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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7276 |
7276
Cushing Capital Partners
Delafield,
Wisconsin
| USD 128 M | +USD 9.32 M | +8% | 5.81% | – | 90 | 13.33% | 0.6 |
|
| 7277 |
7277
Richwood Investment Advisors
Cincinnati,
Ohio
| USD 128 M | +USD 5.85 M | +5% | 6.14% | 71.9% | 103 | 5.83% | 3.4 |
|
| 7278 |
RIP
7278
Reliant Investment Partners
Pinehurst,
North Carolina
| USD 128 M | +USD 12.9 M | +11% | 13.5% | – | 115 | 9.57% | 0.7 |
|
| 7279 |
7279
Florin Court Capital
London,
United Kingdom
| USD 128 M | +USD 29.8 M | +31% | 10.5% | 129% | 38 | 21.05% | 1.3 |
|
| 7280 |
MFC
7280
Miramar Fiduciary Corp
Reno,
Nevada
| USD 127 M | +USD 4.37 M | +4% | 6.14% | – | 5 | 0% | 3.8 |
|
| 7281 |
7281
Emmett Investment Management
New York
| USD 127 M | +USD 1.27 M | +1% | 5.35% | – | 27 | 25.93% | 0.6 |
|
| 7282 |
7282
Eagle Bay Advisors
New York
| USD 127 M | +USD 6.35 M | +5% | 11.5% | 85% | 125 | 23.2% | 3.3 |
|
| 7283 |
7283
Rede Wealth
Charlottesville,
Virginia
| USD 127 M | -USD 150 M | -54% | 11.5% | 84.4% | 185 | 83.78% | 1.1 |
|
| 7284 |
7284
Angel Oak Capital Advisors
Atlanta,
Georgia
| USD 127 M | +USD 56.6 M | +80% | 1.3% | – | 35 | 8.57% | 0.7 |
|
| 7285 |
7285
LTG Capital
Newton,
Massachusetts
| USD 127 M | +USD 10.2 M | +9% | 7.84% | 59% | 27 | 0% | 3.5 |
|
| 7286 |
7286
Avanda Investment Management
Singapore
| USD 127 M | -USD 177 M | -58% | 5.8% | – | 35 | 51.43% | 0.9 |
|
| 7287 |
7287
Siemens Pension Trust
Munich Germany,
Germany
| USD 127 M | +USD 48.1 M | +61% | 61% | 25.4% | 1 | 0% | 2.8 |
|
| 7288 |
7288
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
| USD 127 M | +USD 9.48 M | +8% | 12.8% | 111% | 95 | 20% | 2 |
|
| 7289 |
7289
Platt Investment Counsel
Lake Mary,
Florida
| USD 127 M | +USD 21.7 M | +21% | 6.2% | 62.9% | 12 | 25% | 2.4 |
|
| 7290 |
7290
Fairway Financial
Casselberry,
Florida
| USD 127 M | +USD 8.69 M | +7% | 5.63% | – | 22 | 0% | 0.7 |
|
| 7291 |
7291
Woodside Wealth Management
Framingham,
Massachusetts
| USD 127 M | +USD 10.7 M | +9% | 7.69% | – | 80 | 3.75% | 0.5 |
|
| 7292 |
7292
North Berkeley Wealth Management
Berkeley,
California
| USD 127 M | +USD 17.7 M | +16% | 9.69% | – | 67 | 7.46% | 0.6 |
|
| 7293 |
7293
Benningfield Financial Advisors
San Francisco,
California
| USD 127 M | +USD 10.9 M | +9% | 9.98% | – | 18 | 16.67% | 0.6 |
|
| 7294 |
7294
Axim Planning & Wealth
Springboro,
Ohio
| USD 127 M | +USD 17.3 M | +16% | 8.72% | 32.3% | 109 | 58.72% | 0.7 |
|
| 7295 |
7295
Courant Investment Management
Franklin,
Tennessee
| USD 127 M | +USD 3 M | +2% | 0.79% | 35.2% | 9 | 33.33% | 4.8 |
|
| 7296 |
7296
Rahlfs Capital
Lake Kiowa,
Texas
| USD 126 M | +USD 17.2 M | +16% | 11.2% | – | 90 | 3.33% | 0.7 |
|
| 7297 |
7297
Kuhn & Co Investment Counsel
Chicago,
Illinois
| USD 126 M | -USD 5.93 M | -4% | 6.69% | 88.7% | 137 | 11.68% | 1.5 |
|
| 7298 |
7298
FSA Advisors
Troy,
Michigan
| USD 126 M | +USD 3.28 M | +3% | 6.16% | – | 204 | 44.12% | 0.9 |
|
| 7299 |
7299
Canandaigua National Trust of Florida
Canandaigua,
New York
| USD 126 M | -USD 14.4 M | -10% | 6.26% | – | 125 | 17.6% | 0.9 |
|
| 7300 |
7300
LifePlan Financial
Mankato,
Minnesota
| USD 126 M | +USD 5.54 M | +5% | 5.44% | 69.9% | 92 | 13.04% | 1.4 |
|