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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
5026
Sandy Cove Advisors
Hingham,
Massachusetts
| USD 217 M | +USD 21.8 M | +11% | 8.58% | 78% | 134 | 20.15% | 1.4 |
|
| 5027 |
5027
Exeter Financial
Scottsdale,
Arizona
| USD 217 M | +USD 10.7 M | +5% | 5.9% | 59.1% | 91 | 4.4% | 4.7 |
|
| 5028 |
5028
Mountaineer Partners Management
New York
| USD 217 M | +USD 19.8 M | +10% | 9.87% | 129% | 16 | 12.5% | 1.1 |
|
| 5029 |
MS
5029
Madden Securities
Dallas,
Texas
| USD 217 M | +USD 27.7 M | +15% | 19% | 108% | 111 | 29.73% | 2.4 |
|
| 5030 |
5030
325 Capital
New York
| USD 217 M | +USD 14.7 M | +7% | 14.4% | 226% | 13 | 7.69% | 1.3 |
|
| 5031 |
5031
Sterling Investment Counsel
Buffalo,
New York
| USD 217 M | +USD 20.6 M | +10% | 9.12% | 93.8% | 176 | 13.64% | 1.5 |
|
| 5032 |
5032
Concentrum Wealth Management
San Jose,
California
| USD 217 M | +USD 25 M | +13% | 22.9% | 200% | 74 | 16.22% | 2.5 |
|
| 5033 |
5033
Marathon Asset Management (New York)
New York
| USD 216 M | -USD 7.51 M | -3% | 7.91% | 490% | 12 | 50% | 1.9 |
|
| 5034 |
5034
Centennial Wealth Advisory
Traverse City,
Michigan
| USD 216 M | +USD 20.9 M | +11% | 6.35% | 63% | 143 | 12.59% | 1.6 |
|
| 5035 |
5035
Traveka Wealth
Los Altos,
California
| USD 216 M | +USD 17.6 M | +9% | 7.02% | 78.1% | 143 | 20.28% | 0.2 |
|
| 5036 |
GL
5036
GHE LLC
Memphis,
Tennessee
| USD 216 M | +USD 51.2 M | +31% | 41.3% | 188% | 53 | 0% | 2.1 |
|
| 5037 |
5037
Mendel Money Management
Northbrook,
Illinois
| USD 216 M | +USD 8.05 M | +4% | 6.78% | 88.8% | 133 | 6.77% | 3.6 |
|
| 5038 |
5038
Anchorage Capital Advisors
New York
| USD 216 M | – | – | 0.51% | – | 6 | – | 0 |
|
| 5039 |
5039
Cipher Capital
New York
| USD 216 M | -USD 92.6 M | -30% | 7.71% | – | 654 | 63.3% | 0.3 |
|
| 5040 |
5040
Dorval Corp
Maple Grove,
Minnesota
| USD 216 M | +USD 7.09 M | +3% | 3.87% | 29.6% | 27 | 3.7% | 0.2 |
|
| 5041 |
5041
Scarborough Advisors
Annapolis,
Maryland
| USD 216 M | -USD 270 M | -56% | 7.92% | 63.3% | 763 | 48.62% | 0.3 |
|
| 5042 |
5042
Landmark Wealth Management (New York)
Melville,
New York
| USD 216 M | +USD 12.7 M | +6% | 4.4% | 42.7% | 75 | 5.33% | 1.2 |
|
| 5043 |
DS
5043
Dalal Street
West Lake Hills,
Texas
| USD 216 M | -USD 32.4 M | -13% | 4.17% | 92.7% | 4 | 0% | 0.6 |
|
| 5044 |
5044
Jacobsen Capital Management
Salt Lake City,
Utah
| USD 216 M | +USD 17.8 M | +9% | 8.47% | 97.3% | 99 | 23.23% | 1.8 |
|
| 5045 |
5045
Red Spruce Capital
Berwyn,
Pennsylvania
| USD 216 M | +USD 20.8 M | +11% | 9.98% | 98.4% | 91 | 13.19% | 3.2 |
|
| 5046 |
5046
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| USD 215 M | +USD 40.3 M | +23% | 30.8% | 961% | 59 | 50.85% | 0.7 |
|
| 5047 |
5047
EnerVest
Houston,
Texas
| USD 215 M | +USD 38.7 M | +22% | 21.9% | 20.5% | 1 | 0% | 5.3 |
|
| 5048 |
5048
IMS Capital Management
Portland,
Oregon
| USD 215 M | +USD 11.5 M | +6% | 10.9% | 119% | 160 | 20.63% | 4.7 |
|
| 5049 |
WWS
5049
Wellington Wealth Strategies
Indianapolis,
Indiana
| USD 215 M | +USD 96.7 M | +82% | 9.88% | – | 186 | 69.89% | 1.2 |
|
| 5050 |
5050
Saiph Capital
Wyckoff,
New Jersey
| USD 215 M | +USD 17.4 M | +9% | 7.33% | 52.4% | 55 | 29.09% | 1.2 |
|