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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
5476
AXS Investments
Port Chester,
New York
| USD 248 M | -USD 42.8 M | -15% | 4.84% | 107% | 205 | 12.2% | 1.9 |
|
| 5477 |
5477
Montz Harcus Wealth Management
New Orleans,
Louisiana
| USD 248 M | +USD 916 k | +0.4% | 2.3% | 84.1% | 96 | 10.42% | 2.6 |
|
| 5478 |
5478
Capital Impact Advisors
Boston,
Massachusetts
| USD 247 M | -USD 1031 M | -81% | 15% | – | 35 | 28.57% | 0.6 |
|
| 5479 |
5479
Evergreen Private Wealth
Greenwood Village,
Colorado
| USD 247 M | -USD 6.29 M | -2% | 0.54% | 80.2% | 95 | 13.68% | 2.1 |
|
| 5480 |
5480
NavPoint Financial
Prior Lake,
Minnesota
| USD 247 M | +USD 13.3 M | +6% | 0.26% | 58.5% | 75 | 9.33% | 1.6 |
|
| 5481 |
5481
ANB Bank
Denver,
Colorado
| USD 247 M | -USD 4.8 M | -2% | 0.18% | – | 137 | 14.6% | 0.9 |
|
| 5482 |
5482
Peloton Wealth Strategists
Indianapolis,
Indiana
| USD 247 M | -USD 10.8 M | -4% | 2.32% | 58.1% | 100 | 24% | 3.5 |
|
| 5483 |
BFM
5483
Blacksheep Fund Management
Co. Dublin,
Ireland
| USD 247 M | +USD 1.24 M | +0.5% | 15.7% | 71.5% | 8 | 0% | 1.3 |
|
| 5484 |
5484
Vivid Wealth Management
West Des Moines,
Iowa
| USD 247 M | -USD 10.2 M | -4% | 0.14% | 107% | 73 | 21.92% | 1.4 |
|
| 5485 |
RC
5485
Resolute Capital
Greenville,
South Carolina
| USD 247 M | +USD 7.61 M | +3% | 1.1% | – | 62 | 14.52% | 0.2 |
|
| 5486 |
5486
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| USD 247 M | +USD 14.6 M | +6% | 1.57% | 58.7% | 55 | 12.73% | 5.2 |
|
| 5487 |
FA
5487
FF Advisors
Manhattan Beach,
California
| USD 247 M | +USD 22.3 M | +10% | 1.67% | 59.7% | 122 | 19.67% | 1.6 |
|
| 5488 |
5488
Valued Wealth Advisors
Holladay,
Utah
| USD 247 M | +USD 19.4 M | +9% | 2.46% | 62% | 771 | 19.2% | 1.6 |
|
| 5489 |
5489
Iridian Asset Management
Westport,
Connecticut
| USD 247 M | -USD 24.9 M | -9% | 5.75% | 88.4% | 48 | 22.92% | 4.2 |
|
| 5490 |
5490
Matthews International Capital Management
San Francisco,
California
| USD 246 M | -USD 82.9 M | -25% | 0.05% | 186% | 47 | 36.17% | 2.5 |
|
| 5491 |
5491
Unique Wealth Strategies
Burr Ridge,
Illinois
| USD 246 M | -USD 10.3 M | -4% | 1.92% | 96.9% | 266 | 39.85% | 1 |
|
| 5492 |
5492
Verisail Partners
Chamblee,
Georgia
| USD 246 M | +USD 3.02 M | +1% | 0.11% | – | 26 | 15.38% | 1 |
|
| 5493 |
5493
Zeno Equity Partners
London,
United Kingdom
| USD 246 M | +USD 5.28 M | +2% | 4.28% | – | 16 | 50% | 1.1 |
|
| 5494 |
5494
Cordant Inc
Portland,
Oregon
| USD 246 M | +USD 7.86 M | +3% | 1.57% | 47% | 77 | 11.69% | 4 |
|
| 5495 |
5495
Flagship Private Wealth
Woburn,
Massachusetts
| USD 246 M | -USD 8.03 M | -3% | 2.87% | 70.2% | 118 | 12.71% | 3.2 |
|
| 5496 |
5496
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| USD 246 M | +USD 5.37 M | +2% | 5.45% | 82.3% | 146 | 2.74% | 4.6 |
|
| 5497 |
5497
Pilgrim Partners Asia
Singapore
| USD 246 M | +USD 37 M | +18% | 7.83% | – | 158 | 48.1% | 0.4 |
|
| 5498 |
5498
Dravo Bay
Rehoboth Beach,
Delaware
| USD 246 M | +USD 5.49 M | +2% | 0.8% | 45.2% | 55 | 9.09% | 2.7 |
|
| 5499 |
5499
Hanover Advisors
Seneca,
South Carolina
| USD 246 M | -USD 11.5 M | -4% | 2.51% | – | 121 | 12.4% | 1.6 |
|
| 5500 |
5500
Wealth Analytics Partners
San Diego,
California
| USD 246 M | -USD 9.07 M | -4% | 3.08% | – | 48 | 6.25% | 0.2 |
|