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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4851 |
4851
Bear Mountain Capital
Seattle,
Washington
| USD 299 M | +USD 19.5 M | +7% | 4.89% | 43% | 326 | 45.09% | 0.8 |
|
| 4852 |
4852
Visualize Group
New York
| USD 299 M | -USD 1.01 M | -0.3% | 2.69% | – | 16 | 68.75% | 0.4 |
|
| 4853 |
4853
Juncture Wealth Strategies
Scottsdale,
Arizona
| USD 298 M | +USD 17 M | +6% | 7.86% | 76.5% | 145 | 24.14% | 2.9 |
|
| 4854 |
CC
4854
Checkpoint Capital
San Francisco,
California
| USD 298 M | +USD 83.9 M | +39% | 39.5% | – | 11 | 36.36% | 0.7 |
|
| 4855 |
4855
Your Advocates Ltd
Houston,
Texas
| USD 298 M | +USD 20.2 M | +7% | 6.61% | 53.6% | 229 | 14.85% | 2.9 |
|
| 4856 |
4856
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| USD 298 M | +USD 24.5 M | +9% | 4.81% | 34.2% | 42 | 2.38% | 6.4 |
|
| 4857 |
HPM
4857
H. Partners Management
New York
| USD 298 M | -USD 32 M | -10% | 4.29% | 13.5% | 3 | 33.33% | 2.1 |
|
| 4858 |
4858
Defender Capital
Charlotte,
North Carolina
| USD 298 M | +USD 3.65 M | +1% | 0% | 101% | 40 | 100% | 0 |
|
| 4859 |
ACM
4859
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| USD 298 M | +USD 140 M | +88% | 39.5% | 2,106% | 44 | 79.55% | 0.1 |
|
| 4860 |
4860
Adirondack Trust Company
Saratoga Springs,
New York
| USD 298 M | +USD 22.7 M | +8% | 7.88% | 96.7% | 521 | 10.36% | 6.3 |
|
| 4861 |
4861
Capricorn Fund Managers
London,
United Kingdom
| USD 298 M | +USD 86.2 M | +41% | 17.3% | 173% | 78 | 55.13% | 0.7 |
|
| 4862 |
4862
Doma Perpetual Capital Management
Miami,
Florida
| USD 298 M | +USD 33.8 M | +13% | 9.26% | – | 12 | 16.67% | 1.2 |
|
| 4863 |
4863
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| USD 298 M | +USD 21.9 M | +8% | 7.34% | 63.9% | 145 | 6.21% | 6.3 |
|
| 4864 |
4864
OneAscent Wealth Management
Birmingham,
Alabama
| USD 298 M | +USD 26.2 M | +10% | 4.85% | 54.1% | 196 | 20.41% | 1.2 |
|
| 4865 |
4865
Gold Investment Management
Edmonton,
Alberta, Canada
| USD 298 M | +USD 32 M | +12% | 10.3% | 117% | 203 | 0% | 1.7 |
|
| 4866 |
4866
Front Row Advisors
Tiburon,
California
| USD 298 M | +USD 10.1 M | +4% | 11.5% | 142% | 563 | 6.04% | 5.1 |
|
| 4867 |
4867
Sweeney & Michel
Chico,
California
| USD 298 M | +USD 16 M | +6% | 8.88% | – | 139 | 7.91% | 1.8 |
|
| 4868 |
4868
Vert Asset Management
Sausalito,
California
| USD 297 M | +USD 22.8 M | +8% | 3.36% | 43.1% | 45 | 0% | 3.1 |
|
| 4869 |
4869
Private Wealth Advisors (California)
Fresno,
California
| USD 297 M | +USD 24.9 M | +9% | 8.94% | 63.6% | 94 | 13.83% | 3.5 |
|
| 4870 |
4870
HTG Investment Advisors
New Canaan,
Connecticut
| USD 297 M | +USD 28.3 M | +11% | 6.59% | 57.4% | 78 | 14.1% | 2 |
|
| 4871 |
4871
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| USD 297 M | -USD 214 M | -42% | 4.85% | 62.1% | 151 | 67.55% | 1.1 |
|
| 4872 |
4872
Diana Davis Spencer Foundation
Bethesda,
Maryland
| USD 297 M | +USD 5.27 M | +2% | 1.84% | 19.8% | 4 | 0% | 8.4 |
|
| 4873 |
4873
Idaho Trust Bank
Boise,
Idaho
| USD 297 M | +USD 17.2 M | +6% | 6.06% | 50.5% | 112 | 8.93% | 1 |
|
| 4874 |
4874
Pines Wealth Management
Southern Pines,
North Carolina
| USD 297 M | +USD 14.3 M | +5% | 8.51% | – | 239 | 9.21% | 0.6 |
|
| 4875 |
4875
Fairfield Financial Advisors
Wellesley,
Massachusetts
| USD 297 M | +USD 11.5 M | +4% | 5.71% | – | 78 | 16.67% | 2.5 |
|