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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7551 |
7551
Hallstatt Advisors
New York
| USD 134 M | – | – | 6.56% | – | 16 | – | 0 |
|
| 7552 |
7552
Paladin Partners
Hartland,
Wisconsin
| USD 134 M | – | – | 1.43% | – | 216 | – | 0 |
|
| 7553 |
7553
Eddie Patel Inc
Chicago,
Illinois
| USD 134 M | – | – | 2.5% | – | 104 | – | 0 |
|
| 7554 |
BC
7554
Bayforest Capital
London,
United Kingdom
| USD 134 M | -USD 76.2 M | -36% | 3.66% | – | 990 | 48.99% | 0.4 |
|
| 7555 |
7555
Mascagni Wealth Management
Clinton,
Mississippi
| USD 134 M | +USD 4.77 M | +4% | 0.91% | – | 129 | 6.2% | 0.9 |
|
| 7556 |
GC
7556
Gratia Capital
Los Angeles,
California
| USD 134 M | -USD 5.27 M | -4% | 1.92% | 42.4% | 38 | 28.95% | 0.9 |
|
| 7557 |
7557
Worldly Partners Management
Needham,
Massachusetts
| USD 134 M | -USD 33.4 M | -20% | 13% | 19.2% | 3 | 0% | 3 |
|
| 7558 |
7558
Triveni Capital Investments
Stamford,
Connecticut
| USD 134 M | – | – | 0.96% | – | 16 | – | 0 |
|
| 7559 |
7559
DKM Wealth Management
Stockton,
California
| USD 134 M | +USD 9.47 M | +8% | 1.68% | – | 77 | 18.18% | 0.7 |
|
| 7560 |
JAIC
7560
Josh Arnold Investment Consultant
Edina,
Minnesota
| USD 134 M | +USD 9.9 M | +8% | 5.23% | 272% | 19 | 52.63% | 0.9 |
|
| 7561 |
7561
First Community Trust
Dubuque,
Iowa
| USD 134 M | +USD 4.8 M | +4% | 4.61% | 128% | 380 | 17.89% | 2.7 |
|
| 7562 |
HEC
7562
Hudson Executive Capital
New York
| USD 134 M | +USD 8.99 M | +7% | 8.71% | 127% | 2 | 0% | 5.8 |
|
| 7563 |
7563
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
| USD 134 M | +USD 11 M | +9% | 1.56% | – | 480 | 11.04% | 0.7 |
|
| 7564 |
7564
Woodside Wealth Management
Framingham,
Massachusetts
| USD 134 M | +USD 7.13 M | +6% | 3.75% | – | 85 | 8.24% | 0.7 |
|
| 7565 |
7565
Bonfire Financial
Colorado Springs,
Colorado
| USD 134 M | +USD 3.75 M | +3% | 0.92% | – | 59 | 6.78% | 0.9 |
|
| 7566 |
7566
Privium Fund Management (UK)
London,
United Kingdom
| USD 134 M | -USD 26.1 M | -16% | 0.27% | 34.4% | 16 | 87.5% | 0.7 |
|
| 7567 |
7567
ADW Capital Management
Miami Beach,
Florida
| USD 134 M | -USD 41.1 M | -23% | 1.52% | 78.2% | 8 | 50% | 3.8 |
|
| 7568 |
7568
Broadwater Capital
Boston,
Massachusetts
| USD 134 M | -USD 2.83 M | -2% | 5.26% | – | 219 | 4.57% | 1.9 |
|
| 7569 |
7569
White & Co Financial Planning
Sunnyside,
Washington
| USD 134 M | +USD 932 k | +0.7% | 0.82% | – | 19 | 0% | 1 |
|
| 7570 |
7570
Themes Management Co
Greenwich,
Connecticut
| USD 134 M | – | – | 3.11% | – | 141 | – | 0 |
|
| 7571 |
BFS
7571
Burr Financial Services
Pleasant Hill,
California
| USD 134 M | -USD 961 k | -0.7% | 1.13% | 478% | 28 | 7.14% | 1.6 |
|
| 7572 |
7572
Goldenstone Wealth Management
El Dorado Hills,
California
| USD 134 M | – | – | 3.17% | – | 84 | – | 0 |
|
| 7573 |
7573
PlanWiser Financial
Colorado Springs,
Colorado
| USD 134 M | +USD 7.74 M | +6% | 1.88% | – | 53 | 20.75% | 0.6 |
|
| 7574 |
7574
Grizzlyrock Capital
Chicago,
Illinois
| USD 134 M | +USD 4.81 M | +4% | 3.35% | – | 28 | 39.29% | 0.8 |
|
| 7575 |
7575
CFO Capital Management
Fairfield,
Connecticut
| USD 133 M | – | – | 2.74% | – | 110 | – | 0 |
|