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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8201 |
TWS
8201
Thomas W. Smith
| USD 101 M | -USD 6.97 M | -6% | 4.96% | – | 6 | 16.67% | 9.6 |
|
| 8202 |
8202
Box Hill Private Wealth
Scottsdale,
Arizona
| USD 101 M | +USD 2.37 M | +2% | 3.62% | – | 70 | 27.14% | 0.2 |
|
| 8203 |
8203
Hyposwiss Advisors
Geneva,
| USD 101 M | -USD 792 k | -0.8% | 1.29% | – | 118 | 10.17% | 0.2 |
|
| 8204 |
8204
Hobbs Wealth Management
Zionsville,
Indiana
| USD 101 M | -USD 1.67 M | -2% | 1.72% | – | 25 | 24% | 0.9 |
|
| 8205 |
8205
Ark Wealth Advisors
Yorba Linda,
California
| USD 101 M | +USD 8.07 M | +9% | 2.35% | – | 84 | 13.1% | 0.2 |
|
| 8206 |
8206
Royal Palms Capital
Whitefish,
Montana
| USD 101 M | +USD 16.7 M | +20% | 11.8% | – | 52 | 36.54% | 0.2 |
|
| 8207 |
8207
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
| USD 101 M | +USD 1.38 M | +1% | 4.64% | – | 350 | 23.14% | 0.7 |
|
| 8208 |
8208
Triveni Capital Investments
Stamford,
Connecticut
| USD 101 M | -USD 33.1 M | -25% | 10.6% | – | 18 | 33.33% | 0.2 |
|
| 8209 |
8209
Vines Capital Management
Monroe,
Louisiana
| USD 101 M | -USD 1.7 M | -2% | 4.41% | – | 78 | 7.69% | 0.2 |
|
| 8210 |
8210
Harbourvest Partners
Boston,
Massachusetts
| USD 101 M | -USD 73.3 M | -42% | 39.2% | 8.96% | 8 | 50% | 2 |
|
| 8211 |
XC
8211
XY Capital
Central,
Hong Kong
| USD 101 M | -USD 58 M | -37% | 2.64% | 66.5% | 309 | 82.2% | 0.3 |
|
| 8212 |
8212
Walsh & Associates
Sarasota,
Florida
| USD 101 M | -USD 582 k | -0.6% | 2.26% | – | 294 | 22.45% | 0.2 |
|
| 8213 |
8213
Traub Capital Management
Needham,
Massachusetts
| USD 101 M | -USD 3.13 M | -3% | 1.03% | – | 141 | 12.06% | 0.7 |
|
| 8214 |
8214
BankChampaign National Association
Champaign,
Illinois
| USD 101 M | -USD 642 k | -0.6% | 9.63% | – | 224 | 37.95% | 0.2 |
|
| 8215 |
CF
8215
Calder Financial
Downingtown,
Pennsylvania
| USD 101 M | -USD 1.12 M | -1% | 1.42% | – | 42 | 11.9% | 0.2 |
|
| 8216 |
8216
Column Group
San Francisco,
California
| USD 101 M | +USD 17.9 M | +22% | 40.5% | 95.1% | 5 | 40% | 5 |
|
| 8217 |
8217
Jefferson Bridge Capital
Nashville,
Tennessee
| USD 101 M | +USD 1.37 M | +1% | 0.29% | – | 55 | 5.45% | 0.2 |
|
| 8218 |
8218
Rule One Partners
Moreland,
Georgia
| USD 101 M | -USD 584 M | -85% | 6.96% | – | 18 | 55.56% | 0.6 |
|
| 8219 |
8219
Portfolio Resources Advisor Group
Coral Gables,
Florida
| USD 101 M | +USD 579 k | +0.6% | 1.74% | – | 161 | 19.25% | 0.2 |
|
| 8220 |
JRSI
8220
Jeter Robert S II
| USD 100 M | – | – | 2.91% | – | 43 | – | 0 |
|
| 8221 |
8221
E&R Wealth Management
Mount Pleasant,
South Carolina
| USD 100 M | +USD 4.57 M | +5% | 1.41% | – | 12 | 0% | 0.3 |
|
| 8222 |
8222
Grange Capital
Beaverton,
Oregon
| USD 100 M | -USD 3.84 M | -4% | 6.74% | – | 53 | 24.53% | 1 |
|
| 8223 |
8223
Alamut Investment Management
London,
| USD 100 M | +USD 18 M | +22% | 27.3% | – | 3 | 0% | 0.5 |
|
| 8224 |
8224
Vistica Wealth Advisors
Carlsbad,
California
| USD 100 M | -USD 95.4 k | -0.1% | 2.45% | – | 50 | 12% | 0.2 |
|
| 8225 |
8225
Eschler Asset Management
London,
United Kingdom
| USD 100 M | -USD 48 M | -32% | 3.89% | 274% | 63 | 58.73% | 0.8 |
|