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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6326 |
6326
Wolff Wiese Magana
Carslbad,
California
| USD 146 M | +USD 20.4 M | +16% | 7.71% | 149% | 1,029 | 27.6% | 1.9 |
|
| 6327 |
6327
Cape Ann Asset Management
London,
United Kingdom
| USD 146 M | +USD 29.6 M | +25% | 9.6% | 199% | 7 | 28.57% | 2.6 |
|
| 6328 |
6328
Main Line Retirement Advisors
Whitefish,
Montana
| USD 146 M | +USD 15.2 M | +12% | 6.08% | 47.6% | 37 | 5.41% | 1.1 |
|
| 6329 |
6329
Everstar Asset Management
Mooresville,
North Carolina
| USD 146 M | – | – | 7.64% | – | 194 | – | 0 |
|
| 6330 |
6330
Spectrum Investment Advisors
Mequon,
Wisconsin
| USD 146 M | +USD 9.2 M | +7% | 5.78% | – | 27 | 7.41% | 0.6 |
|
| 6331 |
PVAMC
6331
PPS&V Asset Management Consultants
Portage,
Michigan
| USD 146 M | +USD 6.19 M | +4% | 5.76% | 80.7% | 39 | 5.13% | 1.6 |
|
| 6332 |
6332
Affinity Investment Advisors
Newport Beach,
California
| USD 146 M | +USD 12.6 M | +9% | 9.22% | 189% | 139 | 17.99% | 3.2 |
|
| 6333 |
6333
Summerhill Capital Management
Toronto,
Ontario, Canada
| USD 146 M | +USD 4.5 M | +3% | 9.51% | – | 20 | 0% | 0.5 |
|
| 6334 |
6334
Omni 360 Wealth
Plainsboro,
New Jersey
| USD 146 M | +USD 13.9 M | +11% | 6.21% | 59.9% | 111 | 5.41% | 0.7 |
|
| 6335 |
6335
Cedar Point Capital Partners
Cedar Rapids,
Iowa
| USD 146 M | +USD 11.9 M | +9% | 5.4% | 55.4% | 65 | 18.46% | 0.6 |
|
| 6336 |
6336
Equinox Partners Investment Management
Stamford,
Connecticut
| USD 146 M | -USD 9.7 M | -6% | 10.5% | 241% | 9 | 0% | 2.4 |
|
| 6337 |
6337
Gunn & Company Investment Management
Jacksonville,
Florida
| USD 145 M | -USD 1541 M | -91% | 7.51% | – | 146 | 59.59% | 0.9 |
|
| 6338 |
6338
Conscious Wealth Investments
Coral Gables,
Florida
| USD 145 M | +USD 6.19 M | +4% | 6.58% | – | 50 | 6% | 0.7 |
|
| 6339 |
6339
Clay Northam Wealth Management
Huntington Beach,
California
| USD 145 M | +USD 13.4 M | +10% | 4.74% | 125% | 94 | 9.57% | 1.9 |
|
| 6340 |
6340
McDonough Capital Management
Orlando,
Florida
| USD 145 M | +USD 7.88 M | +6% | 4.87% | 98.1% | 47 | 8.51% | 2.3 |
|
| 6341 |
6341
MPM Asset Management
Boston,
Massachusetts
| USD 145 M | -USD 36.8 M | -20% | 0.48% | 5.89% | 6 | 0% | 3.3 |
|
| 6342 |
6342
Mills Wealth Advisors
Southlake,
Texas
| USD 145 M | +USD 5.32 M | +4% | 4.55% | 37.9% | 59 | 16.95% | 1.3 |
|
| 6343 |
6343
Wilson & Boucher Capital Management
Moraga,
California
| USD 145 M | +USD 14.7 M | +11% | 6.59% | 69.8% | 120 | 10.83% | 2.2 |
|
| 6344 |
AIM
6344
AHL Investment Management
Winter Park,
Florida
| USD 145 M | +USD 8.63 M | +6% | 7.4% | 57.7% | 69 | 7.25% | 2.2 |
|
| 6345 |
6345
Shearwater Capital
Denver,
Colorado
| USD 145 M | +USD 8.85 M | +7% | 6.35% | 74.4% | 48 | 12.5% | 2.1 |
|
| 6346 |
6346
Hofer & Associates
Thousand Oaks,
California
| USD 145 M | +USD 16 M | +12% | 4.91% | 61.7% | 60 | 6.67% | 2 |
|
| 6347 |
6347
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| USD 145 M | +USD 3.92 M | +3% | 6.44% | 117% | 295 | 47.46% | 1.8 |
|
| 6348 |
6348
King Street Capital Management
New York
| USD 145 M | +USD 65.3 M | +82% | 41.8% | 140% | 10 | 40% | 0.5 |
|
| 6349 |
6349
ROI Financial Advisors
Beaverton,
Oregon
| USD 145 M | +USD 7.03 M | +5% | 5.27% | 165% | 69 | 14.49% | 0.7 |
|
| 6350 |
6350
Panoramic Investment Advisors
Denver,
Colorado
| USD 145 M | – | – | 5.28% | – | 118 | – | 1.3 |
|