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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7376 |
7376
Aldebaran Capital
Carmel,
Indiana
| USD 106 M | +USD 514 k | +0.5% | 2.43% | 80.4% | 42 | 14.29% | 1.6 |
|
| 7377 |
7377
Cornerstone Select Advisors
St. Louis,
Missouri
| USD 106 M | +USD 1.86 M | +2% | 0.3% | – | 123 | 17.89% | 0.2 |
|
| 7378 |
TM
7378
TFJ Management
Somerville,
Massachusetts
| USD 106 M | -USD 5.44 M | -5% | 13.3% | – | 19 | 42.11% | 0.2 |
|
| 7379 |
7379
Bretton Capital Management
San Francisco,
California
| USD 106 M | +USD 1.66 M | +2% | 0.42% | – | 20 | 0% | 0.5 |
|
| 7380 |
7380
Brueske Advisory Services
Bellevue,
Washington
| USD 106 M | -USD 6.84 M | -6% | 2.05% | – | 62 | 25.81% | 0.2 |
|
| 7381 |
SNPAM
7381
St. Nicholas Private Asset Management
Jacksonville,
Florida
| USD 105 M | -USD 6.43 M | -6% | 0.98% | – | 39 | 5.13% | 0.2 |
|
| 7382 |
7382
Persium Advisors
Atlanta,
Georgia
| USD 105 M | +USD 4.01 M | +4% | 1.15% | – | 63 | 17.46% | 0.2 |
|
| 7383 |
7383
Pilgrim Partners Asia
Singapore
| USD 105 M | -USD 9.45 M | -8% | 4.14% | – | 170 | 42.35% | 0.2 |
|
| 7384 |
7384
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
| USD 105 M | -USD 4.74 M | -4% | 1.3% | – | 232 | 27.59% | 0.2 |
|
| 7385 |
7385
WinCap Financial
Boston,
Massachusetts
| USD 105 M | +USD 7.31 M | +7% | 0.46% | – | 82 | 17.07% | 0.2 |
|
| 7386 |
7386
SwitchPoint Financial Planning
Lehi,
Utah
| USD 105 M | +USD 975 k | +0.9% | 0.67% | – | 54 | 12.96% | 0.2 |
|
| 7387 |
7387
Carbahal Olsen Financial Services Group
Davis,
California
| USD 105 M | -USD 3.11 M | -3% | 2.86% | – | 36 | 11.11% | 0.2 |
|
| 7388 |
7388
Innovative Advisory Group
Lexington,
Massachusetts
| USD 105 M | -USD 9.9 M | -9% | 0.65% | – | 255 | 10.98% | 0.2 |
|
| 7389 |
7389
Williamson Legacy Group
Carmel,
Indiana
| USD 105 M | -USD 44.7 M | -30% | 3.77% | – | 134 | 38.06% | 0.6 |
|
| 7390 |
7390
Kropog Financial Group
Mandeville,
Louisiana
| USD 105 M | -USD 3.96 M | -4% | 3.98% | – | 31 | 16.13% | 0.2 |
|
| 7391 |
7391
DB Fitzpatrick & Co
Boise,
Idaho
| USD 105 M | -USD 3.62 M | -3% | 0.13% | 42.7% | 100 | 16% | 2 |
|
| 7392 |
7392
Sapphire Ventures
Austin,
Texas
| USD 105 M | -USD 19.5 M | -16% | 15% | 7.75% | 6 | 16.67% | 3.5 |
|
| 7393 |
SCM
7393
Sunbeam Capital Management
Atlanta,
Georgia
| USD 105 M | -USD 2.67 M | -2% | 2.53% | – | 84 | 9.52% | 0.2 |
|
| 7394 |
7394
Fortitude Financial
Spokane,
Washington
| USD 105 M | -USD 73.9 M | -41% | 3.14% | – | 32 | 6.25% | 0.2 |
|
| 7395 |
HB
7395
Hauser Brothers
Freiburg Im Breisgau,
Germany
| USD 105 M | -USD 34.8 M | -25% | 15.8% | – | 10 | 20% | 1.1 |
|
| 7396 |
7396
Corepath Wealth Partners
Scottsdale,
Arizona
| USD 105 M | +USD 2.35 M | +2% | 1.35% | 62.1% | 32 | 15.63% | 2.9 |
|
| 7397 |
7397
Crowley Wealth Management
Wilmington,
Delaware
| USD 105 M | -USD 8.45 M | -7% | 3.08% | – | 450 | 12.44% | 0.2 |
|
| 7398 |
7398
Seelaus Asset Management
Chatham,
New Jersey
| USD 105 M | -USD 5.06 M | -5% | 2.31% | 134% | 183 | 14.21% | 3.4 |
|
| 7399 |
7399
Vitruvian Partners
London,
United Kingdom
| USD 105 M | -USD 11.3 M | -10% | 12.6% | 96.9% | 7 | 28.57% | 2.2 |
|
| 7400 |
UAML
7400
US Asset Management LLC
Pittsburgh,
Pennsylvania
| USD 105 M | -USD 6.71 M | -6% | 3.28% | – | 126 | 6.35% | 3 |
|