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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
Wealth Alliance
Mellville,
New York
| USD 253 M | +USD 67.7 M | +36% | 20.9% | 75.7% | 324 | 35.49% | 0.2 |
|
| 3227 |
TCM
3227
Tao Capital Management
San Francisco,
California
| USD 253 M | +USD 40 M | +19% | 49.1% | 314% | 4 | 0% | 0.5 |
|
| 3228 |
3228
Point Break Capital Management
Miami,
Florida
| USD 253 M | +USD 152 M | +151% | 142% | – | 22 | 36.36% | 0.6 |
|
| 3229 |
3229
Bender Robert & Associates
Pasadena,
California
| USD 253 M | +USD 65.2 M | +35% | 40.1% | 146% | 47 | 6.38% | 5.6 |
|
| 3230 |
3230
Running Oak Capital
Edina,
Minnesota
| USD 253 M | +USD 22.1 M | +10% | 19.2% | 40.8% | 71 | 33.8% | 0.4 |
|
| 3231 |
3231
Anfield Capital Management
Irvine,
California
| USD 253 M | +USD 80.5 M | +47% | 16.5% | 65.3% | 108 | 19.44% | 0.4 |
|
| 3232 |
3232
Trivium Point Advisory
Westport,
Connecticut
| USD 253 M | +USD 58.2 M | +30% | 25.7% | 106% | 172 | 27.33% | 1 |
|
| 3233 |
3233
AH Equity Partners III (Parallel)
Menlo Park,
California
| USD 253 M | +USD 47.1 M | +23% | 22.9% | 33.1% | 1 | 0% | 1.3 |
|
| 3234 |
3234
CNA Financial
Chicago,
Illinois
| USD 252 M | +USD 15.1 M | +6% | 31.1% | 48.6% | 213 | 68.54% | 0.4 |
|
| 3235 |
3235
TBH Global Asset Management
Brentwood,
Tennessee
| USD 252 M | +USD 16.2 M | +7% | 19.6% | 83.3% | 176 | 29.55% | 0.4 |
|
| 3236 |
3236
FinTrust Capital Advisors
Greenville,
South Carolina
| USD 252 M | +USD 45.6 M | +22% | 19.8% | 23.6% | 1,205 | 18.42% | 1.2 |
|
| 3237 |
FCA
3237
FLC Capital Advisors
Palm Desert,
California
| USD 252 M | +USD 36.9 M | +17% | 14.4% | 59.3% | 137 | 27.01% | 1 |
|
| 3238 |
3238
Sunflower Bank
Dallas,
Texas
| USD 252 M | – | – | 13% | 42.7% | 104 | – | 0 |
|
| 3239 |
3239
Cartica Management
Washington,
District of Columbia
| USD 252 M | +USD 130 M | +106% | 80.5% | 92.9% | 7 | 28.57% | 0.6 |
|
| 3240 |
3240
180 Wealth Advisors
Federal Way,
Washington
| USD 252 M | +USD 59 M | +31% | 20.6% | 165% | 277 | 26.35% | 1.5 |
|
| 3241 |
3241
Chesapeake Wealth Management
Williamsburg,
Virginia
| USD 251 M | +USD 34.8 M | +16% | 16.7% | 74.9% | 191 | 12.04% | 1.7 |
|
| 3242 |
RHFI
3242
Reilly Herbert Faulkner III
| USD 251 M | +USD 44.2 M | +21% | 21.5% | 80.6% | 47 | 6.38% | 4.9 |
|
| 3243 |
3243
One Day In July LLC
Burlington,
Vermont
| USD 251 M | +USD 35.4 M | +16% | 11.7% | 48.2% | 45 | 11.11% | 1.1 |
|
| 3244 |
3244
Schnieders Capital Management
Pasadena,
California
| USD 251 M | +USD 43.2 M | +21% | 18.3% | 118% | 166 | 14.46% | 4 |
|
| 3245 |
3245
Gilman Hill Asset Management
New Canaan,
Connecticut
| USD 251 M | +USD 44.5 M | +22% | 23.2% | 54.2% | 170 | 15.29% | 3.8 |
|
| 3246 |
AC
3246
AMS Capital
Sao Paulo,
Brazil
| USD 251 M | +USD 88.1 M | +54% | 62% | 63.1% | 31 | 51.61% | 0.4 |
|
| 3247 |
3247
Plante Moran Financial Advisors
Southfield,
Michigan
| USD 251 M | +USD 32 M | +15% | 18.3% | 69.2% | 900 | 29.78% | 3.3 |
|
| 3248 |
3248
Inlet Private Wealth
Jupiter,
Florida
| USD 250 M | +USD 34.8 M | +16% | 18.5% | 111% | 131 | 7.63% | 1.3 |
|
| 3249 |
3249
Napier Park Global Capital (US)
New York
| USD 250 M | +USD 30.2 M | +14% | 164% | 237% | 14 | 71.43% | 0.5 |
|
| 3250 |
3250
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| USD 250 M | +USD 37.1 M | +17% | 19% | 80.3% | 91 | 28.57% | 1.7 |
|