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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
3651
Financial Sense Advisors
San Diego,
California
| USD 297 M | +USD 21 M | +8% | 5% | 152% | 130 | 37.69% | 1.2 |
|
| 3652 |
3652
Farmers & Merchants Trust Company
Long Beach,
California
| USD 297 M | +USD 27.3 M | +10% | 5.02% | 79.8% | 156 | 6.41% | 1.8 |
|
| 3653 |
3653
Frisch Financial Group
Melville,
New York
| USD 297 M | +USD 24.1 M | +9% | 5.8% | 66.6% | 157 | 16.56% | 1.2 |
|
| 3654 |
3654
Hoey Investments
Coatesville,
Pennsylvania
| USD 297 M | +USD 18.8 M | +7% | 2.25% | 247% | 268 | 35.82% | 0.6 |
|
| 3655 |
3655
Concord Wealth Partners
Abingdon,
Virginia
| USD 297 M | +USD 167 M | +129% | 6.06% | 71.1% | 1,097 | 43.21% | 0.2 |
|
| 3656 |
3656
Argyle Capital Management
Center Valley,
Pennsylvania
| USD 297 M | +USD 28.1 M | +10% | 11.7% | 106% | 131 | 3.05% | 6.1 |
|
| 3657 |
3657
AlphaCentric Advisors
San Juan,
Puerto Rico
| USD 297 M | +USD 56.9 M | +24% | 2.09% | – | 232 | 22.84% | 0.5 |
|
| 3658 |
TCPWM
3658
Traverso Chambers Private Wealth Management
Santa Rosa,
California
| USD 296 M | +USD 18.2 M | +7% | 4.22% | 16.4% | 108 | 1.85% | 1.8 |
|
| 3659 |
3659
American Assets Inc
San Diego,
California
| USD 296 M | +USD 44.3 M | +18% | 16.4% | 49.9% | 10 | 0% | 2 |
|
| 3660 |
3660
Brave Asset Management
Summit,
New Jersey
| USD 296 M | +USD 32.9 M | +13% | 6.91% | 76.3% | 164 | 25.61% | 3 |
|
| 3661 |
3661
Shikiar Asset Management
New York
| USD 296 M | +USD 18.4 M | +7% | 3.74% | 117% | 96 | 19.79% | 2.5 |
|
| 3662 |
DCM
3662
Divisar Capital Management
San Francisco,
California
| USD 296 M | -USD 30.6 M | -9% | 27.7% | 194% | 28 | 14.29% | 2.3 |
|
| 3663 |
3663
Capco Asset Management
Tampa,
Florida
| USD 296 M | +USD 5.72 M | +2% | 3.54% | 46.1% | 25 | 0% | 3.1 |
|
| 3664 |
3664
Cedar Mountain Advisors
Lake Oswego,
Oregon
| USD 296 M | +USD 15.9 M | +6% | 5.96% | 57.7% | 303 | 12.87% | 1 |
|
| 3665 |
3665
Princeton Capital Management
Red Bank,
New Jersey
| USD 296 M | +USD 16.2 M | +6% | 6.08% | 206% | 102 | 5.88% | 3.4 |
|
| 3666 |
WA
3666
WealthTrust Axiom
Wayne,
Pennsylvania
| USD 296 M | +USD 20.3 M | +7% | 15.1% | 125% | 267 | 14.98% | 4.1 |
|
| 3667 |
3667
Rothschild Capital Partners
New York
| USD 296 M | +USD 16.1 M | +6% | 6.7% | 90.8% | 41 | 12.2% | 3.4 |
|
| 3668 |
MHP
3668
Manatuck Hill Partners
Westport,
Connecticut
| USD 295 M | +USD 45.5 M | +18% | 31.8% | 556% | 159 | 68.55% | 0.5 |
|
| 3669 |
3669
G.F.W. Energy XII
Dallas,
Texas
| USD 295 M | – | – | 22.5% | 68.9% | 5 | – | 0 |
|
| 3670 |
3670
Private Wealth Advisors (California)
Fresno,
California
| USD 295 M | +USD 5.65 M | +2% | 4.99% | 63.6% | 98 | 24.49% | 1.1 |
|
| 3671 |
CBTWT
3671
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| USD 295 M | +USD 11.2 M | +4% | 7.6% | 124% | 135 | 8.89% | 3.6 |
|
| 3672 |
3672
Banco BTG Pactual
Rio De Janeiro,
Brazil
| USD 295 M | +USD 47.1 M | +19% | 4.33% | 135% | 138 | 73.91% | 0.3 |
|
| 3673 |
PLFAM
3673
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| USD 295 M | +USD 15.5 M | +6% | 6.79% | 81.6% | 110 | 6.36% | 4.5 |
|
| 3674 |
3674
Pier 88 Investment Partners
San Francisco,
California
| USD 295 M | -USD 15.7 M | -5% | 1.36% | 40.3% | 129 | 22.48% | 1.2 |
|
| 3675 |
3675
Summit Asset Management
Memphis,
Tennessee
| USD 294 M | +USD 20.5 M | +8% | 7.42% | 53.4% | 145 | 7.59% | 4 |
|