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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
3701
Bullseye Asset Management
Denver,
Colorado
| USD 268 M | +USD 48.6 M | +22% | 28.4% | 115% | 111 | 23.42% | 0.7 |
|
| 3702 |
3702
59 North Capital Management
Houston,
Texas
| USD 268 M | – | – | 31.8% | 81.4% | 13 | – | 0 |
|
| 3703 |
3703
Inspire Advisors
Meridian,
Idaho
| USD 268 M | – | – | 12.2% | 60.2% | 833 | – | 0 |
|
| 3704 |
ACM
3704
Altium Capital Management
New York
| USD 268 M | – | – | 47.5% | – | 94 | – | 0 |
|
| 3705 |
3705
Windsor Capital Management
Phoenix,
Arizona
| USD 268 M | +USD 28.5 M | +12% | 11% | 49.1% | 120 | 9.17% | 4.5 |
|
| 3706 |
3706
Rice Partnership
Honolulu,
Hawaii
| USD 268 M | +USD 37.2 M | +16% | 12.6% | 135% | 112 | 19.64% | 1.5 |
|
| 3707 |
3707
Journey Advisory Group
Covington,
Kentucky
| USD 267 M | – | – | 10.9% | 74.9% | 180 | – | 0 |
|
| 3708 |
3708
Ironwood Financial
Tucson,
Arizona
| USD 267 M | +USD 68.2 M | +34% | 10.8% | 54.1% | 515 | 13.4% | 2.8 |
|
| 3709 |
3709
Greenlea Lane Capital Management
Weston,
Connecticut
| USD 267 M | +USD 7.14 M | +3% | 24.2% | 99.7% | 11 | 27.27% | 1.4 |
|
| 3710 |
3710
JT Stratford LLC
Gainesville,
Georgia
| USD 267 M | +USD 34.8 M | +15% | 11% | 113% | 193 | 24.35% | 1.5 |
|
| 3711 |
3711
Parkside Advisors
Berkeley,
California
| USD 267 M | +USD 39.6 M | +17% | 11.2% | 36.7% | 72 | 19.44% | 2.6 |
|
| 3712 |
3712
Lawson Kroeker Investment Management
Omaha,
Nebraska
| USD 267 M | +USD 42.5 M | +19% | 23.6% | 69.7% | 62 | 8.06% | 5.8 |
|
| 3713 |
3713
Peninsula Wealth
San Francisco,
California
| USD 266 M | +USD 33 M | +14% | 13.1% | 30% | 54 | 66.67% | 1.9 |
|
| 3714 |
3714
Silver Heights Capital Management
Toronto,
Ontario, Canada
| USD 266 M | +USD 52.3 M | +24% | 28.5% | 62.9% | 7 | 28.57% | 2.8 |
|
| 3715 |
3715
Cloverfields Capital Group
Minneapolis,
Minnesota
| USD 266 M | – | – | 13.6% | 96.1% | 56 | – | 0 |
|
| 3716 |
3716
Highside Global Management
Dallas,
Texas
| USD 266 M | +USD 53.4 M | +25% | 26% | 11.1% | 20 | 35% | 0.5 |
|
| 3717 |
3717
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| USD 266 M | +USD 14.1 M | +6% | 15.7% | 101% | 45 | 15.56% | 1.8 |
|
| 3718 |
3718
Peak Financial Management
Wellesley,
Massachusetts
| USD 266 M | +USD 33.9 M | +15% | 11% | 58.2% | 68 | 16.18% | 2.5 |
|
| 3719 |
3719
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| USD 266 M | +USD 51.9 M | +24% | 16.5% | 70.2% | 247 | 21.05% | 2 |
|
| 3720 |
3720
Willow Creek Wealth Management
Sebastopol,
California
| USD 266 M | +USD 23.1 M | +10% | 2.75% | – | 92 | 10.87% | 2.2 |
|
| 3721 |
3721
Verdad Advisers
Boston,
Massachusetts
| USD 265 M | – | – | 33.4% | – | 39 | – | 0 |
|
| 3722 |
3722
Canal Capital Management
Richmond,
Virginia
| USD 265 M | +USD 36.9 M | +16% | 14.2% | 69.5% | 128 | 15.63% | 2.6 |
|
| 3723 |
3723
Community Bank of Raymore
Raymore,
Missouri
| USD 265 M | +USD 40.8 M | +18% | 21.5% | 91.9% | 59 | 8.47% | 4.1 |
|
| 3724 |
3724
Pasadena Private Wealth
Pasadena,
California
| USD 265 M | +USD 6.92 M | +3% | 9.56% | 60.8% | 94 | 30.85% | 1 |
|
| 3725 |
3725
Prism Advisors
Studio City,
California
| USD 265 M | +USD 27.3 M | +12% | 11.5% | 54.6% | 53 | 11.32% | 1.7 |
|