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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
Stonehearth Capital Management
Danvers,
Massachusetts
| USD 252 M | -USD 17.8 M | -7% | 2.17% | 87.5% | 103 | 13.59% | 3.4 |
|
| 5427 |
5427
Ruggaard & Associates
Hudson,
Ohio
| USD 252 M | -USD 1.61 M | -0.6% | 0.46% | 47.6% | 126 | 7.14% | 2.3 |
|
| 5428 |
5428
Lodestone Wealth Management
Spokane,
Washington
| USD 252 M | +USD 6.77 M | +3% | 1.89% | 87.1% | 825 | 8.85% | 0.7 |
|
| 5429 |
PI
5429
PJT Investments
Toronto,
| USD 252 M | +USD 81.5 M | +48% | 0.15% | – | 8 | 25% | 0.6 |
|
| 5430 |
5430
Meramec Financial Planners
Saint Louis,
Missouri
| USD 252 M | -USD 4.45 M | -2% | 1.77% | – | 553 | 12.48% | 0.2 |
|
| 5431 |
SLA
5431
Silver Lake Advisory
Cottonwood Heights,
Utah
| USD 252 M | -USD 5.81 M | -2% | 1.72% | 76.7% | 108 | 9.26% | 4.7 |
|
| 5432 |
5432
Invenio Wealth Partners
Coral Gables,
Florida
| USD 252 M | -USD 17.3 M | -6% | 0.33% | 55.5% | 100 | 19% | 1.8 |
|
| 5433 |
5433
Carnegie Lake Advisors
Princeton,
New Jersey
| USD 252 M | -USD 10.8 M | -4% | 1.85% | – | 175 | 10.29% | 1.3 |
|
| 5434 |
5434
Seneca House Advisors
Richmond,
Virginia
| USD 252 M | -USD 15.6 M | -6% | 1.02% | 58.2% | 108 | 16.67% | 4.2 |
|
| 5435 |
5435
Trustees of Dartmouth College
Hanover,
New Hampshire
| USD 252 M | -USD 142 M | -36% | 2.19% | 52.5% | 11 | 18.18% | 1.6 |
|
| 5436 |
WIA
5436
Wetzel Investment Advisors
Indianapolis,
Indiana
| USD 252 M | +USD 4.58 M | +2% | 1.21% | 72.2% | 136 | 6.62% | 1.8 |
|
| 5437 |
5437
Ducere Wealth Management
Newport Beach,
California
| USD 251 M | -USD 7.13 M | -3% | 2.65% | – | 145 | 23.45% | 0.2 |
|
| 5438 |
5438
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| USD 251 M | -USD 3.77 M | -1% | 3.15% | 65% | 35 | 14.29% | 4 |
|
| 5439 |
5439
Weik Capital Management
Wyomissing,
Pennsylvania
| USD 251 M | -USD 15.6 M | -6% | 2.85% | 71.6% | 94 | 6.38% | 9 |
|
| 5440 |
5440
Washington State Investment Board
Olympia,
Washington
| USD 251 M | -USD 58.7 M | -19% | 20.5% | 274% | 2 | 0% | 4.6 |
|
| 5441 |
5441
Bayshore Asset Management
Coral Gables,
Florida
| USD 251 M | +USD 6.19 M | +3% | 2.4% | 66.1% | 42 | 7.14% | 3.2 |
|
| 5442 |
5442
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| USD 251 M | +USD 2.36 M | +0.9% | 0.56% | 64.8% | 85 | 8.24% | 4.4 |
|
| 5443 |
5443
M37 Management
Menlo Park,
California
| USD 251 M | +USD 105 M | +72% | 11.7% | – | 15 | 40% | 0.2 |
|
| 5444 |
5444
TrueWealth Financial Partners
Bellevue,
Washington
| USD 251 M | +USD 130 M | +107% | 0.14% | 36.4% | 111 | 95.5% | 0.1 |
|
| 5445 |
5445
Boulder Wealth Advisors
Boulder,
Colorado
| USD 251 M | +USD 14.3 M | +6% | 4.01% | – | 42 | 30.95% | 1.8 |
|
| 5446 |
5446
Quad-Cities Investment Group
Davenport,
Iowa
| USD 251 M | +USD 8.51 M | +4% | 0.99% | 67.3% | 206 | 10.68% | 4.1 |
|
| 5447 |
5447
REDW Wealth
Albuquerque,
New Mexico
| USD 251 M | -USD 11.6 M | -4% | 0.61% | 59.1% | 105 | 8.57% | 4.5 |
|
| 5448 |
5448
Essex Woodlands Management
The Woodlands,
Texas
| USD 251 M | -USD 67.7 M | -21% | 10.3% | 119% | 6 | 16.67% | 6.9 |
|
| 5449 |
5449
Chicago Wealth Management
Chicago,
Illinois
| USD 251 M | +USD 1.68 M | +0.7% | 7.84% | 134% | 64 | 25% | 2.2 |
|
| 5450 |
5450
Parker Financial
Silverdale,
Washington
| USD 250 M | +USD 3.72 M | +2% | 0.92% | 49.7% | 38 | 13.16% | 2.7 |
|