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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6801 |
6801
AdviceOne Advisory Services
Glastonbury,
Connecticut
| USD 165 M | -USD 3.96 M | -2% | 2.69% | – | 41 | 4.88% | 1 |
|
| 6802 |
6802
Optivise Advisory Services
Franklin,
Tennessee
| USD 165 M | -USD 8.3 M | -5% | 1.38% | – | 219 | 25.57% | 1.1 |
|
| 6803 |
6803
Grand Alliance Asset Management
Central,
Hong Kong
| USD 165 M | +USD 27.8 M | +20% | 49.1% | – | 15 | 40% | 0.5 |
|
| 6804 |
6804
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| USD 165 M | +USD 1.5 M | +0.9% | 0.5% | 59.7% | 69 | 5.8% | 2.8 |
|
| 6805 |
6805
Charter Oak Advisors
New York City,
New York
| USD 165 M | +USD 46 M | +39% | 17.1% | – | 14 | 14.29% | 1 |
|
| 6806 |
6806
Taylor Financial Group
Roanoke,
Virginia
| USD 165 M | -USD 5.18 M | -3% | 1.95% | 79% | 103 | 4.85% | 2 |
|
| 6807 |
6807
Rochester Wealth Strategies
Rochester,
Michigan
| USD 165 M | +USD 5.69 M | +4% | 0.32% | – | 24 | 0% | 0.9 |
|
| 6808 |
6808
Buckland Partners Management Co
Harrison,
New York
| USD 165 M | -USD 15.5 M | -9% | 0.18% | – | 111 | 24.32% | 0.2 |
|
| 6809 |
6809
Capital & Planning LLC
Jonesboro,
Georgia
| USD 165 M | +USD 143 M | +663% | 4.34% | – | 172 | 94.77% | 0.1 |
|
| 6810 |
6810
Occam Crest Management
Darien,
Connecticut
| USD 165 M | +USD 20.7 M | +14% | 3.76% | – | 38 | 36.84% | 0.3 |
|
| 6811 |
6811
Sugar Maple Asset Management
Sister Bay,
Wisconsin
| USD 165 M | +USD 16 M | +11% | 0.22% | – | 98 | 28.57% | 1.1 |
|
| 6812 |
6812
Bitterroot Capital Advisors
Bozeman,
Montana
| USD 165 M | +USD 18.7 M | +13% | 1.28% | – | 61 | 18.03% | 0.2 |
|
| 6813 |
6813
Sender Company & Partners
New York
| USD 165 M | -USD 49.9 M | -23% | 0.28% | 69.8% | 132 | 82.58% | 0.3 |
|
| 6814 |
6814
Addis & Hill
Wayne,
Pennsylvania
| USD 164 M | -USD 618 k | -0.4% | 0.59% | 65.1% | 27 | 0% | 2 |
|
| 6815 |
6815
General Partner Inc
Pittsburgh,
Pennsylvania
| USD 164 M | -USD 12.2 M | -7% | 1.76% | 83.1% | 169 | 2.37% | 2.7 |
|
| 6816 |
CCM
6816
Clutterbuck Capital Management
Cleveland,
Ohio
| USD 164 M | +USD 44.2 M | +37% | 4.29% | – | 9 | 55.56% | 0.2 |
|
| 6817 |
6817
Newport Capital Group
Red Bank,
New Jersey
| USD 164 M | +USD 464 k | +0.3% | 1.3% | – | 75 | 8% | 1.9 |
|
| 6818 |
PVAMC
6818
PPS&V Asset Management Consultants
Portage,
Michigan
| USD 164 M | -USD 8.48 M | -5% | 2.79% | 80.7% | 42 | 4.76% | 2.8 |
|
| 6819 |
6819
Prospect Financial Services
Melville,
New York
| USD 164 M | -USD 10.3 M | -6% | 4.27% | – | 109 | 9.17% | 1.6 |
|
| 6820 |
6820
VMS Asset Management
Hong Kong,
| USD 164 M | -USD 95.8 M | -37% | 29.5% | – | 54 | 79.63% | 0.1 |
|
| 6821 |
6821
Chico Wealth RIA
Chico,
California
| USD 164 M | +USD 10.2 M | +7% | 1.98% | 74.7% | 40 | 25% | 2.2 |
|
| 6822 |
6822
Alamar Capital Management
Santa Barbara,
California
| USD 164 M | -USD 17.6 M | -10% | 4.86% | – | 92 | 15.22% | 2.4 |
|
| 6823 |
6823
Papamarkou Wellner Asset Management
New York
| USD 164 M | -USD 2.72 M | -2% | 2.74% | – | 94 | 17.02% | 0.9 |
|
| 6824 |
6824
Gridiron Partners
Wexford,
Pennsylvania
| USD 164 M | -USD 11.9 M | -7% | 1.78% | 15.5% | 60 | 23.33% | 2.2 |
|
| 6825 |
6825
Longview Financial Advisors
Huntsville,
Alabama
| USD 164 M | +USD 16.5 M | +11% | 5.72% | 47.4% | 163 | 71.17% | 0.5 |
|