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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
3951
Perkins Capital Management
Wayzata,
Minnesota
| USD 152 M | +USD 22.9 M | +18% | 34.8% | 389% | 141 | 21.99% | 2.1 |
|
| 3952 |
SAM
3952
Security Asset Management
New York
| USD 152 M | +USD 20.2 M | +15% | 16.6% | 67.4% | 86 | 8.14% | 3.2 |
|
| 3953 |
3953
Bay Colony Advisors
Concord,
Massachusetts
| USD 152 M | +USD 34.2 M | +29% | 11.1% | 91.8% | 254 | 43.7% | 0.5 |
|
| 3954 |
3954
Elevated Capital Advisors
Sandy,
Utah
| USD 152 M | – | – | 9.24% | 50.2% | 133 | – | 0 |
|
| 3955 |
KCM
3955
Kempner Capital Management
Galveston,
Texas
| USD 151 M | +USD 6.02 M | +4% | 11.1% | 60.9% | 50 | 6% | 3.7 |
|
| 3956 |
3956
Minot Capital
Broomfield,
Colorado
| USD 151 M | +USD 14.5 M | +11% | 10.7% | 19.6% | 8 | 0% | 0.3 |
|
| 3957 |
3957
Sage Rhino Capital
Menlo Park,
California
| USD 151 M | – | – | 13.9% | 93.9% | 127 | – | 0 |
|
| 3958 |
3958
Resource Planning Group
Atlanta,
Georgia
| USD 151 M | +USD 17.3 M | +13% | 6.1% | 1.9% | 50 | 14% | 0.4 |
|
| 3959 |
3959
Lucerne Capital Management
Greenwich,
Connecticut
| USD 151 M | +USD 33 M | +28% | 30% | – | 2 | 0% | 0.8 |
|
| 3960 |
3960
LexAurum Advisors
Overland Park,
Kansas
| USD 151 M | +USD 21.9 M | +17% | 9.67% | – | 180 | 24.44% | 0.8 |
|
| 3961 |
3961
Oak Asset Management
Westlake Village,
California
| USD 151 M | +USD 15.8 M | +12% | 12.4% | 91.8% | 91 | 9.89% | 1.1 |
|
| 3962 |
3962
NVWM LLC
Yardley,
Pennsylvania
| USD 151 M | +USD 17.5 M | +13% | 15.7% | 119% | 402 | 16.42% | 0.9 |
|
| 3963 |
3963
Eliot Finkel Investment Counsel
Beverly Hills,
California
| USD 151 M | +USD 14.2 M | +10% | 10.1% | 85.5% | 39 | 5.13% | 2.4 |
|
| 3964 |
3964
MPS Loria Financial Planners
Burr Ridge,
Illinois
| USD 151 M | +USD 11.4 M | +8% | 13.1% | 80% | 78 | 16.67% | 1.4 |
|
| 3965 |
3965
Ogorek Anthony Joseph
Williamsville,
New York
| USD 151 M | +USD 25.2 M | +20% | 11.1% | 61.1% | 165 | 5.45% | 1.6 |
|
| 3966 |
HRC
3966
Hoertkorn Richard Charles
| USD 151 M | +USD 8.75 M | +6% | 14.9% | 182% | 88 | 5.68% | 4.1 |
|
| 3967 |
SV
3967
Stilwell Value
New York
| USD 151 M | +USD 17.6 M | +13% | 15.1% | 87.9% | 44 | 18.18% | 2.3 |
|
| 3968 |
3968
Augustine Asset Management
Jacksonville,
Florida
| USD 151 M | +USD 4.44 M | +3% | 12.5% | 316% | 80 | 16.25% | 2.6 |
|
| 3969 |
3969
Tree Line Advisors
Central,
Hong Kong
| USD 151 M | +USD 88.4 M | +142% | 44.3% | 670% | 6 | 33.33% | 0.2 |
|
| 3970 |
3970
Jackson Financial Management
Costa Mesa,
California
| USD 151 M | +USD 60 M | +66% | 10.4% | – | 42 | 28.57% | 0.9 |
|
| 3971 |
3971
Hillswick Asset Management
Stamford,
Connecticut
| USD 150 M | +USD 15.3 M | +11% | 11.7% | 40.2% | 13 | 0% | 4.1 |
|
| 3972 |
3972
Wela Strategies
Atlanta,
Georgia
| USD 150 M | +USD 17.5 M | +13% | 9.57% | 51.3% | 39 | 33.33% | 1.3 |
|
| 3973 |
3973
Scholtz & Company
Stamford,
Connecticut
| USD 150 M | +USD 34.9 M | +30% | 17.1% | 111% | 60 | 33.33% | 1.1 |
|
| 3974 |
AW
3974
Alpha Windward
Westwood,
Massachusetts
| USD 150 M | +USD 13.8 M | +10% | 12.7% | 33.6% | 435 | 16.78% | 2.8 |
|
| 3975 |
3975
Selway Asset Management
| USD 150 M | +USD 13.6 M | +10% | 11.8% | 36.5% | 80 | 16.25% | 2.9 |
|