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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6626 |
6626
Kaufman Rossin Wealth
Miami,
Florida
| USD 140 M | +USD 42.7 M | +44% | 2.33% | – | 153 | 77.78% | 0.1 |
|
| 6627 |
6627
RF&L Wealth Management
Acton,
Massachusetts
| USD 140 M | -USD 1.57 M | -1% | 1.99% | 73.8% | 60 | 8.33% | 2 |
|
| 6628 |
6628
Counterweight Ventures
Wilmington,
North Carolina
| USD 140 M | -USD 1.93 M | -1% | 2.24% | – | 71 | 4.23% | 1.1 |
|
| 6629 |
6629
Teca Partners
Austin,
Texas
| USD 139 M | -USD 17.5 M | -11% | 4.28% | 66% | 14 | 50% | 1.2 |
|
| 6630 |
AI
6630
Arrien Investments
Boise,
Idaho
| USD 139 M | -USD 840 k | -0.6% | 2.5% | 46% | 36 | 8.33% | 1.8 |
|
| 6631 |
6631
Upper Left Wealth Management
Tampa,
Florida
| USD 139 M | +USD 22.5 M | +19% | 4.35% | 52.7% | 65 | 16.92% | 2.3 |
|
| 6632 |
6632
Magnolia Wealth Management
Dothan,
Alabama
| USD 139 M | -USD 4.43 M | -3% | 1.94% | 48.7% | 13 | 7.69% | 2.4 |
|
| 6633 |
6633
Vestment Financial
Chanhassen,
Minnesota
| USD 139 M | +USD 8.51 M | +7% | 0.02% | – | 40 | 10% | 0.2 |
|
| 6634 |
6634
Decagon Asset Management
London,
United Kingdom
| USD 139 M | -USD 79.9 M | -36% | 7.31% | – | 62 | 56.45% | 0.2 |
|
| 6635 |
6635
Piedmont Capital Management (Montana)
Whitefish,
Montana
| USD 139 M | -USD 26.6 M | -16% | 6.87% | 94% | 57 | 28.07% | 2.5 |
|
| 6636 |
6636
Merrion Investment Management
Cranford,
New Jersey
| USD 139 M | -USD 4.46 M | -3% | 6.87% | 161% | 103 | 6.8% | 2.9 |
|
| 6637 |
6637
Fort Henry Capital
Wheeling,
West Virginia
| USD 139 M | -USD 515 k | -0.4% | 1.08% | 39.3% | 14 | 0% | 3.9 |
|
| 6638 |
FAG
6638
Fortitude Advisory Group
Gig Harbor,
Washington
| USD 139 M | -USD 26.7 M | -16% | 4.95% | 142% | 225 | 20.44% | 2.3 |
|
| 6639 |
6639
Vinland Capital Management Gestora de Recursos
Sao Paulo,
Brazil
| USD 139 M | +USD 18.2 M | +15% | 20.7% | 284% | 23 | 86.96% | 0.1 |
|
| 6640 |
6640
BayBridge Capital Group
Pleasanton,
California
| USD 139 M | +USD 1.27 M | +0.9% | 0.13% | 78.5% | 117 | 47.01% | 0.8 |
|
| 6641 |
6641
Round Hill Asset Management
Pasadena,
California
| USD 139 M | -USD 2.74 M | -2% | 0.77% | 43.2% | 66 | 13.64% | 5.5 |
|
| 6642 |
6642
RiverGlades Family Offices
Naples,
Florida
| USD 139 M | -USD 1.1 M | -0.8% | 0.06% | – | 85 | 8.24% | 4.1 |
|
| 6643 |
6643
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
| USD 139 M | +USD 12.9 M | +10% | 5.94% | 74.3% | 54 | 18.52% | 1.1 |
|
| 6644 |
LP
6644
LB Partners
Charlottesville,
Virginia
| USD 139 M | +USD 5.56 M | +4% | 1.54% | 136% | 24 | 20.83% | 0.9 |
|
| 6645 |
6645
Newport Capital Group
Red Bank,
New Jersey
| USD 139 M | +USD 3.24 M | +2% | 1.86% | – | 62 | 14.52% | 1.3 |
|
| 6646 |
TL
6646
TowerView LLC
New York
| USD 139 M | -USD 330 k | -0.2% | 0.48% | 16.3% | 26 | 15.38% | 3.7 |
|
| 6647 |
6647
Klein Pavlis & Peasley Financial
Irvine,
California
| USD 139 M | +USD 15.2 M | +12% | 4.16% | 97.4% | 84 | 20.24% | 1 |
|
| 6648 |
6648
RP Management
New York
| USD 139 M | -USD 88.9 M | -39% | 22.3% | 208% | 4 | 0% | 3.1 |
|
| 6649 |
6649
Tacita Capital
Toronto,
Ontario, Canada
| USD 139 M | -USD 1.27 M | -0.9% | 1.06% | 77.5% | 211 | 4.27% | 3 |
|
| 6650 |
6650
LeClair Wealth Partners
Dublin,
Ohio
| USD 139 M | -USD 11.2 M | -7% | 2.38% | – | 103 | 14.56% | 0.2 |
|