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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
LSP Investment Advisors
New York
| USD 138 M | -USD 95.7 M | -41% | 13.1% | 79.5% | 10 | 40% | 1.2 |
|
| 5227 |
5227
Caliber Wealth Management (Utah)
Orem,
Utah
| USD 138 M | +USD 35.7 M | +35% | 1.12% | 36.5% | 79 | 18.99% | 0.2 |
|
| 5228 |
5228
Northwest Capital Management
Lake Oswego,
Oregon
| USD 138 M | +USD 3.31 M | +2% | 3.18% | 57% | 70 | 11.43% | 1.9 |
|
| 5229 |
5229
Alcosta Capital Management
San Ramon,
California
| USD 138 M | +USD 2.42 M | +2% | 3.75% | 175% | 29 | 0% | 0.3 |
|
| 5230 |
5230
Beta Wealth Group
San Diego,
California
| USD 138 M | +USD 21.1 M | +18% | 3.62% | 45.4% | 65 | 53.85% | 0.4 |
|
| 5231 |
5231
&Partners
Nashville,
Tennessee
| USD 137 M | +USD 18.4 M | +15% | 9.35% | 78.4% | 165 | 18.79% | 1.2 |
|
| 5232 |
5232
Cordasco Financial Network
Naples,
Florida
| USD 137 M | +USD 10.8 M | +9% | 7.9% | 31.1% | 581 | 12.56% | 2.8 |
|
| 5233 |
5233
Value Star Asset Management
Hong Kong
| USD 137 M | +USD 27.8 M | +25% | – | – | 26 | 53.85% | 0.2 |
|
| 5234 |
5234
Waypoint Wealth Partners
Mill Valley,
California
| USD 137 M | +USD 9.8 M | +8% | 5.6% | 52.1% | 41 | 17.07% | 0.2 |
|
| 5235 |
5235
Rye Brook Capital
Greenwich,
Connecticut
| USD 137 M | +USD 22.4 M | +20% | 7.35% | 77.2% | 35 | 51.43% | 0.2 |
|
| 5236 |
5236
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| USD 137 M | +USD 12.6 M | +10% | 8.37% | 62% | 345 | 35.07% | 0.7 |
|
| 5237 |
5237
C.M. Bidwell & Associates
Honolulu,
Hawaii
| USD 137 M | +USD 15 M | +12% | 9.42% | 70.6% | 569 | 28.82% | 1.3 |
|
| 5238 |
5238
Courage Capital Management
Nashville,
Tennessee
| USD 137 M | +USD 36.5 M | +36% | 9.12% | 86.5% | 43 | 27.91% | 1.1 |
|
| 5239 |
5239
Black Maple Capital Management
Milwaukee,
Wisconsin
| USD 137 M | +USD 19.7 M | +17% | 21.7% | 35.7% | 95 | 73.68% | 0.2 |
|
| 5240 |
5240
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| USD 137 M | -USD 49.5 M | -27% | 3.99% | 72.7% | 140 | 35% | 0.2 |
|
| 5241 |
5241
Intel Corp
Santa Clara,
California
| USD 137 M | +USD 36.2 M | +36% | 34.2% | 9.79% | 3 | 33.33% | 0.3 |
|
| 5242 |
5242
Seaview Investment Managers
Miami,
Florida
| USD 137 M | -USD 6.05 M | -4% | 9.52% | 148% | 183 | 79.78% | 0.2 |
|
| 5243 |
GAM
5243
Geier Asset Management
Marriottsville,
Maryland
| USD 137 M | +USD 13.4 M | +11% | 4.53% | – | 88 | 10.23% | 0.2 |
|
| 5244 |
RGM
5244
ROAM Global Management
New York
| USD 136 M | -USD 2.95 M | -2% | 4.61% | – | 20 | 70% | 0.2 |
|
| 5245 |
5245
Apexium Financial
Dallas,
Texas
| USD 136 M | +USD 9.9 M | +8% | 4.18% | 89.6% | 81 | 12.35% | 1.1 |
|
| 5246 |
LPARFS
5246
Leverage Partners Absolute Return Fund SPC
Cayman Islands Ky1-11111,
Cayman Islands
| USD 136 M | +USD 11.2 M | +9% | 8.21% | – | 112 | 66.07% | 0.1 |
|
| 5247 |
5247
Norris Financial Group
Greenville,
South Carolina
| USD 136 M | +USD 9.37 M | +7% | 9.25% | 142% | 98 | 48.98% | 0.5 |
|
| 5248 |
HM
5248
HCEP Management
Hong Kong
| USD 136 M | -USD 38.1 M | -22% | 4.27% | 182% | 9 | 55.56% | 0.1 |
|
| 5249 |
5249
Providence Wealth Advisors
Frankfort,
Illinois
| USD 136 M | +USD 15.7 M | +13% | 7.94% | 121% | 93 | 1.08% | 2.1 |
|
| 5250 |
5250
Investment Research & Advisory Group
Atlanta,
Georgia
| USD 136 M | +USD 1.39 M | +1% | 4.94% | 105% | 150 | 7.33% | 1.1 |
|