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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
Financial Designs
Claremont,
California
| USD 134 M | +USD 1.16 M | +0.9% | 3.46% | 49% | 15 | 6.67% | 0.3 |
|
| 5627 |
CAM
5627
CPA Asset Management
West Palm Beach,
Florida
| USD 134 M | +USD 3.04 M | +2% | 4.15% | 53.3% | 73 | 17.81% | 0.2 |
|
| 5628 |
SVCM
5628
Saturn V Capital Management
Austin,
Texas
| USD 134 M | +USD 13.4 M | +11% | 1.32% | 1,083% | 20 | 15% | 0.2 |
|
| 5629 |
5629
MKT Advisors
Escondido,
California
| USD 134 M | +USD 1.16 M | +0.9% | 4.92% | 55.5% | 153 | 11.76% | 1 |
|
| 5630 |
5630
Trustees of the Smith College
Northampton,
Massachusetts
| USD 134 M | -USD 101 M | -43% | 4.56% | – | 5 | 0% | 1 |
|
| 5631 |
5631
Allie Family Office
Miami,
Florida
| USD 134 M | +USD 12.3 M | +10% | 6.81% | 68.5% | 82 | 12.2% | 1 |
|
| 5632 |
5632
Blackston Financial Advisory Group
The Villages,
Florida
| USD 134 M | -USD 3.98 M | -3% | 7.19% | 79.8% | 96 | 14.58% | 1 |
|
| 5633 |
NCM
5633
NCM Capital Management
Ramsey,
New Jersey
| USD 134 M | -USD 17.8 M | -12% | 4.8% | 105% | 181 | 22.65% | 1.1 |
|
| 5634 |
5634
Tranquilli Financial Advisor
Clinton,
New Jersey
| USD 134 M | +USD 1.99 M | +2% | 4.96% | 55.1% | 95 | 28.42% | 1.2 |
|
| 5635 |
5635
Northstar Advisory Group
Northfield,
New Jersey
| USD 134 M | +USD 7.13 M | +6% | 9.74% | 153% | 107 | 41.12% | 0.8 |
|
| 5636 |
5636
TAGStone Capital
Charlotte,
North Carolina
| USD 134 M | +USD 12.4 M | +10% | 5.46% | 62% | 81 | 13.58% | 1 |
|
| 5637 |
5637
Caliber Wealth Management (Utah)
Orem,
Utah
| USD 134 M | +USD 2.73 M | +2% | 6.99% | 36.5% | 93 | 44.09% | 1.3 |
|
| 5638 |
5638
Derbend Asset Management
Peachtree City,
Georgia
| USD 133 M | +USD 8.15 M | +7% | 8.06% | 23.9% | 78 | 5.13% | 1.4 |
|
| 5639 |
5639
Northland Capital Management
Virginia,
Minnesota
| USD 133 M | +USD 7.06 M | +6% | 3.85% | 37.5% | 28 | 17.86% | 0.6 |
|
| 5640 |
5640
Guardian Investment Management
Tiburon,
California
| USD 133 M | +USD 27.6 M | +26% | 6.35% | 103% | 54 | 0% | 5.6 |
|
| 5641 |
5641
Camarda Financial Advisors
Fleming Island,
Florida
| USD 133 M | +USD 34.3 M | +35% | 11.8% | 196% | 96 | 54.17% | 1.3 |
|
| 5642 |
5642
HBC Financial Services
Seattle,
Washington
| USD 133 M | +USD 7.68 M | +6% | 5% | 12.6% | 202 | 17.33% | 2 |
|
| 5643 |
5643
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| USD 133 M | +USD 13.3 M | +11% | 4.53% | 74.4% | 125 | 12% | 1.7 |
|
| 5644 |
5644
MYeCFO
La Jolla,
California
| USD 133 M | +USD 11.7 M | +10% | 6.06% | 58.5% | 48 | 14.58% | 0.2 |
|
| 5645 |
5645
Garrison Point Advisors
Walnut Creek,
California
| USD 133 M | +USD 11.1 M | +9% | 6.63% | 95.4% | 156 | 10.9% | 3.2 |
|
| 5646 |
5646
Horizon Wealth Management
La Grange,
Illinois
| USD 133 M | +USD 10.6 M | +9% | 11.8% | 109% | 80 | 17.5% | 1 |
|
| 5647 |
5647
Chronos Wealth Management
Clearwater,
Florida
| USD 133 M | +USD 6.53 M | +5% | 4.69% | 92.3% | 35 | 5.71% | 2.9 |
|
| 5648 |
5648
Israel Discount Bank of New York
New York
| USD 133 M | +USD 14.9 M | +13% | 6.55% | 40.8% | 86 | 8.14% | 4.2 |
|
| 5649 |
5649
LRT Capital Management
Austin,
Texas
| USD 133 M | -USD 39.5 M | -23% | 6.61% | 76.2% | 86 | 48.84% | 0.6 |
|
| 5650 |
5650
Dravo Bay
Rehoboth Beach,
Delaware
| USD 133 M | +USD 10.7 M | +9% | 5.47% | 50.4% | 45 | 6.67% | 1 |
|