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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5376 |
5376
Axa
Paris,
France
| USD 256 M | +USD 45.1 M | +21% | 4.07% | 101% | 82 | 20.73% | 7.5 |
|
| 5377 |
CIA
5377
Corigliano Investment Advisers
Raleigh,
North Carolina
| USD 256 M | -USD 25.6 M | -9% | 41.2% | – | 57 | 63.16% | 0.4 |
|
| 5378 |
5378
Krensavage Asset Management
New York
| USD 256 M | -USD 27.4 M | -10% | 0.48% | 124% | 22 | 27.27% | 2.4 |
|
| 5379 |
5379
Trueblood Wealth Management
Lima,
Ohio
| USD 256 M | -USD 538 k | -0.2% | 1.46% | 89.9% | 265 | 8.3% | 1.8 |
|
| 5380 |
5380
Peirce Capital Management
The Woodlands,
Texas
| USD 256 M | +USD 4.43 M | +2% | 2.97% | 56.6% | 46 | 13.04% | 1.8 |
|
| 5381 |
5381
Highlander Partners
Dallas,
Texas
| USD 256 M | -USD 23.2 M | -8% | 12.6% | 241% | 68 | 36.76% | 2.1 |
|
| 5382 |
5382
Cumberland Advisors
Sarasota,
Florida
| USD 255 M | -USD 8.29 M | -3% | 1.24% | 80.7% | 50 | 6% | 5.3 |
|
| 5383 |
5383
Western Financial Corp
San Diego,
California
| USD 255 M | +USD 3.33 M | +1% | 2.35% | 275% | 152 | 42.11% | 1.7 |
|
| 5384 |
5384
Agate Pass Investment Management
Bainbridge Island,
Washington
| USD 255 M | -USD 13.7 M | -5% | 1.93% | 76% | 109 | 6.42% | 3.3 |
|
| 5385 |
5385
Kennedy Investment Group
West Depford,
New Jersey
| USD 255 M | -USD 9.7 M | -4% | 2.65% | 95.4% | 147 | 12.93% | 2.3 |
|
| 5386 |
5386
2Xideas
Kusnacht,
Switzerland
| USD 255 M | -USD 102 M | -29% | 4.93% | 40.6% | 53 | 16.98% | 2.5 |
|
| 5387 |
5387
Caldwell Investment Management
Toronto,
Ontario, Canada
| USD 255 M | +USD 92.5 M | +57% | 2.66% | 162% | 65 | 67.69% | 0.6 |
|
| 5388 |
5388
Juno Financial Group
Richmond,
Virginia
| USD 255 M | +USD 5.27 M | +2% | 0.11% | – | 71 | 4.23% | 0.2 |
|
| 5389 |
PIP
5389
Palisades Investment Partners
Santa Monica,
California
| USD 255 M | -USD 9.7 M | -4% | 1.52% | – | 56 | 17.86% | 1.2 |
|
| 5390 |
5390
Wrenne Financial Planning
Lexington,
Kentucky
| USD 255 M | +USD 9.21 M | +4% | 0.38% | 54.3% | 52 | 7.69% | 1.8 |
|
| 5391 |
5391
Long Road Investment Counsel
Kalamazoo,
Michigan
| USD 255 M | -USD 8.95 M | -3% | 4.25% | 64.4% | 81 | 6.17% | 8.4 |
|
| 5392 |
GAMC
5392
Garner Asset Management Corp
Plano,
Texas
| USD 255 M | -USD 5.64 M | -2% | 3.46% | 103% | 425 | 63.29% | 5.2 |
|
| 5393 |
5393
Tiemann Investment Advisors
Menlo Park,
California
| USD 255 M | -USD 2.53 M | -1% | 1.11% | 77% | 217 | 11.98% | 6.8 |
|
| 5394 |
5394
Westwood Wealth Management
Los Angeles,
California
| USD 255 M | +USD 122 M | +92% | 7.64% | 495% | 130 | 86.15% | 1.3 |
|
| 5395 |
5395
Choice Wealth Advisors
Waterville,
Maine
| USD 255 M | +USD 1.85 M | +0.7% | 0.32% | 60.3% | 38 | 21.05% | 2.3 |
|
| 5396 |
5396
Vermillion Wealth Management
Rosemount,
Minnesota
| USD 255 M | +USD 8.68 M | +4% | 0.74% | – | 1,582 | 61.82% | 0.4 |
|
| 5397 |
5397
Incline Global Management
New York
| USD 255 M | -USD 38 M | -13% | 13.2% | 40.1% | 36 | 50% | 0.7 |
|
| 5398 |
5398
Left Brain Wealth Management
Naperville,
Illinois
| USD 255 M | -USD 34.5 M | -12% | 1.57% | 376% | 103 | 41.75% | 1.5 |
|
| 5399 |
5399
Tenon Financial
Metuchen,
New Jersey
| USD 255 M | +USD 17.3 M | +7% | 1.46% | – | 55 | 12.73% | 1.4 |
|
| 5400 |
5400
Integrity Wealth Solutions
Denver,
Colorado
| USD 255 M | +USD 1.74 M | +0.7% | 0.41% | – | 135 | 8.15% | 1.6 |
|