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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1976 |
1976
B. Riley Wealth Management
Memphis,
Tennessee
| USD 856 M | +USD 80.9 M | +10% | 4.28% | 32.2% | 504 | 37.9% | 1.4 |
|
| 1977 |
1977
Broad Bay Capital Management
New York
| USD 856 M | -USD 34.5 M | -4% | 3.52% | 338% | 26 | 57.69% | 0.8 |
|
| 1978 |
MAM
1978
Mastrapasqua Asset Management
Nashville,
Tennessee
| USD 855 M | +USD 95.2 M | +13% | 4.79% | 54.9% | 156 | 17.31% | 3.2 |
|
| 1979 |
1979
Principle Wealth Partners
Madison,
Connecticut
| USD 855 M | +USD 96.2 M | +13% | 7.65% | 90.7% | 292 | 8.9% | 1 |
|
| 1980 |
1980
Global Alpha Capital Management
Montreal,
Quebec, Canada
| USD 855 M | +USD 39.3 M | +5% | 16.3% | 80.4% | 35 | 2.86% | 3.6 |
|
| 1981 |
1981
Pictet North America Advisors
Geneva 73,
Switzerland
| USD 855 M | +USD 66 M | +8% | 2.47% | 67.7% | 130 | 11.54% | 3.2 |
|
| 1982 |
1982
Focus Financial Network
Minneapolis,
Minnesota
| USD 855 M | -USD 274 M | -24% | 3.97% | 106% | 571 | 56.04% | 1 |
|
| 1983 |
1983
Cipher Capital
New York
| USD 854 M | +USD 24.8 M | +3% | 9% | – | 718 | 69.64% | 0.3 |
|
| 1984 |
1984
Global Retirement Partners
San Rafael,
California
| USD 854 M | +USD 56.1 M | +7% | 4.96% | – | 1,961 | 17.29% | 2.4 |
|
| 1985 |
1985
Crescent Grove Advisors
Lake Forest,
Illinois
| USD 853 M | +USD 88.2 M | +12% | 3.74% | 64.1% | 217 | 18.89% | 1.9 |
|
| 1986 |
1986
Executive Wealth Management
Brighton,
Michigan
| USD 852 M | +USD 38.4 M | +5% | 3.25% | 18.4% | 200 | 18.5% | 1.3 |
|
| 1987 |
1987
Endurance Wealth Management
Providence,
Rhode Island
| USD 850 M | +USD 58.1 M | +7% | 6.59% | 59% | 694 | 13.83% | 3.8 |
|
| 1988 |
AAM
1988
Autus Asset Management
Scottsdale,
Arizona
| USD 849 M | +USD 73.6 M | +9% | 2.13% | 26.3% | 169 | 11.83% | 4.7 |
|
| 1989 |
1989
Jaffetilchin Investment Partners
Tampa,
Florida
| USD 849 M | +USD 144 M | +20% | 4.34% | 88.1% | 383 | 33.68% | 1.2 |
|
| 1990 |
1990
BDO Wealth Advisors
Jacksonville,
Florida
| USD 848 M | +USD 138 M | +19% | 6.54% | 38.3% | 1,298 | 33.44% | 1.3 |
|
| 1991 |
1991
Zazove Associates
Incline Village,
Nevada
| USD 848 M | +USD 32.8 M | +4% | 2.97% | 11% | 124 | 15.32% | 1.3 |
|
| 1992 |
1992
Main Management ETF Advisors
San Francisco,
California
| USD 847 M | +USD 208 M | +32% | 10.3% | 97.2% | 26 | 46.15% | 1 |
|
| 1993 |
CWM
1993
Cornerstone Wealth Management
St. Peters,
Missouri
| USD 846 M | +USD 49 M | +6% | 4.54% | 77.5% | 488 | 20.9% | 2.3 |
|
| 1994 |
1994
Trek Financial
Scottsdale,
Arizona
| USD 844 M | +USD 70.5 M | +9% | 5.22% | 152% | 274 | 49.27% | 0.8 |
|
| 1995 |
1995
Condor Capital Management
Martinsville,
New Jersey
| USD 842 M | +USD 52.1 M | +7% | 5.99% | 64.8% | 285 | 36.14% | 2.9 |
|
| 1996 |
1996
Baldwin Wealth Partners
Marion,
Massachusetts
| USD 842 M | +USD 46.5 M | +6% | 3.12% | 94.5% | 645 | 16.28% | 3.2 |
|
| 1997 |
1997
First Interstate Bancsystem
Billings,
Montana
| USD 841 M | – | – | 4.15% | – | 104 | – | 0 |
|
| 1998 |
1998
Vicus Capital
State College,
Pennsylvania
| USD 841 M | +USD 29.5 M | +4% | 5.85% | 67% | 253 | 18.18% | 3.3 |
|
| 1999 |
1999
Summit Creek Advisors
Minneapolis,
Minnesota
| USD 839 M | +USD 59.6 M | +8% | 10.6% | 84.6% | 72 | 13.89% | 2.6 |
|
| 2000 |
2000
Anson Funds Management
Dallas,
Texas
| USD 839 M | +USD 341 M | +69% | 3.19% | 2,010% | 369 | 87.53% | 0.1 |
|