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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
Roth Financial Partners
Kingwood,
Texas
| USD 150 M | +USD 11.8 M | +9% | 6.58% | 61% | 23 | 8.7% | 1.9 |
|
| 5302 |
5302
JLP Asset Management
New York
| USD 150 M | +USD 388 k | +0.3% | 4.9% | 16.1% | 26 | 42.31% | 2.1 |
|
| 5303 |
5303
Applied Capital
Little Rock,
Arkansas
| USD 150 M | +USD 12.1 M | +9% | 5.61% | 52.6% | 36 | 13.89% | 1.2 |
|
| 5304 |
5304
Sound Financial Strategies Group
Madison,
Mississippi
| USD 150 M | +USD 12.1 M | +9% | 3.8% | 27.1% | 80 | 53.75% | 0.7 |
|
| 5305 |
5305
AFS Financial Group
Bethesda,
Maryland
| USD 150 M | +USD 9.36 M | +7% | 7.94% | – | 93 | 5.38% | 0.2 |
|
| 5306 |
5306
Robbins Farley
Bedford,
New Hampshire
| USD 150 M | +USD 20.4 M | +16% | 9.76% | 106% | 215 | 21.4% | 1 |
|
| 5307 |
5307
Carnegie Mellon University
Pittsburgh,
Pennsylvania
| USD 150 M | -USD 33 M | -18% | 44.7% | 59.8% | 6 | 0% | 1.3 |
|
| 5308 |
5308
California First Leasing Corp
Newport Beach,
California
| USD 150 M | +USD 5.65 M | +4% | 5.46% | 352% | 34 | 8.82% | 0.9 |
|
| 5309 |
5309
Lifestyle Asset Management
Friendswood,
Texas
| USD 150 M | +USD 24.5 M | +20% | 5.6% | 88.3% | 89 | 34.83% | 0.2 |
|
| 5310 |
5310
Graphene Investments SAS
Paris,
France
| USD 150 M | +USD 1.88 M | +1% | 7.79% | 103% | 52 | 23.08% | 0.2 |
|
| 5311 |
5311
Zeno Research
New York
| USD 149 M | -USD 1.74 M | -1% | 13.1% | 25.2% | 35 | 42.86% | 0.4 |
|
| 5312 |
5312
Orion Capital Management
Coronado,
California
| USD 149 M | +USD 13 M | +10% | 7.5% | 75.3% | 468 | 19.44% | 1.4 |
|
| 5313 |
5313
RiverPark Advisors
New York
| USD 149 M | -USD 60.4 M | -29% | 13% | 87.5% | 107 | 45.79% | 3 |
|
| 5314 |
5314
Riverwood Capital Management
Menlo Park,
California
| USD 149 M | -USD 8.15 M | -5% | 6.36% | 46.5% | 4 | 0% | 1.1 |
|
| 5315 |
5315
StrongBox Wealth
Lee's Summit,
Missouri
| USD 149 M | +USD 7.64 M | +5% | 3.57% | 63.9% | 88 | 13.64% | 2 |
|
| 5316 |
5316
Abbot Financial Management
Andover,
Massachusetts
| USD 149 M | +USD 2.78 M | +2% | 7.91% | 116% | 116 | 6.9% | 4.3 |
|
| 5317 |
5317
Van Leeuwen & Company
Princeton,
New Jersey
| USD 149 M | +USD 4.3 M | +3% | 8.61% | 75.4% | 84 | 35.71% | 1.8 |
|
| 5318 |
GA
5318
Gagnon Advisors
New York
| USD 149 M | +USD 815 k | +0.6% | 9.37% | 214% | 29 | 3.45% | 4.6 |
|
| 5319 |
LBC
5319
Lawrence B. Cohen
| USD 149 M | -USD 42.4 M | -22% | 11.2% | 41.8% | 93 | 33.33% | 5.7 |
|
| 5320 |
5320
HPS Investment Partners
New York
| USD 149 M | -USD 20.7 M | -12% | 1.01% | 55.9% | 8 | 25% | 1.2 |
|
| 5321 |
5321
Ampfield Management
New York
| USD 149 M | +USD 51.2 M | +52% | 18.5% | 56.9% | 4 | 25% | 1.5 |
|
| 5322 |
5322
Silver Oak Advisory Group
Portland,
Oregon
| USD 149 M | +USD 6.96 M | +5% | 3.66% | 28.9% | 58 | 3.45% | 1.1 |
|
| 5323 |
5323
Tower View Wealth Management
Shorewood,
Wisconsin
| USD 149 M | +USD 4.95 M | +3% | 8.21% | 135% | 169 | 9.47% | 2.9 |
|
| 5324 |
5324
Red Tortoise LLC
Atlanta,
Georgia
| USD 149 M | +USD 4.48 M | +3% | 5.38% | 43.7% | 628 | 18.31% | 0.4 |
|
| 5325 |
5325
Sound Stewardship
Overland Park,
Kansas
| USD 149 M | +USD 13.4 M | +10% | 3.59% | 45.9% | 60 | 5% | 0.2 |
|