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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
Robertson Opportunity Capital
Dallas,
Texas
| USD 235 M | -USD 12.8 M | -5% | 15.9% | 93.4% | 30 | 6.67% | 4.3 |
|
| 4127 |
4127
KB Financial Partners
Princeton,
New Jersey
| USD 235 M | – | – | 3.95% | – | 622 | – | 0 |
|
| 4128 |
4128
Blue Zone Wealth Advisors
Los Angeles,
California
| USD 235 M | +USD 27.9 M | +13% | 4.15% | 91.1% | 88 | 21.59% | 0.7 |
|
| 4129 |
SFSIG
4129
San Francisco Sentry Investment Group
San Francisco,
California
| USD 235 M | +USD 22.1 M | +10% | 6.37% | 436% | 743 | 7.67% | 3.1 |
|
| 4130 |
4130
OneAscent Wealth Management
Birmingham,
Alabama
| USD 235 M | +USD 13.8 M | +6% | 3.46% | 50.6% | 239 | 21.76% | 0.2 |
|
| 4131 |
4131
Forefront Analytics
West Conshohocken,
Pennsylvania
| USD 235 M | +USD 4.45 M | +2% | 2.78% | 50.9% | 74 | 24.32% | 1.8 |
|
| 4132 |
4132
Malaga Cove Capital
Pv Estates,
California
| USD 234 M | +USD 21.6 M | +10% | 8.84% | 97.3% | 170 | 20% | 1.5 |
|
| 4133 |
4133
First United Bank & Trust
Oakland,
Maryland
| USD 234 M | +USD 27.1 M | +13% | 7.14% | 78% | 158 | 11.39% | 3.6 |
|
| 4134 |
4134
DFPG Investments
Sandy,
Utah
| USD 234 M | +USD 16.6 M | +8% | 5.72% | 38.2% | 181 | 22.65% | 1.3 |
|
| 4135 |
4135
West Oak Capital
Westlake Village,
California
| USD 234 M | +USD 18.7 M | +9% | 5.64% | 110% | 374 | 14.97% | 3.8 |
|
| 4136 |
OR
4136
Olympiad Research
Stamford,
Connecticut
| USD 234 M | +USD 59.8 M | +34% | 15% | 187% | 198 | 52.02% | 0.3 |
|
| 4137 |
4137
Riversedge Advisors
Wilmington,
Delaware
| USD 234 M | +USD 18.1 M | +8% | 3.99% | 71.3% | 50 | 10% | 1.1 |
|
| 4138 |
4138
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| USD 234 M | +USD 16.7 M | +8% | 7.22% | – | 91 | 8.79% | 4.4 |
|
| 4139 |
DMK
4139
David M. Knott
| USD 234 M | +USD 12.8 M | +6% | 17.2% | 81% | 149 | 39.6% | 2.5 |
|
| 4140 |
4140
Knuff & Co
Foster City,
California
| USD 234 M | -USD 8.96 M | -4% | 2.5% | 108% | 168 | 13.1% | 1.6 |
|
| 4141 |
HCM
4141
Hudson Capital Management
Ramsey,
New Jersey
| USD 234 M | +USD 7.91 M | +4% | 6.21% | 66.8% | 71 | 19.72% | 2.1 |
|
| 4142 |
4142
Allied Investment Advisors
Billings,
Montana
| USD 234 M | +USD 25.4 M | +12% | 11.4% | 68.4% | 53 | 9.43% | 2.5 |
|
| 4143 |
4143
Physicians Financial Services
Raleigh,
North Carolina
| USD 233 M | +USD 26.2 M | +13% | 4.98% | 116% | 118 | 11.02% | 3.7 |
|
| 4144 |
4144
Ashburton (Jersey)
St Helier,
Jersey
| USD 233 M | -USD 8.54 M | -4% | 9.33% | – | 75 | 20% | 2.4 |
|
| 4145 |
BUF
4145
Builders Union Fund
Wilmington,
Delaware
| USD 233 M | – | – | 1.65% | – | 8 | – | 0 |
|
| 4146 |
4146
Builders Union
London,
United Kingdom
| USD 233 M | -USD 47 M | -17% | 1.65% | – | 10 | 30% | 0.2 |
|
| 4147 |
4147
Uncommon Cents Investing
Janesville,
Wisconsin
| USD 233 M | +USD 11.2 M | +5% | 9.64% | 91.4% | 129 | 3.1% | 2.2 |
|
| 4148 |
4148
Rollins Financial
Atlanta,
Georgia
| USD 233 M | +USD 14 M | +6% | 1.97% | – | 93 | 13.98% | 0.2 |
|
| 4149 |
4149
Bison Wealth
Atlanta,
Georgia
| USD 233 M | +USD 19.1 M | +9% | 5.34% | 37.4% | 488 | 19.47% | 2 |
|
| 4150 |
AMC
4150
Asset Management Corp
Northbrook,
Illinois
| USD 233 M | +USD 54.2 M | +30% | 4.6% | 57.1% | 211 | 31.75% | 0.7 |
|