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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
Buckley Wealth Management
Las Vegas,
Nevada
| USD 288 M | +USD 20.8 M | +8% | 8.67% | 88% | 104 | 10.58% | 4.3 |
|
| 4102 |
4102
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| USD 288 M | +USD 24.2 M | +9% | 10.4% | 76.5% | 99 | 3.03% | 6 |
|
| 4103 |
4103
BBJS Financial Advisors
Seattle,
Washington
| USD 288 M | +USD 24.1 M | +9% | 12.9% | – | 134 | 11.94% | 0.9 |
|
| 4104 |
4104
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| USD 288 M | +USD 22.3 M | +8% | 12.8% | 166% | 219 | 4.57% | 6.1 |
|
| 4105 |
4105
Wittenberg Investment Management
Carlisle,
Massachusetts
| USD 288 M | +USD 14.9 M | +5% | 9.65% | 89.9% | 85 | 8.24% | 4.5 |
|
| 4106 |
4106
Main Street Group
Glen Allen,
Virginia
| USD 288 M | – | – | 9.8% | 98.3% | 1,326 | – | 0 |
|
| 4107 |
4107
MSA Advisors
Santa Monica,
California
| USD 287 M | – | – | 9.64% | – | 20 | – | 0 |
|
| 4108 |
4108
Cobalt Capital Management
Short Hills,
New Jersey
| USD 287 M | +USD 25.1 M | +10% | 11.3% | 235% | 36 | 58.33% | 0.8 |
|
| 4109 |
4109
Coston McIsaac & Partners
Bar Harbor,
Maine
| USD 287 M | +USD 23.5 M | +9% | 6.04% | 40.6% | 843 | 5.34% | 1.3 |
|
| 4110 |
4110
RAM Investment Partners
Bellevue,
Washington
| USD 287 M | +USD 50.4 M | +21% | 11.5% | 61.9% | 69 | 30.43% | 0.7 |
|
| 4111 |
4111
Navalign LLC
Encino,
California
| USD 287 M | +USD 23.3 M | +9% | 10.2% | 58.7% | 145 | 19.31% | 2.1 |
|
| 4112 |
4112
Rather & Kittrell
Knoxville,
Tennessee
| USD 287 M | +USD 38.6 M | +16% | 11% | 41.1% | 72 | 16.67% | 1.4 |
|
| 4113 |
BC
4113
Bruce & Co
Chicago,
Illinois
| USD 287 M | -USD 6.85 M | -2% | 12.9% | 94.5% | 37 | 0% | 5.6 |
|
| 4114 |
4114
Wealth Advisory Solutions
Indiianapolis,
Indiana
| USD 286 M | -USD 224 M | -44% | 10.6% | 60.5% | 116 | 31.9% | 2 |
|
| 4115 |
4115
SRH Advisors
Salina,
Kansas
| USD 286 M | +USD 81.3 M | +40% | 12.1% | 55.7% | 305 | 6.56% | 6 |
|
| 4116 |
4116
Oakwell Private Wealth Management
Austin,
Texas
| USD 286 M | +USD 50.4 M | +21% | 10.5% | 68.2% | 64 | 15.63% | 2.1 |
|
| 4117 |
4117
Matthew 25 Management Corp
Ambler,
Pennsylvania
| USD 286 M | +USD 23.3 M | +9% | 14.5% | 155% | 23 | 8.7% | 5.5 |
|
| 4118 |
4118
Outlook Wealth Advisors
Shenandoah,
Texas
| USD 286 M | +USD 24.1 M | +9% | 9.36% | 76% | 269 | 34.57% | 1.5 |
|
| 4119 |
4119
Engle Capital Management
Greenwich,
Connecticut
| USD 285 M | +USD 9.8 M | +4% | 12% | 398% | 37 | 59.46% | 0.4 |
|
| 4120 |
4120
Arch Capital Group
Pembroke,
Bermuda
| USD 285 M | +USD 7.92 M | +3% | 2.87% | 2.89% | 3 | 0% | 2.2 |
|
| 4121 |
4121
Old Mission Investment Co
Traverse City,
Michigan
| USD 285 M | +USD 27.9 M | +11% | 10.4% | 82% | 116 | 6.03% | 3 |
|
| 4122 |
4122
Xcel Wealth Management
Holly Hill,
Florida
| USD 285 M | +USD 31.7 M | +13% | 14.3% | 98.8% | 115 | 7.83% | 3.1 |
|
| 4123 |
4123
Defender Capital
Charlotte,
North Carolina
| USD 285 M | +USD 8.75 M | +3% | 3.35% | 101% | 41 | 19.51% | 2.5 |
|
| 4124 |
4124
DeDora Capital
Napa,
California
| USD 285 M | +USD 31 M | +12% | 11.3% | 91.2% | 102 | 3.92% | 2.3 |
|
| 4125 |
4125
Avalon Global Asset Management
San Francisco,
California
| USD 285 M | +USD 29.3 M | +11% | 23.9% | 278% | 39 | 43.59% | 3.8 |
|