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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
Enavate Sciences
Menlo Park,
California
| USD 328 M | +USD 151 M | +86% | 70.3% | – | 7 | 14.29% | 0.6 |
|
| 4577 |
SC
4577
Steph & Co
Marinette,
Wisconsin
| USD 327 M | +USD 19.2 M | +6% | 6.74% | 61.6% | 328 | 13.72% | 3 |
|
| 4578 |
4578
Gill Capital Partners
Denver,
Colorado
| USD 327 M | +USD 16.5 M | +5% | 5.74% | 59% | 151 | 12.58% | 3.6 |
|
| 4579 |
4579
True Wealth Design
Akron,
Ohio
| USD 327 M | +USD 43.4 M | +15% | 5.58% | 57% | 2,918 | 19.12% | 1 |
|
| 4580 |
4580
All-Stars Investment
Hong Kong
| USD 327 M | +USD 29.2 M | +10% | 12.1% | 30.1% | 4 | 25% | 1.9 |
|
| 4581 |
4581
HT Partners
Centerbrook,
Connecticut
| USD 327 M | -USD 167 k | -0.1% | 7.56% | 71.1% | 52 | 5.77% | 5.8 |
|
| 4582 |
FP
4582
Fiduciary Planning
Englewood,
Florida
| USD 327 M | +USD 24.8 M | +8% | 7.85% | 71.4% | 89 | 20.22% | 1.9 |
|
| 4583 |
4583
Family Legacy Inc
Greenville,
South Carolina
| USD 327 M | +USD 19.6 M | +6% | 7.98% | 89% | 122 | 0.82% | 5.8 |
|
| 4584 |
MS
4584
Madden Securities
Dallas,
Texas
| USD 327 M | +USD 28.9 M | +10% | 5.61% | 108% | 118 | 14.41% | 2.5 |
|
| 4585 |
AA
4585
Alta Advisers
London,
United Kingdom
| USD 327 M | +USD 45.9 M | +16% | 9.16% | 129% | 254 | 5.51% | 2 |
|
| 4586 |
4586
Silverleafe Capital Partners
Germantown,
Tennessee
| USD 327 M | +USD 39.7 M | +14% | 7.79% | 87.7% | 103 | 25.24% | 2.1 |
|
| 4587 |
4587
Henry James International Management
New York
| USD 327 M | +USD 22.7 M | +7% | 9.27% | 125% | 100 | 8% | 5.5 |
|
| 4588 |
4588
Drummond Knight Asset Management
Crows Nest, NSW,
Australia
| USD 327 M | +USD 13.1 M | +4% | 14.8% | – | 15 | 40% | 0.4 |
|
| 4589 |
4589
Flagstar Advisors
New York
| USD 327 M | -USD 34.5 M | -10% | 6.23% | 81.9% | 209 | 19.14% | 2.9 |
|
| 4590 |
4590
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| USD 327 M | +USD 31 M | +10% | 12.5% | 199% | 81 | 13.58% | 2.3 |
|
| 4591 |
CWM
4591
Cedar Wealth Management
Walnut Creek,
California
| USD 326 M | +USD 31.1 M | +11% | 6.98% | 68.1% | 254 | 13.39% | 3.6 |
|
| 4592 |
4592
New Republic Capital
Charlotte,
North Carolina
| USD 326 M | +USD 43.9 M | +16% | 8.11% | 91.4% | 272 | 11.76% | 1.7 |
|
| 4593 |
4593
One Advisory Partners
Overland Park,
Kansas
| USD 326 M | +USD 26.8 M | +9% | 6.18% | 58.3% | 70 | 17.14% | 1.9 |
|
| 4594 |
4594
Manske Wealth Management
Houston,
Texas
| USD 326 M | +USD 23.8 M | +8% | 7.83% | – | 209 | 7.66% | 0.7 |
|
| 4595 |
4595
One Degree Advisors
San Diego,
California
| USD 326 M | +USD 45.1 M | +16% | 5.73% | 54.1% | 78 | 19.23% | 1.3 |
|
| 4596 |
4596
Red Wave Investments
Dillsburg,
Pennsylvania
| USD 326 M | +USD 21.8 M | +7% | 6.05% | 68.8% | 112 | 6.25% | 3.5 |
|
| 4597 |
4597
Colton Groome Financial Advisors
Asheville,
North Carolina
| USD 326 M | +USD 30.8 M | +10% | 7.1% | 65.8% | 141 | 7.09% | 2.5 |
|
| 4598 |
4598
CJM Wealth Advisers
Falls Church,
Virginia
| USD 325 M | +USD 25 M | +8% | 7.69% | 76.8% | 77 | 14.29% | 2.5 |
|
| 4599 |
4599
Aragon Global Management
Miami,
Florida
| USD 325 M | +USD 76.7 M | +31% | 14.8% | – | 32 | 46.88% | 0.7 |
|
| 4600 |
4600
Graybill Wealth Management
Elmhurst,
Illinois
| USD 325 M | +USD 19.1 M | +6% | 8.83% | – | 85 | 10.59% | 4.6 |
|