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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4526 |
4526
OneAscent Wealth Management
Birmingham,
Alabama
| USD 261 M | +USD 10 M | +4% | 5.15% | 50.6% | 199 | 27.14% | 0.7 |
|
| 4527 |
4527
Seven Springs Wealth Group
Brentwood,
Tennessee
| USD 260 M | +USD 38.6 M | +17% | 8.89% | 59.2% | 63 | 6.35% | 2.8 |
|
| 4528 |
4528
Diana Davis Spencer Foundation
Bethesda,
Maryland
| USD 260 M | -USD 3.76 M | -1% | 1.42% | 13.4% | 3 | 0% | 9.3 |
|
| 4529 |
SSCM
4529
Summit Street Capital Management
New York
| USD 260 M | +USD 24.2 M | +10% | 9.17% | 217% | 31 | 0% | 5.4 |
|
| 4530 |
4530
Hiddenite Capital Partners
New York
| USD 260 M | +USD 92.8 M | +55% | 25.9% | 466% | 46 | 56.52% | 0.6 |
|
| 4531 |
4531
BHK Investment Advisors
Birmingham,
Alabama
| USD 260 M | +USD 86 M | +49% | 6.04% | 54.6% | 61 | 16.39% | 4 |
|
| 4532 |
4532
Oak Family Advisors
Chicago,
Illinois
| USD 260 M | +USD 22.4 M | +9% | 11.4% | 81.9% | 128 | 13.28% | 2.1 |
|
| 4533 |
4533
Phraction Management
Colchester,
Connecticut
| USD 260 M | +USD 17.8 M | +7% | 7.77% | 106% | 64 | 20.31% | 1.4 |
|
| 4534 |
4534
Truvestments Capital
Sarasota,
Florida
| USD 260 M | +USD 38.4 M | +17% | 11% | 131% | 903 | 31.01% | 1.9 |
|
| 4535 |
4535
Strategic Advocates
Logan,
Utah
| USD 260 M | +USD 24.4 M | +10% | 7.3% | 111% | 182 | 48.35% | 0.3 |
|
| 4536 |
4536
Nixon Capital
Austin,
Texas
| USD 260 M | +USD 36.6 M | +16% | 12% | 118% | 30 | 20% | 1.3 |
|
| 4537 |
4537
NatWest Group
Edinburgh, Scotland,
United Kingdom
| USD 260 M | +USD 20.4 M | +9% | 17% | 207% | 40 | 35% | 3.3 |
|
| 4538 |
4538
Infusive Asset Management
New York
| USD 259 M | +USD 38.8 M | +18% | 7.62% | 33.8% | 23 | 26.09% | 1.2 |
|
| 4539 |
4539
Millstreet Capital Management
Boston,
Massachusetts
| USD 259 M | +USD 13 M | +5% | 13.5% | – | 4 | 0% | 0.3 |
|
| 4540 |
4540
Missouri Trust & Investment Company
Springfield,
Missouri
| USD 259 M | +USD 11.8 M | +5% | 6.35% | 81.6% | 444 | 12.16% | 1.8 |
|
| 4541 |
KM
4541
KP Management
Edina,
Minnesota
| USD 259 M | +USD 20.2 M | +8% | 18.5% | – | 94 | 38.3% | 0.2 |
|
| 4542 |
4542
Forager Capital Management
Birmingham,
Alabama
| USD 259 M | +USD 14.3 M | +6% | 12.1% | 52.6% | 13 | 7.69% | 2 |
|
| 4543 |
TA
4543
TrueWealth Advisors
Birmingham,
Alabama
| USD 259 M | +USD 1.08 M | +0.4% | 6.34% | 60.9% | 218 | 14.22% | 1.8 |
|
| 4544 |
4544
Helen Stephens Group
Fort Worth,
Texas
| USD 259 M | +USD 35.8 M | +16% | 6.14% | 53.4% | 75 | 4% | 1.7 |
|
| 4545 |
4545
Flagstone Financial Management
Lincoln,
Nebraska
| USD 259 M | +USD 14.7 M | +6% | 4.76% | 46.2% | 46 | 10.87% | 1 |
|
| 4546 |
FAP
4546
Financial Advisory Partners
Winter Park,
Florida
| USD 259 M | -USD 16.3 M | -6% | 5.88% | 52.9% | 73 | 21.92% | 1.7 |
|
| 4547 |
4547
Tranquility Partners
Brentwood,
Tennessee
| USD 259 M | +USD 20.2 M | +8% | 8.98% | 77.3% | 212 | 7.55% | 2.9 |
|
| 4548 |
4548
Denver PWM
Denver,
Colorado
| USD 259 M | +USD 42.9 M | +20% | 8.58% | 48.6% | 106 | 30.19% | 2.3 |
|
| 4549 |
4549
Heathbridge Capital Management
Toronto,
Ontario, Canada
| USD 259 M | +USD 25.5 M | +11% | 4.68% | 73.6% | 32 | 12.5% | 5.1 |
|
| 4550 |
4550
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
| USD 258 M | +USD 37.4 M | +17% | 8.57% | – | 97 | 17.53% | 0.9 |
|