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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5576 |
5576
Adalta Capital Management
New York
| USD 194 M | +USD 10 M | +5% | 6.95% | 80.4% | 103 | 9.71% | 3.8 |
|
| 5577 |
5577
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| USD 194 M | +USD 207 k | +0.1% | 7.97% | 151% | 124 | 25% | 1.8 |
|
| 5578 |
DRD
5578
Dennis R. Delaney
| USD 194 M | +USD 8.82 M | +5% | 6.37% | 84.3% | 47 | 4.26% | 6.3 |
|
| 5579 |
5579
Cahill Wealth Management
Portage,
Michigan
| USD 194 M | +USD 26.1 M | +16% | 8.6% | 24.7% | 51 | 7.84% | 2 |
|
| 5580 |
5580
IMPACTfolio
Denver,
Colorado
| USD 194 M | +USD 15.2 M | +9% | 5.92% | 58.8% | 55 | 30.91% | 1.2 |
|
| 5581 |
5581
Heritage Family Offices
Scottsdale,
Arizona
| USD 194 M | +USD 13.5 M | +8% | 7.67% | – | 188 | 14.89% | 0.2 |
|
| 5582 |
5582
Briaud Financial Planning
College Station,
Texas
| USD 194 M | +USD 20.4 M | +12% | 6.72% | 113% | 152 | 13.16% | 0.6 |
|
| 5583 |
5583
Cherry Creek Investment Advisors
Englewood,
Colorado
| USD 194 M | +USD 1.87 M | +1% | 7.23% | 151% | 115 | 13.91% | 2 |
|
| 5584 |
5584
Schrum Private Wealth Management
St. Augustine,
Florida
| USD 194 M | +USD 82.6 M | +74% | 6.96% | 60.9% | 179 | 36.31% | 1.4 |
|
| 5585 |
5585
Creekside Partners
Petaluma,
California
| USD 193 M | +USD 12.9 M | +7% | 7.86% | – | 169 | 6.51% | 0.2 |
|
| 5586 |
5586
Blackston Financial Advisory Group
The Villages,
Florida
| USD 193 M | +USD 14.7 M | +8% | 6.65% | 79.8% | 145 | 50.34% | 0.7 |
|
| 5587 |
5587
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| USD 193 M | +USD 5.1 M | +3% | 5.08% | 75.2% | 22 | 18.18% | 1.7 |
|
| 5588 |
5588
Everpar Advisors
Tulsa,
Oklahoma
| USD 193 M | -USD 6.4 M | -3% | 7.6% | – | 282 | 14.89% | 0.6 |
|
| 5589 |
GCM
5589
Granby Capital Management
Miami Beach,
Florida
| USD 193 M | +USD 18.3 M | +10% | 5.98% | 50% | 23 | 13.04% | 1.5 |
|
| 5590 |
DCM
5590
Dudley Capital Management
Middleburg,
Virginia
| USD 193 M | +USD 12.7 M | +7% | 6.96% | 129% | 136 | 16.18% | 1.4 |
|
| 5591 |
PCMK
5591
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| USD 193 M | +USD 7.91 M | +4% | 4.99% | 87.5% | 60 | 13.33% | 5.8 |
|
| 5592 |
5592
State Insurance Fund
New York
| USD 193 M | +USD 10.2 M | +6% | 5.57% | 77.9% | 1 | 0% | 0.8 |
|
| 5593 |
5593
Melia Wealth
Tulsa,
Oklahoma
| USD 193 M | +USD 9.9 M | +5% | 0.65% | – | 20 | 10% | 0.6 |
|
| 5594 |
5594
Significant Wealth Partners
Cary,
Illinois
| USD 193 M | +USD 15.2 M | +9% | 3.43% | – | 86 | 20.93% | 0.5 |
|
| 5595 |
5595
Tieton Capital Management
Yakima,
Washington
| USD 193 M | +USD 13.1 M | +7% | 9.71% | 155% | 40 | 2.5% | 4.5 |
|
| 5596 |
5596
Pinnacle Family Advisors
Springfield,
Missouri
| USD 193 M | +USD 12.1 M | +7% | 6.48% | 85.8% | 133 | 30.08% | 2 |
|
| 5597 |
5597
Moser Wealth Advisors
Bellevue,
Washington
| USD 193 M | +USD 8.96 M | +5% | 4.96% | – | 155 | 11.61% | 3.4 |
|
| 5598 |
5598
Alhambra Investment Management
Palmetto Bay,
Florida
| USD 193 M | +USD 10.3 M | +6% | 7.65% | 67.7% | 183 | 12.57% | 2.6 |
|
| 5599 |
5599
DSC Meridian Capital
New York
| USD 193 M | -USD 125 M | -39% | 8.08% | – | 23 | 56.52% | 0.3 |
|
| 5600 |
XXIP
5600
Xiamen Xinweidachuang Investment Partnership
Xiamen,
China
| USD 193 M | +USD 29 M | +18% | 43.5% | 66.6% | 1 | 0% | 2.8 |
|