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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7151 |
AC
7151
Anson Capital
Tyrone,
Georgia
| USD 116 M | +USD 1.53 M | +1% | 0.18% | 50.5% | 78 | 15.38% | 1.7 |
|
| 7152 |
7152
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| USD 116 M | +USD 13 M | +13% | 5.75% | 167% | 22 | 59.09% | 1.2 |
|
| 7153 |
7153
Signature Resources Capital Management
Newport Beach,
California
| USD 116 M | +USD 4.24 M | +4% | 1.14% | 67.8% | 385 | 5.97% | 1.1 |
|
| 7154 |
7154
Aspetuck Financial Management
Westport,
Connecticut
| USD 116 M | -USD 12.1 M | -9% | 4.35% | – | 201 | 66.17% | 0.3 |
|
| 7155 |
7155
Ipsen Advisor Group
Little Rock,
Arkansas
| USD 116 M | -USD 839 k | -0.7% | 1.78% | – | 95 | 4.21% | 1.8 |
|
| 7156 |
TCM
7156
Tao Capital Management
San Francisco,
California
| USD 116 M | -USD 27.2 M | -19% | 11.1% | 314% | 10 | 10% | 4.1 |
|
| 7157 |
7157
Dahring Cusmano
Novi,
Michigan
| USD 116 M | +USD 5.86 M | +5% | 2.07% | – | 62 | 12.9% | 0.2 |
|
| 7158 |
7158
Candelo Capital Management
New York
| USD 116 M | -USD 82 M | -41% | 3.34% | – | 57 | 82.46% | 0.2 |
|
| 7159 |
7159
White & Co Financial Planning
Sunnyside,
Washington
| USD 116 M | -USD 1.85 M | -2% | 0.76% | – | 19 | 0% | 0.3 |
|
| 7160 |
7160
WealthTrak Capital Management
Virginia Beach,
Virginia
| USD 116 M | -USD 2.22 M | -2% | 1.24% | – | 1,129 | 31.09% | 0.2 |
|
| 7161 |
BCM
7161
Berbice Capital Management
Melville,
New York
| USD 116 M | -USD 8.73 M | -7% | 9.15% | – | 184 | 36.96% | 0.2 |
|
| 7162 |
7162
Fortune Financial Advisors
Overland Park,
Kansas
| USD 116 M | +USD 5.95 M | +5% | 1.64% | 76.8% | 97 | 11.34% | 1.5 |
|
| 7163 |
7163
SeaTown Holdings
Singapore
| USD 116 M | -USD 29.9 M | -20% | 4.19% | 220% | 19 | 21.05% | 1.6 |
|
| 7164 |
LF
7164
Lighthouse Financial
Largo,
Florida
| USD 116 M | -USD 7.27 M | -6% | 4.87% | – | 75 | 13.33% | 0.2 |
|
| 7165 |
7165
Nova Wealth Management
Bonita Springs,
Florida
| USD 116 M | +USD 402 k | +0.3% | 3.09% | – | 577 | 37.26% | 0.2 |
|
| 7166 |
7166
Fiduciary Wealth Partners
Boston,
Massachusetts
| USD 116 M | – | – | 2.28% | – | 65 | – | 0.9 |
|
| 7167 |
ECP
7167
Elwood Capital Partners
New York
| USD 116 M | +USD 14 M | +14% | 2.59% | – | 31 | 41.94% | 0.2 |
|
| 7168 |
AV
7168
Alamea Verwaltungs
Edison,
New Jersey
| USD 116 M | – | – | 5.8% | – | 86 | – | 0 |
|
| 7169 |
7169
Kore Advisors
Boynton Beach,
Florida
| USD 116 M | -USD 310 M | -73% | 4.11% | – | 22 | 45.45% | 0.8 |
|
| 7170 |
7170
Shum Financial Group
Alameda,
California
| USD 116 M | -USD 207 k | -0.2% | 0.66% | – | 90 | 3.33% | 0.5 |
|
| 7171 |
NWM
7171
Navigoe Wealth Management
Redondo Beach,
California
| USD 115 M | +USD 13.1 M | +13% | 0.18% | – | 185 | 8.11% | 0.2 |
|
| 7172 |
7172
Stillwater Wealth Management Group
Juno Beach,
Florida
| USD 115 M | +USD 4.11 M | +4% | 0.33% | – | 73 | 12.33% | 0.2 |
|
| 7173 |
7173
XXEC Inc
Tulsa,
Oklahoma
| USD 115 M | -USD 5.15 M | -4% | 3.7% | 30.1% | 22 | 9.09% | 2.5 |
|
| 7174 |
7174
Finward Bancorp
Munster,
Indiana
| USD 115 M | +USD 44 k | +0% | 1.88% | – | 109 | 10.09% | 0.2 |
|
| 7175 |
7175
Indie Asset Partners
Carmel,
Indiana
| USD 115 M | -USD 12 M | -9% | 1.47% | 119% | 118 | 21.19% | 2.8 |
|