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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
Pure Portfolios Holdings
Lake Oswego,
Oregon
| USD 320 M | +USD 24.7 M | +8% | 7.92% | – | 107 | 8.41% | 0.9 |
|
| 4652 |
4652
JCIC Asset Management
Toronto,
Ontario, Canada
| USD 320 M | – | – | 12.4% | – | 111 | – | 4.2 |
|
| 4653 |
4653
Intergy Private Wealth
Colorado Springs,
Colorado
| USD 320 M | +USD 26.6 M | +9% | 7.27% | 73.8% | 109 | 7.34% | 2.2 |
|
| 4654 |
4654
Cloverfields Capital Group
Minneapolis,
Minnesota
| USD 319 M | -USD 17.1 M | -5% | 7.31% | 101% | 99 | 4.04% | 2.3 |
|
| 4655 |
4655
Retirement Financial Solutions
Knoxville,
Tennessee
| USD 319 M | +USD 35.4 M | +12% | 6.35% | 52.5% | 54 | 46.3% | 1.1 |
|
| 4656 |
4656
Gunma Bank
Gunma,
Japan
| USD 319 M | +USD 13.1 M | +4% | 2.04% | 24.5% | 35 | 25.71% | 1.3 |
|
| 4657 |
4657
Acima Private Wealth
Richmond,
Virginia
| USD 319 M | +USD 25.9 M | +9% | 5.72% | 51.1% | 190 | 11.05% | 5.4 |
|
| 4658 |
WCM
4658
Westerly Capital Management
San Francisco,
California
| USD 319 M | +USD 49.6 M | +18% | 26.4% | 116% | 54 | 42.59% | 1.4 |
|
| 4659 |
4659
Acorn Wealth Advisors
Grand Blanc,
Michigan
| USD 319 M | +USD 50.3 M | +19% | 6.41% | 58.8% | 290 | 16.55% | 3 |
|
| 4660 |
4660
Permit Capital
West Conshohocken,
Pennsylvania
| USD 319 M | +USD 10.3 M | +3% | 17.6% | 121% | 20 | 0% | 4.8 |
|
| 4661 |
AIA
4661
AIMZ Investment Advisors
Los Altos,
California
| USD 319 M | +USD 20 M | +7% | 8.67% | 81.3% | 131 | 3.05% | 7.2 |
|
| 4662 |
4662
Left Brain Wealth Management
Naperville,
Illinois
| USD 319 M | +USD 34.8 M | +12% | 15.2% | 376% | 110 | 23.64% | 1.2 |
|
| 4663 |
4663
Cherrydale Wealth Management
Hoboken,
New Jersey
| USD 318 M | +USD 30.9 M | +11% | 8.1% | 80.8% | 83 | 13.25% | 1.9 |
|
| 4664 |
4664
Sustainable Insight Capital Management
New York
| USD 318 M | +USD 97.3 M | +44% | 9.58% | 168% | 83 | 40.96% | 1.6 |
|
| 4665 |
4665
KKM Financial
Chicago,
Illinois
| USD 318 M | +USD 30.4 M | +11% | 7.98% | – | 158 | 15.19% | 1.4 |
|
| 4666 |
IPA
4666
Investment Planning Advisors
Cumming,
Georgia
| USD 318 M | +USD 35 M | +12% | 6.18% | – | 91 | 16.48% | 0.9 |
|
| 4667 |
4667
Solari Capital
Palm Beach Gardens,
Florida
| USD 318 M | – | – | 53% | – | 1 | – | 0 |
|
| 4668 |
4668
Sphera Management Technology Funds
Tel Aviv,
Israel
| USD 318 M | +USD 119 M | +60% | 14.1% | – | 85 | 43.53% | 0.4 |
|
| 4669 |
4669
Taylor Hoffman Capital Management
Richmond,
Virginia
| USD 317 M | +USD 24.8 M | +8% | 10.2% | – | 122 | 5.74% | 0.9 |
|
| 4670 |
IAS
4670
Investment Advisory Services
The Woodlands,
Texas
| USD 317 M | +USD 17.6 M | +6% | 6.86% | 74.9% | 134 | 8.21% | 3.7 |
|
| 4671 |
4671
Aquamarine Zurich
Zurich,
Switzerland
| USD 317 M | +USD 7.53 M | +2% | 7.08% | 80.4% | 14 | 0% | 2.7 |
|
| 4672 |
4672
AXS Investments
Port Chester,
New York
| USD 317 M | +USD 73.6 M | +30% | 7.58% | 107% | 226 | 49.56% | 1.4 |
|
| 4673 |
4673
Vectors Research Management
New York
| USD 317 M | +USD 25.6 M | +9% | 6.53% | 71.4% | 134 | 13.43% | 4.1 |
|
| 4674 |
4674
Pension & Wealth Management Advisors
Waltham,
Massachusetts
| USD 317 M | +USD 18.9 M | +6% | 5.87% | 49.9% | 582 | 21.82% | 1.4 |
|
| 4675 |
4675
Aubrey Capital Management
Edinburgh,
United Kingdom
| USD 317 M | +USD 41.7 M | +15% | 15.6% | 319% | 64 | 46.88% | 1.2 |
|