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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
Essex Savings Bank
Essex,
Connecticut
| USD 344 M | +USD 226 k | +0.1% | 8.68% | 95.2% | 264 | 0% | 3.3 |
|
| 3877 |
3877
Regents of the University of California
Oakland,
California
| USD 344 M | -USD 452 M | -57% | 15% | 76.6% | 29 | 17.24% | 6.7 |
|
| 3878 |
3878
Stokes Capital Advisors
Greenwood,
South Carolina
| USD 344 M | +USD 27.9 M | +9% | 6.7% | 61.3% | 76 | 3.95% | 4 |
|
| 3879 |
3879
CIC Wealth
Rockville,
Maryland
| USD 344 M | +USD 28.3 M | +9% | 9.92% | – | 169 | 10.06% | 1.1 |
|
| 3880 |
3880
Everhart Financial Group
Dublin,
Ohio
| USD 343 M | +USD 61.2 M | +22% | 13.1% | 123% | 283 | 17.31% | 1.5 |
|
| 3881 |
3881
Builder Investment Group
Atlanta,
Georgia
| USD 343 M | +USD 65 M | +23% | 29.8% | 169% | 109 | 6.42% | 1 |
|
| 3882 |
3882
Fernwood Investment Management
Quincy,
Massachusetts
| USD 343 M | +USD 40.2 M | +13% | 10.1% | 83.4% | 720 | 72.78% | 1.4 |
|
| 3883 |
3883
Auxano Advisors
Bellevue,
Washington
| USD 343 M | +USD 45.7 M | +15% | 9.15% | 103% | 159 | 22.01% | 1.7 |
|
| 3884 |
3884
Covenant Partners
Nashville,
Tennessee
| USD 343 M | +USD 26.1 M | +8% | 8.92% | 70.3% | 209 | 20.1% | 2.7 |
|
| 3885 |
3885
Wolff Financial Management
Kalamazoo,
Michigan
| USD 343 M | +USD 19.2 M | +6% | 7.42% | 56.7% | 98 | 3.06% | 1.8 |
|
| 3886 |
3886
Riggs Asset Management
Dallas,
Pennsylvania
| USD 343 M | +USD 28.1 M | +9% | 12.9% | 219% | 701 | 47.36% | 1.8 |
|
| 3887 |
VCM
3887
Vivaldi Capital Management
Chicago,
Illinois
| USD 343 M | +USD 9.34 M | +3% | 6.54% | 69.2% | 236 | 13.98% | 3.2 |
|
| 3888 |
3888
Stonebrook Private
Northville,
Michigan
| USD 343 M | +USD 43.4 M | +14% | 8.97% | – | 223 | 9.87% | 0.2 |
|
| 3889 |
CPH
3889
C Partners Holding
Zurich,
Switzerland
| USD 343 M | -USD 9.9 M | -3% | 8.71% | 25.6% | 15 | 13.33% | 5.1 |
|
| 3890 |
3890
Shikiar Asset Management
New York
| USD 343 M | +USD 19.7 M | +6% | 8.39% | 117% | 79 | 20.25% | 4.2 |
|
| 3891 |
3891
Accurate Wealth Management
Wesley Chapel,
Florida
| USD 342 M | +USD 20.8 M | +6% | 9.15% | 101% | 312 | 20.19% | 1.4 |
|
| 3892 |
3892
New World Advisors
Hingham,
Massachusetts
| USD 342 M | +USD 15.8 M | +5% | 7.92% | 66.5% | 77 | 24.68% | 1.8 |
|
| 3893 |
3893
Seafarer Capital Partners
Larkspur,
California
| USD 342 M | -USD 28.1 M | -8% | 1.22% | 61.3% | 6 | 0% | 2.7 |
|
| 3894 |
3894
First Wilshire Securities Management
Pasadena,
California
| USD 342 M | +USD 32.5 M | +11% | 15.5% | 135% | 85 | 4.71% | 4.7 |
|
| 3895 |
3895
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| USD 342 M | +USD 122 M | +55% | 7.74% | 64.9% | 39 | 28.21% | 1.2 |
|
| 3896 |
3896
Harvey Capital Management
Palm Beach,
Florida
| USD 342 M | +USD 40.5 M | +13% | 19.2% | 147% | 81 | 16.05% | 4.1 |
|
| 3897 |
3897
Satovsky Asset Management
New York
| USD 342 M | +USD 20.5 M | +6% | 6.9% | 53.6% | 53 | 15.09% | 2 |
|
| 3898 |
3898
Westover Capital Advisors
Wilmington,
Delaware
| USD 342 M | +USD 34.4 M | +11% | 13.6% | 144% | 200 | 23% | 2.7 |
|
| 3899 |
3899
Redwood Investments
Boston,
Massachusetts
| USD 342 M | -USD 41.3 M | -11% | 17.7% | 74.1% | 128 | 17.97% | 2.4 |
|
| 3900 |
3900
Trinity Legacy Partners
Houston,
Texas
| USD 341 M | +USD 24 M | +8% | 8.37% | 63.3% | 107 | 6.54% | 2.3 |
|