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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
FP
4626
Fiduciary Planning
Englewood,
Florida
| USD 235 M | +USD 23.1 M | +11% | 7.38% | 71.4% | 72 | 41.67% | 1.3 |
|
| 4627 |
4627
Next Capital Management
New York
| USD 235 M | +USD 11.7 M | +5% | 10.2% | 61.3% | 131 | 16.79% | 2.6 |
|
| 4628 |
4628
Aubrey Capital Management
Edinburgh,
United Kingdom
| USD 235 M | +USD 60.5 M | +35% | 17.5% | 319% | 68 | 20.59% | 1.1 |
|
| 4629 |
4629
Nucleo Capital
Sao Paulo, Sp,
Brazil
| USD 235 M | +USD 54.5 M | +30% | 30.3% | 116% | 3 | 0% | 1.7 |
|
| 4630 |
4630
Gibraltar Capital Management
Tulsa,
Oklahoma
| USD 235 M | +USD 9.07 M | +4% | 9.58% | 65% | 81 | 32.1% | 2.8 |
|
| 4631 |
4631
BKM Wealth Management
Brookfield,
Wisconsin
| USD 235 M | – | – | 10.2% | 69.6% | 592 | – | 0 |
|
| 4632 |
BC
4632
Belmont Capital
Los Angeles,
California
| USD 234 M | +USD 49.2 M | +27% | 18.3% | 182% | 180 | 13.89% | 1.6 |
|
| 4633 |
4633
Centurion Wealth Management
Mclean,
Virginia
| USD 234 M | +USD 29.8 M | +15% | 8.61% | – | 178 | 16.85% | 0.8 |
|
| 4634 |
4634
Omega Financial Group
Santa Barbara,
California
| USD 234 M | +USD 29.1 M | +14% | 11.9% | 47% | 81 | 4.94% | 3.5 |
|
| 4635 |
4635
Gold Investment Management
Edmonton,
Alberta, Canada
| USD 234 M | – | – | 11.8% | 117% | 208 | – | 0 |
|
| 4636 |
4636
Absoluto Partners Gestao de Recursos
Leblon, Rio De Janeiro, Rj,
Brazil
| USD 233 M | -USD 33.6 M | -13% | 17.8% | 78.7% | 32 | 46.88% | 1.3 |
|
| 4637 |
4637
Stableford Capital II
Scottsdale,
Arizona
| USD 233 M | +USD 16.3 M | +8% | 5.17% | 66.9% | 123 | 18.7% | 0.6 |
|
| 4638 |
4638
Stone Run Capital
New York
| USD 233 M | +USD 29.4 M | +14% | 12.4% | 77.8% | 68 | 20.59% | 6.4 |
|
| 4639 |
4639
Conversant Capital
Summit,
New Jersey
| USD 233 M | -USD 95.6 M | -29% | 1.46% | 228% | 15 | 40% | 1 |
|
| 4640 |
4640
Ceeto Capital Group
Coral Gables,
Florida
| USD 233 M | +USD 26.6 M | +13% | 11.2% | 94.4% | 166 | 10.84% | 4 |
|
| 4641 |
PAM
4641
Pegasus Asset Management
Montebello,
New York
| USD 233 M | +USD 18.2 M | +8% | 10.7% | 101% | 70 | 1.43% | 4.6 |
|
| 4642 |
4642
Peterson Wealth Services
South Ogden,
Utah
| USD 233 M | +USD 100 M | +75% | 12.7% | 160% | 111 | 48.65% | 0.9 |
|
| 4643 |
4643
Mirabaud Asset Management
London,
United Kingdom
| USD 233 M | – | – | 15.8% | 136% | 49 | – | 0 |
|
| 4644 |
4644
DecisionPoint Financial
Mesa,
Arizona
| USD 233 M | +USD 41.9 M | +22% | 11.1% | 48% | 271 | 32.84% | 0.8 |
|
| 4645 |
4645
Heathbridge Capital Management
Toronto,
Ontario, Canada
| USD 233 M | +USD 14.8 M | +7% | 11.7% | 73.6% | 31 | 12.9% | 4.9 |
|
| 4646 |
4646
Francis Financial
| USD 233 M | +USD 41.4 M | +22% | 9.96% | 62% | 59 | 16.95% | 1.8 |
|
| 4647 |
4647
LGT Fund Management
Vaduz,
Liechtenstein
| USD 233 M | +USD 27.3 M | +13% | 12.9% | 121% | 119 | 17.65% | 1.3 |
|
| 4648 |
4648
Cumberland Advisors
Sarasota,
Florida
| USD 233 M | +USD 7.43 M | +3% | 12.8% | 80.7% | 58 | 12.07% | 3.9 |
|
| 4649 |
4649
Sentry Investment Management
Stevens Point,
Wisconsin
| USD 233 M | +USD 24.3 M | +12% | 12.4% | 103% | 532 | 19.36% | 5.3 |
|
| 4650 |
4650
Daventry Group
New York
| USD 233 M | +USD 76 M | +48% | 11.3% | 26.2% | 10 | 20% | 1.2 |
|