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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
EC
4401
Euclidean Capital
New York
| USD 369 M | +USD 131 M | +55% | 2.42% | 79.7% | 12 | 8.33% | 3.5 |
|
| 4402 |
4402
Werba Rubin Papier Wealth Management
San Jose,
California
| USD 369 M | -USD 250 M | -40% | 1.66% | 73.5% | 275 | 28% | 1.5 |
|
| 4403 |
4403
ShankerValleau Wealth Advisors
Skokie,
Illinois
| USD 369 M | -USD 20.6 M | -5% | 3.24% | 60.3% | 43 | 6.98% | 2.3 |
|
| 4404 |
4404
Stone Summit Wealth
Miami,
Florida
| USD 369 M | +USD 16.1 M | +5% | 3.33% | 67% | 148 | 8.11% | 3.2 |
|
| 4405 |
4405
Pensionfund Sabic
Sittard,
Netherlands
| USD 369 M | +USD 2.13 M | +0.6% | 0.99% | 63.6% | 222 | 8.56% | 5.2 |
|
| 4406 |
4406
Wakefield Asset Management
Englewood,
Colorado
| USD 369 M | +USD 2.24 M | +0.6% | 5.71% | 147% | 239 | 35.15% | 1.3 |
|
| 4407 |
4407
Charles-Lim Capital
Central,
Hong Kong
| USD 369 M | -USD 23.4 M | -6% | 7.42% | 21.5% | 8 | 25% | 3.4 |
|
| 4408 |
4408
AIP LLC
New York
| USD 369 M | -USD 213 M | -37% | 3.7% | 54.9% | 3 | 33.33% | 1.7 |
|
| 4409 |
4409
CWS Financial Advisors
Kalamazoo,
Michigan
| USD 368 M | +USD 8.06 M | +2% | 0.21% | 55.7% | 154 | 11.69% | 3.4 |
|
| 4410 |
PA
4410
Paragon Advisors
College Station,
Texas
| USD 368 M | -USD 18.9 M | -5% | 1.65% | 138% | 84 | 11.9% | 2.3 |
|
| 4411 |
4411
Freedom Day Solutions
Houston,
Texas
| USD 368 M | -USD 471 k | -0.1% | 0.95% | 86.6% | 99 | 9.09% | 3.9 |
|
| 4412 |
4412
Virtus Investment Advisers
Hartford,
Connecticut
| USD 368 M | +USD 18.7 M | +5% | 6.98% | 195% | 553 | 37.07% | 0.6 |
|
| 4413 |
FFA
4413
Florida Financial Advisors
Tampa,
Florida
| USD 368 M | +USD 44.3 M | +14% | 5.04% | 159% | 304 | 22.7% | 1 |
|
| 4414 |
4414
Cape Ann Asset Management
London,
United Kingdom
| USD 368 M | +USD 70.8 M | +24% | 27.7% | 244% | 11 | 9.09% | 2.5 |
|
| 4415 |
MJP
4415
Michael J. Puzo
| USD 367 M | +USD 731 k | +0.2% | 5.54% | 104% | 72 | 2.78% | 7.2 |
|
| 4416 |
4416
Elite Wealth Management
Kirkland,
Washington
| USD 367 M | -USD 19.1 M | -5% | 2.3% | 182% | 60 | 30% | 2.7 |
|
| 4417 |
4417
Morton Brown Family Wealth
Allentown,
Pennsylvania
| USD 367 M | +USD 18.8 M | +5% | 1.84% | 54.5% | 309 | 19.42% | 2.2 |
|
| 4418 |
4418
Pacifica Capital Investments
Leander,
Texas
| USD 367 M | -USD 1.02 M | -0.3% | 6.38% | 69.8% | 15 | 6.67% | 7.2 |
|
| 4419 |
4419
Running Point Capital Advisors
El Segundo,
California
| USD 367 M | -USD 6.36 M | -2% | 1.43% | 52.1% | 196 | 5.1% | 2.8 |
|
| 4420 |
4420
EnRich Financial Partners
Madison,
Wisconsin
| USD 367 M | +USD 15.4 M | +4% | 2.56% | 50.7% | 65 | 6.15% | 1.7 |
|
| 4421 |
4421
Promethos Capital
Boston,
Massachusetts
| USD 367 M | -USD 5.72 M | -2% | 3.63% | 106% | 47 | 19.15% | 1.3 |
|
| 4422 |
4422
Proathlete Wealth Management
Boca Raton,
Florida
| USD 367 M | +USD 19.3 M | +6% | 1.42% | 73.9% | 325 | 31.38% | 0.7 |
|
| 4423 |
4423
Advanced Asset Management Advisors
Dublin,
Ohio
| USD 366 M | -USD 7.75 M | -2% | 4.36% | 93.6% | 89 | 13.48% | 5.3 |
|
| 4424 |
4424
Morgan Creek Capital Management
Chapel Hill,
North Carolina
| USD 366 M | – | – | 5.08% | – | 14 | – | 0 |
|
| 4425 |
4425
Elevatus Welath Management
Victor,
New York
| USD 366 M | +USD 19.3 M | +6% | 4.45% | 270% | 165 | 27.88% | 1.1 |
|