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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
4551
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| USD 176 M | +USD 24.6 M | +16% | 17.2% | – | 120 | 16.67% | 2.3 |
|
| 4552 |
4552
Pacific Capital Wealth Advisors
Corona,
California
| USD 176 M | +USD 7.69 M | +5% | 9.64% | 54.1% | 220 | 71.82% | 0.8 |
|
| 4553 |
4553
Tower View Wealth Management
Shorewood,
Wisconsin
| USD 176 M | +USD 22.3 M | +15% | 12.3% | 135% | 181 | 15.47% | 1.7 |
|
| 4554 |
4554
Tamar Securities
Woodland Hills,
California
| USD 176 M | +USD 15 M | +9% | 17.7% | 101% | 48 | 18.75% | 0.4 |
|
| 4555 |
4555
Corre Partners Management
New York
| USD 176 M | – | – | 25% | 102% | 9 | – | 0 |
|
| 4556 |
4556
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| USD 176 M | +USD 32.6 M | +23% | 15.4% | 70.1% | 77 | 23.38% | 1.8 |
|
| 4557 |
BDWCC
4557
B&D White Capital Company
Lakeway,
Texas
| USD 176 M | – | – | 5.73% | 44.2% | 85 | – | 0 |
|
| 4558 |
4558
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| USD 176 M | +USD 13.3 M | +8% | 11.5% | 92.4% | 373 | 14.48% | 3.7 |
|
| 4559 |
4559
GPI Capital
New York
| USD 176 M | – | – | 39.8% | 261% | 1 | – | 0 |
|
| 4560 |
4560
Vishria Bird Financial Group
Memphis,
Tennessee
| USD 176 M | +USD 16.5 M | +10% | 11% | 74.3% | 51 | 15.69% | 1.4 |
|
| 4561 |
PWAP
4561
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| USD 175 M | +USD 19.2 M | +12% | 12.5% | 58.5% | 128 | 17.97% | 4.2 |
|
| 4562 |
4562
Milestone Advisory Partners
Southern Pines,
North Carolina
| USD 175 M | +USD 14.7 M | +9% | 10.5% | 19.7% | 55 | 12.73% | 1.6 |
|
| 4563 |
4563
Gradient Capital Advisors
San Diego,
California
| USD 175 M | +USD 15.2 M | +10% | 12.9% | 78.5% | 105 | 7.62% | 2.2 |
|
| 4564 |
AIA
4564
Arcadia Investment Advisors
Eagle,
Idaho
| USD 175 M | +USD 18.7 M | +12% | 12.7% | 56.4% | 131 | 29.01% | 1.4 |
|
| 4565 |
4565
Crystal Rock Capital Management
Bannockburn,
Illinois
| USD 175 M | +USD 16.7 M | +11% | 16.9% | 164% | 39 | 25.64% | 2.4 |
|
| 4566 |
4566
Accel Growth Fund V Associates
Palo Alto,
California
| USD 175 M | – | – | 37% | 3.57% | 1 | – | 0 |
|
| 4567 |
PM
4567
Ponoi Management
San Francisco,
California
| USD 175 M | – | – | 27.8% | – | 5 | – | 0 |
|
| 4568 |
4568
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| USD 175 M | +USD 22.5 M | +15% | 12.9% | 13% | 48 | 10.42% | 2.9 |
|
| 4569 |
CP
4569
CPV Partners
Stamford,
Connecticut
| USD 174 M | +USD 163 M | +1,443% | 16% | 105% | 3 | 33.33% | 1.2 |
|
| 4570 |
SST
4570
S Squared Technology
New York
| USD 174 M | +USD 39.8 M | +30% | 50.6% | 223% | 36 | 13.89% | 2.4 |
|
| 4571 |
HM
4571
HCEP Management
Hong Kong
| USD 174 M | – | – | 39.1% | 175% | 6 | – | 0 |
|
| 4572 |
4572
NEPC LLC
Boston,
Massachusetts
| USD 174 M | +USD 30.8 M | +21% | 9.92% | 21.3% | 28 | 7.14% | 0.9 |
|
| 4573 |
4573
Norway Savings Bank
Portland,
Maine
| USD 174 M | +USD 26.3 M | +18% | 12.6% | 117% | 473 | 39.11% | 1.8 |
|
| 4574 |
4574
Hillman Company
Pittsburgh,
Pennsylvania
| USD 174 M | +USD 5.84 M | +3% | 14.8% | 118% | 9 | 22.22% | 1.5 |
|
| 4575 |
OR
4575
Olympiad Research
Stamford,
Connecticut
| USD 174 M | -USD 21.9 M | -11% | 14.1% | 187% | 407 | 87.22% | 0.3 |
|