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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
Gleason Group
Prospect,
Kentucky
| USD 348 M | +USD 29.6 M | +9% | 5.99% | 69.1% | 237 | 7.59% | 2.5 |
|
| 3352 |
3352
Boston Standard Wealth Management
Winchester,
Massachusetts
| USD 348 M | +USD 11.4 M | +3% | 5.01% | 47.1% | 40 | 0% | 4.5 |
|
| 3353 |
3353
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| USD 348 M | +USD 35.5 M | +11% | 10.4% | 64.8% | 66 | 21.21% | 2.8 |
|
| 3354 |
3354
Tamar Securities
Woodland Hills,
California
| USD 348 M | +USD 33 M | +10% | 12.8% | 101% | 69 | 13.04% | 1.6 |
|
| 3355 |
JWCA
3355
J.W. Coons Advisors
Columbus,
Ohio
| USD 348 M | +USD 13.4 M | +4% | 4.57% | 61.2% | 241 | 8.71% | 2.2 |
|
| 3356 |
3356
JT Stratford LLC
Gainesville,
Georgia
| USD 348 M | +USD 35.1 M | +11% | 6.79% | 113% | 249 | 27.31% | 2.2 |
|
| 3357 |
3357
Incline Global Management
New York
| USD 348 M | +USD 77 M | +28% | 8.91% | 40.1% | 25 | 16% | 1.9 |
|
| 3358 |
WCMN
3358
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| USD 348 M | +USD 7.93 M | +2% | 5.86% | 121% | 48 | 6.25% | 6.3 |
|
| 3359 |
3359
Martin Investment Management
Palm Beach Gardens,
Florida
| USD 348 M | +USD 28.9 M | +9% | 6.24% | 50% | 51 | 9.8% | 4.6 |
|
| 3360 |
3360
Princeton Global Asset Management
Princeton,
New Jersey
| USD 347 M | +USD 38.6 M | +12% | 5.11% | 110% | 626 | 13.58% | 2.6 |
|
| 3361 |
3361
McRae Capital Management
Morristown,
New Jersey
| USD 347 M | +USD 5.46 M | +2% | 6.58% | 78.2% | 102 | 4.9% | 5.6 |
|
| 3362 |
3362
Schoolcraft Capital
Boulder,
Colorado
| USD 347 M | +USD 22.4 M | +7% | 5.48% | 58.7% | 62 | 3.23% | 2.7 |
|
| 3363 |
3363
Northwest Quadrant Wealth Management
Bend,
Oregon
| USD 347 M | +USD 19.1 M | +6% | 3.4% | 45.6% | 58 | 6.9% | 4.6 |
|
| 3364 |
3364
Repertoire Partners
New York
| USD 347 M | -USD 642 M | -65% | 1.68% | 37.5% | 59 | 64.41% | 0.6 |
|
| 3365 |
3365
Sycale Advisors
New York
| USD 347 M | +USD 65.8 M | +23% | 5.99% | 46.1% | 24 | 29.17% | 1.2 |
|
| 3366 |
3366
Harbor Capital Advisors
Chicago,
Illinois
| USD 347 M | +USD 244 M | +236% | 14.4% | 128% | 276 | 53.26% | 0.5 |
|
| 3367 |
WM
3367
Wishbone Management
Chicago,
Illinois
| USD 347 M | +USD 23.5 M | +7% | 1.82% | 58.7% | 11 | 36.36% | 0.8 |
|
| 3368 |
VCM
3368
V3 Capital Management
Dallas,
Texas
| USD 347 M | +USD 13.6 M | +4% | 4.48% | 20.5% | 13 | 46.15% | 1 |
|
| 3369 |
3369
Peninsula Wealth
San Francisco,
California
| USD 346 M | +USD 28.7 M | +9% | 9.88% | 30% | 75 | 4% | 1.9 |
|
| 3370 |
3370
CMH Wealth Management
Portsmouth,
New Hampshire
| USD 346 M | +USD 34.7 M | +11% | 12.6% | 88% | 50 | 10% | 3.4 |
|
| 3371 |
3371
Fruth Investment Management
Houston,
Texas
| USD 346 M | +USD 4.58 M | +1% | 3.17% | 79.4% | 228 | 5.26% | 6.8 |
|
| 3372 |
3372
Pasadena Private Wealth
Pasadena,
California
| USD 346 M | +USD 21.7 M | +7% | 4.78% | 60.8% | 126 | 24.6% | 1.8 |
|
| 3373 |
3373
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| USD 346 M | +USD 26.7 M | +8% | 8.39% | 26.4% | 2 | 0% | 2.4 |
|
| 3374 |
3374
Manchester Financial
Westlake Village,
California
| USD 345 M | -USD 24.2 M | -7% | 2.88% | 73% | 105 | 16.19% | 2.3 |
|
| 3375 |
3375
Hohimer Wealth Management
Seattle,
Washington
| USD 345 M | +USD 31.9 M | +10% | 6.15% | 111% | 211 | 25.12% | 1.9 |
|