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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
LBC
4501
Lawrence B. Cohen
| USD 180 M | +USD 15.6 M | +9% | 11.3% | 41.8% | 79 | 13.92% | 4.5 |
|
| 4502 |
4502
Makena Capital Management
Menlo Park,
California
| USD 180 M | +USD 9.6 M | +6% | 16.9% | 85.5% | 75 | 50.67% | 0.5 |
|
| 4503 |
4503
Concorde Asset Management
Ann Arbor,
Michigan
| USD 180 M | +USD 4.74 M | +3% | 20.8% | – | 206 | 40.29% | 1.4 |
|
| 4504 |
4504
Riverstone Advisors
New Braunfels,
Texas
| USD 180 M | +USD 29.6 M | +20% | 16.1% | 116% | 41 | 12.2% | 1.3 |
|
| 4505 |
4505
Collective Family Office
York,
Pennsylvania
| USD 180 M | – | – | 11.7% | 52.5% | 151 | – | 0 |
|
| 4506 |
VST
4506
Van Strum & Towne
San Francisco,
California
| USD 180 M | +USD 25.8 M | +17% | 16.3% | 72.3% | 103 | 28.16% | 3.7 |
|
| 4507 |
4507
Wells Trecaso Financial Group
Akron,
Ohio
| USD 180 M | +USD 23 M | +15% | 14.3% | 108% | 84 | 19.05% | 2 |
|
| 4508 |
4508
Financial Strategies Group
Okemos,
Michigan
| USD 179 M | +USD 30.9 M | +21% | 11.2% | 49.2% | 68 | 14.71% | 0.6 |
|
| 4509 |
4509
Harbour Investment Management
Edmonds,
Washington
| USD 179 M | +USD 17.7 M | +11% | 10.1% | 58.8% | 75 | 6.67% | 5.1 |
|
| 4510 |
4510
Madrona Financial Services
Everett,
Washington
| USD 179 M | +USD 19.8 M | +12% | 11.8% | 85.1% | 57 | 19.3% | 2.3 |
|
| 4511 |
HCM
4511
Highlander Capital Management
Short Hills,
New Jersey
| USD 179 M | +USD 14 M | +8% | 12.9% | 34.4% | 658 | 7.29% | 4.3 |
|
| 4512 |
AMC
4512
Asset Management Corp
Northbrook,
Illinois
| USD 179 M | +USD 14.2 M | +9% | 14.5% | 57.1% | 193 | 31.61% | 0.6 |
|
| 4513 |
4513
Phoenician Capital
New York
| USD 179 M | +USD 60.5 M | +51% | 13.1% | 41.1% | 18 | 22.22% | 1 |
|
| 4514 |
BE
4514
Bonness Enterprises
Washington,
District of Columbia
| USD 179 M | +USD 8.64 M | +5% | 9.13% | 98.6% | 42 | 7.14% | 6.9 |
|
| 4515 |
4515
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| USD 179 M | – | – | 8.41% | 72.4% | 257 | – | 0 |
|
| 4516 |
RA
4516
Resolute Advisors
San Francisco,
California
| USD 179 M | – | – | 23% | 36.7% | 144 | – | 0 |
|
| 4517 |
4517
Shoker Investment Counsel
Oxford,
Ohio
| USD 178 M | +USD 25.9 M | +17% | 15.5% | 88.9% | 93 | 9.68% | 4 |
|
| 4518 |
4518
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| USD 178 M | +USD 3.91 M | +2% | 5.93% | 3.28% | 105 | 39.05% | 1.1 |
|
| 4519 |
4519
TMD Wealth Management
Scottsdale,
Arizona
| USD 178 M | – | – | 8.55% | 2.41% | 37 | – | 0 |
|
| 4520 |
4520
Founders Fund VII Management
San Francisco,
California
| USD 178 M | – | – | 21.5% | 64.7% | 2 | – | 0 |
|
| 4521 |
4521
Falcon Wealth Planning
Ontario,
California
| USD 178 M | – | – | 15.9% | 56.4% | 51 | – | 0 |
|
| 4522 |
BM
4522
Bislett Management
Palo Alto,
California
| USD 178 M | +USD 17.3 M | +11% | 24.5% | 19.8% | 17 | 5.88% | 5.1 |
|
| 4523 |
4523
Round Hill Asset Management
Pasadena,
California
| USD 178 M | +USD 13.2 M | +8% | 6.89% | 51.6% | 61 | 6.56% | 3.1 |
|
| 4524 |
4524
Stolper & Co
Tulsa,
Oklahoma
| USD 178 M | +USD 23.6 M | +15% | 15% | 77.1% | 91 | 8.79% | 0.7 |
|
| 4525 |
4525
Santori & Peters Inc
Canonsburg,
Pennsylvania
| USD 178 M | +USD 27.1 M | +18% | 14.1% | 103% | 88 | 23.86% | 1.4 |
|