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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
Hengehold Capital Management
Cincinnati,
Ohio
| USD 672 M | +USD 52.6 M | +8% | 10.3% | 54.5% | 144 | 10.42% | 3.4 |
|
| 2202 |
2202
Endeavour Capital Advisors
Greenwich,
Connecticut
| USD 672 M | +USD 298 M | +80% | 37.5% | 76.7% | 63 | 25.4% | 1.8 |
|
| 2203 |
2203
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| USD 670 M | +USD 70.3 M | +12% | 11.8% | 73.7% | 139 | 17.99% | 2.8 |
|
| 2204 |
2204
TruWealth Advisors
Metairie,
Louisiana
| USD 670 M | – | – | 9.18% | 56.3% | 109 | – | 0 |
|
| 2205 |
2205
Elm Partners Management
Philadelphia,
Pennsylvania
| USD 669 M | +USD 74.6 M | +13% | 13% | 51.4% | 43 | 6.98% | 1.7 |
|
| 2206 |
2206
Red Cedar Investment Management
Grand Rapids,
Michigan
| USD 669 M | +USD 122 M | +22% | 15.5% | 88.8% | 94 | 30.85% | 0.6 |
|
| 2207 |
2207
United Bank (Virginia)
Vienna,
Virginia
| USD 669 M | +USD 95.8 M | +17% | 14.2% | 76.1% | 170 | 21.76% | 2.4 |
|
| 2208 |
2208
Permian Investment Partners
Dallas,
Texas
| USD 669 M | +USD 160 M | +31% | 32.6% | 78.6% | 9 | 22.22% | 1 |
|
| 2209 |
2209
Advocacy Wealth Management Services
Atlanta,
Georgia
| USD 668 M | +USD 47.4 M | +8% | 5.74% | 48.3% | 153 | 18.3% | 2.4 |
|
| 2210 |
PAM
2210
Private Asset Management
San Diego,
California
| USD 667 M | +USD 66.2 M | +11% | 17.1% | 38.2% | 148 | 8.78% | 4.3 |
|
| 2211 |
2211
Omega Fund Management
Boston,
Massachusetts
| USD 667 M | +USD 297 M | +80% | 30.9% | 106% | 20 | 25% | 2.3 |
|
| 2212 |
2212
Bowie Capital Management
Richardson,
Texas
| USD 666 M | +USD 39.4 M | +6% | 11.7% | 32.5% | 44 | 18.18% | 1.9 |
|
| 2213 |
NTCM
2213
Nine Ten Capital Management
Chicago,
Illinois
| USD 665 M | +USD 184 M | +38% | 75.9% | 150% | 9 | 0% | 2.4 |
|
| 2214 |
2214
Estate Counselors
Thiensville,
Wisconsin
| USD 665 M | +USD 20.4 M | +3% | 8.62% | 61.3% | 140 | 23.57% | 1.8 |
|
| 2215 |
2215
Cypress Capital Group
Palm Beach,
Florida
| USD 664 M | +USD 63.6 M | +11% | 9.03% | 111% | 280 | 14.64% | 3.6 |
|
| 2216 |
2216
North Point Portfolio Managers
Orange Village,
Ohio
| USD 663 M | +USD 75.5 M | +13% | 14.2% | 72.8% | 77 | 11.69% | 4.1 |
|
| 2217 |
PIMG
2217
Patriot Investment Management Group
Knoxville,
Tennessee
| USD 662 M | -USD 176 M | -21% | 12% | 52.9% | 218 | 22.94% | 1.5 |
|
| 2218 |
2218
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| USD 661 M | +USD 86.5 M | +15% | 12.9% | 83.4% | 345 | 18.26% | 3.1 |
|
| 2219 |
2219
Caldwell Trust
Venice,
Florida
| USD 661 M | +USD 52.7 M | +9% | 10.6% | 97.5% | 742 | 6.47% | 0.9 |
|
| 2220 |
2220
WBI Investments
Red Bank,
New Jersey
| USD 661 M | +USD 10.7 M | +2% | 10.4% | 105% | 211 | 66.82% | 0.6 |
|
| 2221 |
2221
Stonebridge Capital Advisors
St Paul,
Minnesota
| USD 660 M | +USD 103 M | +18% | 15.2% | 96.6% | 194 | 9.28% | 4.3 |
|
| 2222 |
2222
Van Hulzen Asset Management
El Dorado Hills,
California
| USD 660 M | -USD 4.11 M | -0.6% | 12.4% | 93% | 314 | 23.57% | 2 |
|
| 2223 |
2223
Stairway Partners
Chicago,
Illinois
| USD 660 M | +USD 158 M | +32% | 15.7% | 48.1% | 10 | 0% | 6.7 |
|
| 2224 |
2224
Intrust Bank
Wichita,
Kansas
| USD 660 M | +USD 96.9 M | +17% | 14.8% | 113% | 372 | 10.75% | 3.7 |
|
| 2225 |
2225
Charter Oak Capital Management
Portsmouth,
New Hampshire
| USD 659 M | – | – | 9.9% | 39.2% | 773 | – | 0 |
|