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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
4076
Aldebaran Financial
| USD 142 M | +USD 10.8 M | +8% | 12.2% | 115% | 103 | 8.74% | 3.5 |
|
| 4077 |
4077
Eidelman Virant Capital
Saint Louis,
Missouri
| USD 142 M | +USD 8.79 M | +7% | 11.2% | 46.2% | 107 | 23.36% | 2.4 |
|
| 4078 |
LBC
4078
Lawrence B. Cohen
| USD 142 M | +USD 13.3 M | +10% | 12.8% | 41.8% | 70 | 5.71% | 4.1 |
|
| 4079 |
NGA
4079
New Generation Advisors
Manchester,
Massachusetts
| USD 142 M | +USD 3.83 M | +3% | 0.41% | 45.1% | 33 | 18.18% | 1.5 |
|
| 4080 |
PP
4080
Parplus Partners
New York
| USD 142 M | -USD 329 M | -70% | 13% | – | 1 | 0% | 0.3 |
|
| 4081 |
4081
1 North Wealth Services
Annapolis,
Maryland
| USD 142 M | +USD 22.1 M | +18% | 7.85% | – | 355 | 18.03% | 0.2 |
|
| 4082 |
4082
HCSF Management
San Francisco,
California
| USD 142 M | -USD 5.15 M | -4% | 7.3% | 58.8% | 12 | 8.33% | 1.8 |
|
| 4083 |
4083
ASA Gold & Precious Metals
Portland,
Maine
| USD 142 M | -USD 1.39 M | -1% | 7.48% | 7.34% | 16 | 12.5% | 4.2 |
|
| 4084 |
4084
O'Brien Wealth Partners
Waltham,
Massachusetts
| USD 141 M | -USD 4.63 M | -3% | 11.4% | 56.7% | 45 | 20% | 2 |
|
| 4085 |
4085
Seven Post Investment Office
San Francisco,
California
| USD 141 M | +USD 12.8 M | +10% | 22% | 44.4% | 24 | 20.83% | 1.6 |
|
| 4086 |
PCC
4086
Park Circle Company
Baltimore,
Maryland
| USD 141 M | +USD 18.8 M | +15% | 9.89% | 70.5% | 80 | 17.5% | 2.4 |
|
| 4087 |
4087
New World Advisors
Hingham,
Massachusetts
| USD 141 M | +USD 20.9 M | +17% | 18.4% | 84.1% | 132 | 91.67% | 0 |
|
| 4088 |
SCA
4088
Sander Capital Advisors
Seattle,
Washington
| USD 141 M | +USD 32.6 M | +30% | 20.4% | 113% | 13 | 46.15% | 0.7 |
|
| 4089 |
AB
4089
Atlas Brown
Louisville,
Kentucky
| USD 141 M | +USD 11.5 M | +9% | 12.8% | 115% | 151 | 9.93% | 3.7 |
|
| 4090 |
4090
Yost Capital Management
Houston,
Texas
| USD 141 M | +USD 8.26 M | +6% | 15.2% | 125% | 11 | 27.27% | 1.4 |
|
| 4091 |
4091
Howard Financial Services
Dallas,
Texas
| USD 141 M | +USD 10.8 M | +8% | 13.2% | 55.9% | 119 | 15.97% | 0.2 |
|
| 4092 |
4092
Clear Perspective Advisors
Aurora,
Illinois
| USD 141 M | +USD 20.7 M | +17% | 11.4% | 88.5% | 148 | 17.57% | 1.8 |
|
| 4093 |
AA
4093
Antipodean Advisors
New York
| USD 141 M | +USD 88 M | +167% | 42.3% | 67.8% | 11 | 54.55% | 0.9 |
|
| 4094 |
4094
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| USD 141 M | +USD 18.3 M | +15% | 7.91% | 59.6% | 51 | 21.57% | 0.8 |
|
| 4095 |
4095
Steginsky Capital
Port Washington,
New York
| USD 141 M | +USD 13.3 M | +10% | 9.31% | 99.4% | 8 | 0% | 2.2 |
|
| 4096 |
4096
Alethea Capital Management
Mercer Island,
Washington
| USD 140 M | +USD 71.8 M | +104% | 52.7% | 275% | 96 | 60.42% | 1.1 |
|
| 4097 |
MA
4097
Menlo Advisors
Menlo Park,
California
| USD 140 M | +USD 11.8 M | +9% | 7.51% | 108% | 41 | 14.63% | 3.4 |
|
| 4098 |
4098
One Day In July LLC
Burlington,
Vermont
| USD 140 M | +USD 27.2 M | +24% | 8.65% | 48.2% | 33 | 9.09% | 0.2 |
|
| 4099 |
4099
Centerstone Investors
New York
| USD 140 M | +USD 30.4 M | +28% | 14.9% | 73.7% | 29 | 3.45% | 0.2 |
|
| 4100 |
FA
4100
Financial Advantage
Columbia,
Maryland
| USD 140 M | +USD 17.8 M | +15% | 15.3% | 24.3% | 111 | 10.81% | 1.1 |
|