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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
Mosaic Family Wealth
St. Louis,
Missouri
| USD 299 M | +USD 32.5 M | +12% | 13.4% | 85.2% | 158 | 14.56% | 3.6 |
|
| 3502 |
3502
Court Place Advisors
Ellicott City,
Maryland
| USD 299 M | +USD 31.6 M | +12% | 12.7% | 92% | 179 | 8.94% | 4.7 |
|
| 3503 |
3503
Sugarloaf Wealth Management
Duluth,
Georgia
| USD 299 M | +USD 24.5 M | +9% | 8.37% | 10.2% | 781 | 13.44% | 0.9 |
|
| 3504 |
CDIA
3504
Capital Directions Investment Advisors
Atlanta,
Georgia
| USD 299 M | +USD 34.4 M | +13% | 17.1% | 7.53% | 203 | 7.88% | 2.1 |
|
| 3505 |
3505
YorkBridge Wealth Partners
New York
| USD 299 M | +USD 60.5 M | +25% | 12.7% | 36.5% | 219 | 20.55% | 2.5 |
|
| 3506 |
3506
One Day In July LLC
Burlington,
Vermont
| USD 298 M | +USD 17.6 M | +6% | 11.7% | 48.2% | 60 | 28.33% | 1.2 |
|
| 3507 |
3507
Armbruster Capital Management
Pittsford,
New York
| USD 298 M | +USD 37.7 M | +14% | 15.8% | 66.7% | 91 | 8.79% | 3 |
|
| 3508 |
3508
Himension Capital (Singapore)
Singapore
| USD 298 M | – | – | 25.6% | 464% | 16 | – | 0 |
|
| 3509 |
3509
AIP LLC
New York
| USD 298 M | +USD 31.1 M | +12% | 11.7% | 54.9% | 1 | 0% | 3 |
|
| 3510 |
SP
3510
StackLine Partners
New York
| USD 297 M | +USD 36.1 M | +14% | 34.3% | 12.7% | 13 | 23.08% | 1.3 |
|
| 3511 |
3511
Financial Planning & Information Services
De Pere,
Wisconsin
| USD 297 M | +USD 40 M | +16% | 16.4% | 13% | 69 | 7.25% | 3.6 |
|
| 3512 |
3512
Nalanda India Fund
Moka,
Mauritius
| USD 297 M | +USD 33.3 M | +13% | 12.6% | 15.3% | 1 | 0% | 2 |
|
| 3513 |
3513
5AM Venture Management
San Francisco,
California
| USD 297 M | -USD 83.4 M | -22% | 32.7% | 546% | 10 | 10% | 0.9 |
|
| 3514 |
CH
3514
Canton Hathaway
Providence,
Rhode Island
| USD 297 M | +USD 52.6 M | +22% | 11.9% | 87.8% | 370 | 60% | 1 |
|
| 3515 |
3515
HT Partners
Centerbrook,
Connecticut
| USD 296 M | +USD 32.8 M | +12% | 10.6% | 71.1% | 46 | 23.91% | 2.6 |
|
| 3516 |
3516
Matthew 25 Management Corp
Ambler,
Pennsylvania
| USD 296 M | +USD 33.5 M | +13% | 17.4% | 155% | 20 | 10% | 4.8 |
|
| 3517 |
3517
BHZ Capital Management
San Jose,
California
| USD 296 M | +USD 60.2 M | +26% | 43.6% | 3.24% | 154 | 18.18% | 2.6 |
|
| 3518 |
3518
Northwest Quadrant Wealth Management
Bend,
Oregon
| USD 296 M | +USD 43.4 M | +17% | 13.5% | 45.6% | 61 | 11.48% | 2.8 |
|
| 3519 |
3519
Heathbridge Capital Management
Toronto,
Ontario, Canada
| USD 296 M | +USD 39.5 M | +15% | 22.5% | 73.6% | 24 | 0% | 4.8 |
|
| 3520 |
3520
Fulcrum Asset Management
London,
United Kingdom
| USD 296 M | +USD 129 M | +78% | 15.2% | – | 142 | 0% | 0 |
|
| 3521 |
CCM
3521
Compton Capital Management
Providence,
Rhode Island
| USD 296 M | +USD 35.1 M | +13% | 12.9% | 75.6% | 154 | 14.94% | 4.6 |
|
| 3522 |
3522
McNamara Financial Services
Marshfield,
Massachusetts
| USD 295 M | -USD 218 k | -0.1% | 11% | 47.7% | 48 | 0% | 3.1 |
|
| 3523 |
3523
Stevard LLC
Chicago,
Illinois
| USD 295 M | +USD 55.5 M | +23% | 16.6% | – | 168 | 59.52% | 0.7 |
|
| 3524 |
LFA
3524
Lighthouse Financial Advisors
New Market,
Maryland
| USD 295 M | +USD 32.1 M | +12% | 13.3% | – | 113 | 12.39% | 0.7 |
|
| 3525 |
3525
Silver Rock Financial
Los Angeles,
California
| USD 295 M | +USD 119 M | +68% | 22% | 2.58% | 46 | 73.91% | 0.5 |
|