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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
3176
Marotta Asset Management
Charlottesville,
Virginia
| USD 509 M | +USD 31.4 M | +7% | 0.43% | 51% | 114 | 6.14% | 4 |
|
| 3177 |
3177
Adams Wealth Management
Logan,
Utah
| USD 509 M | -USD 13.5 M | -3% | 1.32% | 112% | 159 | 36.48% | 2 |
|
| 3178 |
3178
Convergence Financial
Columbia,
Missouri
| USD 509 M | +USD 7.83 M | +2% | 3.75% | 70.6% | 182 | 20.88% | 1 |
|
| 3179 |
3179
Schoolcraft Capital
Boulder,
Colorado
| USD 509 M | +USD 29.8 M | +6% | 0.62% | 58.7% | 74 | 8.11% | 3.8 |
|
| 3180 |
3180
SC&H Financial Advisors
Sparks,
Maryland
| USD 508 M | +USD 24.3 M | +5% | 1.23% | 66.2% | 152 | 3.29% | 2.6 |
|
| 3181 |
3181
Stanley Capital Management
Houston,
Texas
| USD 508 M | -USD 5.42 M | -1% | 7.68% | 158% | 39 | 10.26% | 3.8 |
|
| 3182 |
3182
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| USD 508 M | -USD 20.4 M | -4% | 1.93% | 93.2% | 232 | 9.48% | 4.6 |
|
| 3183 |
3183
Triasima Portfolio Management
Montreal,
Quebec, Canada
| USD 508 M | -USD 7.12 M | -1% | 3.08% | 224% | 170 | 30.59% | 1 |
|
| 3184 |
3184
Buffington Mohr McNeal
Boise,
Idaho
| USD 507 M | -USD 96 M | -16% | 3.07% | 29.3% | 141 | 26.95% | 5.3 |
|
| 3185 |
3185
Oakmont Corp
Los Angeles,
California
| USD 507 M | -USD 65.1 M | -11% | 7.58% | 96% | 31 | 9.68% | 3.6 |
|
| 3186 |
FA
3186
Financial Advisors
Andover,
Massachusetts
| USD 507 M | -USD 14.5 M | -3% | 1.67% | 71.5% | 83 | 2.41% | 4.4 |
|
| 3187 |
3187
WPWealth
Fort Worth,
Texas
| USD 506 M | +USD 17 M | +3% | 0.88% | 38.2% | 96 | 15.63% | 1.4 |
|
| 3188 |
3188
Bellecapital
Zurich,
Switzerland
| USD 506 M | -USD 59.8 M | -11% | 3.93% | 152% | 162 | 22.84% | 3.4 |
|
| 3189 |
3189
Beverly Hills Private Wealth
Beverly Hills,
California
| USD 506 M | +USD 10.6 M | +2% | 1.22% | 91.6% | 352 | 9.38% | 1.7 |
|
| 3190 |
3190
First Reserve GP XIII
Stamford,
Connecticut
| USD 505 M | +USD 48.3 M | +11% | 4.61% | 5.56% | 2 | 50% | 0.6 |
|
| 3191 |
3191
Strategic Global Advisors
Newport Beach,
California
| USD 505 M | -USD 41.8 M | -8% | 2.85% | 137% | 152 | 21.71% | 2.1 |
|
| 3192 |
3192
Golden State Equity Partners
South Coast Metro,
California
| USD 505 M | -USD 18.1 M | -3% | 1.58% | – | 477 | 19.29% | 1.7 |
|
| 3193 |
3193
Duncker Streett & Co
St. Louis,
Missouri
| USD 505 M | -USD 33.9 M | -6% | 1.6% | 102% | 541 | 9.06% | 6.5 |
|
| 3194 |
3194
Moment Partners
San Francisco,
California
| USD 505 M | -USD 20.2 M | -4% | 3.05% | – | 119 | 11.76% | 0.2 |
|
| 3195 |
3195
Greenup Street Wealth Management
Ann Arbor,
Michigan
| USD 505 M | +USD 1.11 M | +0.2% | 0.7% | 69.8% | 118 | 37.29% | 1.5 |
|
| 3196 |
3196
Almanack Investment Partners
Wayne,
Pennsylvania
| USD 505 M | -USD 144 M | -22% | 2.48% | 82.2% | 204 | 35.29% | 2.6 |
|
| 3197 |
3197
Affinity Capital Advisors
Berkeley,
California
| USD 504 M | -USD 27.1 M | -5% | 2.32% | 72.7% | 160 | 10% | 3.2 |
|
| 3198 |
HP
3198
Hound Partners
New York
| USD 504 M | +USD 244 M | +94% | 15.8% | 19.7% | 22 | 36.36% | 1.3 |
|
| 3199 |
3199
TFO Wealth Partners
Maumee,
Ohio
| USD 504 M | +USD 294 M | +139% | 0.46% | 68.9% | 39 | 74.36% | 0.9 |
|
| 3200 |
3200
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| USD 504 M | -USD 7.26 M | -1% | 1.15% | 71.4% | 158 | 9.49% | 4.5 |
|