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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
4451
Fusion Capital
Mt. Pleasant,
South Carolina
| USD 344 M | +USD 51.2 M | +18% | 10.5% | 108% | 100 | 10% | 3.2 |
|
| 4452 |
4452
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| USD 344 M | +USD 30.9 M | +10% | 9.13% | 90.8% | 112 | 8.04% | 3 |
|
| 4453 |
4453
ValueWorks
New York
| USD 344 M | +USD 39.8 M | +13% | 19.1% | 161% | 34 | 0% | 5.6 |
|
| 4454 |
4454
TFB Advisors
Overland Park,
Kansas
| USD 343 M | -USD 38.3 M | -10% | 7.28% | 85% | 362 | 22.65% | 1.4 |
|
| 4455 |
4455
Capital Planning
Bellevue,
Washington
| USD 343 M | +USD 25 M | +8% | 7.37% | 81.2% | 82 | 7.32% | 3.1 |
|
| 4456 |
4456
Palo Alto Wealth Advisors
Palo Alto,
California
| USD 343 M | +USD 78.9 M | +30% | 22.5% | 108% | 65 | 16.92% | 1.6 |
|
| 4457 |
4457
PCG Wealth Advisors
Overland Park,
Kansas
| USD 343 M | +USD 148 M | +76% | 12.5% | 92.6% | 153 | 45.75% | 1.4 |
|
| 4458 |
4458
Westend Capital Management
Sausalito,
California
| USD 343 M | +USD 18.6 M | +6% | 14.3% | – | 279 | 27.24% | 1.6 |
|
| 4459 |
4459
Tidemark
San Diego,
California
| USD 343 M | +USD 33 M | +11% | 6.29% | 56.1% | 713 | 8.13% | 1.4 |
|
| 4460 |
4460
S.E.E.D. Planning Group
Binghamton,
New York
| USD 343 M | +USD 24.2 M | +8% | 7.68% | 57.3% | 88 | 22.73% | 3.1 |
|
| 4461 |
4461
Greenlea Lane Capital Management
Weston,
Connecticut
| USD 343 M | -USD 12.5 M | -4% | 5.97% | 99.7% | 8 | 0% | 4.3 |
|
| 4462 |
4462
Pathway Financial Advisers
Auburn,
Indiana
| USD 343 M | +USD 33.9 M | +11% | 7.7% | 88.2% | 382 | 58.9% | 1 |
|
| 4463 |
4463
Granger Management
New York
| USD 343 M | +USD 74.6 M | +28% | 7.4% | 69.9% | 6 | 0% | 4 |
|
| 4464 |
4464
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| USD 343 M | +USD 26.8 M | +8% | 11.2% | 167% | 190 | 6.32% | 1.9 |
|
| 4465 |
4465
SRH Advisors
Salina,
Kansas
| USD 343 M | +USD 13.7 M | +4% | 4.02% | 55.7% | 286 | 9.44% | 7 |
|
| 4466 |
4466
Northcape Wealth Management
Williamsville,
New York
| USD 342 M | +USD 14.5 M | +4% | 5.94% | 74% | 144 | 8.33% | 2.6 |
|
| 4467 |
FAP
4467
Financial Advisory Partners
Winter Park,
Florida
| USD 342 M | +USD 24.3 M | +8% | 6.01% | 52.9% | 71 | 9.86% | 2.6 |
|
| 4468 |
4468
Quantum Private Wealth
Tampa,
Florida
| USD 342 M | +USD 33.3 M | +11% | 11% | 240% | 185 | 13.51% | 2.6 |
|
| 4469 |
VC
4469
Vision Capital
Toronto,
Ontario, Canada
| USD 342 M | -USD 35.7 M | -9% | 1.51% | 19.8% | 18 | 61.11% | 0.9 |
|
| 4470 |
4470
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| USD 342 M | +USD 29.8 M | +10% | 7.08% | 67.9% | 103 | 27.18% | 3.1 |
|
| 4471 |
4471
Neumann Capital Management
Foster City,
California
| USD 342 M | +USD 23.9 M | +8% | 10.2% | 89.9% | 104 | 4.81% | 7.3 |
|
| 4472 |
4472
FC Advisory
West Chester,
Pennsylvania
| USD 342 M | +USD 18 M | +6% | 5.41% | 46.6% | 117 | 5.13% | 4.8 |
|
| 4473 |
4473
Main Street Group
Glen Allen,
Virginia
| USD 341 M | +USD 34.1 M | +11% | 9.86% | 98.3% | 880 | 13.75% | 1.4 |
|
| 4474 |
4474
Corbyn Investment Management
Lutherville,
Maryland
| USD 341 M | +USD 43.8 M | +15% | 3.85% | 71% | 71 | 7.04% | 4.9 |
|
| 4475 |
4475
Metropolitan Life Insurance Company (MetLife)
New York
| USD 341 M | +USD 6.7 M | +2% | 5.14% | 50.8% | 11 | 0% | 6.8 |
|