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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5276 |
5276
Benchmark Wealth Management
Old Lyme,
Connecticut
| USD 135 M | +USD 2.97 M | +2% | 4.44% | 42.7% | 47 | 10.64% | 1.1 |
|
| 5277 |
VCA
5277
VIEX Capital Advisors
Sunny Isles Beach,
Florida
| USD 135 M | +USD 12.1 M | +10% | 5.83% | 30.6% | 12 | 50% | 0.7 |
|
| 5278 |
LCM
5278
Lafitte Capital Management
Austin,
Texas
| USD 135 M | +USD 13.6 M | +11% | 12.9% | 55.2% | 15 | 46.67% | 1.8 |
|
| 5279 |
MRCP
5279
Manor Road Capital Partners
New York
| USD 135 M | -USD 75.3 M | -36% | 0.62% | 78.3% | 11 | 18.18% | 1.5 |
|
| 5280 |
5280
HighVista Strategies
Boston,
Massachusetts
| USD 135 M | -USD 22 M | -14% | 3.84% | 561% | 156 | 44.87% | 0.5 |
|
| 5281 |
CM
5281
CM Management
Gulf Breeze,
Florida
| USD 135 M | +USD 26.7 M | +25% | 16.3% | 107% | 101 | 40.59% | 0.2 |
|
| 5282 |
BRC
5282
BHF RG Capital
Scottsdale,
Arizona
| USD 135 M | +USD 1.92 M | +1% | 3.15% | – | 40 | 22.5% | 0.8 |
|
| 5283 |
5283
Berkeley Inc
Boise,
Idaho
| USD 134 M | +USD 10.7 M | +9% | 6.95% | 49.4% | 83 | 10.84% | 0.2 |
|
| 5284 |
5284
Capital Square
Chattanooga,
Tennessee
| USD 134 M | +USD 15 M | +13% | 9.81% | 62.5% | 156 | 12.82% | 1 |
|
| 5285 |
5285
Proem Advisors
Dallas,
Texas
| USD 134 M | +USD 32.7 M | +32% | 32.2% | – | 27 | 44.44% | 0.2 |
|
| 5286 |
5286
Kopion Asset Management
Mckinney,
Texas
| USD 134 M | +USD 9.7 M | +8% | 11.7% | 80.5% | 22 | 9.09% | 1.1 |
|
| 5287 |
5287
Long Corridor Asset Management
Hong Kong
| USD 134 M | +USD 19.9 M | +17% | 6.37% | 75.4% | 17 | 58.82% | 0.1 |
|
| 5288 |
5288
GoalVest Advisory
New York
| USD 134 M | +USD 15.2 M | +13% | 5.07% | 94.8% | 245 | 40.82% | 0.2 |
|
| 5289 |
5289
Strategic Financial Planning
Plano,
Texas
| USD 134 M | +USD 20 M | +17% | 5.87% | 47.5% | 32 | 3.13% | 1.2 |
|
| 5290 |
5290
Sittner & Nelson
Eugene,
Oregon
| USD 134 M | +USD 22.6 M | +20% | 7.18% | 88.1% | 465 | 18.92% | 0.2 |
|
| 5291 |
5291
Wealth Management Partners
Tucson,
Arizona
| USD 134 M | +USD 6.34 M | +5% | 4.27% | 194% | 134 | 21.64% | 0.2 |
|
| 5292 |
5292
S.A. Mason
Holland,
Michigan
| USD 134 M | +USD 13.7 M | +11% | 6.23% | 116% | 319 | 8.46% | 1 |
|
| 5293 |
5293
WESPAC Advisors
Orinda,
California
| USD 134 M | +USD 4.3 M | +3% | 12.2% | 126% | 191 | 41.36% | 0.6 |
|
| 5294 |
5294
Signify Wealth
Saint Louis,
Missouri
| USD 134 M | +USD 7.34 M | +6% | 2.92% | 36.7% | 19 | 47.37% | 0.2 |
|
| 5295 |
5295
Performa Ltd (US)
Charleston,
South Carolina
| USD 134 M | -USD 23 M | -15% | 5.85% | 59.6% | 47 | 36.17% | 0.4 |
|
| 5296 |
CCM
5296
Conway Capital Management
Burbank,
California
| USD 134 M | -USD 2.86 M | -2% | 0.56% | 164% | 79 | 17.72% | 0.2 |
|
| 5297 |
LAI
5297
Legal Advantage Investments
Los Altos Hills,
California
| USD 134 M | +USD 5.22 M | +4% | 3.92% | 116% | 99 | 28.28% | 0.2 |
|
| 5298 |
WPA
5298
Winning Points Advisors
Boca Raton,
Florida
| USD 134 M | +USD 9.29 M | +7% | 7.81% | – | 69 | 7.25% | 3.1 |
|
| 5299 |
ABP
5299
Arthur B. Page
| USD 134 M | +USD 1.22 M | +0.9% | 3.05% | 40.4% | 59 | 3.39% | 5.2 |
|
| 5300 |
5300
Financial Avengers
Oakland,
California
| USD 134 M | +USD 11.6 M | +9% | 8.12% | 108% | 173 | 12.72% | 0.2 |
|