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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5201 |
5201
Cribstone Capital Management
Augusta,
Maine
| USD 180 M | +USD 12.4 M | +7% | 7.1% | 22.4% | 445 | 11.46% | 2.8 |
|
| 5202 |
5202
HC Financial Advisors
Lafayette,
California
| USD 180 M | +USD 13.3 M | +8% | 9.39% | 31.2% | 357 | 13.45% | 1.7 |
|
| 5203 |
5203
Elm Advisors
Burlingame,
California
| USD 180 M | +USD 12.8 M | +8% | 8.03% | 50.5% | 91 | 6.59% | 5.9 |
|
| 5204 |
5204
Wahed Invest
New York
| USD 180 M | – | – | 16.1% | 140% | 224 | – | 0 |
|
| 5205 |
5205
E Fund Management (HK)
Central,
Hong Kong
| USD 180 M | – | – | 21.8% | 163% | 40 | – | 1.1 |
|
| 5206 |
5206
Atlas Private Wealth Management
Albany,
New York
| USD 179 M | +USD 15.8 M | +10% | 7.3% | 19.8% | 128 | 10.16% | 1.7 |
|
| 5207 |
5207
Fullen Financial Group
Columbus,
Ohio
| USD 179 M | +USD 4.25 M | +2% | 2.8% | 28.4% | 60 | 3.33% | 1.4 |
|
| 5208 |
5208
G2VP I Associates
Portola Valley,
California
| USD 179 M | – | – | 8.4% | – | 1 | – | 0 |
|
| 5209 |
STC
5209
Sarah T. Connolly
| USD 179 M | +USD 57.5 M | +47% | 11% | 35% | 100 | 9% | 0.9 |
|
| 5210 |
5210
ICW Investment Advisors
Scottsdale,
Arizona
| USD 179 M | +USD 24.2 M | +16% | 12.6% | 58.6% | 135 | 2.96% | 1.8 |
|
| 5211 |
5211
Seafarer Capital Partners
Larkspur,
California
| USD 179 M | -USD 13 M | -7% | 3.53% | 61.3% | 6 | 50% | 0.6 |
|
| 5212 |
5212
Delta Capital Management
Red Bank,
New Jersey
| USD 179 M | +USD 18.1 M | +11% | 12.9% | 129% | 87 | 4.6% | 4.6 |
|
| 5213 |
LP
5213
Lloyd Park
Wilmette,
Illinois
| USD 179 M | – | – | 7.37% | – | 105 | – | 0 |
|
| 5214 |
5214
Tieton Capital Management
Yakima,
Washington
| USD 179 M | -USD 5.18 M | -3% | 9.33% | 155% | 35 | 14.29% | 3.6 |
|
| 5215 |
5215
Banco de Sabadell
Miami,
Florida
| USD 178 M | +USD 29.5 M | +20% | 14% | 75.1% | 101 | 25.74% | 3.2 |
|
| 5216 |
5216
Van Leeuwen & Company
Princeton,
New Jersey
| USD 178 M | +USD 15.2 M | +9% | 11.1% | 75.4% | 75 | 26.67% | 1.6 |
|
| 5217 |
5217
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| USD 178 M | +USD 1.38 M | +0.8% | 1.49% | 199% | 66 | 1.52% | 0.9 |
|
| 5218 |
5218
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
| USD 178 M | – | – | 8.88% | 31.6% | 88 | – | 0 |
|
| 5219 |
5219
Harvest Group Wealth Management
Waltham,
Massachusetts
| USD 178 M | +USD 8.06 M | +5% | 1.86% | 28.1% | 129 | 52.71% | 0.5 |
|
| 5220 |
5220
Yaupon Capital Management
New York
| USD 178 M | +USD 8.43 M | +5% | 1.5% | 122% | 92 | 58.7% | 0.4 |
|
| 5221 |
5221
Iron Horse Wealth Management
Johston,
Iowa
| USD 178 M | +USD 16.8 M | +10% | 4.38% | 29.1% | 257 | 12.06% | 0.8 |
|
| 5222 |
5222
Lakehouse Capital
Sydney NSW,
Australia
| USD 178 M | +USD 841 k | +0.5% | 4.32% | 87.4% | 12 | 0% | 1.8 |
|
| 5223 |
5223
First City Capital Management
Savannah,
Georgia
| USD 178 M | +USD 160 k | +0.1% | 10.6% | 86.4% | 177 | 12.43% | 4.7 |
|
| 5224 |
FP
5224
Fiduciary Planning
Englewood,
Florida
| USD 178 M | -USD 10.1 M | -5% | 6.28% | 71.4% | 68 | 30.88% | 1.1 |
|
| 5225 |
5225
Kessler Investment Group
Columbus,
Indiana
| USD 178 M | +USD 36.9 M | +26% | 9.79% | 251% | 197 | 31.98% | 1.6 |
|