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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
4626
Claro Advisors
Boston,
Massachusetts
| USD 101 M | -USD 23.9 M | -19% | 12.5% | 98.8% | 1,148 | 87.11% | 0.2 |
|
| 4627 |
4627
TRV GP
Boston,
Massachusetts
| USD 101 M | +USD 762 k | +0.8% | 96.3% | 3,178% | 4 | 0% | 1.1 |
|
| 4628 |
4628
Roubaix Capital
Denver,
Colorado
| USD 101 M | – | – | 16.2% | 159% | 38 | – | 0 |
|
| 4629 |
4629
Black Diamond Capital Management
Stamford,
Connecticut
| USD 101 M | +USD 21.6 M | +27% | 21.4% | 28.3% | 7 | 28.57% | 1 |
|
| 4630 |
4630
C.M. Bidwell & Associates
Honolulu,
Hawaii
| USD 100 M | +USD 8.13 M | +9% | 15.2% | 70.6% | 504 | 46.83% | 0.9 |
|
| 4631 |
HH
4631
HWG Holdings
Houston,
Texas
| USD 100 M | +USD 52.7 M | +111% | 19.8% | – | 117 | 25.64% | 0.7 |
|
| 4632 |
4632
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| USD 100 M | +USD 10.6 M | +12% | 11.4% | 44% | 34 | 5.88% | 0.2 |
|
| 4633 |
4633
Kessler Investment Group
Columbus,
Indiana
| USD 100 M | +USD 22.8 M | +30% | 17.8% | 251% | 133 | 25.56% | 1.9 |
|
| 4634 |
CWM
4634
Capital Wealth Management
W. Warwick,
Rhode Island
| USD 100 M | +USD 8.65 M | +9% | 11.4% | 51.3% | 39 | 25.64% | 1 |
|
| 4635 |
AQA
4635
Alpha Quant Advisors
Irving,
Texas
| USD 100 M | +USD 3.41 M | +4% | 10.8% | – | 423 | 32.39% | 0.2 |
|
| 4636 |
4636
Gibraltar Capital Management
Tulsa,
Oklahoma
| USD 100 M | +USD 5.19 M | +6% | 7.92% | 65% | 47 | 42.55% | 1.9 |
|
| 4637 |
4637
Diamant Asset Management
Ridgefield,
Connecticut
| USD 100 M | +USD 10.4 M | +12% | 15% | 66.9% | 78 | 6.41% | 1.1 |
|
| 4638 |
WA
4638
Wintergreen Advisers
Mount Olive,
New Jersey
| USD 99.5 M | +USD 6.65 M | +7% | 13.2% | 25.4% | 5 | 20% | 3.9 |
|
| 4639 |
4639
Newport Wealth Strategies
Irvine,
California
| USD 99.4 M | +USD 26.5 M | +36% | 13.1% | 51.5% | 75 | 10.67% | 1 |
|
| 4640 |
4640
Cordasco Financial Network
Naples,
Florida
| USD 99.3 M | +USD 11.4 M | +13% | 12.6% | 31.1% | 475 | 17.68% | 2 |
|
| 4641 |
4641
Gunma Bank
Gunma,
Japan
| USD 99.2 M | +USD 12.2 M | +14% | 14.1% | 24.5% | 9 | 0% | 3.1 |
|
| 4642 |
SA
4642
Sunesis Advisors
Overland Park,
Kansas
| USD 99.2 M | +USD 7.56 M | +8% | 8.55% | – | 29 | 6.9% | 0.6 |
|
| 4643 |
4643
Stringer Asset Management
Memphis,
Tennessee
| USD 99.2 M | -USD 4.02 M | -4% | 10.2% | 16.4% | 33 | 45.45% | 1.1 |
|
| 4644 |
4644
Hartree Partners
New York
| USD 99.1 M | +USD 28.5 M | +40% | 10.3% | 138% | 31 | 67.74% | 0.2 |
|
| 4645 |
KLCM
4645
KG&L Capital Management
Saint Francisville,
Louisiana
| USD 99.1 M | +USD 9.7 M | +11% | 12.1% | 91.9% | 138 | 44.93% | 0.2 |
|
| 4646 |
4646
Concourse Capital Management
Atlanta,
Georgia
| USD 99.1 M | +USD 9.9 M | +11% | 20.2% | 107% | 64 | 71.88% | 0.6 |
|
| 4647 |
4647
Townsend & Associates
Westminster,
Colorado
| USD 99.1 M | +USD 11.9 M | +14% | 11.3% | 58% | 77 | 10.39% | 1 |
|
| 4648 |
4648
MKD Wealth Coaches
Troy,
Michigan
| USD 99 M | +USD 14.5 M | +17% | 7.6% | – | 225 | 40.89% | 0.2 |
|
| 4649 |
OPPTF
4649
OPSEU Pension Plan Trust Fund
Toronto,
Ontario, Canada
| USD 99 M | -USD 236 k | -0.2% | 0.24% | 13.4% | 1 | 0% | 0.3 |
|
| 4650 |
4650
New Potomac Partners
Bethesda,
Maryland
| USD 98.9 M | +USD 5.88 M | +6% | 11.3% | 37.2% | 156 | 16.03% | 1.1 |
|