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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6101 |
6101
Palouse Capital Management
Spokane,
Washington
| USD 158 M | +USD 9.35 M | +6% | 7.95% | 67.8% | 126 | 10.32% | 2.3 |
|
| 6102 |
6102
Nipun Capital
Foster City,
California
| USD 158 M | +USD 18.1 M | +13% | 10.5% | 30.2% | 8 | 25% | 0.6 |
|
| 6103 |
6103
Northern Capital Management (Washington)
Spokane,
Washington
| USD 158 M | +USD 8.43 M | +6% | 4.95% | 90.9% | 42 | 9.52% | 2.3 |
|
| 6104 |
6104
Stonepine Capital Management
Bend,
Oregon
| USD 158 M | +USD 48.6 M | +44% | 31.9% | 231% | 41 | 46.34% | 0.6 |
|
| 6105 |
6105
Sowa Financial Group
Lincoln,
Rhode Island
| USD 158 M | +USD 26.1 M | +20% | 7.56% | 100% | 32 | 9.38% | 3.2 |
|
| 6106 |
6106
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| USD 158 M | +USD 8.24 M | +5% | 7.45% | 61.1% | 127 | 8.66% | 6.2 |
|
| 6107 |
6107
Delap Wealth Advisory
Lake Oswego,
Oregon
| USD 158 M | -USD 59.1 M | -27% | 5.93% | 73% | 124 | 53.23% | 1.3 |
|
| 6108 |
6108
Catawba River Capital
Lake Wylie,
South Carolina
| USD 158 M | -USD 7.14 M | -4% | 8.4% | 89.5% | 20 | 10% | 2.8 |
|
| 6109 |
6109
McCarter Private Wealth Services
Boston,
Massachusetts
| USD 158 M | – | – | 3.92% | – | 102 | – | 0 |
|
| 6110 |
6110
Investments & Financial Planning LLC
Lexington,
Kentucky
| USD 158 M | +USD 8.96 M | +6% | 6.38% | 63.6% | 34 | 5.88% | 2.4 |
|
| 6111 |
6111
Kiely Wealth Advisory Group
Kernersville,
North Carolina
| USD 158 M | -USD 23.7 M | -13% | 4.4% | – | 315 | 4.76% | 0.7 |
|
| 6112 |
6112
MSD Partners
New York
| USD 158 M | -USD 864 M | -85% | 6.17% | 3.5% | 19 | 15.79% | 3.1 |
|
| 6113 |
6113
Otter Creek Advisors
Palm Beach Gardens,
Florida
| USD 158 M | +USD 3.58 M | +2% | 14.8% | 173% | 40 | 15% | 1.2 |
|
| 6114 |
6114
Woodward Diversified Capital
Bakersfield,
California
| USD 158 M | -USD 12.9 M | -8% | 6.9% | 118% | 166 | 7.83% | 2.3 |
|
| 6115 |
6115
Archvest Wealth Advisors
Concord,
California
| USD 158 M | +USD 6.68 M | +4% | 5.92% | 53.1% | 78 | 28.21% | 1.4 |
|
| 6116 |
6116
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
| USD 157 M | +USD 3.67 M | +2% | 2.6% | 133% | 124 | 2.42% | 1.9 |
|
| 6117 |
6117
Kerusso Capital Management
Winston Salem,
North Carolina
| USD 157 M | +USD 19.7 M | +14% | 9.19% | – | 60 | 15% | 0.2 |
|
| 6118 |
6118
Richardson Financial Services
Medway,
Massachusetts
| USD 157 M | +USD 18.5 M | +13% | 6.12% | 77.4% | 600 | 2% | 0.6 |
|
| 6119 |
6119
Aflac Inc
Columbus,
Georgia
| USD 157 M | +USD 45.6 M | +41% | 41.5% | 13.4% | 4 | 0% | 2.1 |
|
| 6120 |
6120
Bright Financial Advisors
Portage,
Michigan
| USD 157 M | +USD 15.5 M | +11% | 6.83% | – | 54 | 11.11% | 0.4 |
|
| 6121 |
6121
Cascade Investment Advisors
Oregon City,
Oregon
| USD 157 M | +USD 8.93 M | +6% | 7.9% | 79.1% | 119 | 13.45% | 4.1 |
|
| 6122 |
KFO
6122
Kopp Family Office
Bloomington,
Minnesota
| USD 157 M | -USD 4.17 M | -3% | 6.84% | 47.9% | 23 | 13.04% | 2.8 |
|
| 6123 |
6123
Trust Investment Advisors
Indianapolis,
Indiana
| USD 157 M | -USD 341 k | -0.2% | 5.11% | 178% | 144 | 38.19% | 3.4 |
|
| 6124 |
6124
HFG Wealth Management
The Woodlands,
Texas
| USD 157 M | -USD 97 | -0% | 4.08% | 45.9% | 40 | 0% | 1.1 |
|
| 6125 |
HP
6125
Hyperion Partners
Berwyn,
Pennsylvania
| USD 157 M | +USD 16.6 M | +12% | 8.03% | – | 76 | 10.53% | 1.3 |
|