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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6401 |
HFAS
6401
Hummer Financial Advisory Services
Chicago,
Illinois
| USD 90.9 M | +USD 5.82 M | +7% | 7.71% | 71.8% | 91 | 6.59% | 2.6 |
|
| 6402 |
6402
Fortune 45 LLC
Gonzales,
Louisiana
| USD 90.9 M | +USD 4.74 M | +5% | 5.72% | 85.2% | 39 | 7.69% | 0.6 |
|
| 6403 |
6403
Petra Financial Advisors
Colorado Srpings,
Colorado
| USD 90.9 M | – | – | 7.27% | 129% | 95 | – | 0 |
|
| 6404 |
6404
Endowment Wealth Management
Appleton,
Wisconsin
| USD 90.9 M | +USD 8.39 M | +10% | 6.38% | 70.7% | 138 | 19.57% | 0.8 |
|
| 6405 |
6405
block.one
George Town, Grand Cayman,
Cayman Islands
| USD 90.7 M | – | – | 46.1% | – | 3 | – | 0 |
|
| 6406 |
6406
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| USD 90.7 M | +USD 4.44 M | +5% | 9.47% | 82.6% | 47 | 2.13% | 5.5 |
|
| 6407 |
6407
Cape Ann Asset Management
London,
United Kingdom
| USD 90.6 M | +USD 7.23 M | +9% | 8.48% | 199% | 8 | 25% | 2 |
|
| 6408 |
6408
Metavasi Capital
Larchmont,
New York
| USD 90.6 M | -USD 91.9 M | -50% | 4.05% | 840% | 32 | 59.38% | 0.5 |
|
| 6409 |
6409
Sinecera Capital
Austin,
Texas
| USD 90.6 M | +USD 5.65 M | +7% | 5.91% | 13.7% | 32 | 21.88% | 0.8 |
|
| 6410 |
6410
Capital CS Group
Irvine,
California
| USD 90.6 M | -USD 2.5 M | -3% | 9.72% | 27.8% | 70 | 51.43% | 0.7 |
|
| 6411 |
6411
Trustco Bank (New York)
Albany,
New York
| USD 90.5 M | +USD 8.61 M | +11% | 15% | 131% | 64 | 1.56% | 6.1 |
|
| 6412 |
6412
LWM Advisory Services
Plantation,
Florida
| USD 90.5 M | +USD 2.15 M | +2% | 6.81% | 64.9% | 127 | 45.67% | 0.7 |
|
| 6413 |
HPM
6413
Hudson Portfolio Management
Garrison,
New York
| USD 90.4 M | +USD 5.81 M | +7% | 9.81% | – | 106 | 7.55% | 1.4 |
|
| 6414 |
6414
MRP Capital Investments
Alpharetta,
Georgia
| USD 90.4 M | – | – | 6.65% | 222% | 220 | – | 0 |
|
| 6415 |
6415
Paragon Financial Partners
Woodland Hills,
California
| USD 90.4 M | +USD 1.47 M | +2% | 10.2% | 90.6% | 80 | 7.5% | 0.9 |
|
| 6416 |
6416
Acrisure Capital Management
Austin,
Texas
| USD 90.3 M | – | – | 9.78% | – | 254 | – | 0 |
|
| 6417 |
6417
Lesa Sroufe & Co
Seattle,
Washington
| USD 90.2 M | +USD 7.04 M | +8% | 11.7% | – | 72 | 15.28% | 4.1 |
|
| 6418 |
6418
Sterling Manor Financial
Saratoga Springs,
New York
| USD 90.1 M | +USD 9.41 M | +12% | 7.29% | – | 61 | 36.07% | 0.8 |
|
| 6419 |
6419
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| USD 89.6 M | +USD 13.2 M | +17% | 12.3% | 32% | 77 | 38.96% | 0.9 |
|
| 6420 |
6420
Arlington Capital Management
Arlington Heights,
Illinois
| USD 89.5 M | +USD 48.9 M | +120% | 14.8% | 146% | 91 | 93.41% | 0 |
|
| 6421 |
6421
Long Corridor Asset Management
Hong Kong
| USD 89.5 M | -USD 19.9 M | -18% | 2.01% | 73.6% | 19 | 42.11% | 0.7 |
|
| 6422 |
6422
Martin Capital Advisors
San Antonio,
Texas
| USD 89.4 M | +USD 21.4 M | +31% | 7.7% | 140% | 60 | 8.33% | 0.9 |
|
| 6423 |
6423
Chico Wealth RIA
Chico,
California
| USD 89.4 M | +USD 3.29 M | +4% | 10.3% | 74.7% | 25 | 28% | 0.6 |
|
| 6424 |
6424
Alterna Wealth Management
Houston,
Texas
| USD 89.2 M | +USD 4.94 M | +6% | 5.13% | 52.9% | 104 | 23.08% | 1.7 |
|
| 6425 |
6425
Meridian Financial Partners
Warrenton,
Virginia
| USD 89 M | +USD 18.4 M | +26% | 7.09% | 80.8% | 53 | 22.64% | 2 |
|