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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6726 |
6726
Breed's Hill Capital
Charlestown,
Massachusetts
| USD 122 M | +USD 9.12 M | +8% | 6.39% | – | 102 | 10.78% | 0.6 |
|
| 6727 |
6727
Trevian Wealth Management
Weston,
Massachusetts
| USD 122 M | +USD 102 M | +508% | 7.56% | 103% | 32 | 65.63% | 0.7 |
|
| 6728 |
RCM
6728
RMR Capital Management
Tustin,
California
| USD 122 M | +USD 12.3 M | +11% | 8.25% | 57% | 73 | 6.85% | 0.6 |
|
| 6729 |
6729
Nicholson Wealth Management Group
Charlestown,
South Carolina
| USD 122 M | – | – | 14.3% | – | 97 | – | 0 |
|
| 6730 |
6730
EDMP Inc
Lutz,
Florida
| USD 122 M | +USD 11.3 M | +10% | 10.6% | 78% | 84 | 13.1% | 3.8 |
|
| 6731 |
6731
Shotwell Rutter Baer
Lansing,
Michigan
| USD 122 M | +USD 8.82 M | +8% | 5.8% | 45.5% | 34 | 2.94% | 0.5 |
|
| 6732 |
6732
Sunpointe
St. Louis,
Missouri
| USD 122 M | -USD 32.1 M | -21% | 5.72% | 122% | 192 | 26.04% | 0.6 |
|
| 6733 |
6733
HC Advisors
Sandy Springs,
Georgia
| USD 122 M | +USD 13.2 M | +12% | 6.74% | 63.5% | 53 | 5.66% | 2.9 |
|
| 6734 |
6734
Parkwoods Wealth Partners
Syracuse,
New York
| USD 122 M | – | – | 6.68% | – | 31 | – | 0 |
|
| 6735 |
6735
Cultivar Capital
Denton,
Texas
| USD 122 M | +USD 2.17 M | +2% | 8.59% | 38.3% | 196 | 86.22% | 0.7 |
|
| 6736 |
6736
1858 Wealth Management
Akron,
Ohio
| USD 122 M | +USD 1.03 M | +0.9% | 7.71% | – | 135 | 22.96% | 0.6 |
|
| 6737 |
6737
Arlington Capital Management
Arlington Heights,
Illinois
| USD 122 M | +USD 6.37 M | +6% | 5.06% | 146% | 103 | 28.16% | 0.7 |
|
| 6738 |
6738
Innova Wealth Partners
Newtown,
Pennsylvania
| USD 122 M | -USD 18.3 M | -13% | 5.06% | 72.5% | 149 | 87.92% | 0.3 |
|
| 6739 |
6739
Coastwise Capital Group
La Jolla,
California
| USD 121 M | +USD 16.5 M | +16% | 6.62% | 88.8% | 130 | 14.62% | 1.7 |
|
| 6740 |
6740
Processus Wealth & Capital Management
Brentwood,
Tennessee
| USD 121 M | +USD 712 k | +0.6% | 1.12% | 160% | 34 | 2.94% | 0.7 |
|
| 6741 |
6741
NDWM LLC
La Jolla,
California
| USD 121 M | +USD 8.48 M | +8% | 4.54% | 50.3% | 35 | 14.29% | 0.7 |
|
| 6742 |
OF
6742
Outfitter Financial
Brunswick,
Maine
| USD 121 M | +USD 1.09 M | +0.9% | 5.28% | 97.6% | 78 | 2.56% | 3 |
|
| 6743 |
6743
ACAS LLC
Rancho Santa Fe,
California
| USD 121 M | +USD 6.3 M | +5% | 7.09% | – | 89 | 5.62% | 2.3 |
|
| 6744 |
6744
Financial Network Wealth Advisors
Murray,
Utah
| USD 121 M | -USD 12.6 M | -9% | 5.99% | 57.7% | 1,033 | 29.91% | 0.3 |
|
| 6745 |
6745
McAlister Sweet & Associates
Houston,
Texas
| USD 121 M | -USD 18.1 M | -13% | 4.07% | 83.6% | 34 | 17.65% | 2 |
|
| 6746 |
6746
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| USD 121 M | -USD 21.3 M | -15% | 8.45% | 34.5% | 27 | 11.11% | 3.1 |
|
| 6747 |
6747
Richwood Investment Advisors
Cincinnati,
Ohio
| USD 121 M | +USD 6.8 M | +6% | 8.02% | 71.9% | 102 | 1.96% | 2.6 |
|
| 6748 |
6748
Bain Capital Venture Investors
Boston,
Massachusetts
| USD 121 M | -USD 88.8 M | -42% | 5.53% | 34.2% | 4 | 25% | 1.9 |
|
| 6749 |
6749
JCP Investment Management
Houston,
Texas
| USD 121 M | +USD 31.1 M | +35% | 5.86% | 94.7% | 19 | 52.63% | 1 |
|
| 6750 |
6750
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| USD 121 M | – | – | 6.49% | – | 134 | – | 3.8 |
|