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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
5426
MMA Asset Management
Conshohocken,
Pennsylvania
| USD 131 M | -USD 865 k | -0.7% | 1.28% | 61.2% | 97 | 7.22% | 0.6 |
|
| 5427 |
5427
Deep Field Asset Management
Beverly Hills,
California
| USD 131 M | -USD 227 M | -63% | 2.08% | 20.1% | 30 | 66.67% | 1.2 |
|
| 5428 |
5428
Alhambra Investment Management
Palmetto Bay,
Florida
| USD 131 M | -USD 2.32 M | -2% | 0.14% | 67.7% | 151 | 7.28% | 1.2 |
|
| 5429 |
5429
LifeSteps Financial
Claremont,
California
| USD 131 M | +USD 507 k | +0.4% | 0.04% | 98.4% | 84 | 3.57% | 1.5 |
|
| 5430 |
5430
Security National Bank of So Dak
Sioux City,
Iowa
| USD 131 M | -USD 71 k | -0.1% | 0% | 67.7% | 122 | 42.62% | 4.1 |
|
| 5431 |
5431
Cohen Investment Advisors
Bedford,
New Hampshire
| USD 130 M | +USD 1.81 M | +1% | 0.24% | 90.6% | 80 | 6.25% | 0.7 |
|
| 5432 |
5432
O'Neil Global Advisors
Los Angeles,
California
| USD 130 M | -USD 189 M | -59% | 11.3% | 1,833% | 133 | 75.94% | 0.1 |
|
| 5433 |
5433
Corepath Wealth Partners
Scottsdale,
Arizona
| USD 130 M | +USD 1.07 M | +0.8% | 1.58% | 62.1% | 40 | 7.5% | 0.7 |
|
| 5434 |
5434
S. Muoio & Co
New York
| USD 130 M | +USD 12.1 M | +10% | 8.66% | 327% | 134 | 49.25% | 1.7 |
|
| 5435 |
SCC
5435
Steel Canyon Capital
Phoenix,
Arizona
| USD 130 M | -USD 15.6 M | -11% | 2.32% | 62.8% | 32 | 34.38% | 1 |
|
| 5436 |
CWM
5436
Cordatus Wealth Management
Newtown,
Pennsylvania
| USD 130 M | – | – | 2.25% | 108% | 68 | – | 1.3 |
|
| 5437 |
5437
ELCO Management
New York
| USD 130 M | -USD 4.69 M | -3% | 0.31% | 98.3% | 142 | 21.83% | 2.7 |
|
| 5438 |
5438
Caprin Asset Management
Henrico,
Virginia
| USD 130 M | -USD 2.76 M | -2% | 0.72% | 7.87% | 18 | 5.56% | 4.4 |
|
| 5439 |
5439
Hudson Canyon Capital Management
New York
| USD 130 M | -USD 3.64 M | -3% | 0.58% | 182% | 60 | 6.67% | 0.7 |
|
| 5440 |
5440
Islay Capital Management
Lubbock,
Texas
| USD 130 M | +USD 6.34 M | +5% | 0.47% | 72% | 323 | 24.46% | 1.1 |
|
| 5441 |
5441
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
| USD 130 M | -USD 5.96 M | -4% | 1.7% | 82.2% | 59 | 28.81% | 1.2 |
|
| 5442 |
5442
Clark Financial Services Group
Chesterfield,
Missouri
| USD 130 M | +USD 2.38 M | +2% | 0.6% | 116% | 67 | 13.43% | 0.9 |
|
| 5443 |
5443
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| USD 130 M | +USD 2.61 M | +2% | 0.44% | 61% | 119 | 43.7% | 4 |
|
| 5444 |
5444
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| USD 130 M | +USD 1.35 M | +1% | 0.57% | – | 71 | 9.86% | 3.2 |
|
| 5445 |
5445
Heronetta Management
New York
| USD 130 M | +USD 15.8 M | +14% | 3.88% | 59.7% | 24 | 0% | 5.8 |
|
| 5446 |
5446
ACT Advisors
Asheville,
North Carolina
| USD 130 M | -USD 2.22 M | -2% | 0.15% | 75.4% | 32 | 0% | 0.7 |
|
| 5447 |
5447
Newport Capital Group
Red Bank,
New Jersey
| USD 130 M | +USD 3.22 M | +3% | 0.62% | – | 61 | 8.2% | 0.7 |
|
| 5448 |
5448
Main Management Fund Advisors
San Francisco,
California
| USD 130 M | +USD 2.7 M | +2% | 2.56% | 80% | 7 | 14.29% | 0.4 |
|
| 5449 |
5449
Cynosure Group
Salt Lake City,
Utah
| USD 130 M | +USD 633 k | +0.5% | 2.61% | 63% | 22 | 4.55% | 1.7 |
|
| 5450 |
SA
5450
Sunesis Advisors
Overland Park,
Kansas
| USD 129 M | -USD 1.15 M | -0.9% | 1.12% | – | 31 | 6.45% | 2.8 |
|