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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5301 |
5301
FIDELIS iM
Medford,
Oregon
| USD 216 M | +USD 12.2 M | +6% | 1.1% | 44.8% | 23 | 13.04% | 2.6 |
|
| 5302 |
5302
Wealth Management Partners
Tucson,
Arizona
| USD 216 M | -USD 15.8 M | -7% | 5.34% | 194% | 123 | 15.45% | 2.7 |
|
| 5303 |
HCM
5303
Hall Capital Management
Barrington,
Rhode Island
| USD 216 M | +USD 1.49 M | +0.7% | 0.47% | – | 105 | 16.19% | 6.3 |
|
| 5304 |
5304
Daily Journal Corp
Los Angeles,
California
| USD 216 M | +USD 6.33 M | +3% | 5.5% | 109% | 4 | 0% | 9.4 |
|
| 5305 |
FCP
5305
Fosse Capital Partners
London,
United Kingdom
| USD 216 M | -USD 54.5 M | -20% | 9.62% | 61.1% | 3 | 0% | 4.3 |
|
| 5306 |
5306
Trueblood Wealth Management
Lima,
Ohio
| USD 216 M | +USD 12.7 M | +6% | 0.82% | 89.9% | 243 | 10.7% | 1.1 |
|
| 5307 |
5307
Infusive Asset Management
New York
| USD 216 M | -USD 9 M | -4% | 3% | 33.8% | 42 | 21.43% | 1.3 |
|
| 5308 |
5308
Kennedy Investment Group
West Depford,
New Jersey
| USD 215 M | -USD 5.58 M | -3% | 3.6% | 95.4% | 132 | 12.12% | 1.8 |
|
| 5309 |
5309
MB, Levis & Associates
Center Valley,
Pennsylvania
| USD 215 M | +USD 15.7 M | +8% | 0.46% | 43.1% | 296 | 6.08% | 2 |
|
| 5310 |
5310
Paragon Private Wealth Management
Lexington,
Kentucky
| USD 215 M | -USD 1.31 M | -0.6% | 3.35% | 104% | 196 | 22.96% | 1.8 |
|
| 5311 |
5311
Strait & Sound Wealth Management
San Francisco,
California
| USD 215 M | -USD 501 k | -0.2% | 2.92% | 74% | 159 | 16.98% | 1.5 |
|
| 5312 |
5312
WJ Interests
Sugar Land,
Texas
| USD 215 M | +USD 7.74 M | +4% | 0.36% | 55.2% | 23 | 30.43% | 1.2 |
|
| 5313 |
5313
NKCFO LLC
Geneva,
Illinois
| USD 215 M | -USD 12.4 M | -5% | 12.4% | 237% | 133 | 57.89% | 0.8 |
|
| 5314 |
5314
Freedom Financial Partners
Oakdale,
Minnesota
| USD 215 M | +USD 7.44 M | +4% | 1.65% | – | 79 | 16.46% | 0.2 |
|
| 5315 |
5315
Colorado Capital Management
Boulder,
Colorado
| USD 215 M | +USD 8.21 M | +4% | 2.36% | 60.4% | 103 | 15.53% | 5 |
|
| 5316 |
5316
Sherbrooke Park Advisers
White Plains,
New York
| USD 215 M | -USD 98.7 M | -31% | 6.04% | 9.59% | 988 | 70.34% | 0.3 |
|
| 5317 |
5317
Crescent Park Management
East Palo Alto,
California
| USD 215 M | -USD 46.5 M | -18% | 14.4% | 100% | 37 | 8.11% | 1.7 |
|
| 5318 |
MAS
5318
Madden Advisory Services
Jacksonville,
Florida
| USD 215 M | -USD 835 k | -0.4% | 1.19% | 58.4% | 101 | 1.98% | 5.4 |
|
| 5319 |
5319
Logan Stone Capital
Chicago,
Illinois
| USD 215 M | -USD 84.1 M | -28% | 1.45% | 43.9% | 120 | 46.67% | 1.3 |
|
| 5320 |
5320
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| USD 215 M | +USD 418 k | +0.2% | 1.62% | 82.3% | 148 | 3.38% | 3.8 |
|
| 5321 |
5321
Norris Financial Group
Greenville,
South Carolina
| USD 214 M | +USD 1.46 M | +0.7% | 1.15% | 161% | 104 | 39.42% | 1.5 |
|
| 5322 |
5322
Ridgewood Investments
Springfield,
New Jersey
| USD 214 M | +USD 6.93 M | +3% | 2.15% | – | 754 | 15.52% | 1.6 |
|
| 5323 |
5323
Sivia Capital Partners
Mill Valley,
California
| USD 214 M | +USD 13.1 M | +7% | 5.05% | – | 307 | 38.76% | 0.7 |
|
| 5324 |
5324
Topel & Distasi Wealth Management
Berkeley,
California
| USD 214 M | -USD 19.3 M | -8% | 1.28% | 43.6% | 79 | 8.86% | 2.8 |
|
| 5325 |
EL
5325
EQ LLC
Bellevue,
Washington
| USD 214 M | +USD 1.26 M | +0.6% | 0.88% | 80% | 68 | 13.24% | 2.3 |
|