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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
4601
West Oak Capital
Westlake Village,
California
| USD 197 M | +USD 5.99 M | +3% | 4.52% | 110% | 341 | 14.96% | 5.2 |
|
| 4602 |
4602
Soviero Asset Management
New York
| USD 197 M | +USD 28.6 M | +17% | 18% | 676% | 52 | 61.54% | 0.5 |
|
| 4603 |
4603
Brown, Lisle/Cummings
Providence,
Rhode Island
| USD 197 M | +USD 10.9 M | +6% | 6.42% | 82.3% | 541 | 5.18% | 1.1 |
|
| 4604 |
4604
13D Management
New York
| USD 197 M | +USD 6.74 M | +4% | 9.05% | 157% | 30 | 16.67% | 1.8 |
|
| 4605 |
4605
Sara-Bay Financial
Sarasota,
Florida
| USD 196 M | +USD 18.7 M | +11% | 17% | 233% | 88 | 20.45% | 2 |
|
| 4606 |
4606
Aull & Monroe Investment Management
Mobile,
Alabama
| USD 196 M | -USD 4.55 M | -2% | 0.39% | 98.3% | 134 | 4.48% | 7 |
|
| 4607 |
4607
Tealwood Asset Management
Minneapolis,
Minnesota
| USD 196 M | +USD 5.01 M | +3% | 5.28% | 128% | 135 | 9.63% | 3.1 |
|
| 4608 |
4608
Graybill Wealth Management
Elmhurst,
Illinois
| USD 196 M | +USD 11.7 M | +6% | 5.76% | – | 51 | 1.96% | 5.2 |
|
| 4609 |
4609
Kaye Capital Management
El Segundo,
California
| USD 196 M | +USD 4.79 M | +3% | 5.09% | – | 32 | 18.75% | 0.2 |
|
| 4610 |
4610
Clarity Wealth Advisors
San Jose,
California
| USD 196 M | +USD 22.6 M | +13% | 11.2% | 94.1% | 78 | 20.51% | 2.2 |
|
| 4611 |
4611
Bullseye Asset Management
Denver,
Colorado
| USD 196 M | +USD 11.4 M | +6% | 11.4% | 81% | 81 | 9.88% | 2.5 |
|
| 4612 |
4612
Seascape Capital Management
Portsmouth,
New Hampshire
| USD 196 M | +USD 12.8 M | +7% | 5.91% | 111% | 101 | 12.87% | 1.9 |
|
| 4613 |
4613
HST Ventures
Park City,
Utah
| USD 196 M | +USD 54.4 M | +38% | 0.56% | 8.24% | 52 | 48.08% | 0.5 |
|
| 4614 |
4614
Sea Otter Advisors
Miami,
Florida
| USD 196 M | +USD 129 M | +191% | 3.55% | – | 316 | 90.82% | 0 |
|
| 4615 |
4615
Pharo Management
New York
| USD 196 M | +USD 42.4 M | +28% | 4.85% | – | 10 | 70% | 0.5 |
|
| 4616 |
4616
Copperwynd Financial
Scottsdale,
Arizona
| USD 196 M | +USD 17.9 M | +10% | 7.13% | 90% | 155 | 27.74% | 2.7 |
|
| 4617 |
4617
Triumph Capital Management
Denver,
Colorado
| USD 196 M | +USD 8.92 M | +5% | 5.37% | 55.5% | 243 | 35.8% | 0.9 |
|
| 4618 |
4618
Provident Wealth Management
Brentwood,
Tennessee
| USD 195 M | +USD 25.1 M | +15% | 5.21% | 61.1% | 101 | 12.87% | 1.8 |
|
| 4619 |
IAMH
4619
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| USD 195 M | +USD 16.8 M | +9% | 21.6% | 64.5% | 20 | 30% | 0.7 |
|
| 4620 |
4620
Tejara Capital
London,
United Kingdom
| USD 195 M | +USD 21.9 M | +13% | 0.66% | 7.93% | 108 | 35.19% | 0.2 |
|
| 4621 |
4621
Wealth Effects
Boston,
Massachusetts
| USD 195 M | +USD 20.1 M | +11% | 14.7% | 235% | 207 | 12.08% | 1 |
|
| 4622 |
4622
Eclectic Associates
Fullerton,
California
| USD 195 M | -USD 10.4 M | -5% | 5.03% | 53.8% | 85 | 11.76% | 1.6 |
|
| 4623 |
4623
Avalon Capital Management
Port Of Redwood City,
California
| USD 195 M | -USD 3.62 M | -2% | 11.3% | 163% | 60 | 23.33% | 2 |
|
| 4624 |
4624
Andesa Financial Management
Allentown,
Pennsylvania
| USD 195 M | +USD 11.6 M | +6% | 4.36% | 73.6% | 158 | 32.28% | 2.4 |
|
| 4625 |
4625
Samson Rock Capital
London,
United Kingdom
| USD 195 M | +USD 78.3 M | +67% | 7.83% | 166% | 29 | 93.1% | 0.2 |
|