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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
Stance Capital
Boston,
Massachusetts
| USD 272 M | -USD 740 k | -0.3% | 4.44% | – | 314 | 68.47% | 0.4 |
|
| 5302 |
5302
Amiral Gestion
Paris,
France
| USD 272 M | -USD 3.24 M | -1% | 5.4% | – | 33 | 36.36% | 0.5 |
|
| 5303 |
5303
Congruence Capital
Los Angeles,
California
| USD 272 M | – | – | 3.62% | – | 30 | – | 0 |
|
| 5304 |
5304
Armor Investment Advisors
Raleigh,
North Carolina
| USD 272 M | -USD 43.7 M | -14% | 1.53% | 62% | 159 | 11.32% | 5.2 |
|
| 5305 |
5305
FreeGulliver LLC
New Orleans,
Louisiana
| USD 272 M | +USD 47.3 M | +21% | 3.91% | 94.4% | 124 | 32.26% | 0.9 |
|
| 5306 |
5306
Ranch Capital Advisors
Sarasota,
Florida
| USD 272 M | +USD 13.3 M | +5% | 2.32% | 99.2% | 160 | 10% | 3.8 |
|
| 5307 |
5307
Iridian Asset Management
Westport,
Connecticut
| USD 272 M | +USD 17.5 M | +7% | 11.2% | 88.4% | 48 | 20.83% | 4.1 |
|
| 5308 |
5308
Trinity Wealth Management
Berwyn,
Pennsylvania
| USD 271 M | +USD 4.76 M | +2% | 1.16% | 56.7% | 76 | 22.37% | 2.7 |
|
| 5309 |
5309
Consilium Wealth Advisory
Richardson,
Texas
| USD 271 M | +USD 11.8 M | +5% | 3.64% | 126% | 98 | 7.14% | 2.6 |
|
| 5310 |
MFC
5310
Mechanics Financial Corp
Mansfield,
Ohio
| USD 271 M | +USD 6.93 M | +3% | 2.91% | 82.7% | 244 | 6.15% | 3.1 |
|
| 5311 |
5311
AJ Advisors
Nashville,
Tennessee
| USD 271 M | +USD 26.5 M | +11% | 2.1% | 64.6% | 39 | 17.95% | 2.1 |
|
| 5312 |
5312
Empower Annuity Insurance Company
Hartford,
Connecticut
| USD 271 M | -USD 3.14 M | -1% | 1.15% | 0.86% | 1 | 0% | 3 |
|
| 5313 |
MWA
5313
Miller Wealth Advisors
Ridgeway,
Colorado
| USD 271 M | +USD 22.8 M | +9% | 10.6% | 147% | 142 | 27.46% | 1.9 |
|
| 5314 |
5314
Buska Wealth Management
Wausau,
Wisconsin
| USD 271 M | -USD 62.5 M | -19% | 1.74% | – | 79 | 10.13% | 1.3 |
|
| 5315 |
5315
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
| USD 271 M | -USD 4.66 M | -2% | 3.98% | – | 98 | 32.65% | 0.8 |
|
| 5316 |
5316
Bullish
George Town,
| USD 270 M | – | – | 24.4% | – | 3 | – | 0 |
|
| 5317 |
5317
Wealthedge Investment Advisors
New York
| USD 270 M | +USD 6.07 M | +2% | 1.86% | – | 147 | 23.81% | 0.7 |
|
| 5318 |
5318
Stonehearth Capital Management
Danvers,
Massachusetts
| USD 270 M | +USD 11.9 M | +5% | 2.99% | 87.5% | 102 | 12.75% | 3.3 |
|
| 5319 |
5319
State of New Jersey Common Pension Fund A
Trenton,
New Jersey
| USD 270 M | -USD 12.1 M | -4% | 4.13% | – | 3 | 0% | 0.8 |
|
| 5320 |
5320
Searcy Financial Services
Overland Park,
Kansas
| USD 270 M | +USD 6.72 M | +3% | 3.12% | 60.2% | 25 | 0% | 3.5 |
|
| 5321 |
5321
ticino wealth
Mission Viejo,
California
| USD 270 M | – | – | 4.44% | – | 139 | – | 0 |
|
| 5322 |
5322
Wealth Watch Advisors
Englewood,
Colorado
| USD 270 M | +USD 26.9 M | +11% | 2.6% | – | 1,071 | 24% | 0.3 |
|
| 5323 |
5323
Retirement Capital Strategies
San Jose,
California
| USD 270 M | +USD 9 M | +3% | 2.51% | 65.8% | 72 | 19.44% | 2.9 |
|
| 5324 |
5324
Everpar Advisors
Tulsa,
Oklahoma
| USD 270 M | +USD 16.7 M | +7% | 3.81% | 130% | 311 | 25.08% | 1.4 |
|
| 5325 |
HCM
5325
Harspring Capital Management
New York
| USD 270 M | +USD 8.4 M | +3% | 7.16% | 70.6% | 15 | 6.67% | 3.9 |
|