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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
Acuta Capital Partners
Redwood City,
California
| USD 277 M | -USD 90.1 M | -25% | 21.4% | 7,269% | 64 | 48.44% | 0.6 |
|
| 3777 |
3777
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| USD 277 M | +USD 19.3 M | +7% | 5.16% | 75.1% | 541 | 21.07% | 1.6 |
|
| 3778 |
3778
Bard Associates
Chicago,
Illinois
| USD 277 M | +USD 23.5 M | +9% | 20.4% | 241% | 162 | 8.02% | 4.6 |
|
| 3779 |
3779
Jones Road Capital Management
New York
| USD 277 M | +USD 28.3 M | +11% | 5.52% | 88.5% | 89 | 56.18% | 0.1 |
|
| 3780 |
3780
Prism Advisors
Studio City,
California
| USD 277 M | +USD 12.2 M | +5% | 4.68% | 54.6% | 56 | 14.29% | 1.8 |
|
| 3781 |
3781
Inspire Advisors
Meridian,
Idaho
| USD 277 M | +USD 8.86 M | +3% | 8.34% | 60.2% | 838 | 91.41% | 0.2 |
|
| 3782 |
3782
Triangle Securities Wealth Management
Raleigh,
North Carolina
| USD 277 M | +USD 24.1 M | +10% | 10.1% | 83.6% | 172 | 5.81% | 4.4 |
|
| 3783 |
3783
Pasadena Private Wealth
Pasadena,
California
| USD 276 M | +USD 11.8 M | +4% | 4.01% | 53% | 101 | 26.73% | 1.1 |
|
| 3784 |
3784
Emerald Advisors
Bellevue,
Washington
| USD 276 M | -USD 14.1 M | -5% | 3.65% | 71.8% | 89 | 13.48% | 0.9 |
|
| 3785 |
3785
Peak Financial Management
Wellesley,
Massachusetts
| USD 276 M | +USD 10.4 M | +4% | 3.42% | 58.2% | 73 | 9.59% | 2.4 |
|
| 3786 |
3786
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| USD 276 M | -USD 346 M | -56% | 6.97% | 82.6% | 191 | 17.28% | 3.8 |
|
| 3787 |
3787
Harvey Capital Management
Palm Beach,
Florida
| USD 276 M | +USD 29.3 M | +12% | 3.33% | 147% | 85 | 21.18% | 2.7 |
|
| 3788 |
3788
First Ascent Asset Management
Denver,
Colorado
| USD 276 M | +USD 38.2 M | +16% | 2.91% | 4.15% | 25 | 12% | 1 |
|
| 3789 |
3789
Kellner Capital
New York
| USD 276 M | +USD 85.9 M | +45% | 15.5% | 390% | 46 | 65.22% | 0.2 |
|
| 3790 |
3790
Providence Capital Advisors
Charlotte,
North Carolina
| USD 275 M | +USD 30.5 M | +12% | 7.41% | 47.4% | 351 | 23.08% | 1.5 |
|
| 3791 |
3791
Wall Capital Group
Phoenix,
Arizona
| USD 275 M | +USD 21 M | +8% | 5.43% | – | 25 | 40% | 2 |
|
| 3792 |
3792
Oakview Capital Management
Dallas,
Texas
| USD 275 M | +USD 38.4 M | +16% | 17.4% | 21.2% | 17 | 11.76% | 2 |
|
| 3793 |
3793
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| USD 275 M | +USD 19 M | +7% | 6.77% | 93.2% | 158 | 7.59% | 3.2 |
|
| 3794 |
3794
Soundwatch Capital
Rowayton,
Connecticut
| USD 274 M | +USD 127 M | +86% | 5.68% | 79.6% | 27 | 11.11% | 0.7 |
|
| 3795 |
WFI
3795
West Family Investments
Carlsbad,
California
| USD 274 M | -USD 54 M | -16% | 12.4% | 131% | 124 | 41.13% | 3.1 |
|
| 3796 |
3796
Versant Capital Management
Phoenix,
Arizona
| USD 274 M | +USD 20.6 M | +8% | 7.66% | 97.3% | 1,662 | 6.32% | 3.7 |
|
| 3797 |
3797
Johanson Financial Advisors
Campbell,
California
| USD 274 M | +USD 26.4 M | +11% | 4.15% | 101% | 116 | 10.34% | 2.6 |
|
| 3798 |
3798
Koch Industries
Wichita,
Kansas
| USD 274 M | -USD 27.7 M | -9% | 6.43% | 56.9% | 5 | 40% | 1.1 |
|
| 3799 |
SGH
3799
Sivik Global Healthcare
Greenwich,
Connecticut
| USD 274 M | +USD 28.9 M | +12% | 5.45% | 83.8% | 58 | 53.45% | 1 |
|
| 3800 |
3800
Taylor Wealth Management Partners
Boston,
Massachusetts
| USD 274 M | +USD 14.1 M | +5% | 4.35% | 62% | 71 | 9.86% | 1.8 |
|