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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
3426
Lafayette Investments
Ashton,
Maryland
| USD 467 M | -USD 7.78 M | -2% | 0.8% | 77.9% | 155 | 9.68% | 4.6 |
|
| 3427 |
3427
World Equity Group
Schaumburg,
Illinois
| USD 466 M | +USD 190 M | +68% | 4.13% | 117% | 399 | 46.12% | 1.1 |
|
| 3428 |
3428
Decheng Capital
Menlo Park,
California
| USD 466 M | +USD 44 M | +10% | 10.1% | – | 30 | 20% | 0.7 |
|
| 3429 |
3429
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| USD 465 M | +USD 31.2 M | +7% | 3.7% | 129% | 191 | 60.73% | 0.8 |
|
| 3430 |
3430
SilverOak Wealth Management
Edina,
Minnesota
| USD 465 M | +USD 19.1 M | +4% | 0.95% | 77.8% | 104 | 14.42% | 0.8 |
|
| 3431 |
3431
BWCP LP
Dallas,
Texas
| USD 465 M | +USD 13.7 M | +3% | 12.9% | 198% | 32 | 40.63% | 1.1 |
|
| 3432 |
3432
Corsair Capital Management
New York
| USD 465 M | +USD 42.2 M | +10% | 15.8% | 435% | 148 | 39.86% | 2 |
|
| 3433 |
3433
Maia Wealth
Denver,
Colorado
| USD 465 M | +USD 59.8 M | +15% | 0.48% | – | 351 | 29.34% | 0.6 |
|
| 3434 |
3434
Huntleigh Advisors
St. Louis,
Missouri
| USD 464 M | – | – | 8.93% | – | 261 | – | 0 |
|
| 3435 |
3435
Legacy Financial Strategies
Overland Park,
Kansas
| USD 464 M | +USD 11.1 M | +2% | 1.08% | 76.7% | 126 | 14.29% | 2.7 |
|
| 3436 |
3436
Overbrook Management Corp
New York
| USD 464 M | +USD 28.5 M | +7% | 6.98% | 157% | 57 | 15.79% | 3.9 |
|
| 3437 |
3437
Vantage Wealth
Pasadena,
California
| USD 464 M | +USD 1.99 M | +0.4% | 1.41% | 56.1% | 33 | 3.03% | 4.8 |
|
| 3438 |
3438
Optas LLC
Austin,
Texas
| USD 464 M | +USD 29.4 M | +7% | 4% | 118% | 293 | 17.75% | 2.2 |
|
| 3439 |
3439
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| USD 464 M | +USD 18.9 M | +4% | 1.73% | 94.5% | 130 | 12.31% | 3 |
|
| 3440 |
3440
Versant Capital Management
Phoenix,
Arizona
| USD 464 M | +USD 25.3 M | +6% | 2.37% | 97.3% | 2,450 | 21.14% | 4.1 |
|
| 3441 |
3441
Euro Pacific Asset Management
Dorado,
Puerto Rico
| USD 464 M | -USD 78.7 M | -15% | 9.43% | 172% | 75 | 5.33% | 3.3 |
|
| 3442 |
3442
one8zero8 LLC
Greensboro,
North Carolina
| USD 464 M | – | – | 2.61% | – | 261 | – | 0 |
|
| 3443 |
3443
Atlas Venture Advisors
Boston,
Massachusetts
| USD 463 M | -USD 20.9 M | -4% | 4.17% | 34.6% | 5 | 20% | 4.8 |
|
| 3444 |
3444
Kesler Norman & Wride
Ogden,
Utah
| USD 463 M | -USD 46.2 M | -9% | 0.23% | 90% | 250 | 25.2% | 2.2 |
|
| 3445 |
3445
Welch Capital Partners
Harrison,
New York
| USD 463 M | +USD 15.7 M | +4% | 3.05% | 79.2% | 25 | 16% | 5.2 |
|
| 3446 |
3446
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
| USD 463 M | +USD 10.4 M | +2% | 1.53% | 44.5% | 108 | 4.63% | 2.1 |
|
| 3447 |
3447
Clearstead Trust
Portland,
Maine
| USD 463 M | +USD 45 M | +11% | 3.78% | 124% | 448 | 11.38% | 2.7 |
|
| 3448 |
3448
AlphaCore Capital
La Jolla,
California
| USD 463 M | +USD 19.7 M | +4% | 3.75% | 91.5% | 283 | 21.55% | 1.4 |
|
| 3449 |
3449
Kirr Marbach & Co
Columbus,
Indiana
| USD 462 M | +USD 14.4 M | +3% | 4.53% | 121% | 58 | 8.62% | 3.9 |
|
| 3450 |
3450
M. Kulyk & Associates
Decatur,
Georgia
| USD 462 M | -USD 35.2 M | -7% | 0.76% | 63.3% | 118 | 14.41% | 2.7 |
|