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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 |
4626
Militia Capital Partners
Las Vegas,
Nevada
| USD 274 M | +USD 97.1 M | +55% | 2.46% | – | 211 | 65.88% | 0.1 |
|
| 4627 |
4627
Jeppson Wealth Management
Manhattan Beach,
California
| USD 273 M | -USD 2.52 M | -0.9% | 0.58% | 107% | 214 | 10.75% | 3.2 |
|
| 4628 |
4628
Alaethes Wealth
Glenbrook,
Nevada
| USD 273 M | -USD 6.86 M | -2% | 1.56% | 106% | 117 | 17.95% | 2.4 |
|
| 4629 |
4629
Chase Investment Counsel
Charlottesville,
Virginia
| USD 273 M | -USD 38.4 M | -12% | 2.13% | 380% | 154 | 33.77% | 1.6 |
|
| 4630 |
4630
Oak Asset Management
Westlake Village,
California
| USD 273 M | +USD 2.49 M | +0.9% | 1.76% | 91.8% | 105 | 6.67% | 2.5 |
|
| 4631 |
4631
Clayton Financial Group
St. Louis,
Missouri
| USD 273 M | -USD 4.8 M | -2% | 2.63% | 69.8% | 128 | 12.5% | 0.9 |
|
| 4632 |
KA
4632
Kooman & Associates
Altoona,
Pennsylvania
| USD 273 M | -USD 3.7 M | -1% | 1.12% | 66% | 53 | 22.64% | 1.7 |
|
| 4633 |
SC
4633
Schiavi & Co
Wilmington,
Delaware
| USD 273 M | +USD 16.4 M | +6% | 3.94% | 43.6% | 42 | 14.29% | 1.9 |
|
| 4634 |
4634
Tidemark
San Diego,
California
| USD 273 M | +USD 11.5 M | +4% | 0.39% | 56.1% | 713 | 14.03% | 0.9 |
|
| 4635 |
4635
Marks Wealth
Annapolis,
Maryland
| USD 272 M | +USD 64.7 M | +31% | 2.06% | 165% | 24 | 66.67% | 0.5 |
|
| 4636 |
4636
Promethos Capital
Boston,
Massachusetts
| USD 272 M | -USD 10.8 M | -4% | 1.33% | 106% | 91 | 19.78% | 0.9 |
|
| 4637 |
4637
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| USD 272 M | -USD 19.2 M | -7% | 6.54% | 90.8% | 103 | 6.8% | 2.9 |
|
| 4638 |
4638
Squadra Investments
Rio De Janeiro,
Brazil
| USD 272 M | +USD 60.5 M | +29% | 24.1% | 1.55% | 3 | 0% | 2.8 |
|
| 4639 |
4639
Pure Portfolios Holdings
Lake Oswego,
Oregon
| USD 272 M | +USD 2.88 M | +1% | 1.29% | – | 109 | 13.76% | 0.5 |
|
| 4640 |
4640
Marcho Partners
London,
United Kingdom
| USD 272 M | -USD 100 M | -27% | 2.57% | 104% | 11 | 18.18% | 2.6 |
|
| 4641 |
LLWM
4641
Life Line Wealth Management
Beverly Hills,
California
| USD 272 M | -USD 8.54 M | -3% | 6.03% | – | 34 | 26.47% | 0.7 |
|
| 4642 |
4642
LCNB Corp
Lebanon,
Ohio
| USD 272 M | -USD 2.65 M | -1% | 1.46% | 83.1% | 187 | 5.35% | 5 |
|
| 4643 |
4643
Hayek Kallen Investment Management
Fairhope,
Alabama
| USD 272 M | -USD 3.58 M | -1% | 0.94% | 87.2% | 93 | 3.23% | 6.3 |
|
| 4644 |
4644
Cabot-Wellington
Boston,
Massachusetts
| USD 271 M | +USD 8.29 M | +3% | 1.89% | 73.1% | 5 | 20% | 4.6 |
|
| 4645 |
4645
Matthew 25 Management Corp
Ambler,
Pennsylvania
| USD 271 M | -USD 44.1 M | -14% | 9.8% | 155% | 21 | 19.05% | 6.5 |
|
| 4646 |
4646
Baker Boyer National Bank
Walla Walla,
Washington
| USD 271 M | -USD 18.4 M | -6% | 0.2% | 49.3% | 82 | 14.63% | 5.6 |
|
| 4647 |
PWMG
4647
Private Wealth Management Group
Princeton,
New Jersey
| USD 271 M | +USD 9.7 M | +4% | 0.37% | 63.2% | 1,620 | 15.56% | 1.1 |
|
| 4648 |
4648
Anfield Capital Management
Irvine,
California
| USD 271 M | -USD 4.8 M | -2% | 2.63% | 65.3% | 487 | 15.61% | 0.9 |
|
| 4649 |
4649
Arosa Capital Management
Miami Beach,
Florida
| USD 271 M | +USD 21.5 M | +9% | 11% | 536% | 60 | 60% | 0.5 |
|
| 4650 |
4650
Centerpoint Advisors
Needham,
Massachusetts
| USD 271 M | -USD 14.9 M | -5% | 4.82% | 82.6% | 480 | 18.54% | 3.5 |
|