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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
Fort Baker Capital Management
Larkspur,
California
| USD 916 M | +USD 284 M | +45% | 8.87% | 46.3% | 152 | 70.39% | 0.2 |
|
| 2527 |
2527
James Investment Research
Alpha,
Ohio
| USD 916 M | +USD 892 k | +0.1% | 4.17% | 110% | 377 | 9.81% | 4.9 |
|
| 2528 |
2528
Flat Footed LLC
Wilson,
Wyoming
| USD 915 M | +USD 104 M | +13% | 10.3% | 152% | 35 | 51.43% | 0.7 |
|
| 2529 |
2529
Cahill Financial Advisors
Edina,
Minnesota
| USD 914 M | +USD 36 M | +4% | 2.15% | 55.9% | 291 | 4.47% | 4.9 |
|
| 2530 |
2530
L.J. Altfest & Co
New York
| USD 914 M | +USD 17.3 M | +2% | 3.55% | 95.6% | 376 | 24.47% | 3.9 |
|
| 2531 |
2531
Legacy Edge Advisors
Syosset,
New York
| USD 914 M | +USD 64.7 M | +8% | 1.58% | 58.9% | 220 | 9.09% | 1.5 |
|
| 2532 |
2532
Columbus Macro
New Castle,
Pennsylvania
| USD 913 M | +USD 34.8 M | +4% | 1.2% | 48.7% | 218 | 11.01% | 3.3 |
|
| 2533 |
2533
State of Wyoming
Cheyenne,
Wyoming
| USD 913 M | +USD 35.7 M | +4% | 4.52% | 135% | 2,157 | 33.1% | 1.5 |
|
| 2534 |
SBCM
2534
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| USD 913 M | -USD 2.23 M | -0.2% | 4.06% | 72.3% | 48 | 6.25% | 6.9 |
|
| 2535 |
2535
Night Owl Capital Management
Greenwich,
Connecticut
| USD 912 M | -USD 4.85 M | -0.5% | 2.98% | 162% | 31 | 9.68% | 4.5 |
|
| 2536 |
2536
Mosaic Family Wealth Partners
St. Louis,
Missouri
| USD 912 M | +USD 57.3 M | +7% | 2.89% | 67.5% | 256 | 12.5% | 2.2 |
|
| 2537 |
2537
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| USD 911 M | +USD 27.8 M | +3% | 4.49% | 83.4% | 420 | 11.9% | 5.1 |
|
| 2538 |
2538
Ardsley Advisory Partners
Stamford,
Connecticut
| USD 911 M | +USD 102 M | +13% | 18.5% | 555% | 195 | 60.51% | 0.6 |
|
| 2539 |
TFHU
2539
TLT Family Holdco ULC
Toronto,
| USD 911 M | -USD 185 M | -17% | 8.75% | – | 9 | 11.11% | 0.5 |
|
| 2540 |
2540
Great Waters Wealth Management
Shoreview,
Minnesota
| USD 909 M | +USD 62.6 M | +7% | 1.94% | 49% | 119 | 5.88% | 2.3 |
|
| 2541 |
2541
MAK Capital One
New York
| USD 909 M | +USD 259 M | +40% | 26.4% | 200% | 25 | 52% | 1.5 |
|
| 2542 |
2542
Nuance Investments
Kansas City,
Missouri
| USD 908 M | -USD 74.6 M | -8% | 0.82% | 8.87% | 50 | 18% | 2.6 |
|
| 2543 |
2543
WealthShield Partners
Cary,
North Carolina
| USD 907 M | +USD 24.9 M | +3% | 2.09% | 71% | 598 | 10.87% | 3 |
|
| 2544 |
2544
FJ Capital Management
Mclean,
Virginia
| USD 906 M | -USD 30.8 M | -3% | 6% | 97.9% | 182 | 51.65% | 1.2 |
|
| 2545 |
2545
BlueStem Wealth Partners
Minnetonka,
Minnesota
| USD 906 M | +USD 32.2 M | +4% | 1.57% | – | 137 | 18.25% | 0.7 |
|
| 2546 |
2546
Wolf Hill Capital Management
Greenwich,
Connecticut
| USD 906 M | -USD 186 M | -17% | 5.19% | 384% | 38 | 47.37% | 0.9 |
|
| 2547 |
VH
2547
V3 Holding
Rye,
New York
| USD 905 M | +USD 76 M | +9% | 17.2% | – | 1 | 0% | 1 |
|
| 2548 |
2548
NWF Advisory Services
Los Angeles,
California
| USD 905 M | -USD 6.46 M | -0.7% | 5.4% | 120% | 447 | 14.77% | 1.4 |
|
| 2549 |
2549
Cabot Wealth Management
Salem,
Massachusetts
| USD 905 M | +USD 2.93 M | +0.3% | 2.65% | 75.9% | 143 | 10.49% | 5.8 |
|
| 2550 |
2550
L. Roy Papp & Associates
Phoenix,
Arizona
| USD 905 M | +USD 14.9 M | +2% | 4.48% | 80.1% | 189 | 5.82% | 7.3 |
|