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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
RHDIC
4826
R.H. Dinel Investment Counsel
Los Angeles,
California
| USD 84.5 M | -USD 28.5 M | -25% | 16.9% | 55.9% | 48 | 8.33% | 5.7 |
|
| 4827 |
4827
Seelaus Asset Management
Chatham,
New Jersey
| USD 84.5 M | -USD 39.2 M | -32% | 18.6% | 134% | 176 | 31.25% | 1.6 |
|
| 4828 |
4828
KFA Private Wealth Group
Tysons,
Virginia
| USD 84.5 M | -USD 24.4 M | -22% | 17.1% | 62.8% | 58 | 25.86% | 0.2 |
|
| 4829 |
4829
Shone Asset Management
Walnut Creek,
California
| USD 84.5 M | – | – | 18.6% | – | 32 | – | 0 |
|
| 4830 |
4830
Lagoda Investment Management
New York
| USD 84.4 M | -USD 18.4 M | -18% | 23.9% | 250% | 28 | 3.57% | 3.7 |
|
| 4831 |
4831
Carl P. Sherr & Co
Worcester,
Massachusetts
| USD 84.4 M | -USD 18 M | -18% | 14.4% | 78.6% | 110 | 11.82% | 0.2 |
|
| 4832 |
4832
Avalon Capital Management
Port Of Redwood City,
California
| USD 84.2 M | +USD 1.91 M | +2% | 10.8% | 163% | 40 | 65% | 2.1 |
|
| 4833 |
4833
Bullseye Asset Management
Denver,
Colorado
| USD 83.9 M | -USD 19.5 M | -19% | 11.9% | 115% | 77 | 6.49% | 0.3 |
|
| 4834 |
4834
Heronetta Management
New York
| USD 83.8 M | -USD 70.1 M | -46% | 40% | 55.4% | 25 | 8% | 4.6 |
|
| 4835 |
4835
Silverleafe Capital Partners
Germantown,
Tennessee
| USD 83.7 M | -USD 93.6 M | -53% | 11.8% | 87.7% | 82 | 48.78% | 1.5 |
|
| 4836 |
4836
Fusion Capital
Mt. Pleasant,
South Carolina
| USD 83.7 M | -USD 27.1 M | -24% | 18% | 108% | 66 | 27.27% | 0.2 |
|
| 4837 |
4837
Kelleher Financial Advisors
New York
| USD 83.6 M | -USD 15.6 M | -16% | 16.3% | 80.3% | 109 | 24.77% | 2.9 |
|
| 4838 |
4838
Prosperity Capital Management
Camana Bay,
Cayman Islands
| USD 83.6 M | -USD 56.2 M | -40% | 39.3% | – | 2 | 0% | 6.5 |
|
| 4839 |
4839
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| USD 83.6 M | -USD 23.6 M | -22% | 7.7% | 65.5% | 366 | 90.71% | 0.2 |
|
| 4840 |
4840
Vigilare Wealth Management
Scottsdale,
Arizona
| USD 83.6 M | -USD 66.5 M | -44% | 15.8% | 59.5% | 168 | 42.26% | 0.2 |
|
| 4841 |
4841
1492 Capital Management
Milwaukee,
Wisconsin
| USD 83.5 M | -USD 29.6 M | -26% | 20.5% | 298% | 115 | 49.57% | 1.3 |
|
| 4842 |
4842
Beaumont Asset Management
Beaumont,
Texas
| USD 83.4 M | -USD 21.4 M | -20% | 15% | 73.1% | 67 | 34.33% | 0.2 |
|
| 4843 |
4843
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| USD 83.4 M | -USD 27.4 M | -25% | 10.9% | 47.5% | 22 | 36.36% | 2.4 |
|
| 4844 |
4844
Piershale Financial Group
Barrington,
Illinois
| USD 83.3 M | -USD 104 M | -56% | 0.18% | 82% | 20 | 60% | 2.3 |
|
| 4845 |
4845
Values First Advisors
Gray,
Tennessee
| USD 83.3 M | -USD 20.3 M | -20% | 15.2% | 87.6% | 149 | 21.48% | 0.2 |
|
| 4846 |
4846
Copperleaf Capital
Raleigh,
North Carolina
| USD 83.3 M | -USD 15.4 M | -16% | 10.6% | 102% | 53 | 32.08% | 0.2 |
|
| 4847 |
VCA
4847
VIEX Capital Advisors
Sunny Isles Beach,
Florida
| USD 83.3 M | -USD 99.3 M | -54% | 18.3% | 30.6% | 15 | 26.67% | 0.7 |
|
| 4848 |
4848
Lodbrok Capital
London,
United Kingdom
| USD 83.2 M | -USD 315 M | -79% | 0% | 25.9% | 5 | 60% | 1 |
|
| 4849 |
4849
Independence Wealth Advisors
Mclean,
Virginia
| USD 83.2 M | -USD 19.8 M | -19% | 17.4% | 34.1% | 24 | 8.33% | 1.9 |
|
| 4850 |
4850
Pinnacle Family Advisors
Springfield,
Missouri
| USD 83.2 M | -USD 27.9 M | -25% | 11.7% | 95% | 94 | 59.57% | 1.2 |
|