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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
BE
4601
Bonness Enterprises
Washington,
District of Columbia
| USD 285 M | -USD 15.8 M | -5% | 4.41% | 98.6% | 38 | 2.63% | 10.7 |
|
| 4602 |
4602
Palo Alto Wealth Advisors
Palo Alto,
California
| USD 285 M | +USD 43.4 M | +18% | 7.45% | 108% | 54 | 12.96% | 1.4 |
|
| 4603 |
4603
Old Point Trust & Financial Services N A
Newport News,
Virginia
| USD 285 M | +USD 6.55 M | +2% | 2.65% | 87.3% | 400 | 33.25% | 2.4 |
|
| 4604 |
4604
Missouri Trust & Investment Company
Springfield,
Missouri
| USD 285 M | -USD 1.64 M | -0.6% | 0.99% | 81.6% | 453 | 16.11% | 2.2 |
|
| 4605 |
4605
GCQ Funds Management
Sydney,
Australia
| USD 285 M | – | – | 10.7% | – | 10 | – | 0 |
|
| 4606 |
4606
OLIO Financial Planning
Mclean,
Virginia
| USD 285 M | +USD 47 M | +20% | 2.26% | 52.9% | 67 | 34.33% | 1.9 |
|
| 4607 |
4607
Bill Few Associates
Pittsburgh,
Pennsylvania
| USD 284 M | +USD 2.67 M | +0.9% | 1.41% | 91.5% | 186 | 10.75% | 2.2 |
|
| 4608 |
4608
Concentrum Wealth Management
San Jose,
California
| USD 284 M | +USD 27.3 M | +11% | 5.4% | 200% | 85 | 20% | 2.8 |
|
| 4609 |
4609
Field & Main Bank
Henderson,
Kentucky
| USD 284 M | +USD 3.64 M | +1% | 2.68% | 107% | 258 | 7.75% | 6 |
|
| 4610 |
VST
4610
Van Strum & Towne
San Francisco,
California
| USD 284 M | -USD 4.69 M | -2% | 0.18% | 72.3% | 110 | 7.27% | 5.7 |
|
| 4611 |
4611
Anchorage Capital Group
New York
| USD 284 M | -USD 97.8 M | -26% | 2% | 24.9% | 7 | 0% | 3.1 |
|
| 4612 |
4612
Passive Capital Management
Baltimore,
Maryland
| USD 284 M | -USD 2.34 M | -0.8% | 2.92% | 37.7% | 66 | 3.03% | 2.1 |
|
| 4613 |
4613
Performa Ltd (US)
Charleston,
South Carolina
| USD 284 M | +USD 14.8 M | +5% | 0% | 59.6% | 59 | 22.03% | 2.4 |
|
| 4614 |
4614
Fairfield Financial Advisors
Wellesley,
Massachusetts
| USD 284 M | -USD 9.8 M | -3% | 1.55% | – | 302 | 16.89% | 2.3 |
|
| 4615 |
IAS
4615
Investment Advisory Services
The Woodlands,
Texas
| USD 284 M | +USD 539 k | +0.2% | 0.45% | 74.9% | 121 | 8.26% | 3.4 |
|
| 4616 |
4616
Lightspeed Management Company
Menlo Park,
California
| USD 284 M | – | – | 80.8% | – | 10 | – | 0 |
|
| 4617 |
4617
City State Bank
Norwalk,
Iowa
| USD 283 M | +USD 9.06 M | +3% | 0.67% | 79.1% | 766 | 8.49% | 2.4 |
|
| 4618 |
4618
Diana Davis Spencer Foundation
Bethesda,
Maryland
| USD 283 M | -USD 12.8 M | -4% | 4.25% | 13.4% | 4 | 0% | 7.6 |
|
| 4619 |
4619
Promethos Capital
Boston,
Massachusetts
| USD 283 M | +USD 2.63 M | +0.9% | 0.91% | – | 89 | 17.98% | 0.8 |
|
| 4620 |
4620
JRM Investment Counsel
Omaha,
Nebraska
| USD 283 M | -USD 7.45 M | -3% | 1.45% | 65.5% | 20 | 0% | 5.2 |
|
| 4621 |
4621
First Washington Corp
Seattle,
Washington
| USD 283 M | +USD 31.2 M | +12% | 3.78% | 142% | 58 | 12.07% | 4.5 |
|
| 4622 |
4622
Joule Financial
Lexington,
Kentucky
| USD 283 M | +USD 8.09 M | +3% | 0.83% | 55.5% | 116 | 14.66% | 1.7 |
|
| 4623 |
4623
RPg Family Wealth Advisory
Burlington,
Massachusetts
| USD 283 M | -USD 26.9 M | -9% | 4.35% | 117% | 84 | 21.43% | 2.5 |
|
| 4624 |
4624
Metavasi Capital
Larchmont,
New York
| USD 283 M | +USD 62.6 M | +28% | 26.7% | 840% | 40 | 45% | 0.8 |
|
| 4625 |
4625
West Oak Capital
Westlake Village,
California
| USD 283 M | -USD 255 M | -47% | 0.5% | 110% | 328 | 7.32% | 6.4 |
|