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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 |
NERM
4901
New England Research & Management
Chicago,
Illinois
| USD 193 M | -USD 14 M | -7% | 2.57% | 65% | 208 | 39.9% | 3 |
|
| 4902 |
4902
Snow Phipps Group
New York
| USD 193 M | -USD 35.8 M | -16% | 15% | 58% | 2 | 0% | 2 |
|
| 4903 |
4903
TriaGen Wealth Management
Calabasas,
California
| USD 193 M | -USD 9.8 M | -5% | 3.36% | 132% | 215 | 40% | 0.8 |
|
| 4904 |
4904
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| USD 193 M | -USD 4.7 M | -2% | 3.3% | 13.1% | 91 | 8.79% | 2.5 |
|
| 4905 |
SVG
4905
Sun Valley Gold
Sun Valley,
Idaho
| USD 193 M | -USD 20.4 M | -10% | 9.6% | 160% | 13 | 30.77% | 2.7 |
|
| 4906 |
4906
Zullo Investment Group
Scranton,
Pennsylvania
| USD 193 M | -USD 1.78 M | -0.9% | 3.24% | 143% | 856 | 9.46% | 0.2 |
|
| 4907 |
4907
Wealth Management Solutions
Exton,
Pennsylvania
| USD 192 M | -USD 1.99 M | -1% | 4.68% | – | 131 | 21.37% | 0.2 |
|
| 4908 |
4908
Firsthand Capital Management
San Jose,
California
| USD 192 M | -USD 70.2 M | -27% | 10.9% | 265% | 54 | 18.52% | 3 |
|
| 4909 |
4909
X-Square Capital
Guaynabo,
Puerto Rico
| USD 192 M | -USD 6.59 M | -3% | 7.44% | 158% | 166 | 15.06% | 1.7 |
|
| 4910 |
4910
Compass Advisory Group
Melville,
New York
| USD 192 M | +USD 7.49 M | +4% | 3.89% | 49.2% | 66 | 12.12% | 0.9 |
|
| 4911 |
4911
Heron Financial Group
New York
| USD 192 M | +USD 6.54 M | +4% | 3.53% | 47.5% | 159 | 10.69% | 1.8 |
|
| 4912 |
4912
Carmel Capital Management
Carmel,
California
| USD 192 M | -USD 11.6 M | -6% | 8% | 247% | 39 | 7.69% | 0.2 |
|
| 4913 |
4913
Stagwell Group
Miami Beach,
Florida
| USD 192 M | -USD 37.9 M | -16% | 16.5% | 8.47% | 1 | 0% | 0.3 |
|
| 4914 |
4914
Genesee Capital Advisors
Auburn,
New York
| USD 192 M | -USD 17.7 M | -8% | 2.64% | 107% | 134 | 36.57% | 0.4 |
|
| 4915 |
4915
Lincoln Capital Corp
East Greenwich,
Rhode Island
| USD 192 M | -USD 16.3 M | -8% | 4.24% | 82% | 81 | 27.16% | 2.2 |
|
| 4916 |
4916
Octahedron Capital Management
Burlingame,
California
| USD 192 M | -USD 71.7 M | -27% | 21.4% | 234% | 38 | 28.95% | 0.2 |
|
| 4917 |
FNWM
4917
Financial Network Wealth Management
Draper,
Utah
| USD 192 M | -USD 5.75 M | -3% | 5.33% | – | 120 | 10.83% | 1.1 |
|
| 4918 |
LWMM
4918
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| USD 192 M | -USD 3.8 M | -2% | 3.29% | 105% | 109 | 19.27% | 1.8 |
|
| 4919 |
4919
Smith Shellnut Wilson
Ridgeland,
Mississippi
| USD 191 M | -USD 10.9 M | -5% | 3.91% | 98.6% | 150 | 8% | 3.4 |
|
| 4920 |
HIS
4920
Horizon Investment Services
Hammond,
Indiana
| USD 191 M | -USD 27.6 M | -13% | 3.99% | 250% | 140 | 35% | 2.5 |
|
| 4921 |
BM
4921
Bislett Management
Palo Alto,
California
| USD 191 M | -USD 17 M | -8% | 4.51% | 19.8% | 15 | 6.67% | 6 |
|
| 4922 |
4922
New World Advisors
Hingham,
Massachusetts
| USD 191 M | -USD 26.6 M | -12% | 16.9% | 84.1% | 78 | 29.49% | 0.9 |
|
| 4923 |
4923
Aspen Investment Management
Grand Rapids,
Michigan
| USD 191 M | -USD 12.4 M | -6% | 2.53% | 92.6% | 153 | 15.03% | 5.2 |
|
| 4924 |
4924
Fusion Capital
Mt. Pleasant,
South Carolina
| USD 191 M | -USD 6.09 M | -3% | 3.79% | 108% | 88 | 10.23% | 1.6 |
|
| 4925 |
4925
Apexium Financial
Dallas,
Texas
| USD 191 M | -USD 3.2 M | -2% | 5.47% | 89.6% | 98 | 3.06% | 1.7 |
|