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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7801 |
7801
North Capital
Salt Lake City,
Utah
| USD 118 M | +USD 2.01 M | +2% | 0.76% | – | 97 | 12.37% | 0.9 |
|
| 7802 |
7802
Paragon Capital Management (Utah)
Provo,
Utah
| USD 118 M | -USD 11.2 M | -9% | 2.86% | 72.3% | 90 | 40% | 1.7 |
|
| 7803 |
7803
Advocate Investing Services
Woodbine,
Maryland
| USD 118 M | +USD 6.38 M | +6% | 1.66% | – | 483 | 14.29% | 0.2 |
|
| 7804 |
7804
Index Venture Growth Associates III
St. Helier, Channel Islands,
Jersey
| USD 118 M | -USD 76 M | -39% | 37.9% | 740% | 3 | 33.33% | 4.3 |
|
| 7805 |
7805
Oceanic Investment Management
Douglas,
Isle Of Man
| USD 118 M | +USD 22.4 M | +23% | 28.5% | – | 56 | 51.79% | 1 |
|
| 7806 |
7806
Bridgelight Financial Advisors
Shelton,
Connecticut
| USD 118 M | +USD 552 k | +0.5% | 1.79% | – | 42 | 9.52% | 0.2 |
|
| 7807 |
7807
Tandem Investment Partners
Bordentown,
New Jersey
| USD 118 M | -USD 630 k | -0.5% | 1.52% | – | 74 | 6.76% | 1.1 |
|
| 7808 |
7808
Ridge Creek Global
Strongsville,
Ohio
| USD 118 M | -USD 1.27 M | -1% | 1.33% | – | 88 | 5.68% | 0.2 |
|
| 7809 |
7809
Capstone Wealth Management
Billings,
Montana
| USD 118 M | +USD 3.79 M | +3% | 0.66% | – | 40 | 5% | 0.3 |
|
| 7810 |
7810
Brandywine Financial Group
Thompsons Station,
Tennessee
| USD 118 M | +USD 71.7 M | +156% | 1.07% | – | 64 | 73.44% | 0.1 |
|
| 7811 |
7811
Walnut Level Capital
Denver,
Colorado
| USD 118 M | -USD 28.9 M | -20% | 45.5% | – | 46 | 34.78% | 1.3 |
|
| 7812 |
WSA
7812
Warm Springs Advisors
Larkspur,
California
| USD 118 M | -USD 11.5 M | -9% | 9.19% | – | 52 | 15.38% | 1 |
|
| 7813 |
7813
Koenig Investment Advisory
Ashland,
Oregon
| USD 118 M | -USD 5.6 M | -5% | 1.72% | – | 37 | 2.7% | 0.3 |
|
| 7814 |
7814
Electric Capital Partners
Palo Alto,
California
| USD 118 M | -USD 60 M | -34% | 28.2% | – | 8 | 12.5% | 0.3 |
|
| 7815 |
7815
Orca Investment Management
Roseburg,
Oregon
| USD 118 M | -USD 9.36 M | -7% | 2.01% | 139% | 59 | 5.08% | 8.1 |
|
| 7816 |
7816
North Horizon Holdings
Toronto,
| USD 118 M | +USD 2.2 M | +2% | 4.63% | – | 1 | 0% | 0.3 |
|
| 7817 |
7817
New Dimensions Wealth Management
Allen,
Texas
| USD 118 M | +USD 569 k | +0.5% | 1.29% | – | 20 | 0% | 1 |
|
| 7818 |
7818
SBK Financial
Richmond,
Virginia
| USD 117 M | – | – | 1.33% | – | 393 | – | 0.6 |
|
| 7819 |
7819
Corecam AG
Zurich,
| USD 117 M | +USD 15 M | +15% | 5.97% | – | 80 | 68.75% | 0.1 |
|
| 7820 |
7820
Stegent Equity Advisors
Houston,
Texas
| USD 117 M | -USD 11 M | -9% | 8.96% | 96.4% | 127 | 29.13% | 2 |
|
| 7821 |
7821
Donalies Financial Planning
Washington,
District of Columbia
| USD 117 M | -USD 121 k | -0.1% | 1.87% | – | 74 | 5.41% | 0.2 |
|
| 7822 |
7822
Alessandra Capital Management
Torrance,
California
| USD 117 M | +USD 4.79 M | +4% | 2.52% | – | 124 | 25.81% | 0.2 |
|
| 7823 |
7823
Risk Paradigm Group
Austin,
Texas
| USD 117 M | +USD 13.3 M | +13% | 1.84% | – | 59 | 11.86% | 4.5 |
|
| 7824 |
7824
Virtus Family Office
El Paso,
Texas
| USD 117 M | +USD 1.18 M | +1% | 0.11% | 60.9% | 79 | 26.58% | 1.1 |
|
| 7825 |
7825
RHL Group
Holly,
Michigan
| USD 117 M | -USD 7.27 M | -6% | 5.93% | – | 296 | 46.62% | 0.2 |
|