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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
OpenView Management
Boston,
Massachusetts
| USD 519 M | – | – | 0.17% | – | 3 | – | 0 |
|
| 2952 |
VM
2952
VPR Management
Houston,
Texas
| USD 519 M | +USD 6.08 M | +1% | 1.4% | 54.5% | 28 | 0% | 3.2 |
|
| 2953 |
2953
Destiny Wealth Partners
Tavares,
Florida
| USD 519 M | +USD 20.7 M | +4% | 2.57% | 70.4% | 584 | 15.92% | 0.4 |
|
| 2954 |
2954
Column Capital Advisors
Indianapolis,
Indiana
| USD 519 M | +USD 43.3 M | +9% | 6.32% | 20.4% | 845 | 18.58% | 1.5 |
|
| 2955 |
2955
Disciplina Capital Management
Nashville,
Tennessee
| USD 518 M | +USD 62 M | +14% | 3.71% | 33% | 65 | 36.92% | 1.4 |
|
| 2956 |
2956
Blue Edge Capital
Richmond,
Virginia
| USD 518 M | +USD 38.8 M | +8% | 7.16% | 67.4% | 104 | 8.65% | 4.1 |
|
| 2957 |
2957
Summit Financial Strategies
Columbus,
Ohio
| USD 518 M | -USD 5.35 M | -1% | 6.3% | 59.4% | 134 | 17.91% | 2 |
|
| 2958 |
2958
Cahill Financial Advisors
Edina,
Minnesota
| USD 518 M | +USD 29.7 M | +6% | 6.18% | 55.9% | 869 | 75.03% | 3.6 |
|
| 2959 |
2959
New Legacy Group
New York
| USD 517 M | – | – | 2.9% | – | 32 | – | 0 |
|
| 2960 |
SIA
2960
Strategic Investment Advisors
Farmington Hills,
Michigan
| USD 517 M | +USD 61.2 M | +13% | 5.82% | 66.1% | 196 | 13.27% | 1.6 |
|
| 2961 |
NTCM
2961
Nut Tree Capital Management
New York
| USD 517 M | +USD 46.7 M | +10% | 5.03% | 101% | 12 | 33.33% | 1.2 |
|
| 2962 |
2962
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| USD 517 M | +USD 75.4 M | +17% | 6.62% | 71.4% | 144 | 13.19% | 3.3 |
|
| 2963 |
2963
ThornTree Capital Partners
Boston,
Massachusetts
| USD 517 M | -USD 191 M | -27% | 11.2% | 217% | 36 | 52.78% | 1.3 |
|
| 2964 |
2964
Vector Capital Management
San Francisco,
California
| USD 517 M | -USD 336 M | -39% | 26.2% | 42.7% | 7 | 14.29% | 0.7 |
|
| 2965 |
2965
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| USD 516 M | +USD 33.4 M | +7% | 5.07% | 80.6% | 135 | 13.33% | 1.3 |
|
| 2966 |
2966
Samsara BioCapital
Palo Alto,
California
| USD 515 M | -USD 122 M | -19% | 13% | 1,580% | 51 | 5.88% | 1.3 |
|
| 2967 |
2967
Corbenic Partners
Bethlehem,
Pennsylvania
| USD 515 M | +USD 103 M | +25% | 7.72% | – | 328 | 23.17% | 2.2 |
|
| 2968 |
2968
Foundation Resource Management
Little Rock,
Arkansas
| USD 514 M | +USD 70.9 M | +16% | 10.7% | 84.5% | 52 | 5.77% | 6.1 |
|
| 2969 |
2969
Octagon Capital Advisors
New York
| USD 514 M | +USD 108 M | +27% | 5.84% | 2,969% | 36 | 38.89% | 0.6 |
|
| 2970 |
2970
Geller Advisors
New York
| USD 513 M | +USD 54.8 M | +12% | 10.1% | 20.4% | 178 | 12.36% | 1.4 |
|
| 2971 |
2971
Philosophy Capital Management
Alamo,
California
| USD 513 M | – | – | 0.79% | 77.5% | 34 | – | 0 |
|
| 2972 |
2972
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| USD 512 M | +USD 70.2 M | +16% | 9.64% | 52% | 780 | 8.97% | 4 |
|
| 2973 |
2973
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| USD 512 M | +USD 59.5 M | +13% | 7.28% | 84.5% | 455 | 22.42% | 1.7 |
|
| 2974 |
2974
American National Bank & Trust
Wichita Falls,
Texas
| USD 512 M | +USD 60.5 M | +13% | 12.1% | 102% | 350 | 19.71% | 2.4 |
|
| 2975 |
2975
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| USD 512 M | +USD 180 M | +54% | 11.8% | 195% | 73 | 26.03% | 4.5 |
|