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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
Seneca Financial Advisors
Rochester,
New York
| USD 206 M | +USD 4.93 M | +2% | 0.86% | 50.9% | 58 | 10.34% | 2.9 |
|
| 5427 |
5427
Peak XV Partners Operations
Trianon,
Mauritius
| USD 206 M | -USD 23.5 M | -10% | 14.9% | 32.4% | 3 | 0% | 0.8 |
|
| 5428 |
5428
Arch Venture Management
Chicago,
Illinois
| USD 206 M | -USD 24 M | -10% | 27.2% | 228% | 10 | 20% | 1.6 |
|
| 5429 |
5429
HFM Investment Advisors
Glassboro,
New Jersey
| USD 206 M | – | – | 0.39% | – | 1,189 | – | 0 |
|
| 5430 |
5430
Garrison Point Advisors
Walnut Creek,
California
| USD 206 M | -USD 4.61 M | -2% | 0.73% | 95.4% | 166 | 5.42% | 4.3 |
|
| 5431 |
WAM
5431
Westport Asset Management
Southport,
Connecticut
| USD 206 M | -USD 2.8 M | -1% | 0.21% | 73.2% | 76 | 5.26% | 6.9 |
|
| 5432 |
5432
Trellis Wealth Advisors
San Luis Obispo,
California
| USD 206 M | +USD 7.2 M | +4% | 0.06% | 62.2% | 36 | 11.11% | 1.5 |
|
| 5433 |
5433
Cook Wealth
Raleigh,
North Carolina
| USD 206 M | -USD 7.16 M | -3% | 2.43% | 7.36% | 58 | 15.52% | 2 |
|
| 5434 |
5434
McNaughton Wealth Management
San Diego,
California
| USD 206 M | -USD 1.48 M | -0.7% | 1.58% | 55.6% | 78 | 35.9% | 2.8 |
|
| 5435 |
5435
Burford Brothers
Dallas,
Texas
| USD 206 M | +USD 2.28 M | +1% | 1.34% | 97.4% | 169 | 14.2% | 1.1 |
|
| 5436 |
5436
Game Plan Financial Advisors
Westlake,
Ohio
| USD 206 M | -USD 4.89 M | -2% | 4.24% | 107% | 406 | 13.55% | 1.5 |
|
| 5437 |
VM
5437
VPR Management
Houston,
Texas
| USD 206 M | +USD 14 M | +7% | 7.51% | 54.5% | 55 | 0% | 3.8 |
|
| 5438 |
5438
Intrepid Capital Management
Jacksonville Beach,
Florida
| USD 206 M | +USD 9.44 M | +5% | 0.28% | 74.8% | 117 | 19.66% | 2.3 |
|
| 5439 |
HIS
5439
Horizon Investment Services
Hammond,
Indiana
| USD 206 M | -USD 29.3 M | -12% | 3.27% | 247% | 133 | 24.81% | 3.3 |
|
| 5440 |
5440
Grunden Financial Advisory
Denton,
Texas
| USD 206 M | -USD 1.22 M | -0.6% | 0.77% | – | 27 | 7.41% | 1.1 |
|
| 5441 |
5441
Brogan Financial
Knoxville,
Tennessee
| USD 206 M | +USD 1.65 M | +0.8% | 2.04% | 52.1% | 61 | 9.84% | 1.4 |
|
| 5442 |
5442
Palmer Knight Company
Jacksonville,
Florida
| USD 206 M | -USD 17.4 M | -8% | 1.54% | 90.5% | 33 | 0% | 4.1 |
|
| 5443 |
5443
Rosalind Advisors
Toronto,
Ontario, Canada
| USD 206 M | +USD 10.1 M | +5% | 1.35% | – | 47 | 42.55% | 0.7 |
|
| 5444 |
5444
Keyvantage Wealth
Bethlehem,
Pennsylvania
| USD 206 M | +USD 65.6 M | +47% | 0.9% | – | 103 | 16.5% | 0.2 |
|
| 5445 |
5445
Leslie Global Wealth
Itasca,
Illinois
| USD 205 M | -USD 10 M | -5% | 2.95% | – | 79 | 15.19% | 0.6 |
|
| 5446 |
5446
Family Office Research
Bethesda,
Maryland
| USD 205 M | -USD 22.8 M | -10% | 6.73% | – | 79 | 16.46% | 0.2 |
|
| 5447 |
5447
Catalyst Private Wealth
San Mateo,
California
| USD 205 M | -USD 19.3 M | -9% | 5.63% | 120% | 87 | 13.79% | 3.1 |
|
| 5448 |
5448
Gallacher Capital Management
Lone Tree,
Colorado
| USD 205 M | +USD 3.78 M | +2% | 0.29% | 82.8% | 355 | 42.82% | 1.2 |
|
| 5449 |
5449
Brighton Securities
Rochester,
New York
| USD 205 M | -USD 640 k | -0.3% | 0.74% | – | 57 | 3.51% | 0.2 |
|
| 5450 |
5450
Mine & Arao Wealth Creation & Management
Campbell,
California
| USD 205 M | -USD 13.2 M | -6% | 5.24% | 105% | 77 | 3.9% | 4.8 |
|