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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
5126
Cambridge Financial Group
Columbus,
Ohio
| USD 230 M | -USD 11.8 M | -5% | 0.62% | – | 36 | 16.67% | 4.7 |
|
| 5127 |
5127
Jacobsen Capital Management
Salt Lake City,
Utah
| USD 230 M | -USD 4.72 M | -2% | 1.6% | 97.3% | 104 | 12.5% | 2.4 |
|
| 5128 |
5128
Selective Wealth Management
Forest,
Virginia
| USD 230 M | -USD 16.5 M | -7% | 2.89% | 74.4% | 109 | 8.26% | 3.1 |
|
| 5129 |
BIMC
5129
Benson Investment Management Company
Roanoke,
Virginia
| USD 230 M | -USD 11 M | -5% | 3.2% | 99.8% | 60 | 43.33% | 1.7 |
|
| 5130 |
5130
Sonata Capital Group
Seattle,
Washington
| USD 230 M | -USD 11.8 M | -5% | 3.53% | 66.5% | 114 | 4.39% | 5.6 |
|
| 5131 |
5131
Forge First Asset Management
Toronto, Ontario,
Canada
| USD 230 M | -USD 48.8 M | -18% | 4.75% | 112% | 52 | 65.38% | 0.7 |
|
| 5132 |
5132
McCarthy & Cox
Marysville,
Ohio
| USD 230 M | -USD 58.5 M | -20% | 2.01% | – | 68 | 17.65% | 0.8 |
|
| 5133 |
CCM
5133
Cutter Capital Management
New York
| USD 230 M | -USD 14.4 M | -6% | 2.37% | – | 31 | 64.52% | 0.3 |
|
| 5134 |
5134
Dover Advisors
Richmond,
Virginia
| USD 230 M | +USD 55.2 M | +32% | 0.21% | 65% | 167 | 25.75% | 1.2 |
|
| 5135 |
BC
5135
Bayforest Capital
London,
United Kingdom
| USD 230 M | +USD 150 M | +188% | 3.75% | – | 926 | 50.54% | 0.2 |
|
| 5136 |
5136
Dean Capital Management
Overland Park,
Kansas
| USD 230 M | -USD 5.34 M | -2% | 1.38% | 89.7% | 138 | 5.8% | 1.3 |
|
| 5137 |
5137
Fluent Financial
Dallas,
Texas
| USD 230 M | +USD 3.5 M | +2% | 1.23% | 46.9% | 77 | 42.86% | 1.6 |
|
| 5138 |
5138
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| USD 229 M | -USD 1.07 M | -0.5% | 0.34% | 68.8% | 125 | 4.8% | 2.6 |
|
| 5139 |
5139
Elevation Capital Advisory
Bend,
Oregon
| USD 229 M | -USD 4.09 M | -2% | 1.09% | – | 80 | 63.75% | 0.4 |
|
| 5140 |
SLA
5140
Silver Lake Advisory
Cottonwood Heights,
Utah
| USD 229 M | +USD 1.81 M | +0.8% | 2.26% | 76.7% | 101 | 6.93% | 4.2 |
|
| 5141 |
5141
Left Brain Wealth Management
Naperville,
Illinois
| USD 229 M | -USD 35.6 M | -13% | 4.61% | 376% | 106 | 28.3% | 1.2 |
|
| 5142 |
5142
HF Advisory Group
Annapolis,
Maryland
| USD 229 M | +USD 11.3 M | +5% | 1.77% | 73.2% | 162 | 3.09% | 1.9 |
|
| 5143 |
LA
5143
LFL Advisers
Evanston,
Illinois
| USD 229 M | -USD 28.2 M | -11% | 3.61% | 83% | 9 | 11.11% | 7 |
|
| 5144 |
5144
Sweeney & Michel
Chico,
California
| USD 229 M | – | – | 0.61% | – | 119 | – | 1.7 |
|
| 5145 |
5145
Monte Financial Group
Guilford,
Connecticut
| USD 228 M | -USD 5.11 M | -2% | 0.16% | 66.7% | 90 | 15.56% | 3.7 |
|
| 5146 |
5146
Ruggaard & Associates
Hudson,
Ohio
| USD 228 M | +USD 267 k | +0.1% | 1.76% | 47.6% | 117 | 7.69% | 1.6 |
|
| 5147 |
5147
Wayfinding Financial
Lynnwood,
Washington
| USD 228 M | +USD 41.2 M | +22% | 1.53% | 68.3% | 742 | 81.67% | 0.1 |
|
| 5148 |
5148
Tanglewood Legacy Advisors
Houston,
Texas
| USD 228 M | -USD 5.74 M | -2% | 2.92% | 61.1% | 312 | 10.26% | 1.8 |
|
| 5149 |
5149
GPM Growth Investors
Bloomfield Hills,
Michigan
| USD 228 M | -USD 8.53 M | -4% | 3.79% | – | 46 | 10.87% | 3.1 |
|
| 5150 |
GBI
5150
GP Brinson Investments
Chicago,
Illinois
| USD 228 M | -USD 14.3 M | -6% | 0.2% | 51.2% | 16 | 6.25% | 3.4 |
|