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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
2601
Aperture Investors
New York
| USD 875 M | +USD 146 M | +20% | 4.7% | 211% | 104 | 37.5% | 1.4 |
|
| 2602 |
2602
First Turn Management
Del Mar,
California
| USD 875 M | +USD 209 M | +31% | 62.7% | – | 41 | 48.78% | 0.7 |
|
| 2603 |
2603
Wealth Management Nebraska
Norfolk,
Nebraska
| USD 875 M | +USD 35.8 M | +4% | 2.46% | – | 97 | 11.34% | 0.8 |
|
| 2604 |
2604
Iron Triangle Partners
Cos Cob,
Connecticut
| USD 875 M | +USD 171 M | +24% | 21% | 152% | 41 | 73.17% | 0.2 |
|
| 2605 |
2605
Periscope Capital
Toronto,
Ontario, Canada
| USD 874 M | +USD 246 M | +39% | 0.95% | 26.5% | 390 | 37.44% | 0.5 |
|
| 2606 |
2606
Quadcap Wealth Management
Frisco,
Texas
| USD 874 M | +USD 26.4 M | +3% | 2.09% | 94.2% | 425 | 11.06% | 1.5 |
|
| 2607 |
2607
Greenline Partners
New York
| USD 874 M | +USD 51.3 M | +6% | 5.02% | 69.6% | 154 | 9.74% | 3.7 |
|
| 2608 |
2608
MPM BioImpact
Boston,
Massachusetts
| USD 874 M | +USD 263 M | +43% | 45% | 550% | 55 | 58.18% | 0.8 |
|
| 2609 |
2609
Disciplina Capital Management
Nashville,
Tennessee
| USD 874 M | +USD 51.9 M | +6% | 0.43% | 33% | 68 | 8.82% | 3 |
|
| 2610 |
2610
Souders Financial Advisors
Cincinnati,
Ohio
| USD 873 M | +USD 32.3 M | +4% | 1.92% | 59.8% | 219 | 10.96% | 2.7 |
|
| 2611 |
2611
Insight Wealth Strategies
San Ramon,
California
| USD 872 M | +USD 23.4 M | +3% | 3.28% | 83.5% | 186 | 16.13% | 2.7 |
|
| 2612 |
2612
St Louis Trust
Saint Louis,
Missouri
| USD 872 M | +USD 70 M | +9% | 2.26% | 77.2% | 149 | 20.13% | 4.1 |
|
| 2613 |
2613
Destiny Wealth Partners
Tavares,
Florida
| USD 871 M | +USD 55.2 M | +7% | 1.88% | 70.4% | 222 | 12.61% | 2.6 |
|
| 2614 |
2614
Financial Plan Inc
Bellingham,
Washington
| USD 871 M | – | – | 2.03% | – | 94 | – | 0 |
|
| 2615 |
2615
Novem Group
Rochester,
New York
| USD 870 M | +USD 15.8 M | +2% | 1.82% | – | 478 | 24.27% | 0.7 |
|
| 2616 |
2616
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| USD 870 M | +USD 68.4 M | +9% | 9.23% | 95.4% | 40 | 7.5% | 6.3 |
|
| 2617 |
2617
CVA Family Office
Denver,
Colorado
| USD 869 M | +USD 92.6 M | +12% | 2.6% | 71.6% | 1,390 | 13.96% | 2.1 |
|
| 2618 |
2618
Ascent Wealth Partners
New Hartford,
New York
| USD 869 M | +USD 6.89 M | +0.8% | 2.28% | 105% | 188 | 6.38% | 4.1 |
|
| 2619 |
8KM
2619
8 Knots Management
Dallas,
Texas
| USD 868 M | -USD 16 M | -2% | 13.5% | – | 22 | 59.09% | 0.7 |
|
| 2620 |
2620
Twin Focus Capital Partners
Boston,
Massachusetts
| USD 868 M | +USD 80.7 M | +10% | 4.02% | 112% | 198 | 14.14% | 4.3 |
|
| 2621 |
2621
Aviance Capital Partners
Naples,
Florida
| USD 868 M | +USD 25.5 M | +3% | 4.23% | 109% | 375 | 6.93% | 4.8 |
|
| 2622 |
2622
Northcape Capital
Sydney,
Australia
| USD 867 M | +USD 144 M | +20% | 1.48% | – | 8 | 0% | 8.7 |
|
| 2623 |
2623
One Madison Group
New York
| USD 867 M | -USD 46.2 M | -5% | 0.88% | – | 31 | 12.9% | 0.8 |
|
| 2624 |
2624
Keebeck Wealth Management
Chicago,
Illinois
| USD 867 M | +USD 20.5 M | +2% | 1.91% | 92.1% | 393 | 16.28% | 2.6 |
|
| 2625 |
2625
Mint Tower Capital Management
Amsterdam,
Netherlands
| USD 866 M | +USD 22.1 M | +3% | 1.29% | 40.2% | 318 | 52.52% | 0.5 |
|