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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
Cherokee Insurance
Sterling Heights,
Michigan
| USD 263 M | +USD 16.8 M | +7% | 11% | – | 123 | 3.25% | 1.2 |
|
| 5302 |
SWMG
5302
Signature Wealth Management Group
Atlanta,
Georgia
| USD 263 M | +USD 18.1 M | +7% | 2.51% | – | 135 | 26.67% | 3.2 |
|
| 5303 |
5303
Meridian Financial Partners
Warrenton,
Virginia
| USD 263 M | +USD 10.3 M | +4% | 0.02% | 80.8% | 125 | 8.8% | 2.3 |
|
| 5304 |
L
5304
Laurore
Hong Kong,
| USD 263 M | -USD 173 M | -40% | 22.6% | – | 1 | 0% | 0.3 |
|
| 5305 |
5305
Acasta Partners UK
London,
| USD 263 M | -USD 18.1 M | -6% | 0.6% | – | 22 | 13.64% | 0.2 |
|
| 5306 |
5306
Sagil Capital
London,
United Kingdom
| USD 263 M | -USD 176 M | -40% | 12.9% | 100% | 30 | 66.67% | 0.4 |
|
| 5307 |
5307
Excelsior Advisor Network
Denver,
Colorado
| USD 263 M | +USD 57.2 M | +28% | 1.64% | – | 232 | 30.17% | 0.2 |
|
| 5308 |
5308
DoubleLine ETF Adviser
Tampa,
Florida
| USD 263 M | -USD 70.6 M | -21% | 3.49% | 44% | 216 | 41.2% | 0.9 |
|
| 5309 |
5309
Trellis Wealth Advisors
San Luis Obispo,
California
| USD 263 M | +USD 7.07 M | +3% | 0.11% | 62.2% | 52 | 25% | 1.8 |
|
| 5310 |
5310
Legacy Capital Group California
Los Gatos,
California
| USD 263 M | -USD 150 M | -36% | 1.98% | 143% | 375 | 36.53% | 1.7 |
|
| 5311 |
5311
Kerrisdale Advisers
Miami,
Florida
| USD 263 M | +USD 50.4 M | +24% | 0.87% | 78.8% | 123 | 47.15% | 1.2 |
|
| 5312 |
5312
1492 Capital Management
Milwaukee,
Wisconsin
| USD 263 M | +USD 1.52 M | +0.6% | 9.79% | 298% | 145 | 32.41% | 1.4 |
|
| 5313 |
5313
Peachtree Investment Partners
Indian River Shores,,
Florida
| USD 262 M | -USD 38.9 M | -13% | 5.29% | 111% | 136 | 11.76% | 3.8 |
|
| 5314 |
5314
Vienna Insurance Group
Warsaw,
Poland
| USD 262 M | +USD 57.3 M | +28% | 7.03% | 230% | 31 | 25.81% | 1.9 |
|
| 5315 |
5315
Legacy Bridge
West Des Moines,
Iowa
| USD 262 M | +USD 15.8 M | +6% | 3.87% | 236% | 482 | 37.34% | 4.3 |
|
| 5316 |
5316
Ananym Capital Management
New York
| USD 262 M | +USD 19 M | +8% | 10% | – | 12 | 50% | 0.7 |
|
| 5317 |
HCC
5317
Hatch Cove Capital
Chicago,
Illinois
| USD 262 M | +USD 5.9 M | +2% | 23.2% | – | 30 | 63.33% | 0.1 |
|
| 5318 |
5318
Three Seasons Wealth
Salt Lake City,
Utah
| USD 262 M | -USD 787 M | -75% | 3.69% | 169% | 239 | 42.68% | 0.9 |
|
| 5319 |
5319
Traveka Wealth
Los Altos,
California
| USD 262 M | +USD 16.3 M | +7% | 1.06% | 78.1% | 205 | 17.56% | 1.4 |
|
| 5320 |
5320
Maltin Wealth Management
Ridgewood,
New Jersey
| USD 262 M | +USD 10.3 M | +4% | 3.01% | 58.2% | 150 | 21.33% | 3.3 |
|
| 5321 |
MCS
5321
Mercuria Capital Strategies
Houston,
Texas
| USD 262 M | +USD 85.6 M | +49% | 34.9% | – | 46 | 71.74% | 0.1 |
|
| 5322 |
5322
Global Trust Asset Management
West Palm Beach,
Florida
| USD 262 M | +USD 8.24 M | +3% | 8.94% | 178% | 504 | 18.85% | 4.2 |
|
| 5323 |
DIM
5323
DC Investments Management
Mclean,
Virginia
| USD 261 M | +USD 35.1 M | +16% | 1.95% | 59.3% | 78 | 41.03% | 1.1 |
|
| 5324 |
5324
Dayah Capital
Stamford,
Connecticut
| USD 261 M | -USD 123 M | -32% | 4.49% | – | 58 | 74.14% | 0.1 |
|
| 5325 |
5325
Luken Investment Analytics
Brentwood,
Tennessee
| USD 261 M | +USD 7.84 M | +3% | 4.04% | 51% | 406 | 62.07% | 3.3 |
|