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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
5726
McCarter Private Wealth Services
Boston,
Massachusetts
| USD 230 M | +USD 7.51 M | +3% | 2.15% | – | 177 | 16.38% | 0.9 |
|
| 5727 |
5727
Aurelius Family Office
Bedford,
New Hampshire
| USD 230 M | -USD 2.59 M | -1% | 1.03% | – | 48 | 2.08% | 1.2 |
|
| 5728 |
SCM
5728
Soros Capital Management
New York
| USD 230 M | -USD 151 M | -40% | 10.1% | 673% | 64 | 37.5% | 1.3 |
|
| 5729 |
5729
Haven Private
Orlando,
Florida
| USD 230 M | +USD 1.09 M | +0.5% | 0.67% | – | 178 | 16.29% | 0.9 |
|
| 5730 |
CIS
5730
Custom Index Systems
New York
| USD 230 M | +USD 3.14 M | +1% | 3.6% | 121% | 292 | 31.51% | 1 |
|
| 5731 |
5731
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| USD 229 M | +USD 27.2 M | +13% | 1.36% | 86.9% | 163 | 16.56% | 2.1 |
|
| 5732 |
5732
Allie Family Office
Miami,
Florida
| USD 229 M | +USD 15.3 M | +7% | 0.97% | 68.5% | 111 | 16.22% | 2.6 |
|
| 5733 |
5733
Cloud Capital Management
Seattle,
Washington
| USD 229 M | +USD 17.7 M | +8% | 1.02% | – | 118 | 23.73% | 0.8 |
|
| 5734 |
5734
Cane Capital Partners
Saint Francisville,
Louisiana
| USD 229 M | -USD 25.1 M | -10% | 5.06% | – | 167 | 35.33% | 0.2 |
|
| 5735 |
5735
Alternative Investment Advisors
Maitland,
Florida
| USD 229 M | -USD 3.19 M | -1% | 3.5% | 78.6% | 81 | 27.16% | 1.2 |
|
| 5736 |
5736
NerdWallet Wealth Partners
New York
| USD 229 M | +USD 6.11 M | +3% | 1.72% | – | 73 | 35.62% | 0.4 |
|
| 5737 |
5737
Harper Investing
Santa Clara,
California
| USD 229 M | -USD 3.18 M | -1% | 3.32% | 58.7% | 77 | 18.18% | 1.5 |
|
| 5738 |
5738
Smith Shellnut Wilson
Ridgeland,
Mississippi
| USD 229 M | -USD 31.7 M | -12% | 0.93% | 98.6% | 150 | 8% | 4.8 |
|
| 5739 |
5739
Granite Harbor Advisors
Houston,
Texas
| USD 229 M | -USD 7.67 M | -3% | 2.18% | 70.1% | 135 | 11.85% | 1.9 |
|
| 5740 |
5740
NBZ Investment Advisors
Knoxville,
Tennessee
| USD 229 M | -USD 722 k | -0.3% | 2.31% | – | 77 | 16.88% | 0.9 |
|
| 5741 |
5741
Two Point Capital Management
Pittsford,
New York
| USD 229 M | -USD 17.8 M | -7% | 3.22% | – | 28 | 10.71% | 2.8 |
|
| 5742 |
MI
5742
Moneywise Inc
Forest,
Virginia
| USD 229 M | -USD 11.4 M | -5% | 0.21% | 60.8% | 92 | 21.74% | 2.9 |
|
| 5743 |
5743
Abound Financial
Granite Bay,
California
| USD 229 M | -USD 29.5 M | -11% | 2.25% | – | 291 | 7.9% | 0.5 |
|
| 5744 |
5744
Worth Financial Advisory Group
Charlotte,
North Carolina
| USD 229 M | +USD 22.4 M | +11% | 4.24% | 93.3% | 202 | 86.14% | 1.5 |
|
| 5745 |
5745
Carl Stuart Investment Advisor
Austin,
Texas
| USD 229 M | +USD 118 M | +107% | 0.31% | 94.5% | 29 | 48.28% | 1.6 |
|
| 5746 |
5746
One Wealth Capital Management
Scottsdale,
Arizona
| USD 229 M | -USD 6.03 M | -3% | 7.21% | – | 152 | 32.24% | 0.8 |
|
| 5747 |
5747
IRON Financial
Northbrook,
Illinois
| USD 229 M | +USD 11.3 M | +5% | 0.81% | 60.6% | 167 | 34.13% | 3 |
|
| 5748 |
CM
5748
Cosmic Management
West Hollywood,
California
| USD 229 M | -USD 95.8 M | -30% | 26.2% | – | 4 | 0% | 0.3 |
|
| 5749 |
5749
FNY Investment Advisers
New York
| USD 229 M | -USD 126 M | -35% | 1.64% | 386% | 1,226 | 59.46% | 0.7 |
|
| 5750 |
5750
GeoSphere Capital Management
Miami Beach,
Florida
| USD 229 M | -USD 75 M | -25% | 36.4% | 446% | 62 | 67.74% | 0.4 |
|