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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
5076
First National Bank of South Miami
South Miami,
Florida
| USD 101 M | -USD 3.59 M | -3% | 6.17% | 35.2% | 309 | 19.74% | 0.9 |
|
| 5077 |
5077
Cairn Investment Group
Vancouver,
Washington
| USD 101 M | – | – | 6.41% | 67.4% | 88 | – | 0 |
|
| 5078 |
5078
Pavion Blue Capital
Newport Beach,
California
| USD 101 M | – | – | 7.26% | 87.8% | 61 | – | 0 |
|
| 5079 |
IWAG
5079
Integer Wealth Advisors Group
Cartersville,
Georgia
| USD 101 M | – | – | 9.49% | – | 64 | – | 0 |
|
| 5080 |
5080
Insight Wealth Partners
Plano,
Texas
| USD 101 M | – | – | 4.11% | 56.2% | 39 | – | 0 |
|
| 5081 |
5081
Kopion Asset Management
Mckinney,
Texas
| USD 101 M | – | – | 9.91% | 80.5% | 20 | – | 0 |
|
| 5082 |
DIS
5082
Diversified Investment Strategies
Baton Rouge,
Louisiana
| USD 101 M | +USD 3.96 M | +4% | 9.39% | 93.8% | 36 | 11.11% | 3.2 |
|
| 5083 |
5083
Blackhawk Capital Partners
Thiensville,
Wisconsin
| USD 100 M | -USD 6.41 M | -6% | 7.12% | 87.2% | 86 | 2.33% | 0.9 |
|
| 5084 |
5084
Verity Asset Management
Durham,
North Carolina
| USD 100 M | +USD 5.01 M | +5% | 6.5% | 87% | 149 | 28.19% | 1.5 |
|
| 5085 |
5085
Flowering Tree Investment Management
Singapore
| USD 100 M | -USD 72 M | -42% | 27.6% | 47.4% | 4 | 50% | 3.5 |
|
| 5086 |
5086
BP Capital Fund Advisors
Dallas,
Texas
| USD 100 M | -USD 22.2 M | -18% | 2.03% | 17.9% | 45 | 26.67% | 1.7 |
|
| 5087 |
AC
5087
Athos Capital
Hong Kong
| USD 100 M | -USD 1.63 M | -2% | 22% | 110% | 48 | 70.83% | 0.4 |
|
| 5088 |
5088
R.W. Roge & Company
Bohemia,
New York
| USD 100 M | – | – | 6.3% | 76.3% | 48 | – | 0 |
|
| 5089 |
MCM
5089
Magnolia Capital Management
Cold Spring,
New York
| USD 100 M | – | – | 7.16% | 85.9% | 54 | – | 0 |
|
| 5090 |
5090
Jacobsen Capital Management
Salt Lake City,
Utah
| USD 100 M | -USD 3.84 M | -4% | 6.17% | 97.3% | 67 | 16.42% | 0.5 |
|
| 5091 |
5091
Amtrust Financial Services
New York
| USD 100 M | +USD 17.3 M | +21% | 8.9% | 61.9% | 55 | 47.27% | 0.7 |
|
| 5092 |
5092
MBE Wealth Management
Tomah,
Wisconsin
| USD 100 M | – | – | 6.62% | 66.5% | 41 | – | 0 |
|
| 5093 |
5093
Meridian Financial Partners
Warrenton,
Virginia
| USD 100 M | +USD 10.7 M | +12% | 6.79% | 80.8% | 50 | 2% | 0.9 |
|
| 5094 |
5094
Titus Wealth Management
Larskpur,
California
| USD 100 M | -USD 9.46 M | -9% | 7.23% | 26.6% | 111 | 15.32% | 1.3 |
|
| 5095 |
5095
West Bancorporation
West Des Moines,
Iowa
| USD 100 M | – | – | 9.65% | 72.5% | 302 | – | 0 |
|
| 5096 |
MS
5096
Madden Securities
Dallas,
Texas
| USD 100 M | – | – | 20.8% | 108% | 111 | – | 0 |
|
| 5097 |
5097
Trinity Wealth Management
Berwyn,
Pennsylvania
| USD 100 M | – | – | 5.55% | 56.7% | 26 | – | 0 |
|
| 5098 |
5098
Chapwood Capital Investment Management
Plano,
Texas
| USD 99.4 M | – | – | 5.08% | – | 70 | – | 0 |
|
| 5099 |
5099
Assured Investment Management
New York
| USD 99.3 M | -USD 165 M | -62% | 8.87% | 18.3% | 11 | 72.73% | 0.9 |
|
| 5100 |
5100
Red Mountain Capital Partners
Los Angeles,
California
| USD 99.3 M | -USD 14 M | -12% | 9.26% | 37.4% | 6 | 33.33% | 5.6 |
|