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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
4751
Concorde Asset Management
Ann Arbor,
Michigan
| USD 173 M | -USD 6.57 M | -4% | 6.21% | – | 239 | 48.95% | 1 |
|
| 4752 |
4752
Fortis Capital Management
Bellevue,
Washington
| USD 173 M | +USD 42.3 M | +32% | 0.98% | 82% | 134 | 58.96% | 0.4 |
|
| 4753 |
4753
Adalta Capital Management
New York
| USD 173 M | +USD 14.9 M | +9% | 8% | 80.4% | 101 | 26.73% | 1.7 |
|
| 4754 |
4754
Sturgeon Ventures
London,
United Kingdom
| USD 173 M | +USD 12.6 M | +8% | 3.4% | 85.9% | 46 | 10.87% | 1.4 |
|
| 4755 |
4755
Perkins Capital Management
Wayzata,
Minnesota
| USD 173 M | +USD 20 M | +13% | 20.9% | 389% | 114 | 19.3% | 3 |
|
| 4756 |
4756
Humankind Investments
New York
| USD 173 M | +USD 74.8 M | +76% | 5.28% | 62.5% | 75 | 78.67% | 0.1 |
|
| 4757 |
FFG
4757
Fortem Financial Group
Palm Desert,
California
| USD 173 M | +USD 5.76 M | +3% | 12% | 183% | 473 | 66.6% | 1.2 |
|
| 4758 |
4758
Rede Wealth
Charlottesville,
Virginia
| USD 173 M | +USD 25.7 M | +17% | 7.06% | 84.4% | 102 | 11.76% | 0.2 |
|
| 4759 |
4759
First City Capital Management
Savannah,
Georgia
| USD 173 M | +USD 16.3 M | +10% | 7.63% | 86.4% | 173 | 10.98% | 4.1 |
|
| 4760 |
CPFP
4760
Clear Perspectives Financial Planning
Cincinnati,
Ohio
| USD 173 M | +USD 14.8 M | +9% | 2.58% | – | 197 | 8.12% | 0.2 |
|
| 4761 |
4761
DHJJ Financial Advisors
Naperville,
Illinois
| USD 173 M | +USD 13.5 M | +8% | 6.01% | 62.5% | 109 | 7.34% | 0.2 |
|
| 4762 |
4762
Reliant Wealth Planning
Louisville,
Kentucky
| USD 173 M | +USD 4.82 M | +3% | 4.46% | 39.4% | 6 | 16.67% | 1 |
|
| 4763 |
4763
Investors Asset Management of Georgia
Atlanta,
Georgia
| USD 172 M | +USD 24.3 M | +16% | 11.5% | 118% | 159 | 13.84% | 4.3 |
|
| 4764 |
KMWM
4764
Keudell/Morrison Wealth Management
Salem,
Oregon
| USD 172 M | +USD 14.8 M | +9% | 7.95% | – | 174 | 13.79% | 1.4 |
|
| 4765 |
CC
4765
Claybrook Capital
Wellesley,
Massachusetts
| USD 172 M | +USD 20.4 M | +13% | 5.92% | 7.15% | 113 | 21.24% | 1.3 |
|
| 4766 |
4766
G&S Capital
Denver,
Colorado
| USD 172 M | +USD 4.6 M | +3% | 7.97% | 85.6% | 120 | 31.67% | 1.2 |
|
| 4767 |
4767
DCM Advisors
New York
| USD 172 M | +USD 149 k | +0.1% | 15.6% | 99.3% | 303 | 46.53% | 0.2 |
|
| 4768 |
DL
4768
DOHJ LLC
Seattle,
Washington
| USD 172 M | +USD 2.54 M | +2% | 3.69% | 51.5% | 101 | 24.75% | 0.8 |
|
| 4769 |
4769
Selway Asset Management
| USD 172 M | +USD 7.63 M | +5% | 10.6% | 36.5% | 78 | 15.38% | 3.9 |
|
| 4770 |
4770
Medicxi Ventures Management
St. Helier,
Jersey
| USD 172 M | -USD 365 k | -0.2% | 3.96% | 369% | 5 | 0% | 1 |
|
| 4771 |
4771
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| USD 172 M | +USD 21.6 M | +14% | 7.59% | 66.8% | 144 | 5.56% | 2.6 |
|
| 4772 |
4772
C-J Advisory
San Jose,
California
| USD 172 M | +USD 11.2 M | +7% | 4.04% | 39.2% | 35 | 17.14% | 3.4 |
|
| 4773 |
4773
Boothe Investment Group
Dover,
Delaware
| USD 172 M | +USD 26.7 M | +18% | 9.04% | 75.6% | 39 | 35.9% | 1.1 |
|
| 4774 |
4774
Canvas Wealth Advisors
Shawnee,
Kansas
| USD 172 M | – | – | 3.3% | 133% | 113 | – | 0 |
|
| 4775 |
4775
American Trust Investment Advisors
Lebanon,
New Hampshire
| USD 171 M | +USD 9.9 M | +6% | 10.4% | 91% | 85 | 15.29% | 2.4 |
|