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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
4676
Tenere Capital
New York
| USD 191 M | -USD 34.6 M | -15% | 15.1% | 131% | 32 | 50% | 0.5 |
|
| 4677 |
4677
Beacon Wealthcare LLC
Raleigh,
North Carolina
| USD 191 M | +USD 13.3 M | +7% | 5.31% | 47% | 16 | 12.5% | 1.4 |
|
| 4678 |
4678
Reston Wealth Management
Reston,
Virginia
| USD 191 M | +USD 10.3 M | +6% | 5.3% | 66.4% | 48 | 10.42% | 3.3 |
|
| 4679 |
4679
Performa Ltd (US)
Charleston,
South Carolina
| USD 191 M | +USD 17.9 M | +10% | 6% | 59.6% | 85 | 23.53% | 1.3 |
|
| 4680 |
4680
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
| USD 191 M | +USD 21.8 M | +13% | 5.33% | – | 77 | 15.58% | 0.2 |
|
| 4681 |
4681
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| USD 191 M | +USD 44.2 M | +30% | 3.97% | 62.6% | 93 | 49.46% | 1.2 |
|
| 4682 |
4682
Robertson Opportunity Capital
Dallas,
Texas
| USD 191 M | +USD 19.7 M | +12% | 11% | 93.4% | 24 | 4.17% | 6 |
|
| 4683 |
RI
4683
Rinkey Investments
San Diego,
California
| USD 191 M | +USD 23.7 M | +14% | 4.61% | 42.1% | 59 | 16.95% | 0.7 |
|
| 4684 |
OIA
4684
Optimum Investment Advisors
Chicago,
Illinois
| USD 191 M | +USD 6.19 M | +3% | 9.11% | 125% | 797 | 11.92% | 4.7 |
|
| 4685 |
KLCM
4685
KG&L Capital Management
Saint Francisville,
Louisiana
| USD 191 M | +USD 17.6 M | +10% | 6.94% | 91.9% | 143 | 14.69% | 2.4 |
|
| 4686 |
4686
Aspire Capital Advisors
Seattle,
Washington
| USD 191 M | +USD 15 M | +9% | 5.62% | 59.3% | 57 | 14.04% | 0.8 |
|
| 4687 |
IP
4687
Investment Partners
New Philadelphia,
Ohio
| USD 191 M | +USD 1.44 M | +0.8% | 4.66% | 83.2% | 145 | 8.28% | 4.7 |
|
| 4688 |
OPL
4688
Orland Properties Ltd
Road Town, Tortola,
British Virgin Islands
| USD 191 M | +USD 2.88 M | +2% | 12.7% | 77.6% | 15 | 6.67% | 0.6 |
|
| 4689 |
4689
Holowesko Partners
Nassau,
Bahamas
| USD 190 M | -USD 17.7 M | -9% | 9.01% | 51.1% | 29 | 10.34% | 3.4 |
|
| 4690 |
4690
Westshore Wealth
Newport Beach,
California
| USD 190 M | +USD 14.9 M | +8% | 8.21% | 58.8% | 119 | 19.33% | 1.5 |
|
| 4691 |
4691
Eos Management LP
New York
| USD 190 M | -USD 7.42 M | -4% | 10.2% | 149% | 54 | 9.26% | 2.4 |
|
| 4692 |
4692
McElhenny Sheffield Capital Management
Dallas,
Texas
| USD 190 M | -USD 26.3 M | -12% | 8% | 89.1% | 664 | 87.65% | 1.1 |
|
| 4693 |
SCM
4693
Soros Capital Management
New York
| USD 190 M | +USD 74.8 M | +65% | 19.8% | 732% | 35 | 28.57% | 1.2 |
|
| 4694 |
4694
Strong Tower Advisory Services
Minneapolis,
Minnesota
| USD 190 M | +USD 23.1 M | +14% | 12% | 155% | 96 | 11.46% | 1.3 |
|
| 4695 |
4695
Prostatis Group
Hanover,
Maryland
| USD 189 M | +USD 25.5 M | +16% | 5.6% | 72.9% | 122 | 40.16% | 1 |
|
| 4696 |
4696
360 Financial
Wayzata,
Minnesota
| USD 189 M | +USD 35.5 M | +23% | 5.42% | 82.5% | 93 | 15.05% | 2.1 |
|
| 4697 |
4697
JVL Associates
Wyoming,
Michigan
| USD 189 M | +USD 17.6 M | +10% | 8.37% | 81% | 36 | 8.33% | 4 |
|
| 4698 |
4698
Beaconlight Capital
New York
| USD 189 M | +USD 11.2 M | +6% | 9.19% | 282% | 43 | 53.49% | 1 |
|
| 4699 |
4699
Monte Financial Group
Guilford,
Connecticut
| USD 189 M | -USD 5.15 M | -3% | 2.52% | 66.7% | 90 | 12.22% | 2.7 |
|
| 4700 |
4700
Vista Investment Management
Pittsburgh,
Pennsylvania
| USD 189 M | +USD 14.1 M | +8% | 3.61% | 54.4% | 169 | 6.51% | 3.6 |
|