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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
CCC
5601
Chelsea Counsel Company
Los Angeles,
California
| USD 176 M | -USD 12.1 M | -6% | 6.34% | 122% | 190 | 21.58% | 3.1 |
|
| 5602 |
5602
Tandem Capital Management
Woodcliff Lake,
New Jersey
| USD 176 M | +USD 15.2 M | +9% | 11.3% | 128% | 117 | 11.97% | 2.6 |
|
| 5603 |
5603
Bellevue Asset Management
Bellevue,
Washington
| USD 176 M | +USD 63 M | +56% | 7.6% | 56.7% | 469 | 6.18% | 3.5 |
|
| 5604 |
5604
Highland Peak Capital
Old Greenwich,
Connecticut
| USD 176 M | +USD 21.1 M | +14% | 14.7% | 247% | 28 | 60.71% | 0.4 |
|
| 5605 |
5605
Briaud Financial Planning
College Station,
Texas
| USD 176 M | +USD 58.6 M | +50% | 8.22% | 113% | 129 | 94.57% | 0.1 |
|
| 5606 |
FP
5606
Factorial Partners
Mt. Kisco,
New York
| USD 176 M | +USD 18 M | +11% | 12.5% | 88.7% | 88 | 15.91% | 3 |
|
| 5607 |
5607
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| USD 176 M | +USD 7.92 M | +5% | 4.46% | 38.7% | 44 | 9.09% | 1.4 |
|
| 5608 |
5608
Swan Capital
Pensacola,
Florida
| USD 176 M | +USD 17 M | +11% | 6.79% | 47.9% | 35 | 11.43% | 0.8 |
|
| 5609 |
5609
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| USD 176 M | – | – | 7.11% | – | 75 | – | 0.8 |
|
| 5610 |
CIS
5610
Custom Index Systems
New York
| USD 176 M | +USD 13.6 M | +8% | 9.8% | 121% | 325 | 52% | 0.2 |
|
| 5611 |
5611
Grand Alliance Asset Management
Central,
Hong Kong
| USD 176 M | -USD 11.5 M | -6% | 38.2% | – | 14 | 21.43% | 0.2 |
|
| 5612 |
5612
Kiely Wealth Advisory Group
Kernersville,
North Carolina
| USD 176 M | +USD 2.75 M | +2% | 3.35% | – | 289 | 8.65% | 0.2 |
|
| 5613 |
BAM
5613
Bosun Asset Management
Chicago,
Illinois
| USD 176 M | +USD 75.1 M | +75% | 21.7% | 309% | 191 | 60.73% | 0.6 |
|
| 5614 |
5614
Raelipskie Partnership
Waterloo,
Ontario, Canada
| USD 176 M | +USD 11.3 M | +7% | 5.96% | – | 105 | 9.52% | 0.2 |
|
| 5615 |
5615
Parker Financial
Silverdale,
Washington
| USD 176 M | +USD 14.5 M | +9% | 5.02% | 49.7% | 50 | 16% | 1 |
|
| 5616 |
AFC
5616
AFT Forsyth & Company
West Palm Beach,
Florida
| USD 176 M | +USD 16.6 M | +10% | 20.7% | 159% | 141 | 7.09% | 6.4 |
|
| 5617 |
5617
Beacon Investment Advisors
Gaithersburg,
Maryland
| USD 175 M | +USD 18.8 M | +12% | 7.87% | 98.9% | 136 | 8.09% | 1.1 |
|
| 5618 |
PCR
5618
Potrero Capital Research
San Francisco,
California
| USD 175 M | -USD 13.3 M | -7% | 6.74% | 237% | 32 | 40.63% | 0.8 |
|
| 5619 |
5619
Pacific Wealth Management
San Diego,
California
| USD 175 M | USD 0 | 0% | 6.42% | 72.8% | 24 | 0% | 1.8 |
|
| 5620 |
5620
ETF Store
Overland Park,
Kansas
| USD 175 M | +USD 20.5 M | +13% | 6.46% | 61% | 114 | 13.16% | 1.6 |
|
| 5621 |
5621
Shore Point Advisors
Brielle,
New Jersey
| USD 175 M | +USD 13.7 M | +9% | 6.2% | 54.6% | 60 | 8.33% | 1.4 |
|
| 5622 |
AIA
5622
Arcadia Investment Advisors
Eagle,
Idaho
| USD 175 M | +USD 9.3 M | +6% | 6.57% | 56.4% | 83 | 9.64% | 4.2 |
|
| 5623 |
5623
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| USD 175 M | +USD 12.8 M | +8% | 7.45% | 65% | 33 | 12.12% | 3 |
|
| 5624 |
5624
Boyd Wealth Management
Sacramento,
California
| USD 175 M | +USD 14.3 M | +9% | 6.98% | 56.8% | 44 | 11.36% | 1.8 |
|
| 5625 |
LCK
5625
LeRoy C. Kopp
| USD 175 M | – | – | 4.75% | – | 21 | – | 0 |
|