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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
Bain Capital Venture Investors
Boston,
Massachusetts
| USD 295 M | -USD 62.7 M | -18% | 3.28% | 34.2% | 2 | 50% | 2.5 |
|
| 3527 |
3527
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| USD 295 M | +USD 34.9 M | +13% | 18% | 111% | 497 | 15.69% | 2.4 |
|
| 3528 |
3528
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| USD 294 M | +USD 31.6 M | +12% | 14% | 64.8% | 41 | 7.32% | 2.6 |
|
| 3529 |
3529
Lafayette Investments
Ashton,
Maryland
| USD 294 M | +USD 32.7 M | +13% | 15.9% | 84.3% | 92 | 11.96% | 3.8 |
|
| 3530 |
3530
Larson Financial Group
St Louis,
Missouri
| USD 294 M | +USD 50.4 M | +21% | 14.9% | 89.7% | 887 | 17.81% | 1.2 |
|
| 3531 |
3531
Cambria Investment Management
Manhattan Beach,
California
| USD 294 M | +USD 23.8 M | +9% | 21.9% | 72% | 208 | 26.44% | 1.8 |
|
| 3532 |
3532
Physician Wealth Advisors
Midvale,
Utah
| USD 294 M | +USD 44.7 M | +18% | 13.9% | 79.9% | 151 | 22.52% | 0.9 |
|
| 3533 |
3533
Chesapeake Wealth Management
Williamsburg,
Virginia
| USD 294 M | +USD 26 M | +10% | 9.93% | 74.9% | 206 | 8.25% | 2 |
|
| 3534 |
3534
Perkins Coie Trust Company
Seattle,
Washington
| USD 293 M | +USD 42.5 M | +17% | 14.9% | 83.2% | 256 | 3.91% | 5.2 |
|
| 3535 |
3535
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| USD 293 M | +USD 29.4 M | +11% | 14% | 86.1% | 202 | 9.41% | 4.6 |
|
| 3536 |
3536
Cobalt Capital Management
Short Hills,
New Jersey
| USD 293 M | +USD 116 M | +66% | 25.6% | 220% | 45 | 75.56% | 0.3 |
|
| 3537 |
3537
Bridgefront Capital
Austin,
Texas
| USD 292 M | – | – | 22.3% | 52.1% | 582 | – | 0 |
|
| 3538 |
3538
Abingworth
London,
United Kingdom
| USD 292 M | -USD 175 M | -37% | 17.1% | 187% | 18 | 22.22% | 2.5 |
|
| 3539 |
3539
Aristides Capital
Louisville,
Kentucky
| USD 292 M | +USD 148 M | +103% | 46.7% | 126% | 193 | 67.36% | 0.2 |
|
| 3540 |
3540
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| USD 292 M | – | – | 12.4% | 58.1% | 540 | – | 0 |
|
| 3541 |
3541
Family Management
New York
| USD 292 M | +USD 63.9 M | +28% | 12.2% | 76% | 182 | 37.91% | 1.4 |
|
| 3542 |
LHC
3542
Lodge Hill Capital
New York
| USD 292 M | -USD 56.4 M | -16% | 25.8% | 17.9% | 37 | 51.35% | 0.7 |
|
| 3543 |
3543
PDS Planning
Dublin,
Ohio
| USD 291 M | +USD 45.8 M | +19% | 13.8% | 69.1% | 164 | 17.07% | 1.5 |
|
| 3544 |
3544
Wright Investors Service
Shelton,
Connecticut
| USD 291 M | +USD 10.2 M | +4% | 14.8% | 161% | 168 | 26.79% | 3 |
|
| 3545 |
3545
HHM Wealth Advisors
Chattanooga,
Tennessee
| USD 291 M | +USD 41 M | +16% | 15.2% | 70.6% | 584 | 13.01% | 0.8 |
|
| 3546 |
3546
Financial Advisors Network
Tustin,
California
| USD 291 M | +USD 35.7 M | +14% | 12.3% | – | 117 | 7.69% | 2.1 |
|
| 3547 |
3547
Summit Financial Strategies
Columbus,
Ohio
| USD 291 M | +USD 45.6 M | +19% | 17.7% | 59.4% | 85 | 17.65% | 2.6 |
|
| 3548 |
CT
3548
Chicago Trust
Grayslake,
Illinois
| USD 291 M | +USD 51.1 M | +21% | 14.5% | 96.7% | 235 | 25.53% | 3 |
|
| 3549 |
3549
Rock Point Advisors
Burlington,
Vermont
| USD 291 M | +USD 65.1 M | +29% | 30% | 94.1% | 93 | 13.98% | 3.4 |
|
| 3550 |
GTCM
3550
Gyon Technologies Capital Management
Denville,
New Jersey
| USD 291 M | +USD 163 M | +128% | 21.5% | 42.2% | 474 | 72.57% | 0.1 |
|