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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6251 |
6251
Rareview Capital
Las Vegas,
Nevada
| USD 158 M | +USD 19.6 M | +14% | 0.85% | 28.6% | 55 | 21.82% | 0.9 |
|
| 6252 |
6252
Wealth Advisors Northwest
Portland,
Oregon
| USD 158 M | +USD 11 M | +8% | 2.02% | – | 59 | 13.56% | 0.2 |
|
| 6253 |
6253
Hamilton Capital Partners
Atlanta,
Georgia
| USD 158 M | -USD 2.32 M | -1% | 14.5% | – | 31 | 22.58% | 0.3 |
|
| 6254 |
6254
EJF Capital
Arlington,
Virginia
| USD 158 M | +USD 12.1 M | +8% | 4.66% | 127% | 100 | 33% | 1.9 |
|
| 6255 |
6255
Fairfield, Bush & Co
Darien,
Connecticut
| USD 158 M | -USD 12.4 M | -7% | 4.26% | 130% | 114 | 7.89% | 6.7 |
|
| 6256 |
SFC
6256
Sprinkle Financial Consultants
Littleton,
Colorado
| USD 158 M | +USD 10.7 M | +7% | 2.37% | 64.1% | 77 | 10.39% | 1 |
|
| 6257 |
WAM
6257
Werlinich Asset Management
Stamford,
Connecticut
| USD 157 M | -USD 14.5 M | -8% | 6.51% | 232% | 60 | 3.33% | 3 |
|
| 6258 |
6258
Metavasi Capital
Larchmont,
New York
| USD 157 M | -USD 125 M | -44% | 2.76% | 840% | 39 | 56.41% | 0.9 |
|
| 6259 |
6259
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
| USD 157 M | -USD 14.9 M | -9% | 9.59% | 133% | 147 | 4.76% | 2 |
|
| 6260 |
6260
StoneCrest Wealth Management
Chandler,
Arizona
| USD 157 M | +USD 4.18 M | +3% | 6.24% | 168% | 74 | 25.68% | 0.9 |
|
| 6261 |
6261
Worth Financial Advisory Group
Charlotte,
North Carolina
| USD 157 M | -USD 5.14 M | -3% | 2.62% | 93.3% | 169 | 15.38% | 1.5 |
|
| 6262 |
6262
Ecofi Investissements
Nanterre,
France
| USD 157 M | -USD 4.38 M | -3% | 2.3% | – | 46 | 17.39% | 0.6 |
|
| 6263 |
6263
Kerusso Capital Management
Winston Salem,
North Carolina
| USD 157 M | +USD 644 k | +0.4% | 1.38% | – | 59 | 11.86% | 0.7 |
|
| 6264 |
RL
6264
RPO LLC
Stamford,
Connecticut
| USD 157 M | +USD 48.7 M | +45% | 3.99% | 87.3% | 93 | 74.19% | 0.7 |
|
| 6265 |
6265
Old North State Trust
Greensboro,
North Carolina
| USD 157 M | USD 0 | 0% | 1.9% | – | 135 | 0% | 4.3 |
|
| 6266 |
6266
Lagoda Investment Management
New York
| USD 157 M | -USD 27.9 M | -15% | 5.22% | 250% | 34 | 2.94% | 6.7 |
|
| 6267 |
6267
Optima Capital
Beaverton,
Oregon
| USD 157 M | +USD 12 M | +8% | 0.13% | – | 170 | 29.41% | 0.2 |
|
| 6268 |
6268
LeConte Wealth Management
Maryville,
Tennessee
| USD 157 M | – | – | 0.63% | – | 56 | – | 0 |
|
| 6269 |
6269
Cetera Trust Company
St. Paul,
Minnesota
| USD 157 M | +USD 2.91 M | +2% | 0.02% | 118% | 396 | 8.08% | 1.2 |
|
| 6270 |
6270
Wisconsin Capital Management
Madison,
Wisconsin
| USD 157 M | -USD 25 M | -14% | 3.98% | 166% | 53 | 20.75% | 4.5 |
|
| 6271 |
6271
GraniteShares Advisors
New York
| USD 157 M | -USD 1.08 M | -0.7% | 1.31% | 88.4% | 90 | 0% | 1.3 |
|
| 6272 |
CCP
6272
Cunning Capital Partners
Morrisville,
North Carolina
| USD 157 M | -USD 10 M | -6% | 3.49% | 271% | 57 | 10.53% | 1.4 |
|
| 6273 |
6273
University of Maryland Foundation
Adelphi,
Maryland
| USD 157 M | -USD 21.4 M | -12% | 3.93% | 54.9% | 8 | 0% | 3.7 |
|
| 6274 |
FAG
6274
Financial Architects (Georgia)
Woodstock,
Georgia
| USD 157 M | +USD 591 k | +0.4% | 0.39% | 35.9% | 23 | 13.04% | 1.2 |
|
| 6275 |
6275
Prepared Retirement Institute
Lansdale,
Pennsylvania
| USD 157 M | -USD 18.5 M | -11% | 1.16% | 50.1% | 91 | 19.78% | 0.9 |
|