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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5376 |
5376
Lunate Capital
Al Maryah Island, Abu Dhabi,
United Arab Emirates
| USD 264 M | +USD 43.5 M | +20% | 44.2% | – | 7 | 28.57% | 0.6 |
|
| 5377 |
5377
Tencap Wealth Coaching
South Jordan,
Utah
| USD 264 M | – | – | 2.14% | – | 7 | – | 0 |
|
| 5378 |
5378
Silchester International Investors
London,
United Kingdom
| USD 264 M | -USD 41.4 M | -14% | 5.42% | 53.9% | 3 | 0% | 1.9 |
|
| 5379 |
5379
PW Nova Financial Services
Newtown,
Pennsylvania
| USD 264 M | – | – | 2.63% | – | 110 | – | 0 |
|
| 5380 |
5380
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| USD 264 M | +USD 14.3 M | +6% | 6.16% | 215% | 231 | 39.39% | 1.7 |
|
| 5381 |
5381
Long Road Investment Counsel
Kalamazoo,
Michigan
| USD 264 M | -USD 18.6 M | -7% | 0.53% | 64.4% | 81 | 3.7% | 8 |
|
| 5382 |
5382
Adams Street Partners
Chicago,
Illinois
| USD 264 M | +USD 111 M | +72% | 18.6% | 399% | 7 | 57.14% | 3.8 |
|
| 5383 |
5383
Cura Wealth Advisors
Chicago,
Illinois
| USD 264 M | +USD 2.14 M | +0.8% | 0.93% | – | 151 | 22.52% | 0.7 |
|
| 5384 |
5384
Cumberland Advisors
Sarasota,
Florida
| USD 264 M | +USD 3.27 M | +1% | 3.6% | 80.7% | 49 | 2.04% | 5.2 |
|
| 5385 |
LPC
5385
Lineage Point Capital
Palm Beach,
Florida
| USD 264 M | – | – | 0.38% | – | 169 | – | 0 |
|
| 5386 |
5386
FWG Holdings
Winter Park,
Florida
| USD 263 M | +USD 31.7 M | +14% | 2.66% | 91.6% | 136 | 26.47% | 2.2 |
|
| 5387 |
AA
5387
AF Advisors
Sacramento,
California
| USD 263 M | +USD 17 M | +7% | 11.2% | 14.8% | 33 | 21.21% | 2.4 |
|
| 5388 |
5388
Intrepid Financial Planning Group
Carmel,
Indiana
| USD 263 M | +USD 799 k | +0.3% | 2.69% | 92.5% | 131 | 9.16% | 2.4 |
|
| 5389 |
5389
Houlihan Financial Resource Group
Ashburn,
Virginia
| USD 263 M | +USD 149 M | +131% | 2.56% | 50.6% | 108 | 34.26% | 2.2 |
|
| 5390 |
5390
Owen LaRue
Elizabethtown,
Kentucky
| USD 263 M | +USD 8.73 M | +3% | 2.49% | 126% | 137 | 27.01% | 1.4 |
|
| 5391 |
5391
Wheelhouse Advisory Group
St. Louis,
Missouri
| USD 263 M | +USD 30.7 M | +13% | 2.48% | 67.9% | 52 | 19.23% | 1.5 |
|
| 5392 |
5392
Camarda Financial Advisors
Fleming Island,
Florida
| USD 263 M | -USD 8.57 M | -3% | 7.27% | 196% | 122 | 25.41% | 1.4 |
|
| 5393 |
WOCP
5393
White Oak Capital Partners
Singapore
| USD 263 M | +USD 5.57 M | +2% | 1.17% | – | 17 | 5.88% | 0.8 |
|
| 5394 |
5394
Carnegie Lake Advisors
Princeton,
New Jersey
| USD 263 M | +USD 2.69 M | +1% | 4.04% | – | 171 | 6.43% | 1.1 |
|
| 5395 |
5395
Fluent Financial
Dallas,
Texas
| USD 262 M | +USD 6.92 M | +3% | 1.15% | 46.9% | 95 | 67.37% | 1.6 |
|
| 5396 |
5396
REDW Wealth
Albuquerque,
New Mexico
| USD 262 M | -USD 2.26 M | -0.9% | 1.91% | 59.1% | 114 | 12.28% | 4.4 |
|
| 5397 |
5397
First Citizens Investor Services
Raleigh,
North Carolina
| USD 262 M | +USD 3.42 M | +1% | 1.23% | – | 23 | 0% | 0.3 |
|
| 5398 |
5398
White Mountains Insurance Group
Hanover,
New Hampshire
| USD 262 M | +USD 58.7 M | +29% | 12.5% | 105% | 2 | 50% | 2.5 |
|
| 5399 |
5399
Goodlander Investment Management
Dallas,
Texas
| USD 262 M | -USD 461 k | -0.2% | 14.3% | – | 18 | 77.78% | 0.2 |
|
| 5400 |
5400
Cambridge Financial Group
Columbus,
Ohio
| USD 262 M | +USD 3.88 M | +2% | 3.04% | – | 35 | 11.43% | 5.3 |
|