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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6701 |
6701
Cove Private Wealth
Oyster Bay Cove,
New York
| USD 117 M | +USD 11.6 M | +11% | 15.6% | 126% | 76 | 2.63% | 0.2 |
|
| 6702 |
6702
Kure Advisory
Plymouth,
Minnesota
| USD 117 M | -USD 75.8 M | -39% | 4.4% | – | 110 | 66.36% | 0.5 |
|
| 6703 |
6703
Kize Capital
New York
| USD 117 M | -USD 52.3 M | -31% | 2.38% | 7.74% | 8 | 25% | 2.3 |
|
| 6704 |
6704
STAR Financial Bank
Fort Wayne,
Indiana
| USD 117 M | +USD 7.14 M | +7% | 9.01% | 58.6% | 90 | 2.22% | 1.1 |
|
| 6705 |
6705
Dynamic Wealth Strategies
Granite Bay,
California
| USD 117 M | +USD 8.42 M | +8% | 5.43% | 52.2% | 250 | 4% | 0.2 |
|
| 6706 |
6706
Vernal Point Advisors
San Francisco,
California
| USD 117 M | +USD 20.7 M | +22% | 3.47% | 38.4% | 30 | 33.33% | 0.2 |
|
| 6707 |
6707
Mayar Capital
London,
United Kingdom
| USD 117 M | -USD 6.13 M | -5% | 5.09% | 16% | 12 | 0% | 2.5 |
|
| 6708 |
6708
Schulz Wealth
Mansfield,
Texas
| USD 117 M | +USD 12.4 M | +12% | 6.49% | – | 59 | 11.86% | 0.2 |
|
| 6709 |
6709
Exome Asset Management
New York
| USD 117 M | +USD 15.6 M | +15% | 56.3% | – | 80 | 68.75% | 0.1 |
|
| 6710 |
6710
LTG Capital
Newton,
Massachusetts
| USD 117 M | +USD 8.16 M | +8% | 7.98% | 59% | 26 | 0% | 2.1 |
|
| 6711 |
6711
IA Venture Strategies Fund II
New York
| USD 117 M | -USD 51.9 M | -31% | 2.86% | 375% | 3 | 0% | 1.7 |
|
| 6712 |
6712
Silvia McColl Wealth Management
San Diego,
California
| USD 117 M | +USD 5.55 M | +5% | 6.79% | 82.7% | 114 | 13.16% | 1.1 |
|
| 6713 |
6713
Brewster Financial Planning
Brooklyn,
New York
| USD 116 M | +USD 5.7 M | +5% | 4.81% | 44.3% | 16 | 0% | 1.9 |
|
| 6714 |
6714
Forbes Financial Planning
East Greenwich,
Rhode Island
| USD 116 M | +USD 8.82 M | +8% | 4.73% | 52.3% | 31 | 12.9% | 1.6 |
|
| 6715 |
6715
Forest Hill Capital
Little Rock,
Arkansas
| USD 116 M | -USD 75.3 M | -39% | 3.08% | 132% | 47 | 23.4% | 3.9 |
|
| 6716 |
6716
22NW LP
Seattle,
Washington
| USD 116 M | -USD 37.4 M | -24% | 9.97% | 115% | 14 | 7.14% | 2.9 |
|
| 6717 |
6717
Wolff Wiese Magana
Carslbad,
California
| USD 116 M | +USD 10.8 M | +10% | 11.4% | 149% | 756 | 9.52% | 2.3 |
|
| 6718 |
6718
Emergent Wealth Advisors
Williamsville,
New York
| USD 116 M | +USD 8.72 M | +8% | 7.37% | 74.2% | 141 | 51.06% | 0.2 |
|
| 6719 |
6719
Powszechne Towarzystwo Emerytalne Allianz Polska
Warszawa,
Poland
| USD 116 M | – | – | 8.79% | – | 12 | – | 0 |
|
| 6720 |
6720
Florin Court Capital
London,
United Kingdom
| USD 116 M | +USD 21.4 M | +23% | 7.51% | 129% | 31 | 19.35% | 0.5 |
|
| 6721 |
KHCM
6721
Kirtland Hills Capital Management
Bratenahl,
Ohio
| USD 116 M | – | – | 8.92% | – | 118 | – | 0 |
|
| 6722 |
6722
4J Wealth Management
Alexandria,
Virginia
| USD 116 M | +USD 6.37 M | +6% | 8.97% | 74.7% | 91 | 12.09% | 2 |
|
| 6723 |
6723
Fifth Lane Capital
Austin,
Texas
| USD 116 M | +USD 30.5 M | +36% | 10.6% | 80.4% | 218 | 77.52% | 0.4 |
|
| 6724 |
6724
Accent Capital Management
Centerville,
Ohio
| USD 116 M | -USD 10.9 M | -9% | 17.7% | 156% | 215 | 22.33% | 0.2 |
|
| 6725 |
6725
Capstone Capital
Henderson,
Nevada
| USD 116 M | +USD 14.1 M | +14% | 6.74% | 62.8% | 22 | 18.18% | 0.2 |
|