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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
3126
Strategic Planning Group
Bountiful,
Utah
| USD 544 M | +USD 37 M | +7% | 8.91% | 162% | 86 | 16.28% | 0.9 |
|
| 3127 |
PPP
3127
Private Portfolio Partners
Paramus,
New Jersey
| USD 544 M | +USD 10.4 M | +2% | 0.61% | 16.9% | 303 | 4.62% | 1.2 |
|
| 3128 |
3128
Poplar Forest Capital
Pasadena,
California
| USD 543 M | -USD 191 M | -26% | 0.79% | 30% | 56 | 7.14% | 4.9 |
|
| 3129 |
3129
SOA Wealth Advisors
New York
| USD 543 M | +USD 18.5 M | +4% | 2.44% | 94.4% | 912 | 12.39% | 3.2 |
|
| 3130 |
3130
Ithaka Group
Arlington,
Virginia
| USD 543 M | +USD 15.5 M | +3% | 10.2% | 180% | 37 | 10.81% | 4.9 |
|
| 3131 |
3131
Blue Fin Capital
Warren,
Rhode Island
| USD 543 M | +USD 16.3 M | +3% | 3.77% | 147% | 143 | 6.99% | 6.5 |
|
| 3132 |
3132
Hudson Edge Investment Partners
Jersey City,
New Jersey
| USD 542 M | +USD 1.56 M | +0.3% | 1.74% | 67.9% | 201 | 9.95% | 3.9 |
|
| 3133 |
3133
Oak Hill Advisors
New York
| USD 542 M | -USD 126 M | -19% | 15.3% | 42.4% | 14 | 0% | 4.3 |
|
| 3134 |
3134
Wealthstream Advisors
New York
| USD 542 M | -USD 8.64 M | -2% | 0.76% | 88.2% | 179 | 16.2% | 1.6 |
|
| 3135 |
3135
Lineweaver Wealth Advisors
Valley View,
Ohio
| USD 541 M | +USD 15.9 M | +3% | 0.65% | 68.4% | 141 | 15.6% | 2.6 |
|
| 3136 |
3136
Fortis Capital Management
Bellevue,
Washington
| USD 541 M | +USD 44.4 M | +9% | 3.35% | 111% | 142 | 13.38% | 2.2 |
|
| 3137 |
3137
Peak Asset Management
Louisville,
Colorado
| USD 541 M | +USD 10 M | +2% | 3.26% | 70.1% | 154 | 5.84% | 5.7 |
|
| 3138 |
3138
Northwest Bancshares
Warren,
Pennsylvania
| USD 540 M | -USD 46.9 M | -8% | 1.62% | 84.8% | 188 | 8.51% | 4.4 |
|
| 3139 |
3139
Fourpath Capital Management
Oklahoma City,
Oklahoma
| USD 540 M | -USD 2.87 M | -0.5% | 0.41% | 82.1% | 791 | 72.31% | 1.2 |
|
| 3140 |
3140
Moody Aldrich Partners
Marblehead,
Massachusetts
| USD 540 M | -USD 9.9 M | -2% | 6.93% | 312% | 222 | 25.23% | 1.3 |
|
| 3141 |
3141
NBW Capital
Boston,
Massachusetts
| USD 540 M | +USD 9.25 M | +2% | 6.05% | 86% | 110 | 23.64% | 4.7 |
|
| 3142 |
3142
Wilsey Asset Management
San Diego,
California
| USD 539 M | -USD 5.84 M | -1% | 2.95% | 66.9% | 24 | 12.5% | 4.3 |
|
| 3143 |
3143
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| USD 539 M | -USD 139 M | -20% | 59.1% | 312% | 1 | 0% | 3.3 |
|
| 3144 |
3144
Sentinel Pension Advisors
Wakefield,
Massachusetts
| USD 539 M | +USD 20 M | +4% | 1% | 52.1% | 117 | 11.11% | 2.6 |
|
| 3145 |
3145
Duncker Streett & Co
St. Louis,
Missouri
| USD 539 M | -USD 9.38 M | -2% | 2.46% | 102% | 559 | 17.89% | 6 |
|
| 3146 |
3146
Matthew Goff Investment Advisor
Houston,
Texas
| USD 538 M | +USD 12.5 M | +2% | 0.12% | 89.6% | 103 | 2.91% | 4.2 |
|
| 3147 |
3147
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| USD 538 M | -USD 260 k | -0% | 1.44% | 81.8% | 77 | 3.9% | 7.2 |
|
| 3148 |
3148
Fortis Group Advisors
Westwood,
New Jersey
| USD 537 M | -USD 3.96 M | -0.7% | 4.61% | 102% | 527 | 10.63% | 1.5 |
|
| 3149 |
3149
Coerente Capital Management
Toronto,
Ontario, Canada
| USD 536 M | -USD 95.2 k | -0% | 1.9% | 54.7% | 46 | 8.7% | 3 |
|
| 3150 |
3150
Farmers Trust Company
Youngstown,
Ohio
| USD 536 M | -USD 554 k | -0.1% | 2.55% | 73.5% | 198 | 8.08% | 6 |
|