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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
Richardson Financial Services
Medway,
Massachusetts
| USD 142 M | -USD 15.1 M | -10% | 0.04% | 77.4% | 675 | 21.33% | 0.8 |
|
| 6702 |
6702
MSD Partners
New York
| USD 142 M | -USD 15.5 M | -10% | 1.28% | 3.5% | 20 | 70% | 1.4 |
|
| 6703 |
6703
Byrne Asset Management
Kingston,
New Jersey
| USD 142 M | -USD 4.56 M | -3% | 1.58% | 126% | 597 | 28.14% | 1.4 |
|
| 6704 |
6704
Zynergy Retirement Planning
Red Bank,
New Jersey
| USD 142 M | USD 0 | 0% | 3.26% | – | 111 | 0% | 0.5 |
|
| 6705 |
6705
SFM LLC
Manchester,
New Hampshire
| USD 142 M | +USD 8.46 M | +6% | 1.67% | 67.5% | 60 | 10% | 0.9 |
|
| 6706 |
6706
L.K. Benson & Company
Baltimore,
Maryland
| USD 142 M | – | – | 0.79% | – | 95 | – | 0 |
|
| 6707 |
6707
CAP Partners LLC
Franklin,
Tennessee
| USD 142 M | +USD 8.01 M | +6% | 6.1% | 97% | 137 | 8.03% | 0.8 |
|
| 6708 |
6708
Financial Alternatives
La Jolla,
California
| USD 142 M | -USD 333 k | -0.2% | 1.7% | 50.2% | 86 | 6.98% | 1.8 |
|
| 6709 |
6709
Round Hill Asset Management
Pasadena,
California
| USD 142 M | -USD 9.29 M | -6% | 1.02% | 43.2% | 61 | 1.64% | 5.7 |
|
| 6710 |
6710
McCarthy Asset Management
Redwood Shores,
California
| USD 142 M | -USD 19.1 M | -12% | 0.31% | – | 35 | 28.57% | 3 |
|
| 6711 |
6711
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| USD 142 M | -USD 3.13 M | -2% | 2.04% | 117% | 274 | 44.89% | 1.2 |
|
| 6712 |
6712
Wealth Forward LLC
Fargo,
North Dakota
| USD 142 M | -USD 884 k | -0.6% | 2.11% | 48.8% | 31 | 3.23% | 1 |
|
| 6713 |
6713
Blue Capital Inc
Omaha,
Nebraska
| USD 142 M | – | – | 6.25% | – | 112 | – | 0 |
|
| 6714 |
6714
AFG Fiduciary Services
Hingham,
Massachusetts
| USD 142 M | -USD 6.83 M | -5% | 0.58% | 72.4% | 86 | 25.58% | 1.7 |
|
| 6715 |
6715
Level Wealth Management
Greensboro,
North Carolina
| USD 142 M | – | – | 1.42% | – | 53 | – | 0 |
|
| 6716 |
BG
6716
BRX Global
New York
| USD 141 M | -USD 11.2 M | -7% | 0.3% | 65.8% | 5 | 20% | 3.2 |
|
| 6717 |
KCM
6717
KRS Capital Management
Bloomfield,
Michigan
| USD 141 M | +USD 4.3 M | +3% | 6.46% | 272% | 122 | 13.93% | 2.3 |
|
| 6718 |
6718
Counterweight Ventures
Wilmington,
North Carolina
| USD 141 M | +USD 156 k | +0.1% | 0.84% | – | 70 | 1.43% | 0.9 |
|
| 6719 |
6719
RF&L Wealth Management
Acton,
Massachusetts
| USD 141 M | +USD 99.1 k | +0.1% | 0.4% | 73.8% | 58 | 1.72% | 1.8 |
|
| 6720 |
6720
Everstar Asset Management
Mooresville,
North Carolina
| USD 141 M | -USD 4.5 M | -3% | 2.04% | – | 209 | 20.1% | 0.2 |
|
| 6721 |
BM
6721
Bislett Management
Palo Alto,
California
| USD 141 M | -USD 8.02 M | -5% | 1.46% | 19.8% | 13 | 0% | 6.7 |
|
| 6722 |
6722
Monument Group Wealth Advisors
Concord,
Massachusetts
| USD 141 M | -USD 25.1 M | -15% | 1.64% | 68.6% | 53 | 13.21% | 0.9 |
|
| 6723 |
6723
Breach Inlet Capital Management
Mt. Pleasant,
South Carolina
| USD 141 M | +USD 30.2 M | +27% | 6.9% | – | 11 | 9.09% | 0.8 |
|
| 6724 |
6724
Future You Wealth
New York
| USD 141 M | – | – | 0.27% | – | 47 | – | 0 |
|
| 6725 |
6725
Wilson & Boucher Capital Management
Moraga,
California
| USD 141 M | -USD 3.99 M | -3% | 1.41% | 69.8% | 118 | 6.78% | 2.6 |
|