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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
Retirement Capital Strategies
San Jose,
California
| USD 219 M | -USD 4.36 M | -2% | 0.66% | 59% | 70 | 48.57% | 2.3 |
|
| 4052 |
FCT
4052
Family Capital Trust
Peabody,
Massachusetts
| USD 219 M | -USD 33.8 M | -13% | 11.7% | 39.1% | 51 | 1.96% | 7.2 |
|
| 4053 |
4053
Boltwood Capital Management
Walnut Creek,
California
| USD 218 M | -USD 12.6 M | -5% | 5.91% | 63% | 153 | 10.46% | 5.4 |
|
| 4054 |
4054
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| USD 218 M | -USD 14.2 M | -6% | 1.93% | 119% | 58 | 13.79% | 1.6 |
|
| 4055 |
4055
Arisaig Partners (Asia)
Singapore
| USD 218 M | -USD 32.3 M | -13% | 3.86% | – | 8 | 0% | 0.8 |
|
| 4056 |
4056
Lebenthal Global Advisors
Hauppauge,
New York
| USD 218 M | +USD 12.1 M | +6% | 5.38% | 57.2% | 141 | 26.24% | 1.1 |
|
| 4057 |
ETH
4057
Exos TFP Holdings
New York
| USD 218 M | – | – | 0.48% | – | 528 | – | 0 |
|
| 4058 |
4058
Wakefield Asset Management
Englewood,
Colorado
| USD 218 M | -USD 15.7 M | -7% | 1.07% | 147% | 220 | 55% | 1.1 |
|
| 4059 |
4059
Biltmore Wealth Management
Tempe,
Arizona
| USD 218 M | -USD 9.6 M | -4% | 4.57% | 59.8% | 52 | 15.38% | 2.9 |
|
| 4060 |
4060
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| USD 218 M | -USD 14.6 M | -6% | 5.75% | 137% | 39 | 5.13% | 6.2 |
|
| 4061 |
DI
4061
Disciplined Investments
Tulsa,
Oklahoma
| USD 218 M | -USD 3.63 M | -2% | 4.67% | 51.4% | 1,724 | 7.48% | 0.9 |
|
| 4062 |
4062
Virtus Investment Advisers
Hartford,
Connecticut
| USD 218 M | – | – | 1.69% | 172% | 375 | – | 0 |
|
| 4063 |
4063
Madrona Venture Group
Seattle,
Washington
| USD 218 M | +USD 1.94 M | +0.9% | 4.34% | 233% | 6 | 0% | 1 |
|
| 4064 |
4064
Auxano Advisors
Bellevue,
Washington
| USD 217 M | +USD 15.4 M | +8% | 2.91% | 103% | 103 | 31.07% | 1.3 |
|
| 4065 |
4065
Rothschild Capital Partners
New York
| USD 217 M | -USD 21.7 M | -9% | 3.93% | 90.8% | 30 | 0% | 4.7 |
|
| 4066 |
4066
Compton Financial Group
Towson,
Maryland
| USD 217 M | -USD 4.16 M | -2% | 5.75% | 37.7% | 33 | 9.09% | 1.4 |
|
| 4067 |
4067
Proquility Private Wealth Partners
Las Vegas,
Nevada
| USD 217 M | -USD 15.9 M | -7% | 6.44% | 19.4% | 92 | 10.87% | 1.6 |
|
| 4068 |
4068
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| USD 217 M | -USD 26.3 M | -11% | 4.1% | 94.5% | 109 | 12.84% | 2.2 |
|
| 4069 |
4069
Apeiron RIA
Dallas,
Texas
| USD 217 M | -USD 141 M | -39% | 6.46% | 68.5% | 222 | 58.56% | 0.4 |
|
| 4070 |
4070
Harbor Advisory Corp
Portsmouth,
New Hampshire
| USD 217 M | -USD 11 M | -5% | 5.79% | 63.2% | 79 | 11.39% | 2.6 |
|
| 4071 |
4071
Hendley & Co
Zanesville,
Ohio
| USD 217 M | -USD 16.4 M | -7% | 4.88% | 64.9% | 62 | 12.9% | 5.2 |
|
| 4072 |
4072
KCS Wealth Advisory
Los Angeles,
California
| USD 217 M | -USD 8.08 M | -4% | 5.59% | 45.3% | 161 | 18.63% | 2.9 |
|
| 4073 |
4073
JCIC Asset Management
Toronto,
Ontario, Canada
| USD 217 M | +USD 31 M | +17% | 5.59% | – | 124 | 18.55% | 3.1 |
|
| 4074 |
VST
4074
Van Strum & Towne
San Francisco,
California
| USD 217 M | -USD 18.1 M | -8% | 5.88% | 72.3% | 95 | 4.21% | 4.9 |
|
| 4075 |
4075
11 Capital Partners
Darien,
Connecticut
| USD 217 M | -USD 5.63 M | -3% | 3.17% | 101% | 17 | 41.18% | 0.9 |
|