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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
5401
New Potomac Partners
Bethesda,
Maryland
| USD 144 M | +USD 9.19 M | +7% | 8.31% | 37.2% | 73 | 6.85% | 3.7 |
|
| 5402 |
5402
Boyd Wealth Management
Sacramento,
California
| USD 144 M | +USD 7.86 M | +6% | 4.57% | 56.8% | 45 | 15.56% | 1.1 |
|
| 5403 |
5403
Alpha Financial Advisors
Charlotte,
North Carolina
| USD 144 M | +USD 28.9 M | +25% | 5.47% | 41.6% | 50 | 24% | 0.2 |
|
| 5404 |
5404
Hanwha Asset Management
Seoul,
South Korea
| USD 144 M | -USD 10 M | -7% | 6.52% | – | 1 | 0% | 0.3 |
|
| 5405 |
5405
Denver Wealth Management
Denver,
Colorado
| USD 144 M | +USD 10.1 M | +8% | 5.79% | 64.4% | 86 | 24.42% | 1 |
|
| 5406 |
BCM
5406
Beaumont Capital Management
Boston,
Massachusetts
| USD 144 M | +USD 1.97 M | +1% | 4.83% | 49.6% | 55 | 54.55% | 0.6 |
|
| 5407 |
5407
Chiron Capital Management
Tallahassee,
Florida
| USD 144 M | +USD 57.4 k | +0% | 5.22% | – | 134 | 14.93% | 1.5 |
|
| 5408 |
5408
MB, Levis & Associates
Center Valley,
Pennsylvania
| USD 144 M | +USD 15.9 M | +12% | 3.62% | 43.1% | 284 | 10.21% | 0.2 |
|
| 5409 |
5409
Cairn Investment Group
Vancouver,
Washington
| USD 144 M | +USD 9.33 M | +7% | 7.73% | 67.4% | 74 | 16.22% | 2.4 |
|
| 5410 |
5410
Camelot Portfolios
Maumee,
Ohio
| USD 144 M | +USD 8.45 M | +6% | 0.65% | 41.3% | 191 | 12.04% | 3 |
|
| 5411 |
RMSCM
5411
R.M. Sincerbeaux Capital Management
New York
| USD 144 M | +USD 2.97 M | +2% | 3.54% | 76.4% | 43 | 0% | 7.5 |
|
| 5412 |
JPLA
5412
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| USD 144 M | +USD 10 M | +8% | 7.91% | 84% | 121 | 7.44% | 3 |
|
| 5413 |
5413
Pictet Bank & Trust
Nassau,
Bahamas
| USD 144 M | +USD 58.1 M | +68% | 8.32% | 82.7% | 51 | 15.69% | 4.3 |
|
| 5414 |
5414
Oakcliff Capital Partners
New York
| USD 144 M | +USD 9.47 M | +7% | 16.1% | 133% | 8 | 0% | 4.6 |
|
| 5415 |
5415
Caligan Partners
New York
| USD 143 M | +USD 23.2 M | +19% | 13% | 2,628% | 12 | 16.67% | 0.2 |
|
| 5416 |
5416
Legacy Bridge
West Des Moines,
Iowa
| USD 143 M | +USD 2.65 M | +2% | 6.37% | 236% | 307 | 5.54% | 3.3 |
|
| 5417 |
KA
5417
Kailix Advisors
Fort Lauderdale,
Florida
| USD 143 M | -USD 19 M | -12% | 9.43% | 16.3% | 10 | 50% | 0.2 |
|
| 5418 |
AH
5418
Aviva Holdings
New Providence,
Bahamas
| USD 143 M | -USD 31.1 M | -18% | 17.2% | 36.5% | 4 | 0% | 4 |
|
| 5419 |
5419
AllGen Financial Advisors
Orlando,
Florida
| USD 143 M | +USD 3.83 M | +3% | 1.41% | 39.7% | 38 | 18.42% | 1.6 |
|
| 5420 |
5420
Gables Capital Management
Miami,
Florida
| USD 143 M | +USD 5.73 M | +4% | 8.48% | 173% | 383 | 7.83% | 3.6 |
|
| 5421 |
5421
Webs Creek Capital Management
Dallas,
Texas
| USD 143 M | +USD 23.8 M | +20% | 4.3% | 133% | 15 | 60% | 0.1 |
|
| 5422 |
5422
Hidden Lake Asset Management
New York
| USD 143 M | -USD 90.5 M | -39% | 20.1% | 849% | 30 | 70% | 0.4 |
|
| 5423 |
5423
Wealth Management Partners
Tucson,
Arizona
| USD 143 M | +USD 23.2 M | +19% | 14.1% | 194% | 115 | 18.26% | 1.6 |
|
| 5424 |
5424
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| USD 143 M | -USD 10.2 M | -7% | 9.82% | – | 78 | 19.23% | 0.8 |
|
| 5425 |
5425
Okabena Investment Services
Minneapolis,
Minnesota
| USD 143 M | -USD 7.92 M | -5% | 6.95% | 72.4% | 255 | 37.25% | 1 |
|