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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
IMS Capital Management
Portland,
Oregon
| USD 145 M | +USD 14.2 M | +11% | 11.7% | 119% | 135 | 6.67% | 3.2 |
|
| 4402 |
4402
First City Capital Management
Savannah,
Georgia
| USD 145 M | +USD 8.58 M | +6% | 7.26% | 86.4% | 143 | 9.79% | 4.5 |
|
| 4403 |
ILM
4403
Indigo Latam Management
Phoenix,
Arizona
| USD 145 M | +USD 5.71 M | +4% | 4.1% | 39.3% | 1 | 0% | 6 |
|
| 4404 |
4404
Selway Asset Management
| USD 145 M | +USD 8.99 M | +7% | 9.78% | 36.5% | 73 | 8.22% | 3.5 |
|
| 4405 |
4405
JLP Asset Management
New York
| USD 145 M | -USD 4.87 M | -3% | 2.45% | 16.1% | 34 | 20.59% | 0.8 |
|
| 4406 |
4406
Financial Gravity Asset Management
Lakeway,
Texas
| USD 145 M | +USD 29 M | +25% | 6.98% | – | 1,894 | 38.23% | 1.2 |
|
| 4407 |
4407
Hutner Capital Management
Manchester,
Vermont
| USD 145 M | +USD 3.8 M | +3% | 4.72% | 52.2% | 43 | 2.33% | 2.7 |
|
| 4408 |
4408
Taylor Frigon Capital Management
Scottsdale,
Arizona
| USD 145 M | +USD 6.87 M | +5% | 8.09% | 152% | 88 | 6.82% | 2.9 |
|
| 4409 |
4409
Beacon Wealthcare Inc
Raleigh,
North Carolina
| USD 145 M | +USD 6.19 M | +4% | 4.15% | 31.6% | 10 | 0% | 1.7 |
|
| 4410 |
4410
Geneva Partners
Lake Geneva,
Wisconsin
| USD 145 M | +USD 16.5 M | +13% | 7.16% | 417% | 80 | 30% | 1.7 |
|
| 4411 |
4411
Peachtree Investment Partners
Indian River Shores,,
Florida
| USD 145 M | +USD 19.3 M | +15% | 8.92% | 111% | 87 | 33.33% | 0.6 |
|
| 4412 |
4412
Thrive Capital Management (New York)
New York
| USD 145 M | +USD 18.9 M | +15% | 20.4% | 205% | 5 | 20% | 0.6 |
|
| 4413 |
4413
Ironwood Investment Management
Boston,
Massachusetts
| USD 145 M | +USD 11.4 M | +9% | 18.1% | 164% | 159 | 9.43% | 4.3 |
|
| 4414 |
4414
Acima Private Wealth
Richmond,
Virginia
| USD 145 M | +USD 13.9 M | +11% | 6.72% | 51.1% | 310 | 14.52% | 0.8 |
|
| 4415 |
4415
Corrigan Financial
Middletown,
Rhode Island
| USD 145 M | +USD 10.1 M | +7% | 7.46% | 9.54% | 70 | 4.29% | 2.6 |
|
| 4416 |
KMWM
4416
Keudell/Morrison Wealth Management
Salem,
Oregon
| USD 145 M | +USD 23.4 M | +19% | 7.45% | – | 159 | 8.18% | 0.7 |
|
| 4417 |
LFWA
4417
LBJ Family Wealth Advisors
Austin,
Texas
| USD 145 M | +USD 11.6 M | +9% | 17% | 64.9% | 19 | 5.26% | 4.7 |
|
| 4418 |
4418
Truvestments Capital
Sarasota,
Florida
| USD 144 M | -USD 9.15 M | -6% | 7.39% | 131% | 704 | 80.26% | 1.4 |
|
| 4419 |
4419
Concorde Asset Management
Ann Arbor,
Michigan
| USD 144 M | +USD 14.5 M | +11% | 6.93% | – | 164 | 27.44% | 2 |
|
| 4420 |
GAMC
4420
Garner Asset Management Corp
Plano,
Texas
| USD 144 M | +USD 10.1 M | +8% | 6.49% | 103% | 149 | 4.03% | 2.1 |
|
| 4421 |
4421
Pinnacle Bancorp
Beatrice,
Nebraska
| USD 144 M | -USD 30.9 M | -18% | 7.2% | 72.9% | 725 | 12.69% | 2.2 |
|
| 4422 |
4422
Sensato Investors
San Francisco,
California
| USD 144 M | -USD 118 M | -45% | 12.9% | 75.8% | 60 | 51.67% | 1 |
|
| 4423 |
4423
St. Johns Investment Management
Jacksonville,
Florida
| USD 144 M | +USD 9.9 M | +7% | 8.67% | 91.9% | 170 | 9.41% | 4.3 |
|
| 4424 |
4424
Calixto Global Investors
Coral Gables,
Florida
| USD 144 M | +USD 14.9 M | +12% | 20.4% | 180% | 15 | 33.33% | 0.6 |
|
| 4425 |
4425
Private Capital Management (Colorado)
Denver,
Colorado
| USD 144 M | -USD 660 k | -0.5% | 7.14% | 20% | 103 | 0.97% | 0.9 |
|