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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
4351
Cabot-Wellington
Boston,
Massachusetts
| USD 210 M | +USD 13.2 M | +7% | 6.68% | 73.1% | 17 | 0% | 3.9 |
|
| 4352 |
4352
Family Legacy Inc
Greenville,
South Carolina
| USD 210 M | +USD 15.9 M | +8% | 7.36% | 89% | 120 | 14.17% | 2.8 |
|
| 4353 |
4353
Crestwood Capital Management
New York
| USD 209 M | -USD 1.82 M | -0.9% | 6.74% | 203% | 24 | 37.5% | 2.1 |
|
| 4354 |
ACM
4354
Aljian Capital Management
Carson City,
Nevada
| USD 209 M | +USD 12 M | +6% | 1.7% | 162% | 60 | 20% | 1.5 |
|
| 4355 |
4355
Pacific Center for Financial Services
San Ramon,
California
| USD 209 M | -USD 61.1 M | -23% | 5.5% | 60.1% | 352 | 6.25% | 3.2 |
|
| 4356 |
4356
Oregon Health & Science University
Portland,
Oregon
| USD 209 M | +USD 54.3 M | +35% | 5.1% | – | 1 | 0% | 0.3 |
|
| 4357 |
4357
VisionPoint Advisory Group
Dallas,
Texas
| USD 209 M | +USD 10.3 M | +5% | 5.03% | 79.3% | 148 | 31.08% | 0.8 |
|
| 4358 |
4358
Horan Capital Advisors
Cincinnati,
Ohio
| USD 209 M | +USD 15.3 M | +8% | 7.06% | 26.6% | 88 | 6.82% | 3.5 |
|
| 4359 |
4359
Towerpoint Wealth
Sacramento,
California
| USD 208 M | +USD 8.55 M | +4% | 3.19% | 67.7% | 78 | 7.69% | 1.9 |
|
| 4360 |
4360
Strategic Wealth Investment Group
Louisville,
Kentucky
| USD 208 M | +USD 37.8 M | +22% | 2.32% | – | 87 | 17.24% | 0.9 |
|
| 4361 |
4361
Cornell Pochily Investment Advisors
Ithaca,
New York
| USD 208 M | +USD 458 k | +0.2% | 5.96% | 97% | 154 | 7.14% | 2.4 |
|
| 4362 |
4362
Sonata Capital Group
Seattle,
Washington
| USD 208 M | +USD 6.12 M | +3% | 6.04% | 66.5% | 133 | 9.77% | 3.8 |
|
| 4363 |
4363
Keating Investment Counselors
Delray Beach,
Florida
| USD 208 M | +USD 8.35 M | +4% | 6.88% | 50% | 60 | 3.33% | 5.3 |
|
| 4364 |
PM
4364
Parametrica Management
Wanchai,
Hong Kong
| USD 208 M | +USD 45.9 M | +28% | 8.15% | 543% | 253 | 75.1% | 0.2 |
|
| 4365 |
4365
MilWealth Group
Milwaukee,
Wisconsin
| USD 208 M | +USD 6.24 M | +3% | 2.63% | 39.6% | 72 | 33.33% | 1.6 |
|
| 4366 |
4366
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| USD 208 M | +USD 1.2 M | +0.6% | 7.65% | 62.3% | 69 | 17.39% | 0.2 |
|
| 4367 |
4367
Ballast Inc
Lexington,
Kentucky
| USD 208 M | +USD 11.9 M | +6% | 5.63% | 71.3% | 95 | 8.42% | 2.4 |
|
| 4368 |
BOC
4368
Barbara Oil Co
Chicago,
Illinois
| USD 208 M | +USD 9.05 M | +5% | 6.42% | 76.9% | 89 | 8.99% | 5 |
|
| 4369 |
4369
Pacific Edge Advisors
Corona Del Mar,
California
| USD 208 M | +USD 15.6 M | +8% | 5.98% | 31.3% | 38 | 7.89% | 2.5 |
|
| 4370 |
4370
Wellspring Financial Advisors
Cleveland,
Ohio
| USD 207 M | -USD 79.2 M | -28% | 5.19% | 77.2% | 111 | 36.04% | 0.8 |
|
| 4371 |
4371
Berkeley Capital Partners
Milton,
Georgia
| USD 207 M | +USD 12.5 M | +6% | 4.98% | 62.8% | 140 | 32.14% | 2.5 |
|
| 4372 |
4372
NatWest Group
Edinburgh, Scotland,
United Kingdom
| USD 207 M | -USD 64.8 M | -24% | 7.43% | 221% | 81 | 18.52% | 4.2 |
|
| 4373 |
4373
Pettee Investors
Rowayton,
Connecticut
| USD 207 M | +USD 18.4 M | +10% | 8.63% | 102% | 127 | 6.3% | 3.9 |
|
| 4374 |
4374
Tri-Star Advisors
Houston,
Texas
| USD 207 M | +USD 25.7 M | +14% | 3% | 3.07% | 51 | 31.37% | 0.6 |
|
| 4375 |
4375
AMJ Financial Wealth Management
Leesburg,
Virginia
| USD 207 M | +USD 11.2 M | +6% | 3.93% | 167% | 98 | 39.8% | 0.5 |
|