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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7476 |
7476
First Financial Group
Raleigh,
North Carolina
| USD 115 M | +USD 13 M | +13% | 6.55% | – | 78 | 12.82% | 0.6 |
|
| 7477 |
7477
Capital Squared Financial
Rockville,
Maryland
| USD 115 M | +USD 29.5 M | +34% | 8.15% | – | 78 | 15.38% | 0.2 |
|
| 7478 |
SNPAM
7478
St. Nicholas Private Asset Management
Jacksonville,
Florida
| USD 115 M | +USD 7.42 M | +7% | 9.53% | – | 39 | 10.26% | 0.7 |
|
| 7479 |
7479
Eagle Harbor Asset Management
Seattle,
Washington
| USD 115 M | +USD 11.6 M | +11% | 9.84% | 76.2% | 136 | 12.5% | 2.5 |
|
| 7480 |
7480
R.H. Investment Group
Scottsdale,
Arizona
| USD 115 M | +USD 6.11 M | +6% | 7.03% | – | 34 | 11.76% | 0.7 |
|
| 7481 |
7481
Dynamic Financial Group
Cedar Falls,
Iowa
| USD 115 M | +USD 11.4 M | +11% | 2.79% | – | 66 | 7.58% | 0.6 |
|
| 7482 |
7482
Alpine Peaks Capital
New York
| USD 115 M | +USD 1.81 M | +2% | 5.58% | 24.3% | 24 | 4.17% | 2.9 |
|
| 7483 |
7483
Sentinel Wealth Management
Reston,
Virginia
| USD 115 M | +USD 8.68 M | +8% | 6.35% | – | 39 | 2.56% | 0.3 |
|
| 7484 |
7484
AJU IB Investment Company
Seoul,
South Korea
| USD 115 M | +USD 23.2 M | +25% | 26.1% | – | 8 | 12.5% | 4.3 |
|
| 7485 |
TC
7485
Teilinger Capital
Houston,
Texas
| USD 115 M | +USD 12.5 M | +12% | 11.9% | 30.2% | 10 | 50% | 0.8 |
|
| 7486 |
7486
Golden Bell Financial Planning
Alpharetta,
Georgia
| USD 115 M | +USD 8.9 M | +8% | 4.32% | – | 36 | 8.33% | 0.7 |
|
| 7487 |
7487
Michelson Medical Research Foundation
Los Angeles,
California
| USD 115 M | +USD 10.8 M | +10% | 11.7% | 52.2% | 21 | 9.52% | 1.7 |
|
| 7488 |
7488
Sherwood Financial Partners
Westlake Village,
California
| USD 115 M | +USD 5.51 M | +5% | 5.27% | – | 9 | 11.11% | 0.5 |
|
| 7489 |
7489
Parvin Asset Management
Sioux Falls,
South Dakota
| USD 115 M | +USD 15 M | +15% | 21.1% | – | 303 | 9.57% | 0.7 |
|
| 7490 |
7490
Blalock Williams
Alexander City,
Alabama
| USD 114 M | +USD 14.1 M | +14% | 8.28% | – | 143 | 20.98% | 0.6 |
|
| 7491 |
7491
New Dimensions Wealth Management
Allen,
Texas
| USD 114 M | +USD 4.66 M | +4% | 5.07% | – | 20 | 5% | 0.5 |
|
| 7492 |
7492
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
| USD 114 M | -USD 5 M | -4% | 2.89% | – | 234 | 30.34% | 0.5 |
|
| 7493 |
7493
Broyhill Asset Management
Charlotte,
North Carolina
| USD 114 M | +USD 4.05 M | +4% | 1.24% | – | 85 | 14.12% | 0.6 |
|
| 7494 |
7494
Ehrenkranz Partners
New York
| USD 114 M | – | – | 7.9% | – | 32 | – | 0 |
|
| 7495 |
7495
MY Wealth Management
Germantown,
Maryland
| USD 114 M | +USD 9.7 M | +9% | 4.62% | 41.2% | 34 | 8.82% | 2 |
|
| 7496 |
7496
M Wealth Management LLC
San Diego,
California
| USD 114 M | +USD 5.43 M | +5% | 5.43% | – | 50 | 10% | 0.6 |
|
| 7497 |
7497
Houlihan Financial Resource Group
Ashburn,
Virginia
| USD 114 M | -USD 127 M | -53% | 6.37% | 50.6% | 107 | 32.71% | 3.1 |
|
| 7498 |
7498
Bain Capital Venture Investors
Boston,
Massachusetts
| USD 114 M | -USD 10.1 M | -8% | 8.11% | 34.2% | 2 | 0% | 2.5 |
|
| 7499 |
7499
IFS Group
York,
Pennsylvania
| USD 114 M | – | – | 7.35% | – | 145 | – | 0 |
|
| 7500 |
7500
Fjell Capital
Fargo,
North Dakota
| USD 114 M | +USD 5.7 M | +5% | 6.84% | – | 58 | 8.62% | 0.6 |
|