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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
Redwood Wealth Management Group
Medford,
New Jersey
| USD 232 M | -USD 7.52 M | -3% | 0.37% | 74.1% | 197 | 19.29% | 2 |
|
| 5702 |
TW
5702
Titan Wealth
St Peter Port,
| USD 232 M | -USD 28.6 M | -11% | 0.62% | – | 74 | 41.89% | 0.2 |
|
| 5703 |
5703
Strategic Financial Partners
Bend,
Oregon
| USD 232 M | +USD 550 k | +0.2% | 1.56% | 59.6% | 88 | 13.64% | 3.8 |
|
| 5704 |
SM
5704
Samjo Management
New York
| USD 231 M | -USD 27.4 M | -11% | 7.5% | – | 61 | 18.03% | 1.7 |
|
| 5705 |
5705
Brentview Investment Management
Northfield,
Illinois
| USD 231 M | +USD 10.1 M | +5% | 3% | – | 70 | 15.71% | 1 |
|
| 5706 |
CSA
5706
Cottage Street Advisors
Marion,
Massachusetts
| USD 231 M | -USD 5.27 M | -2% | 0.53% | 95.8% | 147 | 8.84% | 2.8 |
|
| 5707 |
5707
Commonwealth Bank of Australia
Sydney, NSW,
Australia
| USD 231 M | -USD 279 M | -55% | 54.7% | – | 2 | 0% | 0.3 |
|
| 5708 |
5708
Compass Financial Services
West Des Moines,
Iowa
| USD 231 M | -USD 1.14 M | -0.5% | 1.53% | – | 297 | 82.15% | 1.1 |
|
| 5709 |
5709
Massachusetts Wealth Management
North Andover,
Massachusetts
| USD 231 M | +USD 15.8 M | +7% | 7.05% | 110% | 99 | 7.07% | 2.4 |
|
| 5710 |
5710
Meros Investment Management
Dallas,
Texas
| USD 231 M | -USD 21.4 M | -9% | 2.22% | 102% | 57 | 24.56% | 1.6 |
|
| 5711 |
5711
Catalys Pacific
Tokyo,
Japan
| USD 231 M | -USD 79.8 M | -26% | 25.9% | 189% | 2 | 0% | 2.3 |
|
| 5712 |
5712
Yiheng Capital Management
San Francisco,
California
| USD 231 M | -USD 264 M | -53% | 3.21% | 82% | 30 | 40% | 3.1 |
|
| 5713 |
5713
Corecam Pte Ltd
Singapore,
| USD 231 M | +USD 38.3 M | +20% | 5.48% | 93.6% | 88 | 57.95% | 0.6 |
|
| 5714 |
5714
Prairie Wealth Advisors
Omaha,
Nebraska
| USD 231 M | -USD 4.9 M | -2% | 0.52% | – | 151 | 1.32% | 0 |
|
| 5715 |
5715
Citrine Capital
San Francisco,
California
| USD 231 M | +USD 15.2 M | +7% | 4% | – | 61 | 29.51% | 0.8 |
|
| 5716 |
5716
rebel Financial
Groveport,
Ohio
| USD 231 M | -USD 3.44 M | -1% | 1.17% | – | 69 | 11.59% | 0.2 |
|
| 5717 |
5717
Client First Capital
San Diego,
California
| USD 231 M | -USD 6.71 M | -3% | 1.5% | 54.6% | 32 | 28.13% | 1.4 |
|
| 5718 |
ERFOTCOFW
5718
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
| USD 230 M | +USD 6.97 M | +3% | 0.83% | 30.5% | 21 | 4.76% | 1.6 |
|
| 5719 |
5719
IVC Wealth Advisors
Silverdale,
Pennsylvania
| USD 230 M | +USD 392 k | +0.2% | 0.21% | 81.9% | 188 | 12.77% | 3.2 |
|
| 5720 |
5720
Wayfinding Financial
Lynnwood,
Washington
| USD 230 M | -USD 5.9 M | -2% | 1.94% | 81.9% | 168 | 14.88% | 1.3 |
|
| 5721 |
5721
Dogwood Wealth Management
Lenexa,
Kansas
| USD 230 M | +USD 3.06 M | +1% | 0.07% | 57.9% | 925 | 26.81% | 0.9 |
|
| 5722 |
5722
Pavion Blue Capital
Newport Beach,
California
| USD 230 M | -USD 10.6 M | -4% | 1.13% | 87.8% | 115 | 13.04% | 4.4 |
|
| 5723 |
5723
Family Office Research
Bethesda,
Maryland
| USD 230 M | -USD 14.5 M | -6% | 0.49% | – | 85 | 21.18% | 1 |
|
| 5724 |
5724
Cherry Creek Investment Advisors
Englewood,
Colorado
| USD 230 M | -USD 3.71 M | -2% | 0.4% | 151% | 131 | 16.03% | 2.6 |
|
| 5725 |
5725
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| USD 230 M | -USD 2.47 M | -1% | 0.38% | 83.9% | 106 | 9.43% | 3.4 |
|