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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 |
WIM
4626
Wilen Investment Management
Bonita Springs,
Florida
| USD 128 M | -USD 1.09 M | -0.8% | 9.88% | 79.9% | 63 | 6.35% | 4.8 |
|
| 4627 |
4627
UBP Investment Advisors
Geneva,
Switzerland
| USD 128 M | +USD 4.58 M | +4% | 4.31% | 11.2% | 57 | 17.54% | 1.3 |
|
| 4628 |
4628
Trustees of Princeton University
Princeton,
New Jersey
| USD 128 M | +USD 58.6 M | +85% | 13% | – | 7 | 85.71% | 0.3 |
|
| 4629 |
4629
NovaPoint Capital
Atlanta,
Georgia
| USD 127 M | – | – | 6.71% | 94% | 106 | – | 0 |
|
| 4630 |
4630
Beaton Management Company
Haverhill,
Massachusetts
| USD 127 M | +USD 4.06 M | +3% | 7.57% | 110% | 123 | 7.32% | 2.1 |
|
| 4631 |
4631
Brightline Capital Management
Miami,
Florida
| USD 127 M | +USD 20.9 M | +20% | 28.8% | 810% | 16 | 56.25% | 0.5 |
|
| 4632 |
4632
Blue Grotto Capital
Atlanta,
Georgia
| USD 127 M | – | – | 6.22% | 296% | 20 | – | 0 |
|
| 4633 |
4633
HC Financial Advisors
Lafayette,
California
| USD 127 M | +USD 10.6 M | +9% | 7.39% | 31.2% | 70 | 10% | 0.9 |
|
| 4634 |
AMAL
4634
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| USD 127 M | +USD 9.06 M | +8% | 10.6% | 125% | 23 | 8.7% | 3.7 |
|
| 4635 |
4635
North Run Capital
Boston,
Massachusetts
| USD 127 M | -USD 5.92 M | -4% | 12.6% | 19.4% | 22 | 9.09% | 1.4 |
|
| 4636 |
4636
Yost Capital Management
Houston,
Texas
| USD 127 M | +USD 43.5 M | +52% | 16.9% | 125% | 9 | 33.33% | 1.1 |
|
| 4637 |
4637
Trellis Advisors
Ellensburg,
Washington
| USD 127 M | +USD 9.01 M | +8% | 7.66% | 23.3% | 54 | 12.96% | 1.5 |
|
| 4638 |
PBF
4638
Petix & Botte Financial
La Mesa,
California
| USD 127 M | – | – | 4.94% | 47.5% | 81 | – | 0 |
|
| 4639 |
4639
Kendall Capital Management
Rockville,
Maryland
| USD 127 M | +USD 13.9 M | +12% | 10.1% | 130% | 116 | 5.17% | 1.5 |
|
| 4640 |
4640
MACRO Consulting Group
Parsippany,
New Jersey
| USD 127 M | +USD 9.6 M | +8% | 4.5% | – | 67 | 11.94% | 0.7 |
|
| 4641 |
4641
Liberty Wealth Management
Oakland,
California
| USD 127 M | +USD 21.2 M | +20% | 9.25% | 64.2% | 987 | 15.1% | 0.8 |
|
| 4642 |
4642
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| USD 127 M | +USD 2.82 M | +2% | 7.3% | 65.5% | 335 | 10.75% | 2.2 |
|
| 4643 |
4643
Modus Advisors
Excelsior,
Minnesota
| USD 127 M | – | – | 6.38% | 89.5% | 72 | – | 0 |
|
| 4644 |
4644
Perennial Investment Advisors
Los Angeles,
California
| USD 127 M | – | – | 10.2% | 84.3% | 129 | – | 0 |
|
| 4645 |
LFGH
4645
Lee Financial Group Hawaii
Honolulu,
Hawaii
| USD 127 M | +USD 14.6 M | +13% | 6.57% | 12.9% | 27 | 7.41% | 1.4 |
|
| 4646 |
4646
Delphi Management Partners VIII
San Mateo,
California
| USD 127 M | – | – | 43.3% | – | 5 | – | 0 |
|
| 4647 |
4647
Davidson Capital Management
Corpus Christi,
Texas
| USD 127 M | – | – | 10.8% | 79.4% | 66 | – | 0 |
|
| 4648 |
4648
Your Advocates Ltd
Houston,
Texas
| USD 127 M | – | – | 6.26% | 53.6% | 28 | – | 0 |
|
| 4649 |
4649
Abacus FCF Advisors
Orlando,
Florida
| USD 127 M | +USD 5.39 M | +4% | 9.82% | 197% | 105 | 20% | 1.3 |
|
| 4650 |
4650
Ameraudi Asset Management
New York
| USD 126 M | – | – | 5.49% | 51.5% | 40 | – | 0 |
|