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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7251 |
7251
E Fund Management (HK)
Central,
Hong Kong
| USD 112 M | -USD 13.8 M | -11% | 11.1% | 137% | 189 | 30.16% | 0.9 |
|
| 7252 |
7252
Seven Six Capital Management
New York
| USD 111 M | -USD 3.61 M | -3% | 9.01% | – | 30 | 23.33% | 0.2 |
|
| 7253 |
7253
Synergy Financial Group
San Ramon,
California
| USD 111 M | -USD 8.55 M | -7% | 8.8% | 133% | 113 | 15.04% | 2 |
|
| 7254 |
7254
IMG Wealth Management
Jacksonville,
Florida
| USD 111 M | +USD 3.24 M | +3% | 2.06% | – | 302 | 17.88% | 0.2 |
|
| 7255 |
7255
Paladin Wealth
Arden Hills,
Minnesota
| USD 111 M | -USD 4.4 M | -4% | 1.49% | – | 104 | 17.31% | 0.4 |
|
| 7256 |
7256
Cushing Capital Partners
Delafield,
Wisconsin
| USD 111 M | +USD 7.42 M | +7% | 0.63% | – | 95 | 32.63% | 0.2 |
|
| 7257 |
7257
Clear Point Advisors
Melville,
New York
| USD 111 M | -USD 5.73 M | -5% | 1.51% | 56.7% | 109 | 6.42% | 1.2 |
|
| 7258 |
7258
Cornerstone Financial Group
Omaha,
Nebraska
| USD 111 M | +USD 9.7 M | +10% | 0.01% | – | 68 | 4.41% | 0.2 |
|
| 7259 |
7259
Apex Wealth Management
Bedford,
New Hampshire
| USD 111 M | -USD 4.7 M | -4% | 4.44% | – | 51 | 5.88% | 0.2 |
|
| 7260 |
7260
H&F Corporate Investors VIII
San Francisco,
California
| USD 111 M | +USD 31.5 M | +40% | 39.6% | 48.3% | 1 | 0% | 4.3 |
|
| 7261 |
7261
Joel Adams & Associates
Asheville,
North Carolina
| USD 111 M | +USD 1.07 M | +1% | 0.02% | – | 62 | 8.06% | 0.2 |
|
| 7262 |
7262
City National Bank of Florida
Miami,
Florida
| USD 111 M | +USD 1.46 M | +1% | 2.55% | – | 131 | 17.56% | 0.2 |
|
| 7263 |
MFC
7263
Miramar Fiduciary Corp
Reno,
Nevada
| USD 111 M | +USD 12 M | +12% | 6.63% | 67.7% | 5 | 0% | 3.3 |
|
| 7264 |
OF
7264
Outfitter Financial
Brunswick,
Maine
| USD 111 M | -USD 13.8 M | -11% | 1.14% | 97.6% | 85 | 15.29% | 3 |
|
| 7265 |
7265
Foresite Capital Management IV
Larkspur,
California
| USD 111 M | +USD 2.27 M | +2% | 21.5% | 151% | 5 | 20% | 2.7 |
|
| 7266 |
7266
Generation Capital Management
Pittsford,
New York
| USD 111 M | -USD 5.63 M | -5% | 1.97% | – | 84 | 27.38% | 0.2 |
|
| 7267 |
7267
DMKC Advisory Services
Des Moines,
Iowa
| USD 111 M | +USD 770 k | +0.7% | 1.59% | – | 58 | 8.62% | 0.2 |
|
| 7268 |
7268
Ally Bridge Group
New York
| USD 111 M | -USD 5.7 M | -5% | 5.28% | 844% | 34 | 29.41% | 0.7 |
|
| 7269 |
7269
Investment Management Corporation
Roanoke,
Virginia
| USD 111 M | -USD 832 k | -0.7% | 0.06% | – | 205 | 15.61% | 0.2 |
|
| 7270 |
7270
Alpine Peaks Capital
New York
| USD 111 M | -USD 10.9 M | -9% | 4.49% | 24.3% | 25 | 8% | 2.6 |
|
| 7271 |
7271
Winebrenner Capital Management
Louisville,
Kentucky
| USD 111 M | -USD 18.9 M | -15% | 0.92% | – | 133 | 17.29% | 0.2 |
|
| 7272 |
7272
Mittelman Wealth Management
Andover,
Massachusetts
| USD 111 M | +USD 3.36 M | +3% | 0.36% | – | 35 | 17.14% | 0.7 |
|
| 7273 |
7273
Gimbal Financial
Carmel,
Indiana
| USD 111 M | -USD 11.6 M | -9% | 5.59% | – | 53 | 32.08% | 1 |
|
| 7274 |
7274
Washington University
St Louis,
Missouri
| USD 111 M | -USD 6.69 M | -6% | 2.33% | 30.4% | 3 | 33.33% | 3.3 |
|
| 7275 |
7275
Disciplined Investors
Waco,
Texas
| USD 111 M | +USD 7.02 M | +7% | 0.49% | – | 122 | 12.3% | 0.2 |
|