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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
StoneCrest Wealth Management
Chandler,
Arizona
| USD 248 M | +USD 19.6 M | +9% | 2.65% | 168% | 77 | 15.58% | 1.2 |
|
| 5577 |
5577
Mount Capital
London,
United Kingdom
| USD 248 M | -USD 31.2 M | -11% | 1.72% | 66.1% | 16 | 0% | 3.7 |
|
| 5578 |
PHM
5578
Prospect Hill Management
Short Hills,
New Jersey
| USD 247 M | +USD 13.5 M | +6% | 6.97% | 119% | 14 | 7.14% | 4.4 |
|
| 5579 |
5579
Brightline Capital Management
Miami,
Florida
| USD 247 M | +USD 3.37 M | +1% | 19.2% | 672% | 12 | 50% | 0.8 |
|
| 5580 |
5580
Westfuller Advisors
New York
| USD 247 M | +USD 27.3 M | +12% | 2.84% | – | 827 | 15.6% | 0.4 |
|
| 5581 |
5581
Bay Rivers Group
Williamsburg,
Virginia
| USD 247 M | +USD 9.8 M | +4% | 3.31% | 166% | 99 | 10.1% | 3.2 |
|
| 5582 |
ML
5582
MTCO Ltd
Nassau,
| USD 247 M | +USD 12.2 M | +5% | 3.24% | – | 2 | 0% | 0.3 |
|
| 5583 |
5583
Blue Door Asset Management
Stamford,
Connecticut
| USD 247 M | +USD 56.9 M | +30% | 5.84% | 127% | 35 | 62.86% | 1 |
|
| 5584 |
5584
Shared Vision Wealth Group
Carlsbad,
United States
| USD 247 M | +USD 10.8 M | +5% | 2.63% | 65% | 109 | 19.27% | 1.3 |
|
| 5585 |
WIA
5585
Wetzel Investment Advisors
Indianapolis,
Indiana
| USD 247 M | +USD 12.6 M | +5% | 3.66% | 72.2% | 137 | 9.49% | 1.6 |
|
| 5586 |
5586
Two Point Capital Management
Pittsford,
New York
| USD 247 M | -USD 1.92 M | -0.8% | 1.91% | – | 25 | 0% | 2.9 |
|
| 5587 |
5587
Eagle Bluffs Wealth Management
Columbia,
Missouri
| USD 247 M | +USD 15 M | +6% | 3.56% | 95.5% | 83 | 10.84% | 2.8 |
|
| 5588 |
5588
Montz Harcus Wealth Management
New Orleans,
Louisiana
| USD 247 M | +USD 17.6 M | +8% | 2.1% | 84.1% | 93 | 11.83% | 2.5 |
|
| 5589 |
5589
Cherokee Insurance
Sterling Heights,
Michigan
| USD 247 M | +USD 13.2 M | +6% | 4.83% | – | 124 | 7.26% | 0.9 |
|
| 5590 |
5590
Reliant Investment Management
Memphis,
Tennessee
| USD 247 M | -USD 17 M | -6% | 3.45% | 129% | 64 | 18.75% | 3.7 |
|
| 5591 |
5591
Parker Financial
Silverdale,
Washington
| USD 247 M | +USD 2.73 M | +1% | 1.57% | 49.7% | 36 | 5.56% | 2.8 |
|
| 5592 |
5592
Bernard Wealth Management
Royal Oak,
Michigan
| USD 246 M | +USD 7.04 M | +3% | 4.32% | – | 359 | 5.57% | 0.8 |
|
| 5593 |
5593
Legacy Bridge
West Des Moines,
Iowa
| USD 246 M | +USD 6.07 M | +3% | 2.32% | 236% | 474 | 36.29% | 2.9 |
|
| 5594 |
5594
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| USD 246 M | +USD 5.98 M | +2% | 2.16% | 72% | 138 | 11.59% | 3.4 |
|
| 5595 |
5595
Kensington Investment Counsel
Long Beach,
California
| USD 246 M | +USD 672 k | +0.3% | 1.54% | 81.9% | 112 | 14.29% | 3.3 |
|
| 5596 |
5596
Vermillion Wealth Management
Rosemount,
Minnesota
| USD 246 M | -USD 124 M | -34% | 1.89% | – | 1,609 | 65.94% | 0.8 |
|
| 5597 |
5597
TMT General Partner
Hong Kong
| USD 246 M | -USD 132 M | -35% | 15.1% | – | 3 | 0% | 0.8 |
|
| 5598 |
BFM
5598
Blacksheep Fund Management
Co. Dublin,
Ireland
| USD 246 M | +USD 129 M | +110% | 0.23% | 78.7% | 8 | 50% | 1 |
|
| 5599 |
5599
Decatur Capital Management
Decatur,
Georgia
| USD 246 M | -USD 6.01 M | -2% | 3.08% | 155% | 39 | 17.95% | 4.6 |
|
| 5600 |
5600
Wrenne Financial Planning
Lexington,
Kentucky
| USD 246 M | +USD 11.9 M | +5% | 1.63% | 54.3% | 51 | 1.96% | 1.5 |
|