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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
KS
3676
Karpas Strategies
Litchfield,
Connecticut
| USD 285 M | +USD 21.3 M | +8% | 9.27% | 16.1% | 118 | 5.08% | 6.6 |
|
| 3677 |
3677
WESCAP Management Group
Glendale,
California
| USD 285 M | +USD 22.9 M | +9% | 8.67% | 45.7% | 92 | 6.52% | 3.8 |
|
| 3678 |
3678
Flagstar Advisors
New York
| USD 285 M | +USD 18.3 M | +7% | 7.36% | 81.9% | 284 | 46.13% | 1 |
|
| 3679 |
3679
Seven Post Investment Office
San Francisco,
California
| USD 284 M | +USD 27.4 M | +11% | 4.01% | 44.4% | 56 | 23.21% | 2.4 |
|
| 3680 |
3680
Aprio Wealth Management
Atlanta,
Georgia
| USD 284 M | +USD 35.3 M | +14% | 7.73% | 66.1% | 129 | 20.93% | 1.2 |
|
| 3681 |
3681
Essex Savings Bank
Essex,
Connecticut
| USD 284 M | +USD 32.6 M | +13% | 12.7% | 95.2% | 227 | 11.45% | 2.8 |
|
| 3682 |
3682
Rainey & Randall Wealth Advisors
Celebration,
Florida
| USD 284 M | +USD 25.2 M | +10% | 5.15% | 52.3% | 51 | 27.45% | 2.5 |
|
| 3683 |
3683
Hourglass Capital
Houston,
Texas
| USD 284 M | +USD 20.1 M | +8% | 16.2% | 94.4% | 115 | 20.87% | 4.7 |
|
| 3684 |
3684
Sicart Associates
New York
| USD 284 M | +USD 1.65 M | +0.6% | 9.76% | 113% | 80 | 11.25% | 3.4 |
|
| 3685 |
3685
Keywise Capital Management (HK)
Hong Kong
| USD 283 M | +USD 73.7 M | +35% | 43.9% | 684% | 18 | 55.56% | 0.7 |
|
| 3686 |
3686
RB Capital Management
Reno,
Nevada
| USD 283 M | +USD 22.2 M | +9% | 7.05% | 79.4% | 179 | 6.7% | 3.5 |
|
| 3687 |
3687
Adams Wealth Management
Logan,
Utah
| USD 283 M | +USD 16 M | +6% | 4.33% | 105% | 98 | 12.24% | 1.7 |
|
| 3688 |
3688
ValueWorks
New York
| USD 283 M | +USD 38.2 M | +16% | 31.5% | 190% | 38 | 7.89% | 4 |
|
| 3689 |
3689
AGUR Provident & Training Funds Management
Tel Aviv,
Israel
| USD 283 M | +USD 275 M | +3,623% | 6.97% | – | 17 | 88.24% | 0.8 |
|
| 3690 |
3690
O'Dell Group
Cincinnati,
Ohio
| USD 283 M | +USD 6.43 M | +2% | 9.34% | 72.2% | 443 | 83.75% | 2.2 |
|
| 3691 |
3691
Alpha DNA Investment Management
Columbia,
Maryland
| USD 283 M | +USD 162 M | +135% | 12.8% | 134% | 215 | 63.26% | 0.3 |
|
| 3692 |
3692
Donoghue Forlines
Boston,
Massachusetts
| USD 283 M | +USD 5.66 M | +2% | 8.47% | 229% | 280 | 36.79% | 1 |
|
| 3693 |
3693
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| USD 282 M | +USD 65.3 M | +30% | 9.03% | 94.5% | 104 | 11.54% | 2.4 |
|
| 3694 |
3694
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| USD 282 M | +USD 15.3 M | +6% | 8.97% | 86.1% | 198 | 7.58% | 6.1 |
|
| 3695 |
SPC
3695
Stony Point Capital
New York
| USD 282 M | +USD 5.16 M | +2% | 6.42% | 208% | 41 | 29.27% | 0.7 |
|
| 3696 |
3696
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| USD 282 M | +USD 14.2 M | +5% | 7.29% | 62.3% | 126 | 23.02% | 4.4 |
|
| 3697 |
UAM
3697
UAS Asset Management
New York
| USD 282 M | -USD 34.5 M | -11% | 5.73% | 98% | 21 | 47.62% | 2.1 |
|
| 3698 |
3698
EnCap Energy Capital Fund XI
Houston,
Texas
| USD 282 M | +USD 37.9 M | +16% | 15.5% | 21% | 1 | 0% | 0.3 |
|
| 3699 |
3699
Montgomery Investment Management
Rockville,
Maryland
| USD 282 M | +USD 37.5 M | +15% | 17.2% | 105% | 83 | 4.82% | 6.6 |
|
| 3700 |
3700
Goehring & Rozencwajg Associates
New York
| USD 281 M | – | – | 9.82% | 148% | 47 | – | 0 |
|