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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
TMT General Partner
Hong Kong
| USD 378 M | +USD 68.4 M | +22% | 37.7% | – | 3 | 0% | 0.6 |
|
| 4202 |
4202
Searle & Co
Greenwich,
Connecticut
| USD 377 M | +USD 23.5 M | +7% | 6.71% | 108% | 191 | 7.33% | 5.1 |
|
| 4203 |
4203
Rock Point Advisors
Burlington,
Vermont
| USD 377 M | +USD 22.9 M | +6% | 10.9% | 82.8% | 122 | 14.75% | 4.5 |
|
| 4204 |
4204
Performa Ltd (US)
Charleston,
South Carolina
| USD 377 M | +USD 45.4 M | +14% | 6.16% | 59.6% | 62 | 29.03% | 2.5 |
|
| 4205 |
4205
Kelly Financial Group
Wethersfield,
Connecticut
| USD 377 M | +USD 31.4 M | +9% | 5.34% | – | 96 | 12.5% | 0.6 |
|
| 4206 |
RI
4206
Rinkey Investments
San Diego,
California
| USD 377 M | +USD 44.1 M | +13% | 5.18% | 42.1% | 130 | 26.15% | 1.3 |
|
| 4207 |
4207
Lansing Street Advisors
Ambler,
Pennsylvania
| USD 377 M | +USD 41.1 M | +12% | 6.88% | – | 149 | 14.77% | 1.8 |
|
| 4208 |
4208
Bard Associates
Chicago,
Illinois
| USD 377 M | +USD 65.7 M | +21% | 23.3% | 241% | 176 | 10.8% | 5.9 |
|
| 4209 |
4209
St. Clair Advisors
Mayfield Hts,
Ohio
| USD 377 M | -USD 5.61 M | -1% | 7.11% | 77.5% | 81 | 3.7% | 3.2 |
|
| 4210 |
HCM
4210
Hudson Capital Management
Ramsey,
New Jersey
| USD 377 M | +USD 24.2 M | +7% | 6.05% | 66.8% | 74 | 9.46% | 4.4 |
|
| 4211 |
4211
MPS Loria Financial Planners
Burr Ridge,
Illinois
| USD 376 M | +USD 36.5 M | +11% | 10.7% | 80% | 84 | 5.95% | 5.1 |
|
| 4212 |
4212
Total Clarity Wealth Management
St. Charles,
Illinois
| USD 376 M | +USD 27 M | +8% | 8.08% | 73.2% | 330 | 26.36% | 1.9 |
|
| 4213 |
4213
Shilanski & Associates
Anchorage,
Alaska
| USD 376 M | +USD 26.3 M | +8% | 6.36% | 84.2% | 137 | 41.61% | 1.9 |
|
| 4214 |
4214
Divergent Planning
Bethesda,
Maryland
| USD 376 M | +USD 37.8 M | +11% | 6.11% | 43.3% | 36 | 5.56% | 2.6 |
|
| 4215 |
4215
Roberts Wealth Advisors
Palo Alto,
California
| USD 376 M | +USD 28.2 M | +8% | 7.34% | 81.1% | 101 | 9.9% | 2.4 |
|
| 4216 |
4216
ETF Portfolio Partners
Leawood,
Kansas
| USD 376 M | +USD 15 M | +4% | 5.73% | 50.2% | 69 | 7.25% | 4.2 |
|
| 4217 |
4217
First Wilshire Securities Management
Pasadena,
California
| USD 376 M | +USD 8.63 M | +2% | 14% | 135% | 88 | 10.23% | 5.2 |
|
| 4218 |
NC
4218
Nokomis Capital
Dallas,
Texas
| USD 376 M | +USD 74.4 M | +25% | 30.8% | 145% | 66 | 34.85% | 1.6 |
|
| 4219 |
4219
Boltwood Capital Management
Walnut Creek,
California
| USD 376 M | +USD 23.9 M | +7% | 6.15% | 63% | 178 | 3.37% | 6.3 |
|
| 4220 |
4220
LPWM LLC
Minneapolis,
Minnesota
| USD 375 M | +USD 32 M | +9% | 6.76% | 59.4% | 86 | 5.81% | 3.6 |
|
| 4221 |
4221
Millstreet Capital Management
Boston,
Massachusetts
| USD 375 M | +USD 20.8 M | +6% | 9.26% | – | 2 | 0% | 1.8 |
|
| 4222 |
4222
Bridge City Capital
Lake Oswego,
Oregon
| USD 374 M | +USD 18 M | +5% | 8.33% | 120% | 113 | 9.73% | 4.3 |
|
| 4223 |
4223
Magnitude Capital
New York
| USD 374 M | +USD 48 M | +15% | 14.7% | – | 1 | 0% | 1.8 |
|
| 4224 |
4224
Premier Financial Group
Eureka,
California
| USD 374 M | +USD 14.5 M | +4% | 7.21% | – | 63 | 42.86% | 0.1 |
|
| 4225 |
NELSF
4225
NewGen Equity Long/Short Fund
Grand Cayman,
Cayman Islands
| USD 374 M | +USD 203 M | +119% | 45.6% | – | 41 | 73.17% | 0.1 |
|