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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
5626
SGL Investment Advisors
Missoula,
Montana
| USD 194 M | -USD 4.75 M | -2% | 0.6% | – | 121 | 10.74% | 0.4 |
|
| 5627 |
DQRIM
5627
Dale Q Rice Investment Management
Vancouver,
Washington
| USD 194 M | -USD 33.8 M | -15% | 10.7% | – | 93 | 31.18% | 0.2 |
|
| 5628 |
5628
Twin Securities
New York
| USD 194 M | +USD 22.9 M | +13% | 32.7% | 506% | 26 | 76.92% | 0.2 |
|
| 5629 |
5629
Prosperitas Financial
Valencia,
California
| USD 193 M | -USD 4.29 M | -2% | 2.16% | 118% | 71 | 28.17% | 1.1 |
|
| 5630 |
5630
Cresta Advisors
Laredo,
Texas
| USD 193 M | +USD 1.77 M | +0.9% | 2.91% | 66.8% | 52 | 13.46% | 1.8 |
|
| 5631 |
5631
Decatur Capital Management
Decatur,
Georgia
| USD 193 M | -USD 26.5 M | -12% | 7.3% | 155% | 49 | 26.53% | 4 |
|
| 5632 |
5632
Crown Wealth Group
Charlotte,
North Carolina
| USD 193 M | -USD 53 M | -22% | 4.12% | 98.2% | 128 | 27.34% | 1.5 |
|
| 5633 |
5633
Abbot Financial Management
Andover,
Massachusetts
| USD 193 M | -USD 8.11 M | -4% | 3.85% | 116% | 129 | 5.43% | 5.2 |
|
| 5634 |
5634
Siemens
Munich,
Germany
| USD 193 M | -USD 438 M | -69% | 69.5% | 33.1% | 1 | 0% | 2.5 |
|
| 5635 |
5635
Reliant Investment Management
Memphis,
Tennessee
| USD 193 M | -USD 33.6 M | -15% | 5.59% | 129% | 64 | 14.06% | 3.5 |
|
| 5636 |
5636
Beaton Management Company
Haverhill,
Massachusetts
| USD 193 M | -USD 5.7 M | -3% | 1.36% | 110% | 143 | 9.79% | 5.5 |
|
| 5637 |
5637
Fortress Wealth Management
Culver City,
California
| USD 193 M | -USD 13.6 M | -7% | 1.69% | 52.1% | 80 | 25% | 1.9 |
|
| 5638 |
5638
ShariaPortfolio
Lake Mary,
Florida
| USD 193 M | -USD 18.6 M | -9% | 10.2% | 254% | 29 | 20.69% | 1.1 |
|
| 5639 |
5639
Littlejohn & Co
Greenwich,
Connecticut
| USD 192 M | -USD 5.9 M | -3% | 14.1% | 66.1% | 24 | 4.17% | 2.6 |
|
| 5640 |
5640
O'Connor Financial Group
Quincy,
Illinois
| USD 192 M | +USD 1 M | +0.5% | 0.67% | 48.4% | 59 | 13.56% | 1.5 |
|
| 5641 |
5641
Birch Capital Management
Dallas,
Texas
| USD 192 M | -USD 6.37 M | -3% | 0.62% | 62% | 85 | 4.71% | 4 |
|
| 5642 |
5642
Richards, Merrill & Peterson
Spokane,
Washington
| USD 192 M | +USD 814 k | +0.4% | 1.98% | – | 536 | 14.18% | 0.2 |
|
| 5643 |
5643
BCU Wealth Advisors
Vernon Hills,
Illinois
| USD 192 M | +USD 17.2 M | +10% | 0.39% | 57.7% | 57 | 17.54% | 1 |
|
| 5644 |
5644
Cherry Creek Investment Advisors
Englewood,
Colorado
| USD 192 M | -USD 11.3 M | -6% | 1.98% | 151% | 118 | 12.71% | 2.4 |
|
| 5645 |
5645
Crux Wealth Advisors
Long Beach,
California
| USD 192 M | +USD 12.4 M | +7% | 1.74% | – | 174 | 17.24% | 0.2 |
|
| 5646 |
5646
Register Financial Advisors
Atlanta,
Georgia
| USD 192 M | -USD 7.09 M | -4% | 4.12% | 130% | 318 | 11.64% | 1.7 |
|
| 5647 |
PHM
5647
Prospect Hill Management
Short Hills,
New Jersey
| USD 192 M | -USD 35.4 M | -16% | 13.8% | 119% | 16 | 6.25% | 3.5 |
|
| 5648 |
5648
Cordant Inc
Portland,
Oregon
| USD 192 M | +USD 1.95 M | +1% | 1.21% | 47% | 123 | 44.72% | 2.4 |
|
| 5649 |
5649
Curio Wealth
Annapolis,
Maryland
| USD 192 M | +USD 6.05 M | +3% | 0.82% | – | 411 | 31.63% | 0.2 |
|
| 5650 |
5650
JNE Partners
London,
United Kingdom
| USD 192 M | +USD 23.6 M | +14% | 4.64% | 100% | 7 | 0% | 1.9 |
|