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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
Summit Wealth Partners
Orlando,
Florida
| USD 554 M | +USD 29.7 M | +6% | 4.5% | 44.9% | 220 | 6.82% | 3.5 |
|
| 3352 |
3352
Bourgeon Capital Management
Darien,
Connecticut
| USD 554 M | +USD 47.3 M | +9% | 9.45% | 121% | 119 | 18.49% | 3.9 |
|
| 3353 |
3353
Kirr Marbach & Co
Columbus,
Indiana
| USD 554 M | +USD 48.1 M | +10% | 9.36% | 121% | 59 | 10.17% | 4.1 |
|
| 3354 |
3354
Arvin Capital Management
Austin,
Texas
| USD 554 M | +USD 65.4 M | +13% | 7.48% | – | 54 | 59.26% | 0.4 |
|
| 3355 |
3355
Ellis Investment Partners
Berwyn,
Pennsylvania
| USD 554 M | +USD 39.1 M | +8% | 8.23% | 70.8% | 248 | 8.47% | 4.7 |
|
| 3356 |
3356
Legacy Financial Strategies
Overland Park,
Kansas
| USD 554 M | +USD 44.1 M | +9% | 6.97% | 76.7% | 140 | 12.86% | 2.9 |
|
| 3357 |
3357
Truvestments Capital
Sarasota,
Florida
| USD 553 M | +USD 53.4 M | +11% | 11.3% | 131% | 1,133 | 19.59% | 1.4 |
|
| 3358 |
SP
3358
Saranac Partners
London,
| USD 552 M | +USD 364 M | +193% | 3.11% | 69% | 326 | 53.99% | 0.2 |
|
| 3359 |
3359
Essex LLC
Deer Park,
Illinois
| USD 552 M | +USD 43.7 M | +9% | 10.7% | 91.4% | 187 | 12.83% | 2.7 |
|
| 3360 |
3360
Trigran Investments
Northbrook,
Illinois
| USD 552 M | -USD 24.3 M | -4% | 15.1% | 30.2% | 17 | 5.88% | 4.3 |
|
| 3361 |
3361
Hiddenite Capital Partners
New York
| USD 551 M | +USD 169 M | +44% | 19.7% | 466% | 45 | 73.33% | 0.4 |
|
| 3362 |
3362
CoreCommodity Management
Stamford,
Connecticut
| USD 551 M | -USD 56.5 M | -9% | 18.6% | 65.8% | 149 | 21.48% | 3.6 |
|
| 3363 |
3363
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
| USD 551 M | +USD 33.9 M | +7% | 6.17% | – | 152 | 5.92% | 0.7 |
|
| 3364 |
3364
Aire Advisors
Beverly Hills,
California
| USD 551 M | +USD 34.5 M | +7% | 8.82% | 77.4% | 173 | 8.09% | 2.5 |
|
| 3365 |
3365
Sensible Financial Planning & Management
Waltham,
Massachusetts
| USD 551 M | +USD 24 M | +5% | 2.92% | 24.5% | 37 | 16.22% | 6.5 |
|
| 3366 |
3366
Elgethun Capital Management
Sioux Falls,
South Dakota
| USD 551 M | +USD 53.7 M | +11% | 5.91% | 61.5% | 160 | 8.13% | 4.7 |
|
| 3367 |
3367
Concord Asset Management (Virginia)
Abingdon,
Virginia
| USD 551 M | -USD 114 M | -17% | 5.85% | 69% | 202 | 40.59% | 2.1 |
|
| 3368 |
3368
Canvas Wealth Advisors
Shawnee,
Kansas
| USD 550 M | +USD 42.8 M | +8% | 12.7% | 133% | 227 | 14.54% | 1.9 |
|
| 3369 |
3369
DGS Capital Management
Jersey City,
New Jersey
| USD 550 M | +USD 65.5 M | +14% | 8.7% | 177% | 460 | 25.43% | 1.6 |
|
| 3370 |
3370
Inspire Trust Company
Reno,
Nevada
| USD 549 M | +USD 64.6 M | +13% | 6.67% | 64.4% | 113 | 7.96% | 1.5 |
|
| 3371 |
3371
Affiance Financial
St. Louis Park,
Minnesota
| USD 549 M | +USD 56.9 M | +12% | 6.82% | 57.8% | 108 | 7.41% | 5.6 |
|
| 3372 |
OP
3372
ORG Partners
Roanoke,
Indiana
| USD 549 M | +USD 79.7 M | +17% | 9.53% | 69.5% | 1,723 | 16.42% | 1 |
|
| 3373 |
3373
Austin Asset Management
Austin,
Texas
| USD 548 M | +USD 35 M | +7% | 6.76% | 93.4% | 76 | 5.26% | 2.5 |
|
| 3374 |
3374
Wedgewood Partners
St Louis,
Missouri
| USD 548 M | +USD 32.7 M | +6% | 8.13% | 78.1% | 19 | 0% | 6.2 |
|
| 3375 |
3375
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| USD 548 M | +USD 65.4 M | +14% | 8.68% | 100% | 267 | 11.99% | 3.5 |
|