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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
Boone Capital Management
Atlanta,
Georgia
| USD 326 M | +USD 7.8 M | +2% | 3.12% | 278% | 19 | 52.63% | 0.8 |
|
| 4702 |
4702
Alpha Financial Advisors
Charlotte,
North Carolina
| USD 326 M | -USD 645 k | -0.2% | 1.15% | 46.6% | 67 | 7.46% | 2 |
|
| 4703 |
4703
Core Wealth Management
Jupiter,
Florida
| USD 326 M | +USD 5.29 M | +2% | 0.26% | 44.5% | 42 | 7.14% | 1.9 |
|
| 4704 |
ECH
4704
ER Collective Holdings
Washington,
District of Columbia
| USD 326 M | -USD 138 M | -30% | 29.8% | – | 1 | 0% | 0.3 |
|
| 4705 |
4705
DG Capital Management
New York
| USD 326 M | +USD 98.3 M | +43% | 5.74% | 76.7% | 28 | 35.71% | 0.8 |
|
| 4706 |
4706
Veery Capital
Wilmington,
Delaware
| USD 326 M | +USD 267 k | +0.1% | 1.66% | 63.4% | 102 | 13.73% | 3.2 |
|
| 4707 |
4707
Somerset Trust
Somerset,
Pennsylvania
| USD 326 M | -USD 814 k | -0.2% | 1.47% | 80.5% | 185 | 8.65% | 5.5 |
|
| 4708 |
4708
Ceeto Capital Group
Coral Gables,
Florida
| USD 326 M | -USD 16.8 M | -5% | 2.9% | 94.4% | 190 | 15.79% | 5 |
|
| 4709 |
4709
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
| USD 326 M | -USD 61.4 M | -16% | 4.81% | 66.3% | 90 | 6.67% | 2.7 |
|
| 4710 |
4710
TFR Capital
Plano,
Texas
| USD 326 M | +USD 23.9 M | +8% | 1.67% | – | 171 | 10.53% | 1 |
|
| 4711 |
4711
Congress Park Capital
Saratoga Springs,
New York
| USD 326 M | -USD 9.21 M | -3% | 4.08% | 99.9% | 139 | 13.67% | 3.7 |
|
| 4712 |
4712
Chesapeake Wealth Management
Williamsburg,
Virginia
| USD 326 M | -USD 10 M | -3% | 1.29% | 74.9% | 168 | 11.31% | 5.7 |
|
| 4713 |
4713
Boyd Watterson Asset Management
Cleveland,
Ohio
| USD 326 M | -USD 20.8 M | -6% | 1.77% | 116% | 425 | 9.18% | 4.8 |
|
| 4714 |
SFMG
4714
Sage Financial Management Group
Mclean,
Virginia
| USD 325 M | -USD 2.03 M | -0.6% | 1.24% | 51.6% | 59 | 5.08% | 1.7 |
|
| 4715 |
4715
Morling Financial Advisors
Fremont,
California
| USD 325 M | +USD 7.11 M | +2% | 2.1% | 97.6% | 114 | 14.91% | 2.5 |
|
| 4716 |
4716
Knox Lane
San Francisco,
California
| USD 325 M | USD 0 | 0% | 7.71% | – | 1 | 0% | 0.3 |
|
| 4717 |
4717
DSC Meridian Capital
New York
| USD 325 M | -USD 55 M | -14% | 7.47% | – | 22 | 50% | 0.4 |
|
| 4718 |
4718
Wellington Group
Indianapolis,
Indiana
| USD 325 M | +USD 24.2 M | +8% | 0.67% | – | 458 | 27.29% | 0.2 |
|
| 4719 |
4719
Taylor Hoffman Capital Management
Richmond,
Virginia
| USD 325 M | -USD 4.63 M | -1% | 1.32% | – | 120 | 5.83% | 1.4 |
|
| 4720 |
4720
25 LLC
St. Louis,
Missouri
| USD 324 M | +USD 9.32 M | +3% | 0.44% | 48.7% | 74 | 10.81% | 2 |
|
| 4721 |
4721
One Advisory Partners
Overland Park,
Kansas
| USD 324 M | -USD 7.19 M | -2% | 2.37% | 58.3% | 79 | 17.72% | 2.1 |
|
| 4722 |
4722
Grey Rock Energy Management
Dallas,
Texas
| USD 324 M | +USD 64.7 M | +25% | 24.9% | – | 1 | 0% | 1.3 |
|
| 4723 |
AC
4723
Athos Capital
Hong Kong
| USD 324 M | +USD 63.4 M | +24% | 1.7% | 110% | 50 | 38% | 0.9 |
|
| 4724 |
ITIM
4724
Indiana Trust & Investment Management
Mishawaka,
Indiana
| USD 324 M | -USD 15.3 M | -4% | 1.4% | 114% | 510 | 10.98% | 3.5 |
|
| 4725 |
4725
Quantum Private Wealth
Tampa,
Florida
| USD 324 M | -USD 18.7 M | -5% | 1.5% | 240% | 180 | 14.44% | 2.8 |
|