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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7401 |
7401
LifeGoal Wealth Advisors
Saratoga Springs,
New York
| USD 120 M | +USD 15.1 M | +14% | 6.85% | – | 74 | 17.57% | 0.6 |
|
| 7402 |
7402
Barden Capital Management
Austin,
Texas
| USD 120 M | +USD 6.18 M | +5% | 5.18% | 80.1% | 62 | 14.52% | 2.6 |
|
| 7403 |
OP
7403
Orvieto Partners
Boston,
Massachusetts
| USD 120 M | +USD 7.76 M | +7% | 6.62% | – | 46 | 26.09% | 0.6 |
|
| 7404 |
KCM
7404
Kempner Capital Management
Galveston,
Texas
| USD 120 M | -USD 66.6 M | -36% | 9.78% | 60.9% | 50 | 10% | 4.4 |
|
| 7405 |
7405
Chung Wu Investment Group
Sugar Land,
Texas
| USD 120 M | +USD 24.1 M | +25% | 12.7% | – | 292 | 27.74% | 0.3 |
|
| 7406 |
7406
Vista Cima Wealth Management
Surprise,
Arizona
| USD 120 M | +USD 13 M | +12% | 7.02% | – | 78 | 35.9% | 0.5 |
|
| 7407 |
7407
NDVR Inc
Boston,
Massachusetts
| USD 120 M | +USD 13.3 M | +12% | 5.62% | – | 120 | 18.33% | 1.1 |
|
| 7408 |
CM
7408
CM Management
Gulf Breeze,
Florida
| USD 120 M | +USD 10.1 M | +9% | 14.7% | 110% | 79 | 32.91% | 2.1 |
|
| 7409 |
7409
NorthLanding Financial Partners
Rochester,
New York
| USD 120 M | +USD 6.85 M | +6% | 5.64% | 54.7% | 44 | 6.82% | 2.3 |
|
| 7410 |
7410
Helium Advisors
Everett,
Washington
| USD 120 M | -USD 38.4 M | -24% | 7.75% | – | 107 | 18.69% | 0.7 |
|
| 7411 |
IFO
7411
Intrepid Family Office
Sarasota,
Florida
| USD 120 M | -USD 2.56 M | -2% | 10.3% | – | 47 | 36.17% | 1.3 |
|
| 7412 |
7412
Aryeh Capital Management
Toronto,
Ontario, Canada
| USD 120 M | -USD 8.17 M | -6% | 4.08% | 87.7% | 13 | 7.69% | 1.8 |
|
| 7413 |
7413
Petros Family Wealth
Bloomington,
Minnesota
| USD 119 M | +USD 10 M | +9% | 10.8% | – | 154 | 25.32% | 0.6 |
|
| 7414 |
PCC
7414
Park Circle Company
Baltimore,
Maryland
| USD 119 M | +USD 1.47 M | +1% | 8.29% | 70.5% | 118 | 43.22% | 4.6 |
|
| 7415 |
7415
TSG Consumer Partners
Larkspur,
California
| USD 119 M | -USD 41.2 M | -26% | 23.4% | 12.3% | 1 | 0% | 3.8 |
|
| 7416 |
7416
Santa Clara Valley Transportation Authority
San Jose,
California
| USD 119 M | +USD 13.8 M | +13% | 3.94% | – | 4 | 0% | 1 |
|
| 7417 |
7417
Hobbs Wealth Management
Zionsville,
Indiana
| USD 119 M | +USD 14.5 M | +14% | 8.92% | – | 59 | 20.34% | 0.5 |
|
| 7418 |
7418
Freestate Advisors
Overland Park,
Kansas
| USD 119 M | +USD 7.23 M | +6% | 4.19% | – | 46 | 8.7% | 1.1 |
|
| 7419 |
7419
Sierra Ocean
Ripon,
California
| USD 119 M | -USD 19.7 M | -14% | 6.28% | – | 1,029 | 93.97% | 0.7 |
|
| 7420 |
7420
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| USD 119 M | +USD 8.32 M | +8% | 7.05% | 58.1% | 59 | 10.17% | 2.5 |
|
| 7421 |
7421
Graver Capital Management
Columbus,
Ohio
| USD 119 M | +USD 5.57 M | +5% | 6.53% | – | 26 | 3.85% | 0.7 |
|
| 7422 |
7422
A4 Wealth Advisors
Huntersville,
North Carolina
| USD 119 M | – | – | 7.29% | – | 158 | – | 0 |
|
| 7423 |
7423
Bretton Capital Management
San Francisco,
California
| USD 119 M | +USD 7.85 M | +7% | 9.7% | – | 20 | 5% | 1 |
|
| 7424 |
7424
XXEC Inc
Tulsa,
Oklahoma
| USD 119 M | -USD 5.79 M | -5% | 2.89% | 30.1% | 25 | 36% | 2.2 |
|
| 7425 |
7425
Red Crane Wealth Management
San Francisco,
California
| USD 119 M | +USD 8.81 M | +8% | 6.27% | – | 69 | 13.04% | 0.6 |
|