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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
3876
Marathon Capital Management
Hunt Valley,
Maryland
| USD 445 M | -USD 19.4 M | -4% | 0.31% | 74% | 183 | 13.11% | 3.4 |
|
| 3877 |
NAMP
3877
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| USD 445 M | -USD 26.3 M | -6% | 3.75% | 90.2% | 144 | 8.33% | 7.6 |
|
| 3878 |
3878
Bulldog Investors
Saddle Brook,
New Jersey
| USD 445 M | -USD 4 M | -0.9% | 1.71% | 22.5% | 273 | 39.93% | 0.9 |
|
| 3879 |
3879
Benin Management Corp
Wilton,
Connecticut
| USD 445 M | -USD 3.21 M | -0.7% | 2.53% | 91.7% | 151 | 11.92% | 6.4 |
|
| 3880 |
3880
Mandatum Life Insurance Company
Helsinki,
Finland
| USD 445 M | +USD 6.8 M | +2% | 3.71% | 108% | 91 | 23.08% | 5 |
|
| 3881 |
3881
AMI Investment Management
Kendallville,
Indiana
| USD 445 M | -USD 340 k | -0.1% | 2.31% | 52% | 78 | 6.41% | 5.7 |
|
| 3882 |
3882
J. Derek Lewis & Associates
Newport Beach,
California
| USD 445 M | +USD 17.7 M | +4% | 2.66% | – | 233 | 19.74% | 0.2 |
|
| 3883 |
3883
Abacus FCF Advisors
Orlando,
Florida
| USD 444 M | -USD 321 M | -42% | 13% | 197% | 77 | 53.25% | 1.2 |
|
| 3884 |
3884
Collective Family Office
York,
Pennsylvania
| USD 444 M | +USD 8.39 M | +2% | 2.96% | 52.5% | 163 | 8.59% | 3.7 |
|
| 3885 |
3885
Sand Grove Capital Management
London,
United Kingdom
| USD 444 M | +USD 149 M | +51% | 14.8% | 410% | 27 | 85.19% | 0.1 |
|
| 3886 |
3886
Welch Capital Partners
Harrison,
New York
| USD 444 M | -USD 54.7 M | -11% | 5.83% | 79.2% | 27 | 7.41% | 4.4 |
|
| 3887 |
3887
Aspire Capital Advisors
Seattle,
Washington
| USD 444 M | +USD 18.4 M | +4% | 1.14% | 68.6% | 134 | 19.4% | 2 |
|
| 3888 |
3888
Augustine Asset Management
Jacksonville,
Florida
| USD 444 M | -USD 56.7 M | -11% | 2.95% | 316% | 121 | 14.05% | 4.4 |
|
| 3889 |
3889
Fermata Advisors
Sonoma,
California
| USD 444 M | +USD 27.5 M | +7% | 0.86% | 58.3% | 243 | 14.81% | 2.1 |
|
| 3890 |
3890
First Wilshire Securities Management
Pasadena,
California
| USD 444 M | +USD 46.3 M | +12% | 11.1% | 135% | 89 | 6.74% | 5.1 |
|
| 3891 |
3891
Centurion Wealth Management
Mclean,
Virginia
| USD 444 M | -USD 12.7 M | -3% | 1.17% | – | 341 | 15.84% | 1.7 |
|
| 3892 |
3892
TownSquare Capital
Provo,
Utah
| USD 444 M | -USD 2.6 M | -0.6% | 0.2% | 96.9% | 267 | 14.23% | 4.7 |
|
| 3893 |
3893
Lighthouse Financial Services
Brea,
California
| USD 443 M | +USD 8.51 M | +2% | 2.17% | – | 103 | 11.65% | 0.2 |
|
| 3894 |
3894
Prentice Wealth Management
Rochester,
New York
| USD 443 M | +USD 5.54 M | +1% | 0.89% | 47.8% | 119 | 5.88% | 2.9 |
|
| 3895 |
3895
Coston McIsaac & Partners
Bar Harbor,
Maine
| USD 443 M | +USD 12.3 M | +3% | 1.62% | 40.6% | 1,003 | 15.05% | 2.4 |
|
| 3896 |
3896
Aspire Private Capital
Cornelius,
North Carolina
| USD 443 M | -USD 6.51 M | -1% | 1.05% | 55.3% | 186 | 17.74% | 3.9 |
|
| 3897 |
3897
Cornerstone Planning
Charlotte,
North Carolina
| USD 443 M | +USD 12.2 M | +3% | 0.78% | – | 152 | 21.05% | 0.8 |
|
| 3898 |
GWM
3898
GSB Wealth Management
Guilford,
Connecticut
| USD 443 M | +USD 748 k | +0.2% | 0.21% | 69.8% | 246 | 8.54% | 3.6 |
|
| 3899 |
3899
Beacon Financial Advisory
Cleveland,
Ohio
| USD 443 M | +USD 11.3 M | +3% | 1.13% | 76.8% | 423 | 17.26% | 2.5 |
|
| 3900 |
3900
Next Level Private
Harrison,
New York
| USD 443 M | +USD 61.2 M | +16% | 0.66% | 95.9% | 184 | 17.39% | 2.1 |
|