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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7201 |
7201
Epacria Capital Partners
Boulder,
Colorado
| USD 118 M | -USD 28.3 M | -19% | 0.54% | 89.1% | 52 | 21.15% | 1.6 |
|
| 7202 |
7202
Antonelli Financial Advisors
Grosse Pointe,
Michigan
| USD 118 M | – | – | 1.38% | – | 48 | – | 0 |
|
| 7203 |
7203
Retirement Wealth Solutions
Marshfield,
Wisconsin
| USD 118 M | – | – | 1.76% | – | 439 | – | 0 |
|
| 7204 |
7204
PharVision Advisers
Boca Raton,
Florida
| USD 118 M | – | – | 4.05% | – | 380 | – | 0 |
|
| 7205 |
7205
WealthTrak Capital Management
Virginia Beach,
Virginia
| USD 118 M | – | – | 0.56% | – | 934 | – | 0 |
|
| 7206 |
7206
Rip Road Capital Partners
Boston,
Massachusetts
| USD 118 M | +USD 6.15 M | +5% | 19.6% | 121% | 20 | 20% | 1.3 |
|
| 7207 |
JAIC
7207
Josh Arnold Investment Consultant
Edina,
Minnesota
| USD 118 M | -USD 4.23 M | -3% | 11.2% | 272% | 28 | 71.43% | 0.8 |
|
| 7208 |
7208
Courant Investment Management
Franklin,
Tennessee
| USD 118 M | -USD 884 k | -0.7% | 4.2% | 35.2% | 9 | 11.11% | 4.8 |
|
| 7209 |
7209
Schrum Private Wealth Management
St. Augustine,
Florida
| USD 118 M | -USD 75.5 M | -39% | 1.09% | 60.9% | 176 | 34.66% | 2.1 |
|
| 7210 |
TM
7210
Thiel Macro
Los Angeles,
California
| USD 118 M | – | – | 28.9% | – | 3 | – | 0 |
|
| 7211 |
7211
Sheets Smith Investment Management
Houston,
Texas
| USD 118 M | – | – | 14% | – | 57 | – | 0.4 |
|
| 7212 |
7212
Stadium Capital Management
New Canaan,
Connecticut
| USD 118 M | -USD 14.9 M | -11% | 13.8% | 10.9% | 12 | 25% | 1.5 |
|
| 7213 |
7213
Robinson Smith Wealth Advisors
South Portland,
Maine
| USD 118 M | +USD 336 k | +0.3% | 0.06% | 62.6% | 85 | 8.24% | 0.9 |
|
| 7214 |
7214
White & Co Financial Planning
Sunnyside,
Washington
| USD 118 M | – | – | 3.77% | – | 19 | – | 0 |
|
| 7215 |
7215
Morey & Quinn Wealth Partners
Omaha,
Nebraska
| USD 118 M | – | – | 1.09% | – | 119 | – | 0 |
|
| 7216 |
7216
Revere Asset Management
Dallas,
Texas
| USD 118 M | -USD 7.43 M | -6% | 24.9% | 592% | 39 | 74.36% | 0.3 |
|
| 7217 |
7217
Fort Vancouver Investment Management
Vancouver,
Washington
| USD 118 M | +USD 1.99 M | +2% | 1.53% | – | 53 | 20.75% | 0.4 |
|
| 7218 |
7218
Cannon Advisors
Charlotte,
North Carolina
| USD 118 M | -USD 4.62 M | -4% | 2.36% | – | 74 | 22.97% | 0.2 |
|
| 7219 |
7219
Hickory Asset Management
Concord,
Ohio
| USD 118 M | – | – | 1.69% | – | 90 | – | 0 |
|
| 7220 |
7220
Arcadia Wealth Management (New York)
Smithtown,
New York
| USD 118 M | – | – | 0.87% | – | 50 | – | 0 |
|
| 7221 |
7221
SIMA Wealth Partners
North Chesterfield,
Virginia
| USD 118 M | +USD 2.51 M | +2% | 1.98% | – | 175 | 21.14% | 0.4 |
|
| 7222 |
7222
Kuhn & Co Investment Counsel
Chicago,
Illinois
| USD 118 M | +USD 397 k | +0.3% | 0.6% | 88.7% | 133 | 7.52% | 0.9 |
|
| 7223 |
DFA
7223
Davies Financial Advisors
Murrieta,
California
| USD 118 M | +USD 2.92 M | +3% | 3.61% | – | 75 | 20% | 0.6 |
|
| 7224 |
7224
Washington University
St Louis,
Missouri
| USD 118 M | -USD 36.7 M | -24% | 23.3% | 30.4% | 5 | 60% | 2 |
|
| 7225 |
7225
Phoenix Asset Management Partners
London,
| USD 117 M | -USD 2.36 M | -2% | 0.74% | 165% | 13 | 30.77% | 1.8 |
|