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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 |
4701
Vance Wealth
Santa Clarita,
California
| USD 266 M | +USD 7.05 M | +3% | 2.06% | 66.4% | 110 | 13.64% | 2.1 |
|
| 4702 |
4702
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| USD 266 M | -USD 11.6 M | -4% | 7.73% | 199% | 84 | 15.48% | 2.7 |
|
| 4703 |
4703
Ameliora Wealth Management
Zurich,
Switzerland
| USD 266 M | -USD 643 k | -0.2% | 0.51% | 73.9% | 251 | 10.36% | 1.4 |
|
| 4704 |
BCM
4704
Birmingham Capital Management
Birmingham,
Alabama
| USD 266 M | -USD 4.09 M | -2% | 3.86% | 103% | 115 | 9.57% | 8.4 |
|
| 4705 |
4705
Optimize Financial
Laguna Hills,
California
| USD 266 M | +USD 132 M | +99% | 8.38% | – | 301 | 49.17% | 0.2 |
|
| 4706 |
4706
Blue Investment Partners
Alamo,
California
| USD 266 M | -USD 6.84 M | -3% | 4.76% | – | 55 | 16.36% | 1.4 |
|
| 4707 |
WFI
4707
West Family Investments
Carlsbad,
California
| USD 266 M | -USD 21.4 M | -7% | 4.33% | 131% | 313 | 22.36% | 1.9 |
|
| 4708 |
4708
Aurdan Capital Management
Wayne,
Pennsylvania
| USD 265 M | +USD 4.93 M | +2% | 1.08% | – | 88 | 13.64% | 0.2 |
|
| 4709 |
4709
Gemsstock Ltd
London,
United Kingdom
| USD 265 M | -USD 218 M | -45% | 5.69% | 149% | 22 | 45.45% | 0.5 |
|
| 4710 |
4710
Fairfield Financial Advisors
Wellesley,
Massachusetts
| USD 265 M | -USD 18.7 M | -7% | 1.6% | – | 265 | 75.85% | 2.5 |
|
| 4711 |
4711
ValueWorks
New York
| USD 265 M | -USD 35.2 M | -12% | 8.95% | 161% | 34 | 2.94% | 5.7 |
|
| 4712 |
4712
May Hill Capital
Cohasset,
Massachusetts
| USD 265 M | +USD 6.77 M | +3% | 2.12% | – | 201 | 26.87% | 0.2 |
|
| 4713 |
4713
Enstar Group
Hamilton,
Bermuda
| USD 265 M | -USD 22.5 M | -8% | 6.66% | 29.5% | 11 | 0% | 2.8 |
|
| 4714 |
4714
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| USD 265 M | -USD 47.2 M | -15% | 3% | 81.6% | 111 | 21.62% | 2.8 |
|
| 4715 |
LAM
4715
Lountzis Asset Management
Wyomissing,
Pennsylvania
| USD 265 M | +USD 28.5 M | +12% | 2.67% | 124% | 55 | 20% | 2.9 |
|
| 4716 |
4716
Manske Wealth Management
Houston,
Texas
| USD 265 M | +USD 12.9 M | +5% | 0.14% | – | 184 | 11.41% | 0.2 |
|
| 4717 |
4717
Silverlake Wealth Management
Williston,
Vermont
| USD 265 M | +USD 3.61 M | +1% | 0.31% | 73.3% | 277 | 8.66% | 2.2 |
|
| 4718 |
PA
4718
Paragon Advisors
College Station,
Texas
| USD 264 M | -USD 27 M | -9% | 5.54% | 138% | 92 | 19.57% | 2 |
|
| 4719 |
4719
Hillman Company
Pittsburgh,
Pennsylvania
| USD 264 M | +USD 28.2 M | +12% | 2.36% | 118% | 14 | 7.14% | 2.1 |
|
| 4720 |
4720
5AM Venture Management
San Francisco,
California
| USD 264 M | -USD 155 M | -37% | 28.6% | 546% | 32 | 6.25% | 1.8 |
|
| 4721 |
FSA
4721
Financial Services Advisory
Rockville,
Maryland
| USD 264 M | -USD 162 M | -38% | 2.44% | 82.5% | 61 | 39.34% | 1.5 |
|
| 4722 |
4722
Quantum Private Wealth
Tampa,
Florida
| USD 264 M | -USD 48.2 M | -15% | 8.84% | 240% | 186 | 15.05% | 2.5 |
|
| 4723 |
4723
Horan Securities
Cincinnati,
United States
| USD 264 M | +USD 750 k | +0.3% | 3.53% | 50.1% | 140 | 11.43% | 3.3 |
|
| 4724 |
4724
Panview Capital
Hong Kong
| USD 264 M | -USD 205 M | -44% | 0.1% | – | 11 | 36.36% | 0.2 |
|
| 4725 |
4725
Congress Park Capital
Saratoga Springs,
New York
| USD 264 M | -USD 11.3 M | -4% | 2.47% | 99.9% | 119 | 18.49% | 4.2 |
|