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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5226 |
5226
HBC Financial Services
Seattle,
Washington
| USD 129 M | +USD 10.3 M | +9% | 15.2% | 12.6% | 209 | 32.54% | 0.7 |
|
| 5227 |
5227
Axis Capital Holdings
Pembroke,
| USD 129 M | +USD 19 M | +17% | 11.9% | 76% | 3 | 33.33% | 4.1 |
|
| 5228 |
5228
Benjamin Edwards Inc
Clayton,
Missouri
| USD 129 M | +USD 7.86 M | +6% | 9.63% | 72.6% | 394 | 16.24% | 1.1 |
|
| 5229 |
5229
Altus Wealth Management
Ft Mitchell,
Kentucky
| USD 129 M | +USD 20.1 M | +19% | 12.1% | 73% | 35 | 11.43% | 0.7 |
|
| 5230 |
5230
SVB Investment Services
Salt Lake City,
Utah
| USD 129 M | +USD 10.8 M | +9% | 11.4% | – | 65 | 10.77% | 0.9 |
|
| 5231 |
5231
Shone Asset Management
Walnut Creek,
California
| USD 129 M | +USD 16.6 M | +15% | 13.4% | – | 42 | 14.29% | 0.6 |
|
| 5232 |
5232
Wolf Hill Capital Management
Greenwich,
Connecticut
| USD 129 M | – | – | 64.6% | 343% | 21 | – | 0 |
|
| 5233 |
LAI
5233
Legal Advantage Investments
Los Altos Hills,
California
| USD 128 M | – | – | 21.3% | 116% | 96 | – | 0 |
|
| 5234 |
5234
DUMAC Inc
Durham,
North Carolina
| USD 128 M | – | – | 85.6% | – | 35 | – | 1.4 |
|
| 5235 |
KP
5235
Kuvari Partners
London,
United Kingdom
| USD 128 M | – | – | 57.6% | – | 6 | – | 0 |
|
| 5236 |
5236
Rain Capital Management
Lake Oswego,
Oregon
| USD 128 M | -USD 14.5 M | -10% | 5.26% | 18.2% | 36 | 0% | 3 |
|
| 5237 |
5237
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| USD 128 M | +USD 16.4 M | +15% | 16.4% | 44% | 43 | 4.65% | 1.5 |
|
| 5238 |
5238
Juniper Investment Company
New York
| USD 128 M | +USD 33.6 M | +36% | 43.4% | 358% | 12 | 33.33% | 0.9 |
|
| 5239 |
DIS
5239
Diversified Investment Strategies
Baton Rouge,
Louisiana
| USD 128 M | +USD 32 M | +33% | 31.4% | 93.8% | 43 | 9.3% | 3.1 |
|
| 5240 |
5240
Loudon Investment Management
West Lebanon,
New Hampshire
| USD 128 M | +USD 9.7 M | +8% | 12.3% | 72.5% | 78 | 8.97% | 4.1 |
|
| 5241 |
5241
Monetta Financial Services
Wheaton,
Illinois
| USD 128 M | +USD 9.46 M | +8% | 15% | 305% | 44 | 36.36% | 2.2 |
|
| 5242 |
5242
Wealth Management Partners
Tucson,
Arizona
| USD 128 M | – | – | 13.6% | 194% | 123 | – | 0 |
|
| 5243 |
5243
Akaris Global Partners
New York
| USD 128 M | +USD 14 M | +12% | 25% | 35% | 26 | 53.85% | 0.6 |
|
| 5244 |
FNWM
5244
Financial Network Wealth Management
Draper,
Utah
| USD 128 M | – | – | 10.3% | – | 96 | – | 0 |
|
| 5245 |
5245
Waypoint Wealth Partners
Mill Valley,
California
| USD 128 M | – | – | 15% | 52.1% | 35 | – | 0 |
|
| 5246 |
SFMG
5246
Sage Financial Management Group
Mclean,
Virginia
| USD 127 M | – | – | 11.4% | 51.6% | 30 | – | 0 |
|
| 5247 |
5247
Hurlow Wealth Management Group
Bloomington,
Indiana
| USD 127 M | +USD 18.2 M | +17% | 12.1% | 60.7% | 95 | 9.47% | 1.6 |
|
| 5248 |
CFG
5248
CMC Financial Group
Atlanta,
Georgia
| USD 127 M | +USD 24.7 M | +24% | 19.2% | 102% | 30 | 46.67% | 0.9 |
|
| 5249 |
5249
ForthRight Wealth Management
Alpharetta,
Georgia
| USD 127 M | – | – | 12.7% | 50.4% | 189 | – | 0 |
|
| 5250 |
EGVF
5250
ESA Global Value Fund
Grand Cayman,
Cayman Islands
| USD 127 M | – | – | 7.91% | – | 5 | – | 0 |
|