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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6176 |
6176
Shore Point Advisors
Brielle,
New Jersey
| USD 120 M | – | – | 3.47% | 54.6% | 214 | – | 0 |
|
| 6177 |
6177
Dean Jacobson Financial Services
Fort Worth,
Texas
| USD 120 M | – | – | 8.38% | 59.6% | 7 | – | 0 |
|
| 6178 |
6178
Fort Henry Capital
Wheeling,
West Virginia
| USD 120 M | +USD 6.27 M | +6% | 5.13% | 39.3% | 13 | 0% | 0.8 |
|
| 6179 |
BBHBI
6179
B, B, H, & B Inc
Birmingham,
Alabama
| USD 120 M | +USD 10.2 M | +9% | 6.74% | – | 35 | 11.43% | 0.8 |
|
| 6180 |
6180
University of Massachusetts Foundation
Newton,
Massachusetts
| USD 120 M | +USD 5.98 M | +5% | 4.47% | 53.6% | 5 | 0% | 1.4 |
|
| 6181 |
6181
Morris Financial Concepts
Mount Pleasant,
South Carolina
| USD 120 M | – | – | 7.64% | 56.5% | 112 | – | 0 |
|
| 6182 |
6182
Warner Financial
Bethesda,
Maryland
| USD 120 M | – | – | 7% | 69.2% | 84 | – | 0 |
|
| 6183 |
6183
Divisadero Street Capital Management
Miami,
Florida
| USD 120 M | – | – | 24.3% | 718% | 51 | – | 0 |
|
| 6184 |
6184
Atmos Advisory
Pittsburgh,
Pennsylvania
| USD 120 M | – | – | 2.72% | 31.9% | 21 | – | 0 |
|
| 6185 |
6185
Euclidean Technologies Management
Seattle,
Washington
| USD 120 M | +USD 4.51 M | +4% | 7.71% | 124% | 96 | 20.83% | 1 |
|
| 6186 |
TCM
6186
TORQ Capital Management
Hong Kong
| USD 119 M | -USD 60.8 M | -34% | 0.54% | – | 10 | 70% | 0.3 |
|
| 6187 |
6187
Next Level Private
Harrison,
New York
| USD 119 M | – | – | 9.16% | 95.9% | 85 | – | 0 |
|
| 6188 |
6188
Chemistry Wealth Management
New York
| USD 119 M | – | – | 9.16% | 77.1% | 85 | – | 0 |
|
| 6189 |
6189
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| USD 119 M | -USD 1.44 M | -1% | 13% | 206% | 318 | 26.1% | 2.2 |
|
| 6190 |
6190
Navis Wealth Advisors
Rye Brook,
New York
| USD 119 M | -USD 24.4 M | -17% | 4.98% | 107% | 130 | 23.85% | 0.9 |
|
| 6191 |
6191
Teca Partners
Austin,
Texas
| USD 119 M | – | – | 10.2% | 66% | 15 | – | 0 |
|
| 6192 |
6192
4J Wealth Management
Alexandria,
Virginia
| USD 119 M | +USD 3.77 M | +3% | 6.98% | 74.7% | 79 | 6.33% | 0.9 |
|
| 6193 |
6193
Sandy Cove Advisors
Hingham,
Massachusetts
| USD 119 M | – | – | 7.63% | 78% | 394 | – | 0 |
|
| 6194 |
6194
Better Money Decisions
Santa Fe,
New Mexico
| USD 119 M | -USD 2.55 M | -2% | 4.53% | 32.7% | 642 | 90.03% | 0.7 |
|
| 6195 |
6195
Harrison & Co Wealth Management
Roanoke,
Virginia
| USD 119 M | – | – | 9.57% | – | 82 | – | 0 |
|
| 6196 |
HFAS
6196
Hummer Financial Advisory Services
Chicago,
Illinois
| USD 119 M | +USD 10.4 M | +10% | 13.9% | 71.8% | 107 | 5.61% | 1.7 |
|
| 6197 |
6197
LTG Capital
Newton,
Massachusetts
| USD 118 M | – | – | 9.1% | 59% | 27 | – | 0 |
|
| 6198 |
6198
Essex Private Wealth Management
Topsfield,
Massachusetts
| USD 118 M | +USD 8.3 M | +8% | 7.95% | 29.3% | 67 | 10.45% | 1.6 |
|
| 6199 |
6199
Crew Capital Management
Cincinnati,
Ohio
| USD 118 M | +USD 10.7 M | +10% | 10.1% | 111% | 116 | 15.52% | 0.6 |
|
| 6200 |
JKSF
6200
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| USD 118 M | – | – | 10.7% | 30.8% | 3 | – | 0 |
|