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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6151 |
6151
New Millennium Group
Sandy,
Utah
| USD 171 M | +USD 16.3 M | +11% | 6.85% | 176% | 633 | 36.81% | 0.5 |
|
| 6152 |
II
6152
Ironclad Investments
Maitland,
Florida
| USD 171 M | +USD 2.58 M | +2% | 2.09% | 78.4% | 3 | 0% | 1 |
|
| 6153 |
6153
Tudor Financial
Dayton,
Ohio
| USD 171 M | +USD 8.61 M | +5% | 0.1% | – | 140 | 15.71% | 0.2 |
|
| 6154 |
MA
6154
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| USD 171 M | -USD 1.6 M | -0.9% | 1.8% | 158% | 57 | 0% | 7.7 |
|
| 6155 |
6155
Glenorchy Capital
Boorolite,
Australia
| USD 171 M | -USD 148 M | -47% | 14.4% | 176% | 71 | 11.27% | 0.9 |
|
| 6156 |
6156
venBio Partners
San Francisco,
California
| USD 171 M | -USD 23.6 M | -12% | 11.1% | 564% | 7 | 14.29% | 2.1 |
|
| 6157 |
6157
Twin Securities
New York
| USD 171 M | +USD 82.1 M | +93% | 6.47% | 506% | 20 | 60% | 0.3 |
|
| 6158 |
6158
Centerline Wealth Advisors
Louisville,
Kentucky
| USD 171 M | – | – | 0.96% | – | 35 | – | 0 |
|
| 6159 |
6159
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| USD 171 M | +USD 7.36 M | +5% | 7.61% | 99.4% | 130 | 21.54% | 2.3 |
|
| 6160 |
6160
Fedenia Advisers
Madison,
Wisconsin
| USD 171 M | – | – | 6.74% | – | 459 | – | 0 |
|
| 6161 |
6161
PACK Private Wealth
Wayzata,
Minnesota
| USD 170 M | -USD 6.07 M | -3% | 4.16% | 52.8% | 43 | 11.63% | 2.5 |
|
| 6162 |
6162
Napatree Capital
Westerly,
Rhode Island
| USD 170 M | +USD 26.9 M | +19% | 0.15% | – | 183 | 14.21% | 0.7 |
|
| 6163 |
6163
One Plus One Wealth Management
Jupiter,
Florida
| USD 170 M | +USD 1.7 M | +1% | 4.39% | 71.9% | 99 | 19.19% | 2.2 |
|
| 6164 |
6164
Flagship Wealth Advisors
Wakefield,
Massachusetts
| USD 170 M | – | – | 1.16% | – | 377 | – | 0 |
|
| 6165 |
6165
Cairn Investment Group
Vancouver,
Washington
| USD 170 M | -USD 10.8 M | -6% | 2.4% | 67.4% | 72 | 12.5% | 3.5 |
|
| 6166 |
6166
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| USD 170 M | +USD 10.8 M | +7% | 2.18% | 14.4% | 56 | 44.64% | 1.2 |
|
| 6167 |
6167
Fairfield, Bush & Co
Darien,
Connecticut
| USD 170 M | +USD 1.92 M | +1% | 2.62% | 130% | 117 | 11.11% | 6.5 |
|
| 6168 |
KTC
6168
Kentucky Trust Company
Danville,
Kentucky
| USD 170 M | – | – | 0.78% | – | 303 | – | 0 |
|
| 6169 |
6169
EnCap Energy Capital Fund VIII
Houston,
Texas
| USD 170 M | +USD 13.7 M | +9% | 9.38% | 6.16% | 4 | 50% | 1.3 |
|
| 6170 |
6170
Pacific Capital Partners
London,
| USD 170 M | -USD 678 k | -0.4% | 6.37% | 61.4% | 57 | 17.54% | 1.1 |
|
| 6171 |
6171
Advantage Trust Company
Salina,
Kansas
| USD 170 M | +USD 22.7 M | +15% | 0.56% | 77.6% | 191 | 23.56% | 0.7 |
|
| 6172 |
6172
Resurgent Financial Advisors
Atlanta,
Georgia
| USD 170 M | -USD 1.11 M | -0.6% | 1.93% | 86.4% | 191 | 11.52% | 2.1 |
|
| 6173 |
6173
Heritage Wealth Management (Texas)
Houston,
Texas
| USD 170 M | -USD 2.62 M | -2% | 1.32% | 55.9% | 39 | 20.51% | 1.6 |
|
| 6174 |
6174
Cape Ann Savings Bank
Glocuster,
Massachusetts
| USD 170 M | -USD 2.53 M | -1% | 0.57% | 82% | 91 | 6.59% | 5.9 |
|
| 6175 |
6175
Peoples Bank (Ohio)
Marietta,
Ohio
| USD 170 M | -USD 26 M | -13% | 0.92% | 78.9% | 127 | 25.2% | 5.6 |
|