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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
5426
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| USD 172 M | +USD 9.36 M | +6% | 11% | 107% | 178 | 8.43% | 1.4 |
|
| 5427 |
5427
Seneca Financial Advisors
Rochester,
New York
| USD 172 M | +USD 26.3 M | +18% | 9.24% | 50.9% | 58 | 15.52% | 1.9 |
|
| 5428 |
5428
First City Capital Management
Savannah,
Georgia
| USD 172 M | +USD 13 M | +8% | 9.22% | 86.4% | 173 | 10.98% | 5.8 |
|
| 5429 |
5429
Joseph Group Capital Management
Columbus,
Ohio
| USD 172 M | +USD 33.4 M | +24% | 10% | 64.3% | 87 | 16.09% | 1.5 |
|
| 5430 |
5430
Strategic Financial Partners
Bend,
Oregon
| USD 172 M | +USD 7.43 M | +5% | 10.8% | 54.8% | 76 | 15.79% | 3 |
|
| 5431 |
5431
Point72 Italy
Milan,
Italy
| USD 172 M | – | – | 22.7% | – | 18 | – | 0 |
|
| 5432 |
5432
O'Neil Global Advisors
Los Angeles,
California
| USD 172 M | +USD 61.6 M | +56% | 21% | 1,841% | 77 | 66.23% | 0.3 |
|
| 5433 |
5433
Bluestem Financial Advisors
Champaign,
Illinois
| USD 172 M | +USD 8.03 M | +5% | 9.18% | 42.2% | 26 | 3.85% | 3.3 |
|
| 5434 |
5434
WD Rutherford
Portland,
Oregon
| USD 172 M | +USD 26 M | +18% | 17.1% | 189% | 73 | 5.48% | 2.4 |
|
| 5435 |
5435
Van Leeuwen & Company
Princeton,
New Jersey
| USD 172 M | +USD 11.2 M | +7% | 12.4% | 75.4% | 95 | 27.37% | 2 |
|
| 5436 |
5436
Treynor Bancshares
Treynor,
Iowa
| USD 172 M | +USD 14 M | +9% | 7.31% | 3.35% | 80 | 6.25% | 1.7 |
|
| 5437 |
FIM
5437
FWL Investment Management
Dallas,
Texas
| USD 172 M | +USD 22.7 M | +15% | 10.2% | 165% | 257 | 32.3% | 0.5 |
|
| 5438 |
WHAM
5438
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| USD 172 M | -USD 59 M | -26% | 10.4% | 98.1% | 44 | 43.18% | 0.9 |
|
| 5439 |
5439
Peninsula Asset Management
Bradenton,
Florida
| USD 172 M | +USD 13.1 M | +8% | 9.9% | 54.2% | 41 | 0% | 8 |
|
| 5440 |
5440
MVM Partners
Boston,
Massachusetts
| USD 172 M | +USD 12.3 M | +8% | 4.03% | 77.3% | 3 | 0% | 1 |
|
| 5441 |
5441
Sitrin Capital Management
Century City,
California
| USD 172 M | +USD 11.4 M | +7% | 11.8% | 139% | 43 | 16.28% | 3.3 |
|
| 5442 |
CC
5442
Codex Capital
New York
| USD 171 M | +USD 16.5 M | +11% | 13.9% | 84.4% | 37 | 0% | 2.6 |
|
| 5443 |
PL
5443
Polianta Ltd
St Helier,
Jersey
| USD 171 M | -USD 31.3 M | -15% | 10.2% | 31.6% | 96 | 51.04% | 0.5 |
|
| 5444 |
5444
StrongBox Wealth
Lee's Summit,
Missouri
| USD 171 M | +USD 14.3 M | +9% | 8.94% | 63.9% | 84 | 11.9% | 2.6 |
|
| 5445 |
5445
Velan Capital Investment Management
Alpharetta,
Georgia
| USD 171 M | +USD 47.3 M | +38% | 26.3% | 2,395% | 35 | 60% | 0.8 |
|
| 5446 |
VU
5446
Valence8 US
Cambridge,
Massachusetts
| USD 171 M | +USD 13.2 M | +8% | 9.81% | 76.6% | 15 | 53.33% | 0.7 |
|
| 5447 |
KFO
5447
Kopp Family Office
Bloomington,
Minnesota
| USD 171 M | +USD 13.2 M | +8% | 13.4% | 47.9% | 21 | 0% | 2.4 |
|
| 5448 |
XC
5448
XY Capital
Central,
Hong Kong
| USD 171 M | -USD 3.11 M | -2% | 4.65% | 52.8% | 145 | 60% | 0.3 |
|
| 5449 |
5449
Crown Oak Advisors
Piedmont,
California
| USD 171 M | – | – | 15.4% | 53.3% | 21 | – | 0 |
|
| 5450 |
5450
AAF Wealth Management
Westborough,
Massachusetts
| USD 171 M | +USD 15.3 M | +10% | 10.3% | 75.1% | 53 | 22.64% | 1.5 |
|