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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7076 |
7076
AtlasMark Financial
Austin,
Texas
| USD 155 M | +USD 5.23 M | +3% | 2.1% | – | 47 | 8.51% | 4 |
|
| 7077 |
7077
Interactive Financial Advisors
New Lenox,
Illinois
| USD 155 M | -USD 30.2 M | -16% | 1.59% | 47.6% | 86 | 15.12% | 7.4 |
|
| 7078 |
GCA
7078
Gallagher Capital Advisors
Argyle,
Texas
| USD 155 M | -USD 18.9 M | -11% | 1.48% | – | 80 | 30% | 0.7 |
|
| 7079 |
7079
Jones Road Capital Management
New York
| USD 155 M | -USD 14.3 M | -8% | 0.57% | 88.5% | 26 | 38.46% | 1.1 |
|
| 7080 |
7080
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
| USD 155 M | -USD 2.22 M | -1% | 1.23% | 4.78% | 6 | 0% | 2.8 |
|
| 7081 |
7081
Washington Growth Strategies
Washington,
District of Columbia
| USD 155 M | +USD 14.4 M | +10% | 2.41% | – | 57 | 8.77% | 0.9 |
|
| 7082 |
7082
Financially Speaking
Greenwood Village,
Colorado
| USD 155 M | +USD 2.32 M | +2% | 1.79% | – | 188 | 20.74% | 0.6 |
|
| 7083 |
7083
Hidden Cove Wealth Management
Bainbridge Island,
Washington
| USD 155 M | +USD 3.13 M | +2% | 1.73% | – | 107 | 20.56% | 0.6 |
|
| 7084 |
FWM
7084
FMA Wealth Management
Duxbury,
Massachusetts
| USD 154 M | +USD 8.57 M | +6% | 1.37% | 40.8% | 47 | 12.77% | 1.4 |
|
| 7085 |
7085
Petiole USA
New York
| USD 154 M | +USD 9.49 M | +7% | 6.93% | 105% | 37 | 13.51% | 3 |
|
| 7086 |
7086
J.E. Simmons & Co
Dallas,
Texas
| USD 154 M | – | – | 3.46% | – | 68 | – | 0 |
|
| 7087 |
7087
Income Insurance Ltd
Singapore,
| USD 154 M | – | – | 4.79% | – | 159 | – | 0 |
|
| 7088 |
7088
Equity Wealth Partners
Independence,
Missouri
| USD 154 M | +USD 31 M | +25% | 1.36% | – | 83 | 9.64% | 0.2 |
|
| 7089 |
7089
Generation Capital Management
Pittsford,
New York
| USD 154 M | +USD 16.1 M | +12% | 3.64% | – | 91 | 15.38% | 0.7 |
|
| 7090 |
7090
Rareview Capital
Las Vegas,
Nevada
| USD 154 M | -USD 9.6 M | -6% | 0.12% | 28.6% | 58 | 24.14% | 1.1 |
|
| 7091 |
7091
Emergence GP Partners
San Francisco,
California
| USD 154 M | -USD 50.5 M | -25% | 23.5% | – | 4 | 0% | 2.9 |
|
| 7092 |
7092
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| USD 154 M | +USD 7.13 M | +5% | 3.7% | 83.3% | 101 | 11.88% | 4.6 |
|
| 7093 |
CNFG
7093
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| USD 154 M | -USD 897 k | -0.6% | 1.25% | 52.6% | 80 | 7.5% | 7 |
|
| 7094 |
PWAM
7094
Pinnacle West Asset Management
Casper,
Wyoming
| USD 154 M | -USD 472 k | -0.3% | 2.93% | 109% | 117 | 3.42% | 2.4 |
|
| 7095 |
7095
Capstone Capital
Henderson,
Nevada
| USD 154 M | +USD 4.29 M | +3% | 3.04% | 62.8% | 25 | 20% | 1.7 |
|
| 7096 |
7096
Mittelman Wealth Management
Andover,
Massachusetts
| USD 154 M | +USD 1.14 M | +0.7% | 0.86% | – | 49 | 28.57% | 1 |
|
| 7097 |
7097
Central Asset Investments & Management Holdings
Hong Kong
| USD 154 M | -USD 15.5 M | -9% | 31.2% | 3,210% | 66 | 51.52% | 1.2 |
|
| 7098 |
7098
Chico Wealth RIA
Chico,
California
| USD 153 M | +USD 6.36 M | +4% | 3.59% | 74.7% | 34 | 5.88% | 2.3 |
|
| 7099 |
7099
Laraway Financial Advisors
Saint Cloud,
Minnesota
| USD 153 M | +USD 7.01 M | +5% | 4.34% | 101% | 131 | 4.58% | 3.2 |
|
| 7100 |
7100
Climber Capital
Nyon,
Switzerland
| USD 153 M | – | – | 3.43% | – | 58 | – | 0.9 |
|