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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4801 |
4801
Libra Wealth
Los Gatos,
California
| USD 155 M | +USD 15.7 M | +11% | 5.09% | 58.2% | 50 | 28% | 0.4 |
|
| 4802 |
4802
Riverstone Advisors
New Braunfels,
Texas
| USD 155 M | -USD 3.96 M | -2% | 0.62% | 104% | 50 | 12% | 2.4 |
|
| 4803 |
4803
Portland Investment Counsel
Burlington,
Ontario, Canada
| USD 155 M | -USD 43.3 M | -22% | 11.8% | 108% | 39 | 15.38% | 3.2 |
|
| 4804 |
4804
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| USD 155 M | -USD 16.4 M | -10% | 3.53% | – | 780 | 17.95% | 0.4 |
|
| 4805 |
CPA
4805
Capital Performance Advisors
Walnut Creek,
California
| USD 155 M | -USD 7.74 M | -5% | 5.02% | 77.1% | 50 | 10% | 0.7 |
|
| 4806 |
4806
Zullo Investment Group
Scranton,
Pennsylvania
| USD 155 M | -USD 5.11 M | -3% | 4.28% | 143% | 804 | 4.98% | 0.7 |
|
| 4807 |
PCMK
4807
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| USD 155 M | -USD 14.5 M | -9% | 4.11% | 87.5% | 62 | 11.29% | 5.4 |
|
| 4808 |
DA
4808
DCF Advisers
Greenwich,
Connecticut
| USD 155 M | -USD 13.2 M | -8% | 1.9% | 379% | 97 | 46.39% | 1.3 |
|
| 4809 |
4809
Wick Capital Partners
Wayne,
Pennsylvania
| USD 155 M | +USD 11.5 M | +8% | 5.73% | 60% | 56 | 23.21% | 0.5 |
|
| 4810 |
4810
Half Sky Capital (UK)
London,
United Kingdom
| USD 155 M | -USD 8.18 M | -5% | 5.1% | 13% | 10 | 30% | 1 |
|
| 4811 |
4811
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| USD 155 M | -USD 13.9 M | -8% | 6.06% | 13.1% | 91 | 10.99% | 2.9 |
|
| 4812 |
4812
MQS Management
New York
| USD 154 M | +USD 8.5 M | +6% | 8.82% | 4.55% | 629 | 78.86% | 0.1 |
|
| 4813 |
4813
Access Financial Services
Minneapolis,
Minnesota
| USD 154 M | -USD 20.3 M | -12% | 5.91% | 51.1% | 100 | 14% | 3 |
|
| 4814 |
GA
4814
Gagnon Advisors
New York
| USD 154 M | -USD 10.7 M | -6% | 2.06% | 214% | 34 | 8.82% | 4 |
|
| 4815 |
4815
Tiemann Investment Advisors
Menlo Park,
California
| USD 154 M | -USD 33.1 M | -18% | 4.62% | 77% | 203 | 13.3% | 5.8 |
|
| 4816 |
4816
Boothe Investment Group
Dover,
Delaware
| USD 154 M | +USD 35.8 M | +30% | 5.46% | 75.6% | 43 | 23.26% | 1.4 |
|
| 4817 |
4817
Voce Capital Management
San Francisco,
California
| USD 154 M | -USD 46 M | -23% | 7.14% | 69.2% | 11 | 9.09% | 3 |
|
| 4818 |
OGF
4818
Orin Green Financial
San Diego,
California
| USD 154 M | -USD 6.13 M | -4% | 6.04% | 59.1% | 66 | 4.55% | 1.5 |
|
| 4819 |
4819
AMJ Financial Wealth Management
Leesburg,
Virginia
| USD 154 M | +USD 35.4 M | +30% | 2.39% | 167% | 64 | 39.06% | 1.2 |
|
| 4820 |
4820
360 Financial
Wayzata,
Minnesota
| USD 154 M | -USD 12.5 M | -8% | 4.43% | 82.5% | 95 | 26.32% | 1.7 |
|
| 4821 |
SC
4821
Siena Capital
Cincinnati,
Ohio
| USD 153 M | -USD 11.6 M | -7% | 7.2% | – | 279 | 22.22% | 0.6 |
|
| 4822 |
4822
Fusion Capital
Mt. Pleasant,
South Carolina
| USD 153 M | -USD 8.64 M | -5% | 4.89% | 108% | 76 | 15.79% | 2 |
|
| 4823 |
4823
SWMG LLC
Fort Worth,
Texas
| USD 153 M | – | – | 5.73% | 68.7% | 71 | – | 1.1 |
|
| 4824 |
4824
Stone Asset Management
Austin,
Texas
| USD 153 M | -USD 5.74 M | -4% | 5.84% | – | 48 | 14.58% | 0.7 |
|
| 4825 |
4825
William Marsh Rice University
Houston,
Texas
| USD 153 M | +USD 20.2 M | +15% | 20.3% | 1.81% | 8 | 12.5% | 1.5 |
|