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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5326 |
5326
One Plus One Wealth Management
Jupiter,
Florida
| USD 139 M | -USD 6.27 M | -4% | 4.19% | 71.9% | 91 | 13.19% | 0.4 |
|
| 5327 |
5327
Beta Wealth Group
San Diego,
California
| USD 139 M | -USD 4.95 M | -3% | 0.82% | 51.2% | 67 | 14.93% | 0.8 |
|
| 5328 |
SAMT
5328
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| USD 139 M | -USD 37.5 M | -21% | 0.27% | 80% | 70 | 14.29% | 3 |
|
| 5329 |
5329
Delphi Management Partners VIII
San Mateo,
California
| USD 138 M | +USD 11.8 M | +9% | 15.4% | – | 4 | 0% | 1.8 |
|
| 5330 |
5330
CVA Family Office
Denver,
Colorado
| USD 138 M | -USD 213 M | -61% | 0.88% | 71.6% | 965 | 63.83% | 1.4 |
|
| 5331 |
5331
Verdad Advisers
Boston,
Massachusetts
| USD 138 M | +USD 87.4 M | +172% | 5.83% | – | 49 | 63.27% | 0.3 |
|
| 5332 |
TVMC
5332
T Ventures Management Company
Sydney,
Australia
| USD 138 M | -USD 161 M | -54% | 54.8% | – | 1 | 0% | 0.8 |
|
| 5333 |
5333
Somerset Group
Wayzata,
Minnesota
| USD 138 M | -USD 1.68 M | -1% | 0.3% | 95.6% | 78 | 8.97% | 4.3 |
|
| 5334 |
5334
Adams Chetwood Wealth Management
Durham,
North Carolina
| USD 138 M | -USD 3.63 M | -3% | 1.34% | – | 77 | 3.9% | 1.5 |
|
| 5335 |
5335
Sagil Capital
London,
United Kingdom
| USD 138 M | -USD 7.3 M | -5% | 8.91% | 100% | 28 | 46.43% | 0.8 |
|
| 5336 |
5336
TPB Wealth Advisors
San Antonio,
Texas
| USD 138 M | -USD 17.1 M | -11% | 1.48% | – | 40 | 10% | 0.6 |
|
| 5337 |
5337
Next Capital Management
New York
| USD 138 M | -USD 19.3 M | -12% | 0.39% | 61.3% | 117 | 19.66% | 1.8 |
|
| 5338 |
5338
Kennicott Capital Management
Corte Madera,
California
| USD 138 M | +USD 3.21 M | +2% | 0.39% | 98% | 50 | 10% | 0.4 |
|
| 5339 |
5339
Alta Wealth Advisors
Woburn,
Massachusetts
| USD 138 M | +USD 1.23 M | +0.9% | 2.56% | 134% | 150 | 10% | 0.7 |
|
| 5340 |
5340
Garrison Point Advisors
Walnut Creek,
California
| USD 138 M | -USD 1.17 M | -0.8% | 0.4% | 95.4% | 152 | 4.61% | 2.2 |
|
| 5341 |
5341
Smart Money Group
Eastland,
Texas
| USD 138 M | +USD 50.3 M | +58% | 0.92% | 58.6% | 70 | 40% | 1.7 |
|
| 5342 |
5342
Alaethes Wealth
Glenbrook,
Nevada
| USD 138 M | +USD 7.94 M | +6% | 1.12% | 96.4% | 287 | 8.01% | 0.3 |
|
| 5343 |
5343
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| USD 137 M | -USD 6.96 M | -5% | 1.16% | 65.5% | 333 | 6.31% | 3.2 |
|
| 5344 |
5344
Planning Directions
Glen Mills,
Pennsylvania
| USD 137 M | +USD 531 k | +0.4% | 0.59% | 46.3% | 74 | 9.46% | 1.4 |
|
| 5345 |
5345
InTrack Investment Management
South Burlington,
Vermont
| USD 137 M | +USD 9.8 M | +8% | 0.26% | 99.2% | 130 | 22.31% | 0.6 |
|
| 5346 |
5346
Mach-1 Financial Group
Rogers,
Arkansas
| USD 137 M | -USD 2.39 M | -2% | 1.75% | 85.3% | 151 | 88.74% | 0.6 |
|
| 5347 |
5347
Pacifica Partners
Surrey,
Canada
| USD 137 M | +USD 5.55 M | +4% | 1.63% | 127% | 510 | 8.63% | 1.2 |
|
| 5348 |
TMC
5348
Trellus Management Company
Delray Beach,
Florida
| USD 137 M | -USD 7.51 M | -5% | 2.91% | 268% | 83 | 46.99% | 1.3 |
|
| 5349 |
5349
Summit Place Financial Advisors
Summit,
New Jersey
| USD 137 M | +USD 1.17 M | +0.9% | 0.61% | 111% | 110 | 12.73% | 1 |
|
| 5350 |
5350
RHS Financial
San Francisco,
California
| USD 137 M | +USD 3.39 M | +3% | 0.73% | 65.6% | 88 | 13.64% | 1.7 |
|