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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4651 |
4651
Siguler Guff Advisers
New York
| USD 269 M | +USD 35.4 M | +15% | 16.4% | 37.7% | 5 | 0% | 3.1 |
|
| 4652 |
4652
Northern Right Capital Management
Darien,
Connecticut
| USD 269 M | -USD 2.79 M | -1% | 10.6% | 187% | 37 | 48.65% | 1.8 |
|
| 4653 |
4653
Stone Run Capital
New York
| USD 269 M | +USD 18.2 M | +7% | 10.1% | 77.8% | 71 | 9.86% | 6.5 |
|
| 4654 |
4654
Northeast Financial Group
Tannersville,
Pennsylvania
| USD 269 M | +USD 35 M | +15% | 5.23% | 31.6% | 88 | 17.05% | 1.7 |
|
| 4655 |
4655
Accel Wealth Management
Waverly,
Iowa
| USD 269 M | +USD 18.7 M | +7% | 5.98% | 82.4% | 274 | 17.52% | 2.1 |
|
| 4656 |
4656
Divergent Planning
Bethesda,
Maryland
| USD 268 M | +USD 17.4 M | +7% | 5.36% | 43.3% | 29 | 3.45% | 2.2 |
|
| 4657 |
4657
Ferguson Shapiro
Decatur,
Georgia
| USD 268 M | +USD 13.2 M | +5% | 4.64% | 42.7% | 81 | 48.15% | 1 |
|
| 4658 |
4658
BHK Investment Advisors
Birmingham,
Alabama
| USD 268 M | +USD 13.2 M | +5% | 6.71% | 58.8% | 65 | 4.62% | 4.2 |
|
| 4659 |
4659
Ceeto Capital Group
Coral Gables,
Florida
| USD 268 M | +USD 10 M | +4% | 6.77% | 94.4% | 178 | 10.11% | 4.1 |
|
| 4660 |
4660
Sterling Wealth Management
Champaign,
Illinois
| USD 268 M | +USD 57.2 M | +27% | 6.75% | – | 112 | 10.71% | 0.6 |
|
| 4661 |
4661
IronBridge Private Wealth
Austin,
Texas
| USD 268 M | +USD 556 k | +0.2% | 2.12% | 143% | 55 | 29.09% | 1.3 |
|
| 4662 |
4662
Seeds Investor
New York
| USD 268 M | +USD 72.5 M | +37% | 6.46% | – | 272 | 26.1% | 0.4 |
|
| 4663 |
4663
Yeomans Consulting Group
Marietta,
Georgia
| USD 267 M | +USD 8.74 M | +3% | 6.15% | – | 105 | 33.33% | 0.5 |
|
| 4664 |
4664
Jackson Grant Investment Advisers
Stamford,
Connecticut
| USD 267 M | +USD 19.8 M | +8% | 7.86% | 54.3% | 408 | 5.64% | 4 |
|
| 4665 |
4665
Colton Groome Financial Advisors
Asheville,
North Carolina
| USD 267 M | +USD 13.7 M | +5% | 5.76% | 65.8% | 130 | 8.46% | 2.1 |
|
| 4666 |
4666
Somerset Trust
Somerset,
Pennsylvania
| USD 267 M | +USD 23.4 M | +10% | 10% | 80.5% | 157 | 6.37% | 5.5 |
|
| 4667 |
4667
Alpha DNA Investment Management
Columbia,
Maryland
| USD 267 M | +USD 9.6 M | +4% | 10.1% | 134% | 265 | 50.94% | 0.8 |
|
| 4668 |
4668
Siemens Pension Trust
Munich Germany,
Germany
| USD 267 M | +USD 63.2 M | +31% | 31% | 66.6% | 1 | 0% | 1.8 |
|
| 4669 |
4669
Clayton Financial Group
St. Louis,
Missouri
| USD 267 M | +USD 35.9 M | +16% | 7.26% | 69.8% | 127 | 19.69% | 0.5 |
|
| 4670 |
GL
4670
GHE LLC
Memphis,
Tennessee
| USD 267 M | +USD 17.7 M | +7% | 4.36% | 188% | 57 | 12.28% | 2.3 |
|
| 4671 |
4671
Camarda Financial Advisors
Fleming Island,
Florida
| USD 267 M | +USD 12.4 M | +5% | 7.05% | 196% | 94 | 32.98% | 1.4 |
|
| 4672 |
4672
Olympus Peak Asset Management
Greenwich,
Connecticut
| USD 267 M | – | – | 6.92% | – | 1 | – | 0 |
|
| 4673 |
4673
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
| USD 267 M | +USD 9.04 M | +4% | 3.81% | – | 102 | 9.8% | 1.3 |
|
| 4674 |
4674
Carmel Capital Management
Carmel,
California
| USD 267 M | +USD 9.9 M | +4% | 6.66% | 247% | 29 | 10.34% | 2.4 |
|
| 4675 |
4675
Medina Value Partners
Los Angeles,
California
| USD 267 M | +USD 66.9 M | +33% | 1.89% | 80% | 21 | 57.14% | 0.4 |
|