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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
4076
Summit Rock Advisors
New York
| USD 312 M | +USD 94.9 M | +44% | 16.4% | – | 9 | 66.67% | 0.2 |
|
| 4077 |
4077
BCS Wealth Management
Johnson City,
Tennessee
| USD 312 M | +USD 40.1 M | +15% | 5.58% | 51% | 239 | 9.62% | 1.1 |
|
| 4078 |
4078
Coston McIsaac & Partners
Bar Harbor,
Maine
| USD 311 M | +USD 24.2 M | +8% | 6.56% | 40.6% | 841 | 4.28% | 1.5 |
|
| 4079 |
SIM
4079
SW Investment Management
Telluride,
Colorado
| USD 311 M | +USD 21.1 M | +7% | 7.55% | 143% | 13 | 23.08% | 1.5 |
|
| 4080 |
4080
Hillman Capital Management
Bethesda,
Maryland
| USD 311 M | +USD 21.5 M | +7% | 6.02% | 20.2% | 57 | 15.79% | 3 |
|
| 4081 |
4081
Whitcomb & Hess
Ashland,
Ohio
| USD 311 M | +USD 20.2 M | +7% | 3.82% | 54% | 51 | 11.76% | 1.7 |
|
| 4082 |
4082
G2 Capital Management
Columbus,
Ohio
| USD 311 M | +USD 16.6 M | +6% | 5.61% | 55.1% | 65 | 3.08% | 1.4 |
|
| 4083 |
TC
4083
Teilinger Capital
Houston,
Texas
| USD 311 M | +USD 136 M | +78% | 7.18% | 8.46% | 28 | 64.29% | 0.4 |
|
| 4084 |
4084
Lantz Financial
Naperville,
Illinois
| USD 311 M | +USD 33.9 M | +12% | 8.66% | 74.3% | 212 | 9.43% | 2.8 |
|
| 4085 |
4085
Claar Advisors
New York
| USD 311 M | +USD 29 M | +10% | 9.94% | 65.5% | 33 | 30.3% | 3.8 |
|
| 4086 |
4086
TSP Capital Management Group
Summit,
New Jersey
| USD 311 M | +USD 22 M | +8% | 7.93% | 186% | 48 | 2.08% | 4.3 |
|
| 4087 |
4087
Davidson Capital Management
Corpus Christi,
Texas
| USD 311 M | +USD 35.2 M | +13% | 10.3% | 79.4% | 137 | 45.26% | 2 |
|
| 4088 |
4088
Keating Investment Counselors
Delray Beach,
Florida
| USD 310 M | +USD 30.7 M | +11% | 2.45% | 50% | 89 | 15.73% | 5.2 |
|
| 4089 |
WA
4089
WealthTrust Axiom
Wayne,
Pennsylvania
| USD 310 M | +USD 11.4 M | +4% | 6.98% | 123% | 270 | 9.63% | 5.6 |
|
| 4090 |
4090
Family Investment Center
Saint Joseph,
Missouri
| USD 310 M | +USD 111 M | +56% | 8.78% | 53.1% | 86 | 24.42% | 0.8 |
|
| 4091 |
4091
Ionic Capital Management
New York
| USD 310 M | -USD 97.3 M | -24% | 5.93% | 163% | 222 | 50% | 1.1 |
|
| 4092 |
4092
Aries Wealth Management
Portland,
Maine
| USD 310 M | +USD 29.9 M | +11% | 8.8% | 87.7% | 215 | 8.84% | 1.7 |
|
| 4093 |
4093
Cobalt Capital Management
Short Hills,
New Jersey
| USD 310 M | +USD 23 M | +8% | 21% | 235% | 34 | 52.94% | 0.9 |
|
| 4094 |
4094
Francis Financial
| USD 310 M | +USD 77.2 M | +33% | 9.17% | 62% | 73 | 16.44% | 1.6 |
|
| 4095 |
4095
11 Capital Partners
Darien,
Connecticut
| USD 310 M | +USD 17.5 M | +6% | 14.2% | 101% | 18 | 27.78% | 1.2 |
|
| 4096 |
4096
Vickerman Investment Advisors
Spokane,
Washington
| USD 310 M | +USD 16.7 M | +6% | 5.1% | 47.3% | 64 | 0% | 2.1 |
|
| 4097 |
4097
Court Place Advisors
Ellicott City,
Maryland
| USD 310 M | +USD 5.76 M | +2% | 11.1% | 92% | 167 | 10.78% | 7 |
|
| 4098 |
4098
SimplyRich
Carlsbad,
California
| USD 309 M | +USD 18.7 M | +6% | 7.74% | 105% | 185 | 9.73% | 3.1 |
|
| 4099 |
4099
FCA Corp
Houston,
Texas
| USD 309 M | +USD 18.3 M | +6% | 5.97% | 61.5% | 183 | 2.19% | 4.5 |
|
| 4100 |
4100
Colony Family Offices
Charlotte,
North Carolina
| USD 309 M | +USD 19.9 M | +7% | 4.73% | 53.9% | 74 | 16.22% | 1.4 |
|