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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
4976
Consilium Wealth Advisory
Richardson,
Texas
| USD 293 M | +USD 22.2 M | +8% | 0.37% | 126% | 109 | 20.18% | 2.5 |
|
| 4977 |
4977
Montgomery Investment Management
Rockville,
Maryland
| USD 293 M | +USD 15.2 M | +5% | 9.16% | 105% | 104 | 8.65% | 6.9 |
|
| 4978 |
4978
Firetrail Investments
Sydney, NSW,
Australia
| USD 293 M | -USD 12.1 M | -4% | 0.04% | 139% | 29 | 3.45% | 1.3 |
|
| 4979 |
4979
Roth Financial Partners
Kingwood,
Texas
| USD 293 M | -USD 10.3 M | -3% | 0.65% | 61% | 33 | 9.09% | 3.9 |
|
| 4980 |
4980
Family Wealth Partners
Matthews,
North Carolina
| USD 293 M | +USD 15.4 M | +6% | 0.48% | 58.5% | 112 | 24.11% | 1.1 |
|
| 4981 |
4981
Nixon Capital
Austin,
Texas
| USD 293 M | -USD 86.2 M | -23% | 9.02% | 118% | 31 | 35.48% | 1.2 |
|
| 4982 |
4982
Sharper & Granite
El Segundo,
California
| USD 293 M | +USD 8.8 M | +3% | 0.11% | 50.8% | 108 | 1.85% | 2.7 |
|
| 4983 |
4983
Curio Wealth
Annapolis,
Maryland
| USD 293 M | +USD 10.3 M | +4% | 0.13% | – | 1,298 | 67.03% | 0.3 |
|
| 4984 |
4984
Walker Financial Services
Bowling Green,
Kentucky
| USD 292 M | +USD 16.4 M | +6% | 0.51% | 20.8% | 44 | 9.09% | 2 |
|
| 4985 |
4985
Pennington Partners & Co
Bethesda,
Maryland
| USD 292 M | +USD 42.4 M | +17% | 3.55% | – | 116 | 18.1% | 0.8 |
|
| 4986 |
4986
Nicollet Investment Management
Minneapolis,
Minnesota
| USD 292 M | -USD 24 M | -8% | 3.51% | 104% | 77 | 5.19% | 5 |
|
| 4987 |
4987
Burkett Financial Services
Rock Hill,
South Carolina
| USD 292 M | -USD 1.22 M | -0.4% | 0.27% | 63.6% | 257 | 8.95% | 1.6 |
|
| 4988 |
4988
Kirkwood Financial Services
San Antonio,
Texas
| USD 292 M | +USD 6.13 M | +2% | 4.2% | – | 43 | 23.26% | 0.9 |
|
| 4989 |
4989
Francisco Partners Management
San Francisco,
California
| USD 292 M | -USD 169 M | -37% | 35.7% | 14.3% | 3 | 0% | 5.1 |
|
| 4990 |
LFC
4990
LCC Family Corp
Toronto,
| USD 292 M | -USD 188 M | -39% | 31.8% | – | 1 | 0% | 0.8 |
|
| 4991 |
4991
Warner Financial
Bethesda,
Maryland
| USD 292 M | +USD 3.53 M | +1% | 1.38% | 69.2% | 136 | 3.68% | 2.9 |
|
| 4992 |
4992
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 292 M | +USD 144 M | +97% | 12.1% | 34.1% | 7 | 28.57% | 3.5 |
|
| 4993 |
4993
Bishop & Co Investment Management
Erie,
Pennsylvania
| USD 292 M | -USD 10.4 M | -3% | 1.59% | 53.7% | 29 | 13.79% | 6.7 |
|
| 4994 |
4994
Members Advisory Group
Williamsville,
New York
| USD 292 M | +USD 26.3 M | +10% | 0.39% | 74.9% | 45 | 51.11% | 1.1 |
|
| 4995 |
4995
Canopy Partners
Cincinnati,
Ohio
| USD 291 M | -USD 15.5 M | -5% | 1.37% | 108% | 265 | 12.08% | 1.7 |
|
| 4996 |
CIM
4996
Capital Investment Management
Lees Summit,
Missouri
| USD 291 M | +USD 5.23 M | +2% | 0.95% | – | 132 | 14.39% | 0.2 |
|
| 4997 |
4997
Wilkerson Advisory Group
Columbia,
Missouri
| USD 291 M | +USD 7.06 M | +2% | 0.64% | – | 654 | 17.13% | 0.2 |
|
| 4998 |
4998
Denver PWM
Denver,
Colorado
| USD 291 M | -USD 8.51 M | -3% | 0.06% | 48.6% | 92 | 22.83% | 2.8 |
|
| 4999 |
4999
Kings Path Partners
Sugar Land,
Texas
| USD 291 M | +USD 5.46 M | +2% | 1.5% | – | 306 | 8.5% | 1.4 |
|
| 5000 |
5000
Denver Wealth Management
Denver,
Colorado
| USD 291 M | +USD 8.47 M | +3% | 2.36% | 64.4% | 108 | 22.22% | 2.6 |
|