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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5301 |
5301
Davidson Capital Management
Corpus Christi,
Texas
| USD 146 M | -USD 58.3 M | -29% | 8.94% | 79.4% | 160 | 51.25% | 0.9 |
|
| 5302 |
5302
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| USD 146 M | +USD 16.7 M | +13% | 12.7% | 65.5% | 369 | 13.01% | 3.6 |
|
| 5303 |
5303
Continental General Insurance Company
Austin,
Texas
| USD 146 M | – | – | 22.7% | 188% | 8 | – | 0 |
|
| 5304 |
5304
Accretive Wealth Partners
Parsippany,
New Jersey
| USD 146 M | +USD 14.2 M | +11% | 8.8% | 64.4% | 113 | 11.5% | 1.6 |
|
| 5305 |
5305
Alaethes Wealth
Glenbrook,
Nevada
| USD 146 M | +USD 9.47 M | +7% | 9.44% | 96.4% | 110 | 16.36% | 1.3 |
|
| 5306 |
5306
Saiph Capital
Wyckoff,
New Jersey
| USD 145 M | +USD 17.2 M | +13% | 3.76% | 52.4% | 43 | 23.26% | 0.8 |
|
| 5307 |
5307
Cora Capital Advisors
Marlton,
New Jersey
| USD 145 M | – | – | 8.91% | 80.3% | 77 | – | 0 |
|
| 5308 |
5308
Birch Capital Management
Dallas,
Texas
| USD 145 M | +USD 12.8 M | +10% | 9.65% | 62% | 110 | 6.36% | 2.2 |
|
| 5309 |
5309
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| USD 145 M | -USD 6.11 M | -4% | 9.42% | 83.9% | 126 | 9.52% | 0.9 |
|
| 5310 |
5310
Shira Ridge Wealth Management
Larkspur,
California
| USD 145 M | – | – | 7.26% | 72.8% | 58 | – | 0 |
|
| 5311 |
5311
Highland Peak Capital
Old Greenwich,
Connecticut
| USD 145 M | – | – | 12.3% | 260% | 21 | – | 0 |
|
| 5312 |
5312
Nan Fung Group Holdings
Kai Tak,
Hong Kong
| USD 145 M | -USD 11.5 M | -7% | 3.58% | 281% | 47 | 27.66% | 0.9 |
|
| 5313 |
5313
Yorktown Energy Partners XI
New York
| USD 145 M | +USD 17 M | +13% | 17.7% | 105% | 4 | 25% | 2.2 |
|
| 5314 |
5314
Treynor Bancshares
Treynor,
Iowa
| USD 145 M | +USD 11.6 M | +9% | 6.24% | 3.35% | 74 | 4.05% | 1 |
|
| 5315 |
5315
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| USD 145 M | +USD 13.4 M | +10% | 10.1% | 63.8% | 103 | 9.71% | 2.4 |
|
| 5316 |
5316
Kercheville Advisors
San Antonio,
Texas
| USD 145 M | +USD 47.1 M | +48% | 9.74% | 261% | 99 | 31.31% | 1.4 |
|
| 5317 |
5317
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| USD 145 M | +USD 10.7 M | +8% | 12.1% | 112% | 157 | 11.46% | 7.2 |
|
| 5318 |
5318
Leeward Financial Partners
Bellevue,
Washington
| USD 145 M | +USD 5.28 M | +4% | 6.58% | 97.9% | 72 | 20.83% | 0.8 |
|
| 5319 |
5319
Aurora Investment Counsel
Atlanta,
Georgia
| USD 145 M | +USD 13 M | +10% | 13% | 31.7% | 126 | 21.43% | 1.2 |
|
| 5320 |
5320
Forum Private Client Group
Fishers,
Indiana
| USD 145 M | +USD 11 M | +8% | 6.54% | 47.9% | 68 | 7.35% | 0.7 |
|
| 5321 |
5321
Van Leeuwen & Company
Princeton,
New Jersey
| USD 145 M | +USD 19.1 M | +15% | 11.3% | 75.4% | 68 | 23.53% | 1.9 |
|
| 5322 |
5322
Quaero Capital
Geneve,
Switzerland
| USD 145 M | +USD 16.9 M | +13% | 5.85% | 62.4% | 98 | 27.55% | 0.8 |
|
| 5323 |
5323
FOCUS Wealth Advisors
Houston,
Texas
| USD 145 M | +USD 3.44 M | +2% | 4.81% | 68.7% | 49 | 6.12% | 1.2 |
|
| 5324 |
5324
Carmel Capital Partners
San Diego,
California
| USD 145 M | +USD 41.1 M | +40% | 8.66% | 65.9% | 135 | 17.78% | 0.7 |
|
| 5325 |
5325
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| USD 145 M | +USD 4.7 M | +3% | 7.41% | 75.2% | 18 | 27.78% | 1.5 |
|