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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
Old Port Advisors
Portland,
Maine
| USD 348 M | -USD 12.1 M | -3% | 1.05% | 114% | 246 | 10.16% | 4.2 |
|
| 4077 |
4077
Scott Capital Advisors
Portland,
Oregon
| USD 348 M | -USD 4.72 M | -1% | 0.75% | 50.9% | 54 | 14.81% | 2.2 |
|
| 4078 |
TPWM
4078
Twelve Points Wealth Management
Concord,
Massachusetts
| USD 348 M | +USD 30 M | +9% | 1.79% | 56.8% | 190 | 11.05% | 2.4 |
|
| 4079 |
4079
KEB Asset Management
Springfield,
Illinois
| USD 347 M | +USD 15.3 M | +5% | 1.06% | 68.9% | 87 | 18.39% | 1.9 |
|
| 4080 |
4080
Verum Partners
Charlotte,
North Carolina
| USD 347 M | +USD 5.95 M | +2% | 0.75% | 57.7% | 167 | 4.79% | 1.4 |
|
| 4081 |
4081
Kera Capital Partners
San Jose,
California
| USD 347 M | – | – | 3.78% | – | 158 | – | 0 |
|
| 4082 |
4082
Prevatt Capital
Nassau,
Bahamas
| USD 347 M | +USD 43.4 M | +14% | 8.66% | – | 15 | 26.67% | 0.8 |
|
| 4083 |
VM
4083
Venator Management
Pittsburgh,
Pennsylvania
| USD 347 M | +USD 1.82 M | +0.5% | 4.52% | 101% | 25 | 12% | 2.7 |
|
| 4084 |
VDBMI
4084
Van Den Berg Management I
Austin,
Texas
| USD 347 M | +USD 1.35 M | +0.4% | 0.36% | 187% | 112 | 7.14% | 2.9 |
|
| 4085 |
4085
Searle & Co
Greenwich,
Connecticut
| USD 347 M | -USD 54.1 M | -13% | 0% | 108% | 186 | 12.9% | 4.7 |
|
| 4086 |
4086
Blue Zone Wealth Advisors
Los Angeles,
California
| USD 347 M | +USD 25.4 M | +8% | 3.61% | 91.1% | 107 | 13.08% | 2.6 |
|
| 4087 |
DI
4087
DDFG Inc
Thousand Oaks,
California
| USD 346 M | -USD 3.52 M | -1% | 1.59% | 56.3% | 82 | 7.32% | 1.7 |
|
| 4088 |
4088
Timber Creek Capital Management
Boston,
Massachusetts
| USD 346 M | -USD 10.8 M | -3% | 1.95% | 139% | 83 | 6.02% | 5.4 |
|
| 4089 |
4089
Horiko Capital Management
New York
| USD 346 M | +USD 333 k | +0.1% | 3.31% | 275% | 21 | 0% | 3.9 |
|
| 4090 |
MI
4090
M3F Inc
Salt Lake City,
Utah
| USD 346 M | +USD 21.3 M | +7% | 17.9% | 139% | 35 | 34.29% | 3.5 |
|
| 4091 |
4091
The Wealth Group
Eden Prairie,
Minnesota
| USD 346 M | +USD 2.36 M | +0.7% | 0.46% | 71.9% | 68 | 8.82% | 0.9 |
|
| 4092 |
4092
Prentice Wealth Management
Rochester,
New York
| USD 346 M | +USD 9.05 M | +3% | 0.8% | 47.8% | 111 | 7.21% | 2.4 |
|
| 4093 |
4093
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| USD 345 M | +USD 17.1 M | +5% | 2.37% | 31.3% | 205 | 43.41% | 0.5 |
|
| 4094 |
4094
Founders Grove Wealth Partners
Richmond,
Virginia
| USD 345 M | – | – | 0.63% | – | 116 | – | 0 |
|
| 4095 |
SWG
4095
Summit Wealth Group
White River Junction,
Vermont
| USD 345 M | -USD 1.48 M | -0.4% | 1.01% | 56.7% | 105 | 12.38% | 1.3 |
|
| 4096 |
BPC
4096
Bryce Point Capital
Scarsdale,
New York
| USD 345 M | – | – | 0.99% | – | 398 | – | 0 |
|
| 4097 |
4097
Access Investment Management
Atlanta,
Georgia
| USD 345 M | +USD 16.7 M | +5% | 5.69% | – | 106 | 8.49% | 0.9 |
|
| 4098 |
4098
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| USD 345 M | -USD 996 k | -0.3% | 0.41% | 83.4% | 72 | 6.94% | 3 |
|
| 4099 |
4099
Oldfield Partners
London,
United Kingdom
| USD 345 M | -USD 128 M | -27% | 0.36% | 98% | 30 | 3.33% | 3.9 |
|
| 4100 |
4100
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| USD 345 M | -USD 6.1 M | -2% | 0.4% | 73.9% | 232 | 9.91% | 2.4 |
|