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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
5626
First Reserve GP XIII
Stamford,
Connecticut
| USD 113 M | -USD 11.4 M | -9% | 9.15% | 5.56% | 1 | 0% | 3.8 |
|
| 5627 |
5627
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| USD 113 M | +USD 1.76 M | +2% | 0.78% | 74.4% | 121 | 7.44% | 0.7 |
|
| 5628 |
5628
Defined Wealth Management
Beaverton,
Oregon
| USD 113 M | +USD 292 k | +0.3% | 0.86% | 78.1% | 94 | 3.19% | 0.7 |
|
| 5629 |
5629
RK Asset Management
Grosse Pointe Farms,
Michigan
| USD 113 M | -USD 2.96 M | -3% | 0.82% | 47.6% | 16 | 0% | 3.8 |
|
| 5630 |
5630
Platt Investment Counsel
Lake Mary,
Florida
| USD 113 M | -USD 3.66 M | -3% | 3.15% | 62.9% | 16 | 0% | 0.7 |
|
| 5631 |
PM
5631
Ponoi Management
San Francisco,
California
| USD 113 M | -USD 67.3 M | -37% | 0.27% | – | 5 | 20% | 0.8 |
|
| 5632 |
5632
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| USD 112 M | -USD 3.09 M | -3% | 1.81% | 62.6% | 67 | 7.46% | 0.7 |
|
| 5633 |
5633
Unison Asset Management
North Miami Beach,
Florida
| USD 112 M | -USD 2.32 M | -2% | 0.32% | 81.4% | 26 | 3.85% | 0.7 |
|
| 5634 |
5634
P.A.W. Capital
Greenwich,
Connecticut
| USD 112 M | -USD 6.73 M | -6% | 6.88% | 30.2% | 69 | 15.94% | 3.6 |
|
| 5635 |
5635
WealthTrust Asset Management
Destin,
Florida
| USD 112 M | -USD 2.83 M | -2% | 0.11% | 102% | 80 | 18.75% | 0.2 |
|
| 5636 |
JI
5636
Jeereddi Investments
Los Angeles,
California
| USD 112 M | -USD 9.01 M | -7% | 5.46% | 37.7% | 57 | 5.26% | 1.3 |
|
| 5637 |
5637
Old North State Trust
Greensboro,
North Carolina
| USD 112 M | -USD 20.2 M | -15% | 0.2% | – | 358 | 7.54% | 1.5 |
|
| 5638 |
5638
Campion Asset Management
Falls Church,
Virginia
| USD 112 M | -USD 8.31 M | -7% | 1.67% | 70.2% | 97 | 5.15% | 0.5 |
|
| 5639 |
5639
Warther Private Wealth
Akron,
Ohio
| USD 112 M | +USD 9.06 M | +9% | 0.41% | 94.1% | 123 | 15.45% | 0.2 |
|
| 5640 |
5640
Robinson Value Management
San Antonio,
Texas
| USD 112 M | -USD 10.7 M | -9% | 3.59% | 79.3% | 113 | 45.13% | 1.7 |
|
| 5641 |
5641
USA Financial Formulas
Ada,
Michigan
| USD 112 M | -USD 7.46 M | -6% | 2.87% | 104% | 507 | 38.26% | 0.8 |
|
| 5642 |
5642
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| USD 112 M | -USD 72.2 M | -39% | 1.83% | 7.8% | 252 | 65.87% | 0.6 |
|
| 5643 |
5643
Trust Investment Advisors
Indianapolis,
Indiana
| USD 112 M | -USD 1.17 M | -1% | 0.36% | 178% | 86 | 10.47% | 3.3 |
|
| 5644 |
5644
VERITY Wealth Advisors
Sausalito,
United States
| USD 112 M | +USD 1.6 M | +1% | 1.29% | 59.9% | 61 | 8.2% | 2.1 |
|
| 5645 |
TM
5645
Titan Managers
Scottsdale,
Arizona
| USD 112 M | +USD 15.6 M | +16% | 0.05% | 2.57% | 28 | 64.29% | 0.5 |
|
| 5646 |
5646
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| USD 111 M | -USD 47.4 M | -30% | 1.41% | – | 106 | 4.72% | 4.2 |
|
| 5647 |
5647
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| USD 111 M | +USD 660 k | +0.6% | 0.16% | 85.6% | 105 | 2.86% | 4.6 |
|
| 5648 |
5648
Signature Wealth Management Partners
Montvale,
New Jersey
| USD 110 M | +USD 175 k | +0.2% | 0.74% | 97.9% | 114 | 7.89% | 0.7 |
|
| 5649 |
5649
Essex Private Wealth Management
Topsfield,
Massachusetts
| USD 110 M | +USD 583 k | +0.5% | 0.52% | 29.3% | 67 | 8.96% | 1.4 |
|
| 5650 |
5650
Beacon Financial Strategies
Raleigh,
North Carolina
| USD 110 M | -USD 7.24 M | -6% | 0.99% | 54.2% | 34 | 5.88% | 0.2 |
|