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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6676 |
QAM
6676
QSM Asset Management
London,
United Kingdom
| USD 175 M | +USD 34.8 M | +25% | 3.11% | – | 22 | 13.64% | 0.7 |
|
| 6677 |
6677
LAM Group
Lake Oswego,
Oregon
| USD 175 M | +USD 13.4 M | +8% | 2.76% | 61.8% | 75 | 5.33% | 2.7 |
|
| 6678 |
6678
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| USD 175 M | +USD 4.07 M | +2% | 2.49% | 70.9% | 506 | 2.37% | 0.5 |
|
| 6679 |
6679
4J Wealth Management
Alexandria,
Virginia
| USD 175 M | +USD 4.5 M | +3% | 2.19% | 74.7% | 102 | 11.76% | 3 |
|
| 6680 |
6680
Thor Investment Management
Cincinnati,
Ohio
| USD 175 M | +USD 8.37 M | +5% | 7.03% | 122% | 48 | 6.25% | 1.6 |
|
| 6681 |
MBWA
6681
Marin Bay Wealth Advisors
San Anselmo,
California
| USD 175 M | – | – | 2.63% | – | 120 | – | 0 |
|
| 6682 |
6682
Arcadia Wealth Management (New York)
Smithtown,
New York
| USD 174 M | +USD 9.7 M | +6% | 2.31% | – | 61 | 11.48% | 0.9 |
|
| 6683 |
6683
Equitec Proprietary Markets
Chicago,
Illinois
| USD 174 M | -USD 266 M | -60% | 46.3% | 352% | 114 | 60.53% | 0.8 |
|
| 6684 |
6684
Shearwater Capital
Denver,
Colorado
| USD 174 M | +USD 5.68 M | +3% | 3.2% | 74.4% | 53 | 5.66% | 3 |
|
| 6685 |
6685
Oak Wealth Advisors
Northbrook,
Illinois
| USD 174 M | +USD 2.08 M | +1% | 2.93% | – | 61 | 6.56% | 0.9 |
|
| 6686 |
6686
Harbourvest Partners
Boston,
Massachusetts
| USD 174 M | -USD 30.9 M | -15% | 14.4% | 8.96% | 11 | 54.55% | 2 |
|
| 6687 |
6687
Prospect Financial Services
Melville,
New York
| USD 174 M | +USD 253 k | +0.1% | 1.48% | – | 114 | 17.54% | 1.4 |
|
| 6688 |
6688
ROI Financial Advisors
Beaverton,
Oregon
| USD 174 M | +USD 6.62 M | +4% | 6.6% | 165% | 69 | 8.7% | 1.5 |
|
| 6689 |
6689
Farrow Financial
Randolph,
Vermont
| USD 174 M | +USD 1.71 M | +1% | 2.42% | 79.9% | 56 | 10.71% | 1.6 |
|
| 6690 |
6690
Stephens Greth Foundation
Dallas,
Texas
| USD 174 M | – | – | 2.41% | – | 4 | – | 0 |
|
| 6691 |
KCM
6691
KRS Capital Management
Bloomfield,
Michigan
| USD 174 M | +USD 8.32 M | +5% | 5.43% | 272% | 121 | 12.4% | 2.7 |
|
| 6692 |
6692
Coordinated Financial Services
Denver,
Colorado
| USD 174 M | +USD 17.9 M | +11% | 1.86% | – | 185 | 15.68% | 1.2 |
|
| 6693 |
6693
Runnymede Capital Advisors
Dublin,
Ohio
| USD 174 M | +USD 52.2 M | +43% | 1.91% | – | 125 | 84.8% | 0.2 |
|
| 6694 |
6694
Trivant Custom Portfolio Group
San Diego,
California
| USD 174 M | -USD 20.9 M | -11% | 1.91% | 103% | 87 | 18.39% | 1.9 |
|
| 6695 |
6695
Ledgewood Wealth Advisors
Exeter,
New Hampshire
| USD 174 M | +USD 4.64 M | +3% | 1.42% | 42.8% | 75 | 6.67% | 1.7 |
|
| 6696 |
TCM
6696
Thoma Capital Management
Towson,
Maryland
| USD 174 M | -USD 509 k | -0.3% | 1.32% | – | 62 | 8.06% | 0.9 |
|
| 6697 |
6697
Financial Planning Hawaii
Honolulu,
Hawaii
| USD 174 M | – | – | 3.03% | – | 128 | – | 0 |
|
| 6698 |
6698
Melfa Wealth Management
Westborough,
Massachusetts
| USD 174 M | +USD 2.95 M | +2% | 1.3% | 49.9% | 207 | 8.21% | 2.3 |
|
| 6699 |
6699
Yukon Wealth Management
Overland Park,
Kansas
| USD 174 M | -USD 132 M | -43% | 1.89% | – | 135 | 45.19% | 0.6 |
|
| 6700 |
6700
Defined Wealth Management
Beaverton,
Oregon
| USD 173 M | +USD 1.26 M | +0.7% | 1.58% | 78.1% | 110 | 4.55% | 3.5 |
|