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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
UG Investment Advisers
Taipei,
Taiwan
| USD 302 M | -USD 15.1 M | -5% | 13.1% | 183% | 14 | 28.57% | 0.9 |
|
| 4152 |
4152
Sapience Investments
Newport Beach,
California
| USD 302 M | -USD 118 M | -28% | 6.64% | 54.9% | 86 | 6.98% | 3.2 |
|
| 4153 |
4153
Biechele Royce Advisors
Fishers,
Indiana
| USD 302 M | -USD 3.85 M | -1% | 4.58% | 39.2% | 68 | 14.71% | 3.5 |
|
| 4154 |
4154
Nikulski Financial
Bettendorf,
Iowa
| USD 302 M | +USD 28.4 M | +10% | 8.62% | 107% | 140 | 10.71% | 3.6 |
|
| 4155 |
BC
4155
Bruce & Co
Chicago,
Illinois
| USD 301 M | +USD 14.9 M | +5% | 7.44% | 94.5% | 39 | 5.13% | 5.6 |
|
| 4156 |
4156
Old Mission Investment Co
Traverse City,
Michigan
| USD 301 M | +USD 15.6 M | +5% | 7.49% | 82% | 119 | 5.04% | 3.2 |
|
| 4157 |
4157
Frisch Financial Group
Melville,
New York
| USD 301 M | +USD 35.8 M | +14% | 8.1% | 66.6% | 140 | 15.71% | 2.6 |
|
| 4158 |
MFF
4158
Mango Five Family
Reno,
Nevada
| USD 301 M | +USD 35.3 M | +13% | 29.7% | – | 90 | 30% | 0.2 |
|
| 4159 |
4159
Ayalon Insurance Company
Ramat Gan,
Israel
| USD 301 M | +USD 25.3 M | +9% | 10.1% | 99.6% | 76 | 15.79% | 4 |
|
| 4160 |
4160
Angelo Gordon & Co
New York
| USD 301 M | -USD 15.2 M | -5% | 1.33% | 90.1% | 78 | 28.21% | 1 |
|
| 4161 |
4161
Meridian Investment Counsel
Lafayette,
California
| USD 301 M | +USD 9.41 M | +3% | 9.15% | 116% | 212 | 5.66% | 6.5 |
|
| 4162 |
4162
Carr Financial Group
Worcester,
Massachusetts
| USD 301 M | +USD 30.3 M | +11% | 6.81% | 66.1% | 187 | 13.37% | 1 |
|
| 4163 |
4163
Okabena Investment Services
Minneapolis,
Minnesota
| USD 300 M | +USD 43.4 M | +17% | 7.17% | 72.4% | 104 | 12.5% | 1.5 |
|
| 4164 |
4164
Charles-Lim Capital
Central,
Hong Kong
| USD 300 M | -USD 48.9 M | -14% | 6.04% | 4.44% | 8 | 50% | 3 |
|
| 4165 |
4165
FTV Management Company
San Francisco,
California
| USD 300 M | -USD 14.6 M | -5% | 4.64% | 15.1% | 1 | 0% | 2.3 |
|
| 4166 |
4166
Siena Capital Partners
Chicago,
Illinois
| USD 300 M | -USD 18.8 M | -6% | 2.99% | 44.2% | 106 | 8.49% | 3.6 |
|
| 4167 |
4167
Barry Investment Advisors
New Bedford,
Massachusetts
| USD 300 M | +USD 4.39 M | +1% | 4.88% | 66.7% | 124 | 17.74% | 3.2 |
|
| 4168 |
4168
GoalVest Advisory
New York
| USD 300 M | +USD 72.5 M | +32% | 10.1% | 94.8% | 482 | 39.63% | 1.2 |
|
| 4169 |
4169
AMJ Financial Wealth Management
Leesburg,
Virginia
| USD 299 M | +USD 61.8 M | +26% | 24.5% | 167% | 86 | 30.23% | 1.1 |
|
| 4170 |
NC
4170
Nokomis Capital
Dallas,
Texas
| USD 299 M | -USD 27.1 M | -8% | 7.1% | 145% | 62 | 43.55% | 1.7 |
|
| 4171 |
4171
Atlas Private Wealth Advisors
Matawan,
New Jersey
| USD 299 M | -USD 239 M | -44% | 5.5% | 57.8% | 170 | 40% | 2.2 |
|
| 4172 |
4172
Meritech Capital Associates V
Palo Alto,
California
| USD 299 M | -USD 112 M | -27% | 10.4% | 133% | 6 | 50% | 3.2 |
|
| 4173 |
4173
Mandatum Life Insurance Company
Helsinki,
Finland
| USD 299 M | +USD 29.5 M | +11% | 11.3% | 108% | 90 | 20% | 4.5 |
|
| 4174 |
4174
Wellington Shields & Co
New York
| USD 298 M | +USD 27.3 M | +10% | 11.7% | 127% | 311 | 8.04% | 3.1 |
|
| 4175 |
4175
My Legacy Advisors
Bend,
Oregon
| USD 298 M | +USD 21.4 M | +8% | 7.13% | 49.1% | 221 | 12.22% | 1.4 |
|