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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5526 |
5526
Divergent Planning
Bethesda,
Maryland
| USD 117 M | +USD 12.8 M | +12% | 4.7% | 43.3% | 17 | 17.65% | 0.2 |
|
| 5527 |
ASBI
5527
American State Bank (Iowa)
Sioux Center,
Iowa
| USD 117 M | +USD 11.8 M | +11% | 8.97% | 149% | 295 | 9.83% | 0.2 |
|
| 5528 |
5528
Conrad N. Hilton Foundation
Agoura Hills,
California
| USD 117 M | +USD 109 M | +1,392% | 5.12% | – | 3 | 100% | 0 |
|
| 5529 |
5529
Hel Ved Capital Management
Central,
Hong Kong
| USD 117 M | – | – | 0.04% | 1,351% | 10 | – | 0 |
|
| 5530 |
5530
Deer IX & Co
Larchmont,
New York
| USD 117 M | -USD 83.4 M | -42% | 24.2% | – | 3 | 33.33% | 0.3 |
|
| 5531 |
5531
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| USD 117 M | +USD 14.9 M | +15% | 9.78% | – | 69 | 8.7% | 2.9 |
|
| 5532 |
5532
ION Crossover Partners
Herzliya Pituach,
Israel
| USD 117 M | -USD 4.6 M | -4% | 10.4% | – | 2 | 0% | 0.5 |
|
| 5533 |
5533
Smart Portfolios LLC
Seattle,
Washington
| USD 116 M | +USD 9.6 M | +9% | 1.7% | 41.3% | 42 | 35.71% | 1.2 |
|
| 5534 |
5534
Verger Capital Management
Winston-Salem,
North Carolina
| USD 116 M | +USD 2.19 M | +2% | 3.4% | 58.3% | 13 | 7.69% | 4.6 |
|
| 5535 |
5535
Fi3 Financial Advisors
Indianapolis,
Indiana
| USD 116 M | – | – | 9.92% | 83.1% | 49 | – | 0 |
|
| 5536 |
5536
TPB Wealth Advisors
San Antonio,
Texas
| USD 116 M | +USD 15.3 M | +15% | 2.19% | – | 37 | 37.84% | 0.2 |
|
| 5537 |
5537
Ivy Lane Capital Management
Winter Park,
Florida
| USD 116 M | +USD 11.7 M | +11% | 9.38% | 101% | 9 | 22.22% | 0.2 |
|
| 5538 |
5538
Washington University
St Louis,
Missouri
| USD 116 M | -USD 17.5 M | -13% | 12.8% | 30.4% | 3 | 33.33% | 0.2 |
|
| 5539 |
5539
Pacific Wealth Management
San Diego,
California
| USD 116 M | -USD 40.9 M | -26% | 5.02% | 72.8% | 14 | 35.71% | 0.2 |
|
| 5540 |
GFI
5540
Global Frontier Investments
Charleston,
South Carolina
| USD 116 M | +USD 13.1 M | +13% | 20.7% | – | 18 | 5.56% | 0.7 |
|
| 5541 |
GG
5541
Golden Green
Seneca,
South Carolina
| USD 116 M | +USD 8.45 M | +8% | 9.81% | 92.4% | 204 | 55.88% | 0.1 |
|
| 5542 |
CGFI
5542
Cypress Growth Fund III
Menlo Park,
California
| USD 116 M | -USD 203 k | -0.2% | 2.35% | – | 35 | 5.71% | 0.2 |
|
| 5543 |
WF
5543
Williams Financial
North Bennington,
Vermont
| USD 116 M | +USD 10 M | +9% | 1.69% | 33.1% | 50 | 58% | 0.1 |
|
| 5544 |
FA
5544
Financial Advantage
Columbia,
Maryland
| USD 116 M | +USD 7.8 M | +7% | 7.38% | 24.3% | 134 | 12.69% | 2.2 |
|
| 5545 |
5545
CAMG Solamere Management
Charlotte,
North Carolina
| USD 116 M | -USD 3.41 M | -3% | 11.1% | 51.7% | 102 | 23.53% | 2.5 |
|
| 5546 |
5546
Rovin Capital
Mesa,
Arizona
| USD 116 M | -USD 11.3 M | -9% | 6.19% | 63.8% | 53 | 24.53% | 0.7 |
|
| 5547 |
5547
MMA Asset Management
Conshohocken,
Pennsylvania
| USD 116 M | +USD 12.7 M | +12% | 5.85% | 61.2% | 99 | 24.24% | 0.2 |
|
| 5548 |
5548
American Asset Management
Boca Raton,
Florida
| USD 115 M | -USD 1.92 M | -2% | 4.05% | 42.5% | 8 | 0% | 3.8 |
|
| 5549 |
5549
CMG Global Holdings
Plano,
Texas
| USD 115 M | – | – | 8.55% | 80.8% | 82 | – | 0 |
|
| 5550 |
5550
Trinity Wealth Management
Berwyn,
Pennsylvania
| USD 115 M | +USD 5.22 M | +5% | 1.69% | 56.7% | 27 | 18.52% | 1 |
|