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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7101 |
7101
Chan Zuckerberg Initiative
Redwood City,
California
| USD 118 M | -USD 254 M | -68% | 5.42% | 59% | 3 | 33.33% | 1.5 |
|
| 7102 |
7102
Stoneridge Investment Partners
Radnor,
Pennsylvania
| USD 118 M | -USD 161 M | -58% | 7.59% | 44.2% | 162 | 45.68% | 1.5 |
|
| 7103 |
BIO
7103
Blue Investment Opportunities
Miami Beach,
Florida
| USD 118 M | – | – | 14.8% | – | 1 | – | 0 |
|
| 7104 |
7104
Sky-Mountain Capital Management
Ketchum,
Idaho
| USD 118 M | – | – | 0.09% | – | 32 | – | 0 |
|
| 7105 |
7105
Stage Harbor Financial
Westwood,
Massachusetts
| USD 118 M | +USD 3.18 M | +3% | 1.83% | 56.4% | 63 | 14.29% | 0.9 |
|
| 7106 |
7106
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
| USD 118 M | +USD 9.05 M | +8% | 3.18% | – | 49 | 14.29% | 0.2 |
|
| 7107 |
7107
1858 Wealth Management
Akron,
Ohio
| USD 118 M | -USD 8.2 M | -6% | 2.15% | – | 135 | 23.7% | 0.9 |
|
| 7108 |
BRWM
7108
Blue Rock Wealth Management
Winston-Salem,
North Carolina
| USD 118 M | +USD 22.9 M | +24% | 3.07% | – | 98 | 31.63% | 0.2 |
|
| 7109 |
7109
Eagle Bay Advisors
New York
| USD 118 M | -USD 41 M | -26% | 1.65% | 85% | 1,001 | 88.61% | 3.2 |
|
| 7110 |
7110
Stone House Capital Management
Bay Harbor Islands,
Florida
| USD 118 M | -USD 50.8 M | -30% | 13.3% | 151% | 3 | 0% | 2 |
|
| 7111 |
AI
7111
Axecap Investments
Mason,
Ohio
| USD 118 M | -USD 14.8 M | -11% | 2.57% | – | 93 | 49.46% | 0.3 |
|
| 7112 |
7112
University of Wisconsin Foundation
Madison,
Wisconsin
| USD 118 M | -USD 19.7 M | -14% | 8.42% | 142% | 8 | 12.5% | 1.2 |
|
| 7113 |
7113
Partnership Wealth Management
Towson,
Maryland
| USD 118 M | -USD 2.34 M | -2% | 0.4% | 67.6% | 76 | 10.53% | 1.1 |
|
| 7114 |
MCM
7114
Monimus Capital Management
Woodbridge,
New Jersey
| USD 118 M | +USD 11.7 M | +11% | 8.33% | – | 66 | 50% | 0.2 |
|
| 7115 |
7115
Muirfield Wealth Advisors
Charlotte,
North Carolina
| USD 118 M | -USD 3.56 M | -3% | 1.89% | – | 69 | 5.8% | 1 |
|
| 7116 |
7116
Oder Investment Management
Woodland Hills,
California
| USD 118 M | -USD 2.32 M | -2% | 3.1% | 115% | 97 | 9.28% | 2.8 |
|
| 7117 |
7117
Richwood Investment Advisors
Cincinnati,
Ohio
| USD 118 M | -USD 2.31 M | -2% | 0.78% | 71.9% | 103 | 8.74% | 3 |
|
| 7118 |
7118
Ridgeline Wealth
Mesa,
Arizona
| USD 118 M | -USD 5.08 M | -4% | 1.63% | – | 56 | 5.36% | 0.2 |
|
| 7119 |
7119
Collier Financial
Denver,
Colorado
| USD 118 M | +USD 5.66 M | +5% | 0.8% | – | 130 | 16.92% | 0.2 |
|
| 7120 |
7120
Fingerlakes Wealth Management
Ithaca,
New York
| USD 118 M | -USD 6.33 M | -5% | 5.59% | 92.1% | 89 | 6.74% | 2.8 |
|
| 7121 |
7121
Accuvest Global Advisors
Provo,
Utah
| USD 117 M | +USD 46 M | +64% | 1.38% | 163% | 68 | 77.94% | 0.5 |
|
| 7122 |
7122
FSA Investment Group
Pensacola,
Florida
| USD 117 M | +USD 2.61 M | +2% | 4.63% | – | 23 | 13.04% | 0.2 |
|
| 7123 |
7123
Basso Capital Management
Stamford,
Connecticut
| USD 117 M | +USD 1.88 M | +2% | 0.52% | 89% | 81 | 18.52% | 1.5 |
|
| 7124 |
7124
Processus Wealth & Capital Management
Brentwood,
Tennessee
| USD 117 M | -USD 8 M | -6% | 6.15% | 160% | 38 | 13.16% | 1.1 |
|
| 7125 |
7125
Acuitas Investments
Seattle,
Washington
| USD 117 M | -USD 4.38 M | -4% | 6.4% | 120% | 79 | 36.71% | 1.3 |
|