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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
5076
Narus Financial Partners
Salt Lake City,
Utah
| USD 179 M | – | – | 0.41% | 85.3% | 112 | – | 2.6 |
|
| 5077 |
5077
Stonebridge Financial Planning Group
Orlando,
Florida
| USD 179 M | -USD 12 M | -6% | 6.79% | 72.4% | 411 | 73.24% | 2 |
|
| 5078 |
5078
Solidarity Wealth
Lehi,
Utah
| USD 179 M | – | – | 2.02% | 85.9% | 116 | – | 0 |
|
| 5079 |
5079
CNB Bank
Clearfield,
Pennsylvania
| USD 179 M | -USD 3.99 M | -2% | 2.51% | 106% | 545 | 22.2% | 2.4 |
|
| 5080 |
5080
Stone Summit Wealth
Miami,
Florida
| USD 178 M | +USD 55.2 M | +45% | 5.27% | 67% | 131 | 22.9% | 0.2 |
|
| 5081 |
LCH
5081
Lee Capital Holdings
New York
| USD 178 M | -USD 12.5 M | -7% | 5.87% | 34.4% | 78 | 55.13% | 1.6 |
|
| 5082 |
5082
Vienna Insurance Group
Warsaw,
Poland
| USD 178 M | +USD 32.1 M | +22% | 6.39% | 230% | 37 | 18.92% | 0.7 |
|
| 5083 |
5083
Pictet Bank & Trust
Nassau,
Bahamas
| USD 178 M | -USD 15.4 M | -8% | 5.49% | 82.7% | 68 | 16.18% | 4.2 |
|
| 5084 |
5084
Salem Capital Management
Woburn,
Massachusetts
| USD 178 M | -USD 14.4 M | -7% | 0.47% | 32.3% | 72 | 5.56% | 5.9 |
|
| 5085 |
5085
Axis Capital Holdings
Pembroke,
| USD 178 M | -USD 9.34 M | -5% | 4.98% | 76% | 3 | 0% | 5.3 |
|
| 5086 |
5086
Core Wealth Advisors (Florida)
Lakeland,
Florida
| USD 178 M | +USD 10.8 M | +6% | 5.23% | 59.7% | 238 | 29.83% | 1.4 |
|
| 5087 |
5087
Linse Capital Management PR
San Juan,
Puerto Rico
| USD 178 M | -USD 171 M | -49% | 4.36% | – | 1 | 0% | 0.3 |
|
| 5088 |
5088
Privium Fund Management (UK)
London,
United Kingdom
| USD 178 M | +USD 51.4 M | +41% | 12.2% | 34.4% | 135 | 88.15% | 0.1 |
|
| 5089 |
5089
&Partners
Nashville,
Tennessee
| USD 178 M | +USD 12.3 M | +7% | 2.32% | 78.4% | 204 | 16.18% | 1.6 |
|
| 5090 |
SFI
5090
Sonic Fund II
Honolulu,
Hawaii
| USD 178 M | +USD 23.6 M | +15% | 5.93% | 119% | 28 | 14.29% | 1.3 |
|
| 5091 |
5091
Shelter Insurance Retirement Plan
Columbia,
Missouri
| USD 178 M | -USD 10.8 M | -6% | 5.66% | 60.5% | 8 | 0% | 1.4 |
|
| 5092 |
5092
Donald L. Hagan LLC
Sarasota,
Florida
| USD 178 M | -USD 15.9 M | -8% | 2.03% | 47.9% | 108 | 21.3% | 2.3 |
|
| 5093 |
5093
Green Court Capital Management
Hong Kong
| USD 177 M | +USD 85.1 M | +92% | 16.1% | 33.4% | 3 | 66.67% | 0.3 |
|
| 5094 |
5094
Corre Partners Management
New York
| USD 177 M | -USD 67.5 M | -28% | 19.7% | 109% | 10 | 40% | 1 |
|
| 5095 |
5095
Twin Lakes Capital Management
Redwood Shores,
California
| USD 177 M | -USD 10.2 M | -5% | 3.57% | 131% | 263 | 4.18% | 1 |
|
| 5096 |
5096
GoalVest Advisory
New York
| USD 177 M | – | – | 4.35% | 94.8% | 520 | – | 0.4 |
|
| 5097 |
5097
Garrison Asset Management
Fayetteville,
Arkansas
| USD 177 M | -USD 6.54 M | -4% | 3.17% | 52.1% | 111 | 9.91% | 5.5 |
|
| 5098 |
5098
SummerHaven Investment Management
Stamford,
Connecticut
| USD 177 M | -USD 8.16 M | -4% | 1.46% | 150% | 198 | 3.03% | 0.8 |
|
| 5099 |
SC
5099
Siena Capital
Cincinnati,
Ohio
| USD 177 M | +USD 2.57 M | +1% | 2.21% | – | 320 | 82.81% | 0 |
|
| 5100 |
5100
Loveless Wealth Management
Billings,
Montana
| USD 177 M | -USD 5.1 M | -3% | 0.04% | – | 132 | 3.79% | 1.8 |
|