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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8301 |
8301
MKD Wealth Coaches
Troy,
Michigan
| USD 100 M | -USD 359 k | -0.4% | 2.03% | – | 27 | 3.7% | 3.7 |
|
| 8302 |
8302
Square Peg Capital
Surry Hills, NSW,
Australia
| USD 100 M | -USD 10.6 M | -10% | 9.16% | – | 9 | 22.22% | 0.8 |
|
| 8303 |
8303
Yanni & Associates Investment Advisors
Wexford,
Pennsylvania
| USD 100 M | – | – | 2.1% | – | 36 | – | 0 |
|
| 8304 |
8304
Townsend Financial Planning
Mt Sterling,
Kentucky
| USD 100 M | – | – | 0.98% | – | 26 | – | 0 |
|
| 8305 |
8305
Unified Investment Management
Atlanta,
Georgia
| USD 100 M | -USD 366 k | -0.4% | 1.14% | – | 142 | 7.75% | 0.8 |
|
| 8306 |
8306
Entelevest
Coral Gables,
Florida
| USD 100 M | – | – | 2.59% | – | 143 | – | 0 |
|
| 8307 |
8307
Michelson Medical Research Foundation
Los Angeles,
California
| USD 100 M | -USD 15.2 M | -13% | 2.88% | 52.2% | 22 | 18.18% | 1.9 |
|
| 8308 |
8308
Shelter Rock Management
Jericho,
New York
| USD 100 M | – | – | 1.17% | – | 42 | – | 0 |
|
| 8309 |
8309
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
| USD 100 M | +USD 6.51 M | +7% | 9.69% | – | 350 | 25.71% | 0.5 |
|
| 8310 |
PBK
8310
Peoples Bank (Kansas)
Pratt,
Kansas
| USD 99.5 M | -USD 1.21 M | -1% | 2.6% | 74.5% | 102 | 8.82% | 2 |
|
| 8311 |
8311
Seven Six Capital Management
New York
| USD 99.4 M | -USD 2.07 M | -2% | 2.6% | – | 28 | 17.86% | 0.8 |
|
| 8312 |
BV
8312
Boxwood Ventures
Chicago,
Illinois
| USD 99.4 M | +USD 9.6 M | +11% | 3.59% | 88% | 34 | 8.82% | 2.4 |
|
| 8313 |
8313
Jefferson Bridge Capital
Nashville,
Tennessee
| USD 99.3 M | – | – | 3.23% | – | 54 | – | 0 |
|
| 8314 |
8314
Hicks Capital Management
Columbus,
Ohio
| USD 99.3 M | +USD 38.1 M | +62% | 1.72% | – | 34 | 20.59% | 0.4 |
|
| 8315 |
8315
V.M. Manning & Co
Greenville,
South Carolina
| USD 99.1 M | -USD 10.6 M | -10% | 3.4% | – | 58 | 17.24% | 0.4 |
|
| 8316 |
8316
Sulzberger Capital Advisors
Miami,
Florida
| USD 99 M | +USD 9.36 M | +10% | 2.53% | – | 57 | 19.3% | 0.8 |
|
| 8317 |
8317
RCW Management
Jacksonville,
Florida
| USD 99 M | – | – | 2.2% | – | 66 | – | 0 |
|
| 8318 |
8318
Burkett Asset Management
Victoria,
| USD 98.9 M | – | – | 4.93% | – | 58 | – | 0 |
|
| 8319 |
RFL
8319
RD Finance Ltd
Limassol,
Cyprus
| USD 98.9 M | +USD 5.56 M | +6% | 5.44% | – | 28 | 57.14% | 0.3 |
|
| 8320 |
8320
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| USD 98.8 M | -USD 2.66 M | -3% | 1.38% | 65.5% | 58 | 3.45% | 2 |
|
| 8321 |
8321
Box Hill Private Wealth
Scottsdale,
Arizona
| USD 98.8 M | – | – | 2.74% | – | 55 | – | 0 |
|
| 8322 |
8322
Helium Advisors
Everett,
Washington
| USD 98.7 M | -USD 21 M | -18% | 1.22% | – | 97 | 23.71% | 0.9 |
|
| 8323 |
8323
Triad Investment Management
Newport Beach,
California
| USD 98.7 M | – | – | 7.12% | – | 36 | – | 3.6 |
|
| 8324 |
8324
Apex Wealth Management
Bedford,
New Hampshire
| USD 98.5 M | -USD 41.4 M | -30% | 1.92% | – | 62 | 24.19% | 0.8 |
|
| 8325 |
8325
Whitford Management
New York
| USD 98.5 M | -USD 1.09 M | -1% | 0.19% | 76.2% | 32 | 62.5% | 0.6 |
|