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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8051 |
8051
Minot DeBlois Advisors
Boston,
Massachusetts
| USD 111 M | +USD 971 k | +0.9% | 3.13% | – | 255 | 15.69% | 0.9 |
|
| 8052 |
8052
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| USD 111 M | +USD 20.8 M | +23% | 6.63% | 34.5% | 32 | 18.75% | 3 |
|
| 8053 |
8053
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
| USD 111 M | +USD 3.09 M | +3% | 1.28% | – | 102 | 37.25% | 0.7 |
|
| 8054 |
D
8054
Drystone
Ivy,
Virginia
| USD 111 M | +USD 109 k | +0.1% | 2.71% | – | 18 | 5.56% | 3.6 |
|
| 8055 |
8055
Investors Portfolio Services
Puyallup,
Washington
| USD 111 M | – | – | 0.9% | – | 406 | – | 0 |
|
| 8056 |
8056
Avise Financial Cooperative
Los Angeles,
California
| USD 111 M | – | – | 2.49% | – | 94 | – | 0 |
|
| 8057 |
8057
Trustco Bank (New York)
Albany,
New York
| USD 111 M | -USD 141 k | -0.1% | 4.57% | 131% | 72 | 5.56% | 7.8 |
|
| 8058 |
8058
New Covenant Trust Company
Jeffersonville,
Indiana
| USD 111 M | +USD 3.44 M | +3% | 3.08% | – | 91 | 5.49% | 1.5 |
|
| 8059 |
8059
Prosperity Bancshares
Houston,
Texas
| USD 111 M | – | – | 3.4% | – | 396 | – | 0 |
|
| 8060 |
8060
Carl Stuart Investment Advisor
Austin,
Texas
| USD 111 M | +USD 4.37 M | +4% | 6.03% | 94.5% | 18 | 11.11% | 2.4 |
|
| 8061 |
MCFP
8061
McCarley & Cook Financial Planners
Cincinnati,
Ohio
| USD 111 M | – | – | 2.93% | – | 294 | – | 0 |
|
| 8062 |
8062
Ruggiero Investments
West Palm Beach,
Florida
| USD 111 M | – | – | 2.88% | – | 78 | – | 0 |
|
| 8063 |
8063
Wasserstein Debt Opportunities Management
New York
| USD 111 M | +USD 4.58 M | +4% | 8.88% | – | 1 | 0% | 2 |
|
| 8064 |
8064
Courant Investment Management
Franklin,
Tennessee
| USD 111 M | -USD 15.9 M | -13% | 5.18% | 35.2% | 7 | 14.29% | 4.6 |
|
| 8065 |
TWM
8065
Todd Wealth Management
Venice,
Florida
| USD 111 M | – | – | 2.61% | – | 100 | – | 0 |
|
| 8066 |
8066
Miller Global Investments
Dallas,
Texas
| USD 110 M | – | – | 4.7% | – | 246 | – | 0 |
|
| 8067 |
8067
Parrish Capital
Kennesaw,
Georgia
| USD 110 M | – | – | 4.68% | – | 86 | – | 0 |
|
| 8068 |
8068
Lane Generational
Dover,
Massachusetts
| USD 110 M | -USD 10 M | -8% | 5.86% | 172% | 38 | 28.95% | 2.1 |
|
| 8069 |
ICM
8069
Incision Capital Management
San Francisco,
California
| USD 110 M | – | – | 3.05% | – | 6 | – | 0 |
|
| 8070 |
8070
PrairieView Wealth Partners
Orland Park,
Illinois
| USD 110 M | +USD 3.79 M | +4% | 1.16% | 41.5% | 30 | 3.33% | 1.2 |
|
| 8071 |
8071
Hardworking Capital Advisors
Palm Desert,
California
| USD 110 M | – | – | 0.12% | – | 84 | – | 0 |
|
| 8072 |
8072
Ahara Advisors
Jersey City,
New Jersey
| USD 110 M | – | – | 3.63% | – | 50 | – | 0 |
|
| 8073 |
HIIL
8073
HS Investments IV Ltd
St Peter Port,
| USD 110 M | – | – | 47.4% | – | 2 | – | 0 |
|
| 8074 |
8074
Ramsey Quantitative Systems
Louisville,
Kentucky
| USD 110 M | +USD 4.57 M | +4% | 0.91% | 51.1% | 16 | 87.5% | 0.6 |
|
| 8075 |
8075
Graetz Wealth
Jenison,
Michigan
| USD 110 M | – | – | 0.97% | – | 77 | – | 0 |
|