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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
5701
Revolution Growth Management Company
Washington,
District of Columbia
| USD 124 M | -USD 78.8 M | -39% | 10.5% | 23.5% | 4 | 25% | 1.3 |
|
| 5702 |
5702
Waypoint Wealth Counsel
Atlanta,
Georgia
| USD 124 M | – | – | 6.57% | 111% | 94 | – | 0 |
|
| 5703 |
5703
Sandy Cove Advisors
Hingham,
Massachusetts
| USD 124 M | +USD 12.9 M | +12% | 8.48% | 78% | 85 | 16.47% | 0.8 |
|
| 5704 |
5704
Sturgeon Ventures
London,
United Kingdom
| USD 124 M | -USD 6.34 M | -5% | 7.11% | 85.9% | 44 | 29.55% | 1.6 |
|
| 5705 |
5705
New Vernon Capital Holdings II
Morristown,
New Jersey
| USD 124 M | +USD 28.3 M | +30% | 8.79% | 114% | 81 | 18.52% | 0.6 |
|
| 5706 |
5706
GoalFusion Wealth Management
Austin,
Texas
| USD 124 M | +USD 18.3 M | +17% | 5.67% | 47.6% | 22 | 22.73% | 0.7 |
|
| 5707 |
5707
Lodestone Wealth Management
Spokane,
Washington
| USD 124 M | – | – | 10.8% | 87.1% | 119 | – | 0 |
|
| 5708 |
MFG
5708
Monumental Financial Group
Rockville,
Maryland
| USD 124 M | +USD 18.3 M | +17% | 6.32% | 18.2% | 57 | 57.89% | 0.7 |
|
| 5709 |
SM
5709
Scoggin Management
New York
| USD 124 M | -USD 17.3 M | -12% | 2.66% | 889% | 69 | 69.57% | 0.8 |
|
| 5710 |
5710
Morris Financial Concepts
Mount Pleasant,
South Carolina
| USD 124 M | +USD 27.2 M | +28% | 8.42% | 56.5% | 148 | 20.95% | 0.7 |
|
| 5711 |
5711
Lakewood Asset Management
Naperville,
Illinois
| USD 124 M | – | – | 9.88% | 69.3% | 315 | – | 0 |
|
| 5712 |
5712
Herbst Group
Westport,
Connecticut
| USD 124 M | +USD 1.8 M | +1% | 8.59% | 142% | 76 | 10.53% | 0.9 |
|
| 5713 |
5713
Praetorian Capital Management
Coral Gables,
Florida
| USD 124 M | – | – | 22.7% | – | 18 | – | 0 |
|
| 5714 |
5714
Omnia Family Wealth
Aventura,
Florida
| USD 124 M | +USD 1.9 M | +2% | 8.58% | 80.6% | 73 | 20.55% | 3.9 |
|
| 5715 |
5715
Briaud Financial Planning
College Station,
Texas
| USD 124 M | +USD 11.1 M | +10% | 9.72% | 113% | 28 | 14.29% | 1.8 |
|
| 5716 |
5716
Alpine Peaks Capital
New York
| USD 124 M | +USD 12.1 M | +11% | 7.81% | 24.3% | 25 | 8% | 0.9 |
|
| 5717 |
5717
Roubaix Capital
Denver,
Colorado
| USD 124 M | +USD 11.2 M | +10% | 9.27% | 174% | 64 | 65.63% | 0.5 |
|
| 5718 |
5718
TLW Wealth Management
Indian Rocks Beach,
Florida
| USD 124 M | +USD 8.86 M | +8% | 13.3% | 98.3% | 20 | 10% | 2.5 |
|
| 5719 |
5719
Bancreek Capital Management
Santa Monica,
California
| USD 123 M | +USD 7.36 M | +6% | 8.66% | 33.6% | 27 | 14.81% | 0.9 |
|
| 5720 |
5720
Nixon Peabody Trust
Boston,
Massachusetts
| USD 123 M | +USD 5.35 M | +5% | 8.83% | 101% | 70 | 11.43% | 4.3 |
|
| 5721 |
5721
True Capital Management
San Francisco,
California
| USD 123 M | – | – | 2.32% | – | 121 | – | 0 |
|
| 5722 |
5722
Catalyst Private Wealth
San Mateo,
California
| USD 123 M | -USD 9.4 M | -7% | 8.58% | 120% | 78 | 20.51% | 1.6 |
|
| 5723 |
5723
Little Harbor Advisors
Marblehead,
Massachusetts
| USD 123 M | +USD 1.02 M | +0.8% | 6.33% | 59% | 4 | 50% | 0.5 |
|
| 5724 |
5724
Financial Guidance Group
Palm Harbor,
Florida
| USD 123 M | -USD 1.85 M | -1% | 8.23% | 58.7% | 53 | 13.21% | 0.6 |
|
| 5725 |
5725
Horizon Wealth Management
La Grange,
Illinois
| USD 123 M | -USD 13.7 M | -10% | 4.08% | 109% | 74 | 10.81% | 0.9 |
|