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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6951 |
6951
BTS Asset Management
Lincoln,
Massachusetts
| USD 105 M | -USD 2.45 M | -2% | 4.12% | 8.8% | 41 | 73.17% | 0.7 |
|
| 6952 |
6952
Bretton Capital Management
San Francisco,
California
| USD 105 M | – | – | 11.6% | – | 20 | – | 0 |
|
| 6953 |
6953
Amara Financial
San Francisco,
California
| USD 105 M | – | – | 5.99% | – | 42 | – | 0 |
|
| 6954 |
6954
Santa Clara Valley Transportation Authority
San Jose,
California
| USD 104 M | – | – | 4.73% | – | 4 | – | 0 |
|
| 6955 |
6955
Delta Wealth Advisors
Indianapolis,
Indiana
| USD 104 M | +USD 2.34 M | +2% | 4.48% | – | 47 | 19.15% | 0.5 |
|
| 6956 |
6956
Phillips Wealth Planners
Starkville,
Mississippi
| USD 104 M | +USD 9.5 M | +10% | 9.16% | 82% | 202 | 16.34% | 1.1 |
|
| 6957 |
PCMN
6957
Paradigm Capital Management (Nevada)
Reno,
Nevada
| USD 104 M | – | – | 6.27% | – | 58 | – | 1.8 |
|
| 6958 |
6958
Luts & Greenleigh Group
Bethesda,
Maryland
| USD 104 M | +USD 8.01 M | +8% | 5.71% | – | 87 | 13.79% | 1.2 |
|
| 6959 |
SPAS
6959
Spectrum Planning & Advisory Services
San Diego,
California
| USD 104 M | +USD 394 k | +0.4% | 5.07% | – | 61 | 19.67% | 1.6 |
|
| 6960 |
6960
Authentikos Wealth Advisory
Morgan Hill,
California
| USD 104 M | +USD 489 k | +0.5% | 3.05% | 43.5% | 159 | 80.5% | 0.2 |
|
| 6961 |
6961
Orcam Financial Group
Encinitas,
California
| USD 103 M | +USD 10 M | +11% | 5.65% | 40% | 49 | 18.37% | 1.8 |
|
| 6962 |
6962
New Covenant Trust Company
Jeffersonville,
Indiana
| USD 103 M | +USD 16.2 M | +19% | 5.94% | – | 91 | 17.58% | 0.4 |
|
| 6963 |
6963
Centerstone Investors
New York
| USD 103 M | -USD 17 M | -14% | 9.74% | 73.7% | 29 | 10.34% | 3.2 |
|
| 6964 |
6964
Corepath Wealth Partners
Scottsdale,
Arizona
| USD 103 M | +USD 8.12 M | +9% | 6.39% | 62.1% | 28 | 10.71% | 2.6 |
|
| 6965 |
6965
Breakout Capital Partners
New York
| USD 103 M | +USD 20 M | +24% | 2.96% | – | 8 | 25% | 0.5 |
|
| 6966 |
6966
Mayar Capital
London,
United Kingdom
| USD 103 M | -USD 4.83 M | -4% | 10.8% | 14.7% | 13 | 7.69% | 2.8 |
|
| 6967 |
6967
Alpha Square Group S
New York
| USD 103 M | +USD 48.8 M | +90% | 7.38% | 53.8% | 20 | 30% | 1.4 |
|
| 6968 |
6968
WealthGarden F.S.
El Segundo,
California
| USD 103 M | +USD 7.85 M | +8% | 5.28% | – | 125 | 14.4% | 0.2 |
|
| 6969 |
6969
Instrumental Wealth
Tampa,
Florida
| USD 103 M | +USD 5.78 M | +6% | 5.62% | 38.2% | 50 | 18% | 1 |
|
| 6970 |
6970
Accelerate Investment Advisors
Aliso Viejo,
California
| USD 102 M | – | – | 5.88% | – | 84 | – | 0 |
|
| 6971 |
6971
Agincourt Capital Management
Richmond,
Virginia
| USD 102 M | -USD 5.15 M | -5% | 5.39% | 0.36% | 4 | 25% | 2.8 |
|
| 6972 |
6972
Macroview Investment Management
Bethesda,
Maryland
| USD 102 M | +USD 7.91 M | +8% | 7.79% | 76.6% | 657 | 21.77% | 2.6 |
|
| 6973 |
6973
Jim Saulnier & Associates
Fort Collins,
Colorado
| USD 102 M | – | – | 3.8% | – | 83 | – | 0 |
|
| 6974 |
6974
Kraematon Investment Advisors
Braintree,
Massachusetts
| USD 102 M | +USD 3.44 M | +3% | 6.58% | 89.8% | 90 | 12.22% | 2 |
|
| 6975 |
HPM
6975
Hudson Portfolio Management
Garrison,
New York
| USD 102 M | – | – | 6.87% | – | 110 | – | 2.5 |
|