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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
4401
Altai Capital Management
West Hollywood,
California
| USD 118 M | +USD 11.5 M | +11% | 15.8% | 24.9% | 5 | 0% | 0.3 |
|
| 4402 |
4402
TS Financial Group (TSFG)
Lake Forest,
Illinois
| USD 118 M | – | – | 14% | 81% | 792 | – | 0 |
|
| 4403 |
AP
4403
Agilis Partners
Waltham,
Massachusetts
| USD 117 M | +USD 21 M | +22% | 9.82% | 8.47% | 23 | 21.74% | 1.4 |
|
| 4404 |
4404
Lavaca Capital
Houston,
Texas
| USD 117 M | +USD 16.9 M | +17% | 12.6% | 46.5% | 433 | 19.4% | 0.2 |
|
| 4405 |
4405
Geneva Partners
Lake Geneva,
Wisconsin
| USD 117 M | +USD 30.8 M | +36% | 18% | 417% | 72 | 34.72% | 1.5 |
|
| 4406 |
4406
Red Cedar Capital
Omaha,
Nebraska
| USD 117 M | +USD 14.2 M | +14% | 12.9% | 43% | 154 | 3.25% | 1.2 |
|
| 4407 |
4407
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| USD 117 M | +USD 13.5 M | +13% | 8.81% | 34.2% | 57 | 7.02% | 1.3 |
|
| 4408 |
4408
Mountaineer Partners Management
New York
| USD 117 M | -USD 405 k | -0.3% | 14.8% | 129% | 16 | 31.25% | 0.2 |
|
| 4409 |
4409
Legacy Financial Strategies
Overland Park,
Kansas
| USD 117 M | +USD 16.1 M | +16% | 10.2% | 76.7% | 55 | 5.45% | 1.1 |
|
| 4410 |
SCIM
4410
Spring Creek Investment Management
Philadelphia,
Pennsylvania
| USD 117 M | +USD 2.2 M | +2% | 12.4% | 45.9% | 14 | 35.71% | 0.3 |
|
| 4411 |
4411
Robertson Stephens Wealth Management
San Francisco,
California
| USD 117 M | +USD 17 M | +17% | 11.6% | 109% | 62 | 11.29% | 0.2 |
|
| 4412 |
4412
Lesa Sroufe & Co
Seattle,
Washington
| USD 117 M | +USD 85 k | +0.1% | 6.71% | – | 62 | 9.68% | 2.9 |
|
| 4413 |
4413
Chessman Wealth Strategies RIA
Dallas,
Texas
| USD 117 M | +USD 23.1 M | +25% | 7.99% | – | 30 | 46.67% | 0.8 |
|
| 4414 |
4414
Acima Private Wealth
Richmond,
Virginia
| USD 117 M | +USD 14.8 M | +14% | 10.6% | 51.1% | 311 | 20.26% | 0.2 |
|
| 4415 |
4415
Friedenthal Financial
Marlton,
New Jersey
| USD 117 M | +USD 10 M | +9% | 8.72% | 105% | 67 | 41.79% | 1.7 |
|
| 4416 |
MI
4416
Moneywise Inc
Forest,
Virginia
| USD 117 M | +USD 11.3 M | +11% | 11% | 60.8% | 41 | 19.51% | 2 |
|
| 4417 |
CC
4417
Carve Capital
Stockholm,
Sweden
| USD 117 M | -USD 114 M | -49% | 16.8% | 84.3% | 6 | 16.67% | 0.7 |
|
| 4418 |
OFG
4418
OTA Financial Group
Purchase,
New York
| USD 117 M | -USD 96 M | -45% | 15.6% | 320% | 83 | 81.93% | 0.4 |
|
| 4419 |
4419
Courage Capital Management
Nashville,
Tennessee
| USD 116 M | -USD 11.8 M | -9% | 18.6% | 86.5% | 17 | 17.65% | 2.4 |
|
| 4420 |
4420
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| USD 116 M | +USD 23.7 M | +26% | 11.7% | 82.6% | 81 | 13.58% | 0.2 |
|
| 4421 |
GPC
4421
Glen Point Capital
London,
United Kingdom
| USD 116 M | -USD 24 M | -17% | 28% | 118% | 6 | 100% | 0 |
|
| 4422 |
4422
Jeneq Management
New York
| USD 116 M | +USD 57.7 M | +98% | 24.8% | 21.7% | 39 | 82.05% | 0.1 |
|
| 4423 |
4423
Harrington Investments
Napa,
California
| USD 116 M | +USD 12.3 M | +12% | 14.6% | 109% | 77 | 2.6% | 1.4 |
|
| 4424 |
FSA
4424
Financial Services Advisory
Rockville,
Maryland
| USD 116 M | +USD 100 M | +622% | 10.5% | 82.5% | 19 | 78.95% | 0.1 |
|
| 4425 |
4425
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| USD 116 M | +USD 28.4 M | +33% | 12.2% | 72.8% | 62 | 14.52% | 0.2 |
|