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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5576 |
5576
Next Capital Management
New York
| USD 148 M | +USD 184 k | +0.1% | 3.01% | 61.3% | 126 | 20.63% | 1.8 |
|
| 5577 |
5577
West Michigan Advisors
Holland,
Michigan
| USD 148 M | +USD 13.9 M | +10% | 2.29% | 97.4% | 141 | 19.15% | 0.2 |
|
| 5578 |
5578
Beaumont Asset Management
Beaumont,
Texas
| USD 148 M | -USD 2.14 M | -1% | 5.05% | 73.1% | 74 | 16.22% | 1.6 |
|
| 5579 |
5579
Treynor Bancshares
Treynor,
Iowa
| USD 148 M | -USD 7.36 M | -5% | 4.37% | 3.35% | 80 | 2.5% | 0.3 |
|
| 5580 |
5580
NEPC LLC
Boston,
Massachusetts
| USD 148 M | -USD 28.7 M | -16% | 5.65% | 21.3% | 35 | 14.29% | 1.7 |
|
| 5581 |
5581
Saiph Capital
Wyckoff,
New Jersey
| USD 148 M | -USD 4.55 M | -3% | 7.18% | 60.7% | 43 | 18.6% | 0.2 |
|
| 5582 |
AFP
5582
Advus Financial Partners
Winter Park,
Florida
| USD 148 M | +USD 7.35 M | +5% | 5.25% | 56.5% | 59 | 28.81% | 0.4 |
|
| 5583 |
5583
Blackhawk Capital Partners
Thiensville,
Wisconsin
| USD 147 M | -USD 18.2 M | -11% | 4.08% | 92.9% | 106 | 34.91% | 1.6 |
|
| 5584 |
MAS
5584
Madden Advisory Services
Jacksonville,
Florida
| USD 147 M | -USD 5.16 M | -3% | 4.56% | 58.4% | 74 | 1.35% | 5 |
|
| 5585 |
5585
St. Clair Advisors
Mayfield Hts,
Ohio
| USD 147 M | -USD 27 M | -16% | 3.15% | 77.5% | 52 | 25% | 1.1 |
|
| 5586 |
PIP
5586
PB Investment Partners
Burlingame,
California
| USD 147 M | +USD 18.4 M | +14% | 5.46% | 81.1% | 9 | 0% | 0.3 |
|
| 5587 |
5587
Clarus Group
Houston,
Texas
| USD 147 M | -USD 1.74 M | -1% | 0.34% | 67.5% | 125 | 21.6% | 1 |
|
| 5588 |
5588
ELCO Management
New York
| USD 147 M | +USD 6.97 M | +5% | 4.97% | 98.3% | 154 | 16.23% | 2.7 |
|
| 5589 |
AWM
5589
Aberdeen Wealth Management
Lake Bluff,
Illinois
| USD 147 M | -USD 6.5 M | -4% | 2.38% | 73.1% | 174 | 10.34% | 1.5 |
|
| 5590 |
5590
Toscafund Asset Management
London,
United Kingdom
| USD 147 M | +USD 31.1 M | +27% | 3.64% | 80.9% | 17 | 64.71% | 0.5 |
|
| 5591 |
5591
H&H Retirement Design & Management
Las Vegas,
Nevada
| USD 147 M | -USD 11.5 M | -7% | 4.6% | 37% | 67 | 19.4% | 1 |
|
| 5592 |
LFGH
5592
Lee Financial Group Hawaii
Honolulu,
Hawaii
| USD 147 M | +USD 9.12 M | +7% | 3.59% | 12.9% | 40 | 17.5% | 1.5 |
|
| 5593 |
5593
Patron Partners
Houston,
Texas
| USD 147 M | -USD 6.07 M | -4% | 2.54% | 99.5% | 202 | 19.31% | 1 |
|
| 5594 |
5594
Safeguard Investment Advisory Group
Corona,
California
| USD 147 M | -USD 24.9 M | -15% | 6.11% | 84.3% | 97 | 15.46% | 1.1 |
|
| 5595 |
5595
Apogem Capital
New York
| USD 146 M | -USD 6.11 M | -4% | 3.82% | – | 210 | 34.29% | 0.7 |
|
| 5596 |
5596
Southern Capital Advisors
Jackson,
Tennessee
| USD 146 M | -USD 15.6 M | -10% | 4.1% | 66.8% | 98 | 32.65% | 0.2 |
|
| 5597 |
5597
CoreFirst Bank & Trust
Topeka,
Kansas
| USD 146 M | -USD 8.42 M | -5% | 1.12% | 61.4% | 426 | 9.15% | 1.2 |
|
| 5598 |
5598
Kalos Management
Alpharetta,
Georgia
| USD 146 M | -USD 223 M | -60% | 0.59% | 48.5% | 332 | 61.75% | 1.6 |
|
| 5599 |
DIS
5599
Diversified Investment Strategies
Baton Rouge,
Louisiana
| USD 146 M | +USD 8.28 M | +6% | 8.72% | 93.8% | 47 | 12.77% | 3.5 |
|
| 5600 |
5600
CJM Wealth Advisers
Falls Church,
Virginia
| USD 146 M | +USD 5.58 M | +4% | 2.07% | 76.8% | 62 | 9.68% | 0.2 |
|