
|
| 5314 |
5314
Corepath Wealth Partners
Scottsdale,
Arizona
| USD 179 M | +USD 13.5 M | +8% | 9.54% | 62.1% | 42 | 7.14% | 2.6 |
|
| 5315 |
5315
Christopher J. Hasenberg
Eau Claire,
Wisconsin
| USD 179 M | – | – | 11.2% | – | 21 | – | 0 |
|
| 5316 |
5316
Gallacher Capital Management
Lone Tree,
Colorado
| USD 179 M | +USD 19.2 M | +12% | 9.35% | 82.8% | 305 | 38.36% | 0.6 |
|
| 5317 |
5317
New York Life Insurance Company
New York
| USD 179 M | -USD 718 M | -80% | 11.2% | 71% | 8 | 62.5% | 4.5 |
|
| 5318 |
5318
Wealth Management Partners
Tucson,
Arizona
| USD 179 M | +USD 19 M | +12% | 12.4% | 194% | 124 | 11.29% | 2 |
|
| 5319 |
5319
Alta Wealth Advisors
Woburn,
Massachusetts
| USD 179 M | +USD 16 M | +10% | 15% | 120% | 140 | 18.57% | 2.1 |
|
| 5320 |
5320
Verger Capital Management
Winston-Salem,
North Carolina
| USD 179 M | +USD 66 M | +58% | 7.85% | 58.3% | 13 | 0% | 6.8 |
|
| 5321 |
5321
PCG Wealth Advisors
Overland Park,
Kansas
| USD 179 M | +USD 26.6 M | +17% | 8.58% | 92.6% | 115 | 19.13% | 1.3 |
|
| 5322 |
5322
Greenstone Partners & Co
Larkspur,
California
| USD 179 M | +USD 27.9 M | +18% | 13.1% | 527% | 9 | 0% | 2.4 |
|
| 5323 |
5323
Aspen Investment Management
Grand Rapids,
Michigan
| USD 179 M | +USD 13.9 M | +8% | 11% | 92.6% | 155 | 21.94% | 6 |
|
| 5324 |
5324
LDR Capital Management
New York
| USD 179 M | +USD 14.2 M | +9% | 9.71% | 28.4% | 45 | 11.11% | 1.5 |
|
| 5325 |
5325
Kennedy Investment Group
West Depford,
New Jersey
| USD 179 M | +USD 12.7 M | +8% | 9.84% | 95.4% | 129 | 14.73% | 0.9 |
|