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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
UIM
3576
Underhill Investment Management
Greenbrae,
California
| USD 189 M | +USD 32.4 M | +21% | 14.3% | 59.8% | 21 | 19.05% | 2.5 |
|
| 3577 |
CWAG
3577
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| USD 189 M | -USD 5.57 M | -3% | 14.6% | 76.1% | 72 | 9.72% | 0.2 |
|
| 3578 |
3578
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| USD 189 M | +USD 74.2 M | +65% | 28.9% | 167% | 68 | 54.41% | 0.6 |
|
| 3579 |
3579
Alliance Wealth Management Group
Flemington,
New Jersey
| USD 189 M | +USD 21.1 M | +13% | 8.09% | 43.4% | 60 | 16.67% | 1.8 |
|
| 3580 |
3580
ORIX Corporation USA
Dallas,
Texas
| USD 188 M | +USD 166 M | +740% | 24.6% | – | 1 | 0% | 1.3 |
|
| 3581 |
3581
Artemis Wealth Advisors
New York
| USD 188 M | -USD 9.6 M | -5% | 15.8% | 180% | 42 | 28.57% | 1.9 |
|
| 3582 |
3582
Twin Securities
New York
| USD 188 M | -USD 8.75 M | -4% | 19.7% | 506% | 23 | 78.26% | 0.2 |
|
| 3583 |
3583
Zebra Capital Management
Stamford,
Connecticut
| USD 188 M | +USD 26.5 M | +16% | 14.5% | 142% | 499 | 38.68% | 1.1 |
|
| 3584 |
3584
Teza Capital Management
Chicago,
Illinois
| USD 188 M | -USD 75.6 M | -29% | 15.5% | 133% | 479 | 76.62% | 0.2 |
|
| 3585 |
3585
Spring Creek Capital
Wichita,
Kansas
| USD 188 M | +USD 43.8 M | +30% | 48.3% | 312% | 39 | 94.87% | 0 |
|
| 3586 |
PWP
3586
Personal Wealth Partners
Bloomington,
Minnesota
| USD 188 M | +USD 28.7 M | +18% | 10.3% | 37.2% | 69 | 56.52% | 0.1 |
|
| 3587 |
3587
Stadium Capital Management
New Canaan,
Connecticut
| USD 188 M | -USD 53.4 M | -22% | 3.76% | 10.9% | 19 | 47.37% | 1.7 |
|
| 3588 |
3588
Financial Synergies Wealth Advisors
Houston,
Texas
| USD 188 M | – | – | 14.5% | 79% | 28 | – | 0 |
|
| 3589 |
DC
3589
DPM Capital
Coral Gables,
Florida
| USD 188 M | +USD 16.6 M | +10% | 15.8% | 110% | 13 | 38.46% | 0.3 |
|
| 3590 |
NAH
3590
Neumann Advisory (HK)
Central,
Hong Kong
| USD 188 M | +USD 43.9 M | +30% | 28.2% | 77.3% | 12 | 8.33% | 1.2 |
|
| 3591 |
3591
Axel Capital Management
New York
| USD 188 M | +USD 36.6 M | +24% | 12.4% | 194% | 12 | 25% | 1.8 |
|
| 3592 |
3592
Peter Svennilson
| USD 188 M | +USD 74.3 M | +65% | 153% | – | 4 | 0% | 0.3 |
|
| 3593 |
3593
Verger Capital Management
Winston-Salem,
North Carolina
| USD 188 M | +USD 5.05 M | +3% | 9.77% | 58.3% | 13 | 0% | 2.8 |
|
| 3594 |
3594
Biltmore Wealth Management
Tempe,
Arizona
| USD 188 M | +USD 97 M | +107% | 9.05% | 59.8% | 72 | 79.17% | 0.9 |
|
| 3595 |
LFG
3595
LifePlan Financial Group
Dayton,
Ohio
| USD 188 M | +USD 27.3 M | +17% | 11.1% | 20.2% | 578 | 8.3% | 1.5 |
|
| 3596 |
3596
Investors Research Corp
Atlanta,
Georgia
| USD 188 M | +USD 44.3 M | +31% | 12.5% | 62.1% | 1,052 | 70.15% | 0.4 |
|
| 3597 |
3597
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| USD 188 M | +USD 788 k | +0.4% | 13.8% | 70.2% | 179 | 26.82% | 2.5 |
|
| 3598 |
WA
3598
Winfield Associates
Cleveland,
Ohio
| USD 187 M | +USD 24.1 M | +15% | 13.6% | 77.8% | 130 | 13.85% | 3.6 |
|
| 3599 |
3599
Fernwood Investment Management
Quincy,
Massachusetts
| USD 187 M | +USD 32.2 M | +21% | 21.2% | 83.4% | 159 | 11.32% | 2.7 |
|
| 3600 |
3600
Avalon Global Asset Management
San Francisco,
California
| USD 187 M | +USD 22.7 M | +14% | 24.1% | 278% | 40 | 50% | 2.3 |
|