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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4576 |
4576
Northwest Capital Management
Lake Oswego,
Oregon
| USD 278 M | +USD 3.42 M | +1% | 4.89% | 57% | 472 | 4.24% | 1.8 |
|
| 4577 |
FC
4577
Franchise Capital
Grand Cayman,
Cayman Islands
| USD 277 M | -USD 136 M | -33% | 2.25% | 537% | 11 | 27.27% | 1.2 |
|
| 4578 |
BWM
4578
Brown Wealth Management
Naperville,
Illinois
| USD 277 M | +USD 29 M | +12% | 5.42% | 51.2% | 99 | 21.21% | 0.9 |
|
| 4579 |
4579
Humankind Investments
New York
| USD 277 M | -USD 100 M | -26% | 6.53% | 62.5% | 151 | 13.91% | 2 |
|
| 4580 |
4580
World Equity Group
Schaumburg,
Illinois
| USD 277 M | -USD 58.2 M | -17% | 6.63% | 117% | 324 | 38.27% | 1.4 |
|
| 4581 |
4581
Blue Pool Management
Causeway Bay,
Hong Kong
| USD 277 M | +USD 86.2 M | +45% | 38.5% | 72.8% | 3 | 33.33% | 1.3 |
|
| 4582 |
4582
Reston Wealth Management
Reston,
Virginia
| USD 276 M | +USD 26.2 M | +10% | 5.74% | 66.4% | 454 | 86.78% | 0.4 |
|
| 4583 |
4583
Montgomery Investment Management
Rockville,
Maryland
| USD 276 M | +USD 23.5 M | +9% | 11.1% | 105% | 93 | 4.3% | 7 |
|
| 4584 |
4584
Arcus Capital Partners
Atlanta,
Georgia
| USD 276 M | +USD 16.6 M | +6% | 16% | 69.2% | 123 | 17.89% | 3.1 |
|
| 4585 |
4585
Sara-Bay Financial
Sarasota,
Florida
| USD 276 M | +USD 29.7 M | +12% | 5.78% | 233% | 95 | 22.11% | 2.7 |
|
| 4586 |
4586
Custos Family Office
Austin,
Texas
| USD 276 M | +USD 25.6 M | +10% | 6.9% | 57.4% | 57 | 7.02% | 1.4 |
|
| 4587 |
MWM
4587
MGB Wealth Management
Addison,
Texas
| USD 276 M | +USD 8.48 M | +3% | 13.2% | – | 294 | 11.22% | 0.7 |
|
| 4588 |
4588
Tranquility Partners
Brentwood,
Tennessee
| USD 276 M | +USD 15.9 M | +6% | 7.6% | 77.3% | 223 | 7.17% | 3.1 |
|
| 4589 |
4589
Ashburton (Jersey)
St Helier,
Jersey
| USD 276 M | +USD 38.9 M | +16% | 2.19% | – | 48 | 16.67% | 3.6 |
|
| 4590 |
SC
4590
Schiavi & Co
Wilmington,
Delaware
| USD 276 M | +USD 20.6 M | +8% | 5.86% | 41.4% | 34 | 2.94% | 1.8 |
|
| 4591 |
4591
Delta Financial Advisors
New Orleans,
Louisiana
| USD 275 M | +USD 17.2 M | +7% | 7.48% | 107% | 116 | 4.31% | 4.3 |
|
| 4592 |
4592
Foguth Wealth Management
Brighton,
Michigan
| USD 275 M | +USD 48.4 M | +21% | 6.18% | – | 152 | 25% | 0.4 |
|
| 4593 |
4593
Columbus Macro
New Castle,
Pennsylvania
| USD 275 M | +USD 16.5 M | +6% | 7.26% | 48.7% | 190 | 14.21% | 2.9 |
|
| 4594 |
4594
Seven Springs Wealth Group
Brentwood,
Tennessee
| USD 275 M | +USD 19.5 M | +8% | 6.63% | 62.6% | 71 | 12.68% | 2.9 |
|
| 4595 |
4595
Bridgewealth Advisory Group
Fresno,
California
| USD 275 M | +USD 49.3 M | +22% | 4.63% | 40.3% | 95 | 27.37% | 0.9 |
|
| 4596 |
4596
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
| USD 275 M | +USD 7.19 M | +3% | 2.91% | – | 585 | 4.1% | 2.5 |
|
| 4597 |
BCM
4597
Birmingham Capital Management
Birmingham,
Alabama
| USD 275 M | +USD 18.8 M | +7% | 10.2% | 103% | 110 | 6.36% | 8.3 |
|
| 4598 |
4598
Joule Financial
Lexington,
Kentucky
| USD 275 M | +USD 28.8 M | +12% | 7.11% | 55.5% | 113 | 15.04% | 1.5 |
|
| 4599 |
4599
Green Court Capital Management
Hong Kong
| USD 275 M | +USD 120 M | +78% | 21.1% | 33.4% | 2 | 0% | 1.8 |
|
| 4600 |
SHFA
4600
SS&H Financial Advisors
Troy,
Michigan
| USD 275 M | +USD 18.4 M | +7% | 6.5% | – | 126 | 5.56% | 2.1 |
|