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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4926 |
4926
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| USD 299 M | -USD 2.24 M | -0.7% | 1.94% | 56.1% | 107 | 14.02% | 2.1 |
|
| 4927 |
4927
Nepsis Inc
Minneapolis,
Minnesota
| USD 299 M | -USD 25.1 M | -8% | 3.45% | 131% | 32 | 15.63% | 4.3 |
|
| 4928 |
4928
Tieton Capital Management
Yakima,
Washington
| USD 299 M | +USD 6.22 M | +2% | 5.54% | 155% | 37 | 10.81% | 5.5 |
|
| 4929 |
4929
American Assets Inc
San Diego,
California
| USD 298 M | -USD 17.5 M | -6% | 8.03% | 49.9% | 33 | 36.36% | 2.5 |
|
| 4930 |
4930
Technology Crossover Management VIII
Menlo Park,
California
| USD 298 M | -USD 112 M | -27% | 25.2% | 70% | 5 | 0% | 6.1 |
|
| 4931 |
4931
MKT Advisors
Escondido,
California
| USD 298 M | +USD 5.22 M | +2% | 1.71% | 55.5% | 165 | 6.06% | 3 |
|
| 4932 |
4932
JVL Associates
Wyoming,
Michigan
| USD 298 M | -USD 8.97 M | -3% | 3.29% | 81% | 66 | 9.09% | 4.1 |
|
| 4933 |
4933
Congruence Capital
Los Angeles,
California
| USD 298 M | +USD 26.3 M | +10% | 9.38% | – | 44 | 63.64% | 0.1 |
|
| 4934 |
4934
Lynch Asset Management
Yardley,
Pennsylvania
| USD 298 M | -USD 19.9 M | -6% | 6.14% | 214% | 53 | 5.66% | 3.1 |
|
| 4935 |
CAM
4935
CPA Asset Management
West Palm Beach,
Florida
| USD 298 M | +USD 13.2 M | +5% | 0.71% | 53.3% | 108 | 10.19% | 2.2 |
|
| 4936 |
4936
Berkeley Inc
Boise,
Idaho
| USD 298 M | -USD 16.4 M | -5% | 3.46% | 49.4% | 83 | 7.23% | 3.1 |
|
| 4937 |
4937
Hassell Wealth Management
Houma,
Louisiana
| USD 298 M | -USD 1.01 M | -0.3% | 0.33% | 49.7% | 29 | 13.79% | 2.5 |
|
| 4938 |
4938
Range Financial Group
Tigard,
Oregon
| USD 298 M | +USD 8.97 M | +3% | 6.81% | 195% | 216 | 21.76% | 1.8 |
|
| 4939 |
4939
Act Wealth Management
Plano,
Texas
| USD 298 M | -USD 7.91 M | -3% | 1.58% | 70% | 66 | 13.64% | 2.5 |
|
| 4940 |
4940
Armor Advisors
New York
| USD 298 M | +USD 186 M | +166% | 2.16% | 78.5% | 23 | 60.87% | 0.8 |
|
| 4941 |
4941
Sustainable Insight Capital Management
New York
| USD 298 M | -USD 1.81 M | -0.6% | 7.76% | 168% | 94 | 26.6% | 1.5 |
|
| 4942 |
4942
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
| USD 298 M | -USD 100 M | -25% | 0.47% | 164% | 705 | 5.82% | 3.3 |
|
| 4943 |
4943
Adirondack Trust Company
Saratoga Springs,
New York
| USD 298 M | -USD 6.4 M | -2% | 0.15% | 96.7% | 576 | 12.33% | 6.2 |
|
| 4944 |
4944
LCNB Corp
Lebanon,
Ohio
| USD 297 M | -USD 979 k | -0.3% | 0.11% | 83.1% | 192 | 4.69% | 5.7 |
|
| 4945 |
4945
SVF Sponsor III
Menlo Park,
California
| USD 297 M | -USD 35.2 M | -11% | 10.6% | 133% | 1 | 0% | 3.3 |
|
| 4946 |
4946
TMB Capital Partners
Little Rock,
Arkansas
| USD 297 M | +USD 4.98 M | +2% | 5.36% | – | 182 | 10.44% | 0.2 |
|
| 4947 |
4947
Fischer Financial Services
Harrisburg,
Pennsylvania
| USD 297 M | -USD 80.6 M | -21% | 4.93% | – | 65 | 16.92% | 1.1 |
|
| 4948 |
4948
Prudent Man Investment Management
Louisville,
Colorado
| USD 297 M | -USD 118 k | -0% | 0.11% | – | 169 | 0% | 1.1 |
|
| 4949 |
4949
Essential Partners
Rancho Santa Fe,
California
| USD 297 M | -USD 27.6 M | -9% | 6.13% | – | 3,015 | 13.6% | 0.6 |
|
| 4950 |
4950
Richard W. Paul & Associates
Novi,
Michigan
| USD 297 M | -USD 4.07 M | -1% | 1.25% | 73.7% | 306 | 5.88% | 2.6 |
|