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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
SimpliFi Inc
San Diego,
California
| USD 218 M | -USD 768 k | -0.4% | 0.45% | 27.9% | 43 | 9.3% | 3 |
|
| 5277 |
5277
Brick & Kyle Associates
Newtown,
Pennsylvania
| USD 218 M | -USD 17.1 M | -7% | 3.12% | 116% | 63 | 17.46% | 5.6 |
|
| 5278 |
5278
Alta Wealth Advisors
Woburn,
Massachusetts
| USD 218 M | -USD 10.7 M | -5% | 3.78% | 134% | 150 | 18% | 2.4 |
|
| 5279 |
5279
Flynn Zito Capital Management
Garden City,
New York
| USD 218 M | +USD 2.81 M | +1% | 2.95% | 109% | 134 | 13.43% | 1.6 |
|
| 5280 |
DI
5280
Disciplined Investments
Tulsa,
Oklahoma
| USD 218 M | +USD 15 M | +7% | 0.33% | 51.4% | 128 | 4.69% | 3.5 |
|
| 5281 |
5281
1776 Wealth
Atlanta,
Georgia
| USD 218 M | +USD 88.2 k | +0% | 5.7% | 115% | 142 | 3.52% | 2.8 |
|
| 5282 |
5282
APEIRON Capital Ltd
Hong Kong
| USD 218 M | -USD 50.7 M | -19% | 21.6% | 362% | 17 | 58.82% | 0.8 |
|
| 5283 |
5283
Anchor Capital Management Group
Aliso Viejo,
California
| USD 217 M | -USD 58.9 M | -21% | 5.43% | – | 19 | 5.26% | 0.2 |
|
| 5284 |
5284
Altman Advisors
Chicago,
Illinois
| USD 217 M | -USD 17.5 M | -7% | 0.54% | 143% | 103 | 15.53% | 2.3 |
|
| 5285 |
MHP
5285
Manatuck Hill Partners
Westport,
Connecticut
| USD 217 M | -USD 27.1 M | -11% | 4.14% | 556% | 135 | 49.63% | 1.3 |
|
| 5286 |
5286
Verisail Partners
Chamblee,
Georgia
| USD 217 M | +USD 3.27 M | +2% | 0.11% | – | 35 | 8.57% | 0.2 |
|
| 5287 |
5287
Aspen Investment Management
Grand Rapids,
Michigan
| USD 217 M | +USD 1.52 M | +0.7% | 0.67% | 92.6% | 155 | 14.84% | 6.5 |
|
| 5288 |
KLP
5288
Kent Lake PR
Anasco,
Puerto Rico
| USD 217 M | -USD 19.8 M | -8% | 12.3% | – | 48 | 52.08% | 0.3 |
|
| 5289 |
5289
Punch Card Management
Winter Park,
Florida
| USD 217 M | -USD 98.5 M | -31% | 12.8% | 41% | 4 | 0% | 3.7 |
|
| 5290 |
5290
Swan Capital
Pensacola,
Florida
| USD 217 M | +USD 11.6 M | +6% | 1.1% | 47.9% | 425 | 20.94% | 0.7 |
|
| 5291 |
5291
Wealthspan Partners
Davenport,
Iowa
| USD 217 M | +USD 7.18 M | +3% | 0.07% | 72.6% | 116 | 8.62% | 2 |
|
| 5292 |
5292
Pines Wealth Management
Southern Pines,
North Carolina
| USD 216 M | -USD 13.6 M | -6% | 1.33% | – | 218 | 15.14% | 0.2 |
|
| 5293 |
5293
Metropolitan Life Insurance Company (MetLife)
New York
| USD 216 M | -USD 36.1 M | -14% | 2.73% | 50.8% | 10 | 20% | 8.7 |
|
| 5294 |
HRC
5294
Hoertkorn Richard Charles
| USD 216 M | -USD 27 M | -11% | 3.63% | 182% | 82 | 3.66% | 7.9 |
|
| 5295 |
5295
Brown University
Providence,
Rhode Island
| USD 216 M | -USD 18.5 M | -8% | 6.36% | 40.1% | 15 | 26.67% | 1.6 |
|
| 5296 |
5296
1 North Wealth Services
Annapolis,
Maryland
| USD 216 M | -USD 20 M | -8% | 0.6% | – | 276 | 76.81% | 0.9 |
|
| 5297 |
5297
Tealwood Asset Management
Minneapolis,
Minnesota
| USD 216 M | -USD 25.7 M | -11% | 0.59% | 128% | 144 | 17.36% | 3.2 |
|
| 5298 |
5298
Alight Capital Management
New York
| USD 216 M | -USD 90.3 M | -29% | 7.48% | 466% | 71 | 57.75% | 0.8 |
|
| 5299 |
5299
Mendon Capital Advisors
Key Largo,
Florida
| USD 216 M | +USD 12.9 M | +6% | 6.21% | – | 59 | 35.59% | 2.2 |
|
| 5300 |
5300
Intrepid Financial Planning Group
Carmel,
Indiana
| USD 216 M | -USD 20.8 M | -9% | 3.72% | 100% | 129 | 13.95% | 2 |
|