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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8376 |
8376
Merrithew & Thorsten Inc
San Diego,
California
| USD 94.5 M | – | – | 0.14% | – | 113 | – | 0 |
|
| 8377 |
8377
Vennlight Capital Management
Weston,
Connecticut
| USD 94.5 M | +USD 17.7 M | +23% | 3.89% | – | 46 | 84.78% | 0.1 |
|
| 8378 |
SCCL
8378
Split Creek Capital LLC
Charlottesville,
Virginia
| USD 94.5 M | – | – | 2.92% | – | 125 | – | 0 |
|
| 8379 |
8379
OneAscent Investment Solutions
Birmingham,
Alabama
| USD 94.4 M | +USD 399 k | +0.4% | 1.74% | – | 128 | 12.5% | 0.6 |
|
| 8380 |
8380
Boyer Financial Services
Newport Beach,
California
| USD 94.3 M | – | – | 1.78% | – | 51 | – | 0 |
|
| 8381 |
8381
Pacific Capital Partners
London,
| USD 94.2 M | +USD 4.34 M | +5% | 4.01% | 61.4% | 37 | 13.51% | 1.1 |
|
| 8382 |
SFO
8382
Standard Family Office
Sioux Falls,
South Dakota
| USD 94.1 M | +USD 1.85 M | +2% | 2.06% | 67.6% | 29 | 0% | 1.9 |
|
| 8383 |
8383
Fourier Capital Management
Hong Kong,
| USD 94.1 M | – | – | 15.2% | – | 20 | – | 0 |
|
| 8384 |
8384
DiPaolo Financial Group
Lutz,
Florida
| USD 93.9 M | – | – | 1.71% | – | 31 | – | 0 |
|
| 8385 |
8385
Oakmont Advisory Group
Albuquerque,
New Mexico
| USD 93.7 M | – | – | 0.93% | – | 116 | – | 0 |
|
| 8386 |
WPA
8386
Winning Points Advisors
Boca Raton,
Florida
| USD 93.5 M | – | – | 3.5% | – | 43 | – | 4.9 |
|
| 8387 |
8387
Divco West Real Estate Services
San Francisco,
California
| USD 93.3 M | -USD 14.3 M | -13% | 12.5% | 2.32% | 4 | 0% | 3 |
|
| 8388 |
8388
FinDec Wealth Services
Stockton,
California
| USD 93.2 M | -USD 3.33 M | -3% | 1.88% | 52.7% | 35 | 11.43% | 2.5 |
|
| 8389 |
AM
8389
Account Management
Boxford,
Massachusetts
| USD 93.2 M | -USD 619 k | -0.7% | 0.17% | 88.3% | 23 | 4.35% | 5.1 |
|
| 8390 |
8390
Surience Private Wealth
Yakima,
Washington
| USD 93.1 M | -USD 16.3 M | -15% | 3.88% | 169% | 51 | 76.47% | 0.4 |
|
| 8391 |
8391
Briggs Wealth Management
Glastonbury,
Connecticut
| USD 93 M | – | – | 1.87% | – | 54 | – | 0 |
|
| 8392 |
8392
Ark Wealth Advisors
Yorba Linda,
California
| USD 92.9 M | – | – | 2.46% | – | 77 | – | 0 |
|
| 8393 |
8393
JAT Capital Management
Greenwich,
Connecticut
| USD 92.9 M | +USD 46.6 M | +101% | 3.53% | 734% | 28 | 82.14% | 0.1 |
|
| 8394 |
8394
Circumference Group
Little Rock,
Arkansas
| USD 92.8 M | +USD 3.32 M | +4% | 6.58% | – | 28 | 35.71% | 1.1 |
|
| 8395 |
8395
Corre Partners Management
New York
| USD 92.8 M | +USD 4.67 M | +5% | 3.17% | 109% | 5 | 40% | 2.6 |
|
| 8396 |
ACMH
8396
Andar Capital Management (HK)
Hong Kong
| USD 92.8 M | -USD 6.11 M | -6% | 30.1% | 863% | 28 | 75% | 0.5 |
|
| 8397 |
8397
Wilian Securities
Vadnais Heights,
Minnesota
| USD 92.8 M | – | – | 1.4% | – | 95 | – | 0 |
|
| 8398 |
8398
Expressive Wealth
Chicago,
Illinois
| USD 92.6 M | – | – | 4.08% | – | 122 | – | 0 |
|
| 8399 |
8399
Shelter Insurance Retirement Plan
Columbia,
Missouri
| USD 92.5 M | +USD 2.07 M | +2% | 2.32% | 60.5% | 8 | 0% | 5.2 |
|
| 8400 |
8400
Zinnia Wealth Advisory
Ocala,
Florida
| USD 92.5 M | – | – | 1.65% | – | 91 | – | 0 |
|