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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
3676
Financial Security Advisor
Virginia Beach,
Virginia
| USD 470 M | +USD 36 M | +8% | 7.34% | 83.5% | 147 | 12.24% | 1.4 |
|
| 3677 |
3677
Canal Insurance Company
Greenville,
South Carolina
| USD 470 M | +USD 22.9 M | +5% | 12.2% | 114% | 75 | 14.67% | 6.5 |
|
| 3678 |
3678
Grace & Mercy Foundation
New York
| USD 470 M | -USD 12.8 M | -3% | 7.73% | 67.6% | 18 | 5.56% | 2.3 |
|
| 3679 |
3679
Element Pointe Advisors
Miami,
Florida
| USD 469 M | +USD 55.9 M | +14% | 7.6% | 75.1% | 76 | 13.16% | 3.2 |
|
| 3680 |
3680
CMH Wealth Management
Portsmouth,
New Hampshire
| USD 469 M | +USD 39.6 M | +9% | 5.76% | 88% | 59 | 15.25% | 4 |
|
| 3681 |
3681
Ellsworth Advisors
Hudson,
Ohio
| USD 469 M | +USD 57.9 M | +14% | 12.2% | 131% | 197 | 37.56% | 1.6 |
|
| 3682 |
3682
Harvey Capital Management
Palm Beach,
Florida
| USD 469 M | +USD 41.7 M | +10% | 15.2% | 147% | 88 | 13.64% | 4 |
|
| 3683 |
3683
First Reserve GP XIII
Stamford,
Connecticut
| USD 468 M | -USD 19.3 M | -4% | 3.83% | 5.56% | 2 | 0% | 1.1 |
|
| 3684 |
OPL
3684
Orland Properties Ltd
Road Town, Tortola,
British Virgin Islands
| USD 468 M | +USD 231 M | +98% | 7.49% | 77.6% | 13 | 69.23% | 0.9 |
|
| 3685 |
3685
CenterStar Asset Management
Chicago,
Illinois
| USD 467 M | +USD 46.8 M | +11% | 6.4% | 104% | 372 | 73.39% | 0.3 |
|
| 3686 |
SIM
3686
SW Investment Management
Telluride,
Colorado
| USD 467 M | +USD 48.6 M | +12% | 32.4% | 143% | 8 | 0% | 2.5 |
|
| 3687 |
3687
Adams Wealth Management
Logan,
Utah
| USD 467 M | -USD 58.6 M | -11% | 8.37% | 105% | 196 | 14.29% | 1.8 |
|
| 3688 |
3688
Valicenti Advisory Services
Elmira,
New York
| USD 466 M | +USD 38.2 M | +9% | 9.97% | 134% | 80 | 12.5% | 5.4 |
|
| 3689 |
3689
Maytus Capital Management
New York
| USD 466 M | -USD 76.7 M | -14% | 16% | 442% | 96 | 64.58% | 0.3 |
|
| 3690 |
AW
3690
Avion Wealth
The Woodlands,
Texas
| USD 466 M | +USD 27.5 M | +6% | 5.55% | 48.8% | 1,616 | 14.23% | 1.9 |
|
| 3691 |
NAMP
3691
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| USD 466 M | +USD 31.4 M | +7% | 9.35% | 90.2% | 149 | 7.38% | 7.3 |
|
| 3692 |
3692
O'Dell Group
Cincinnati,
Ohio
| USD 466 M | +USD 65.2 M | +16% | 7.37% | 72.2% | 42 | 42.86% | 2.6 |
|
| 3693 |
3693
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| USD 465 M | +USD 19 M | +4% | 6.97% | 81.5% | 247 | 6.48% | 4.9 |
|
| 3694 |
3694
Symmetry Peak Management
Radnor,
Pennsylvania
| USD 465 M | +USD 255 M | +122% | 61.7% | 320% | 195 | 81.54% | 0.1 |
|
| 3695 |
WCMN
3695
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| USD 465 M | +USD 40.2 M | +9% | 11.8% | 121% | 43 | 9.3% | 8.1 |
|
| 3696 |
3696
Solidarity Wealth
Lehi,
Utah
| USD 465 M | +USD 37.4 M | +9% | 7.59% | 85.9% | 87 | 11.49% | 2.2 |
|
| 3697 |
3697
Raub Brock Capital Management
Larkspur,
California
| USD 465 M | +USD 5.8 M | +1% | 3.8% | 54.7% | 41 | 12.2% | 3.3 |
|
| 3698 |
3698
Berkshire Bank
Pittsfield,
Massachusetts
| USD 464 M | +USD 26.4 M | +6% | 7.07% | 76.2% | 170 | 8.82% | 3.4 |
|
| 3699 |
3699
Richard P. Slaughter Associates
Austin,
Texas
| USD 464 M | -USD 26.3 M | -5% | 6.71% | 55.7% | 128 | 24.22% | 2.4 |
|
| 3700 |
3700
Peddock Capital Advisors
Braintree,
Massachusetts
| USD 464 M | +USD 31.5 M | +7% | 9.05% | 113% | 163 | 5.52% | 6.4 |
|