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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
3876
Gainplan
Bloomfield Hills,
Michigan
| USD 190 M | +USD 23.3 M | +14% | 8.32% | 103% | 67 | 59.7% | 0.4 |
|
| 3877 |
3877
Regents of the University of California
Oakland,
California
| USD 190 M | +USD 137 M | +263% | 273% | 76.6% | 31 | 22.58% | 3.2 |
|
| 3878 |
CAGAS
3878
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| USD 190 M | +USD 39.2 M | +26% | 6.94% | 54.8% | 477 | 63.1% | 1.3 |
|
| 3879 |
3879
Cerebellum
San Francisco,
California
| USD 190 M | +USD 34 M | +22% | 6.72% | – | 548 | 47.08% | 0.6 |
|
| 3880 |
3880
ETF Portfolio Partners
Leawood,
Kansas
| USD 189 M | +USD 15.1 M | +9% | 5.44% | 50.2% | 34 | 5.88% | 3 |
|
| 3881 |
3881
Zeal Asset Management
Central,
Hong Kong
| USD 189 M | – | – | 18.9% | 26.9% | 5 | – | 0 |
|
| 3882 |
3882
Archer Investment Corporation
Carmel,
Indiana
| USD 189 M | +USD 24.1 M | +15% | 5.99% | 76.1% | 689 | 30.91% | 0.7 |
|
| 3883 |
3883
PhiloSmith Capital
Stamford,
Connecticut
| USD 189 M | +USD 3.25 M | +2% | 2.92% | 47% | 37 | 5.41% | 2.2 |
|
| 3884 |
3884
Eads & Heald Wealth Management
Atlanta,
Georgia
| USD 189 M | +USD 10.2 M | +6% | 6.62% | 93.3% | 133 | 6.02% | 4.9 |
|
| 3885 |
3885
Copperwynd Financial
Scottsdale,
Arizona
| USD 189 M | +USD 12.7 M | +7% | 9.26% | 90% | 112 | 9.82% | 1.4 |
|
| 3886 |
SCC
3886
Second Curve Capital
Radnor,
Pennsylvania
| USD 189 M | +USD 25 M | +15% | 11.5% | 160% | 23 | 30.43% | 2.3 |
|
| 3887 |
3887
Truvvo Partners
New York
| USD 188 M | +USD 8.89 M | +5% | 5.65% | 21.1% | 50 | 20% | 1.3 |
|
| 3888 |
3888
Mizuho Securities
Tokyo,
Japan
| USD 188 M | +USD 39 M | +26% | 12.3% | – | 180 | 47.22% | 0.5 |
|
| 3889 |
3889
Harvest Investment Services
Oakbrook Terrace,
Illinois
| USD 188 M | -USD 11 M | -6% | 8.02% | 282% | 190 | 42.11% | 0.6 |
|
| 3890 |
3890
Emergence GP Partners
San Francisco,
California
| USD 188 M | – | – | 7.18% | – | 1 | – | 0 |
|
| 3891 |
BOC
3891
Barbara Oil Co
Chicago,
Illinois
| USD 188 M | +USD 11.4 M | +6% | 7.44% | 76.9% | 92 | 7.61% | 4.2 |
|
| 3892 |
3892
Whalerock Point Partners
Providence,
Rhode Island
| USD 188 M | +USD 2.57 M | +1% | 9.12% | 103% | 151 | 4.64% | 3.2 |
|
| 3893 |
3893
Great Hill Partners
Boston,
Massachusetts
| USD 188 M | – | – | 15.7% | 24% | 1 | – | 0 |
|
| 3894 |
3894
Cynosure Group
Salt Lake City,
Utah
| USD 188 M | +USD 3.79 M | +2% | 11.9% | 63% | 68 | 0% | 0.6 |
|
| 3895 |
3895
ACON Equity Management
Washington,
District of Columbia
| USD 188 M | -USD 37.3 M | -17% | 16.6% | 32.1% | 1 | 0% | 2 |
|
| 3896 |
MA
3896
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| USD 188 M | +USD 7.8 M | +4% | 14.5% | 166% | 88 | 4.55% | 4.2 |
|
| 3897 |
PWAP
3897
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| USD 188 M | -USD 8.61 M | -4% | 9.04% | 58.5% | 139 | 12.23% | 4.7 |
|
| 3898 |
3898
Total Wealth Planning
Cincinnati,
Ohio
| USD 188 M | +USD 11.5 M | +7% | 4.27% | 37.2% | 35 | 5.71% | 0.9 |
|
| 3899 |
AP
3899
Agilis Partners
Waltham,
Massachusetts
| USD 188 M | +USD 41 M | +28% | 4.23% | 8.47% | 25 | 40% | 1.5 |
|
| 3900 |
3900
Pettinga Financial Advisors
Evansville,
Indiana
| USD 187 M | +USD 1.97 M | +1% | 5.34% | 78.1% | 95 | 21.05% | 0.9 |
|