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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4901 |
4901
WFA of San Diego
San Diego,
California
| USD 106 M | -USD 322 M | -75% | 8.6% | – | 278 | 73.38% | 0.2 |
|
| 4902 |
KLC
4902
Knowledge Leaders Capital
Denver,
Colorado
| USD 106 M | +USD 6.83 M | +7% | 8.13% | 51.6% | 121 | 14.88% | 0.3 |
|
| 4903 |
4903
Kapitalo Investimentos
Sao Paulo,
Brazil
| USD 106 M | -USD 27.5 M | -21% | 1.56% | 66.5% | 23 | 60.87% | 0.3 |
|
| 4904 |
OCP
4904
OCO Capital Partners
New York
| USD 106 M | +USD 27.8 M | +36% | 49% | 679% | 5 | 40% | 0.7 |
|
| 4905 |
4905
Seaport Global Asset Management
New York
| USD 106 M | – | – | 42.4% | – | 43 | – | 0 |
|
| 4906 |
4906
Prostatis Group
Hanover,
Maryland
| USD 106 M | +USD 55.8 M | +112% | 8.71% | 77.4% | 83 | 33.73% | 0.4 |
|
| 4907 |
4907
Florin Court Capital
London,
United Kingdom
| USD 105 M | +USD 36 M | +52% | 9.11% | 129% | 20 | 30% | 0.5 |
|
| 4908 |
FA
4908
Financial Advantage
Columbia,
Maryland
| USD 105 M | -USD 26.9 M | -20% | 5.5% | 24.3% | 165 | 34.55% | 2.2 |
|
| 4909 |
4909
Corbett Road Capital Management
Mclean,
Virginia
| USD 105 M | +USD 994 k | +1% | 7.34% | – | 131 | 19.85% | 0.4 |
|
| 4910 |
TC
4910
Teilinger Capital
Houston,
Texas
| USD 105 M | +USD 17.4 M | +20% | 22.8% | 8.46% | 22 | 90.91% | 0.1 |
|
| 4911 |
4911
Cruiser Capital Advisors
Stamford,
Connecticut
| USD 105 M | +USD 13.5 M | +15% | 5.69% | 192% | 36 | 41.67% | 1 |
|
| 4912 |
4912
S.A. Mason
Holland,
Michigan
| USD 105 M | +USD 10.2 M | +11% | 8.33% | 116% | 289 | 7.61% | 0.7 |
|
| 4913 |
4913
Svenska Handelsbanken
Stockholm,
Sweden
| USD 105 M | +USD 7.18 M | +7% | 16.4% | – | 50 | 10% | 2.6 |
|
| 4914 |
AWM
4914
Aberdeen Wealth Management
Lake Bluff,
Illinois
| USD 105 M | +USD 11.7 M | +13% | 8.86% | 73.1% | 152 | 28.95% | 0.6 |
|
| 4915 |
4915
First National Bank of South Miami
South Miami,
Florida
| USD 105 M | +USD 12.4 M | +13% | 6.48% | 35.2% | 303 | 12.54% | 1.5 |
|
| 4916 |
4916
Copernicus Capital Management
San Francisco,
California
| USD 105 M | +USD 13.8 M | +15% | 1.48% | 126% | 24 | 50% | 0.5 |
|
| 4917 |
MAS
4917
Madden Advisory Services
Jacksonville,
Florida
| USD 105 M | +USD 8.52 M | +9% | 7.61% | 58.4% | 68 | 4.41% | 4.2 |
|
| 4918 |
4918
XXEC Inc
Tulsa,
Oklahoma
| USD 105 M | – | – | 9.02% | 30.1% | 26 | – | 0 |
|
| 4919 |
RHDIC
4919
R.H. Dinel Investment Counsel
Los Angeles,
California
| USD 105 M | +USD 2.06 M | +2% | 9.24% | 55.9% | 45 | 0% | 6 |
|
| 4920 |
4920
Omnia Family Wealth
Aventura,
Florida
| USD 105 M | +USD 2.84 M | +3% | 5.86% | 87.5% | 74 | 9.46% | 3 |
|
| 4921 |
4921
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| USD 105 M | +USD 42.9 M | +69% | 11.9% | 89.7% | 24 | 20.83% | 2.1 |
|
| 4922 |
4922
Concentrum Wealth Management
San Jose,
California
| USD 105 M | +USD 6.18 M | +6% | 14.6% | 200% | 43 | 20.93% | 1.1 |
|
| 4923 |
4923
Insight Wealth Partners
Plano,
Texas
| USD 105 M | +USD 7.3 M | +7% | 1.38% | 56.2% | 52 | 19.23% | 0.5 |
|
| 4924 |
4924
Quad-Cities Investment Group
Davenport,
Iowa
| USD 105 M | +USD 7.33 M | +8% | 8.3% | 67.3% | 165 | 15.76% | 2 |
|
| 4925 |
4925
RiverGlades Family Offices
Naples,
Florida
| USD 105 M | +USD 6.9 M | +7% | 5.56% | – | 71 | 11.27% | 1.3 |
|