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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5326 |
5326
Geneva Partners
Lake Geneva,
Wisconsin
| USD 162 M | -USD 49.2 M | -23% | 6.76% | 417% | 122 | 61.48% | 1.6 |
|
| 5327 |
MCM
5327
McMillion Capital Management
Greensboro,
North Carolina
| USD 162 M | -USD 23.4 M | -13% | 2.81% | 59.3% | 82 | 8.54% | 5.2 |
|
| 5328 |
5328
Cordant Inc
Portland,
Oregon
| USD 161 M | -USD 9.17 M | -5% | 3.25% | 47% | 1,429 | 95.8% | 0.1 |
|
| 5329 |
5329
MBA Advisors
Hermitage,
Pennsylvania
| USD 161 M | +USD 81 k | +0.1% | 2.52% | 66.1% | 160 | 12.5% | 0.8 |
|
| 5330 |
DC
5330
Dryden Capital
Miami,
Florida
| USD 161 M | +USD 21.4 M | +15% | 0.23% | – | 59 | 18.64% | 0.2 |
|
| 5331 |
5331
West Bancorporation
West Des Moines,
Iowa
| USD 161 M | +USD 34 M | +27% | 3.62% | 72.5% | 345 | 16.23% | 1.5 |
|
| 5332 |
5332
FourWorld Capital Management
New York
| USD 161 M | – | – | 18.3% | 132% | 16 | – | 0 |
|
| 5333 |
HLC
5333
Hunt Lane Capital
New York
| USD 161 M | -USD 83 M | -34% | 18.7% | 3.59% | 23 | 52.17% | 1.3 |
|
| 5334 |
5334
SVB Investment Services
Salt Lake City,
Utah
| USD 161 M | +USD 10.8 M | +7% | 4.54% | – | 44 | 15.91% | 1.8 |
|
| 5335 |
5335
Resurgent Financial Advisors
Atlanta,
Georgia
| USD 161 M | +USD 35.7 M | +28% | 2.43% | 86.4% | 203 | 41.38% | 0.2 |
|
| 5336 |
5336
RFG Holdings
Argyle,
Texas
| USD 161 M | -USD 29.8 M | -16% | 2.73% | 74.2% | 34 | 41.18% | 0.9 |
|
| 5337 |
5337
JVL Associates
Wyoming,
Michigan
| USD 161 M | +USD 1.04 M | +0.6% | 5.72% | 81% | 42 | 14.29% | 3.2 |
|
| 5338 |
5338
Kennedy Lewis Management
New York
| USD 161 M | +USD 11 M | +7% | 1.83% | 70.2% | 33 | 51.52% | 0.2 |
|
| 5339 |
5339
Orleans Capital Management
Mandeville,
Louisiana
| USD 161 M | -USD 15.1 M | -9% | 0.56% | 107% | 88 | 14.77% | 1.7 |
|
| 5340 |
5340
JLP Asset Management
New York
| USD 161 M | -USD 43.3 M | -21% | 7.45% | 16.1% | 31 | 35.48% | 2.2 |
|
| 5341 |
KLC
5341
Kent Lake Capital
Reno,
Nevada
| USD 161 M | -USD 32.1 M | -17% | 2.44% | 92.1% | 59 | 71.19% | 0.4 |
|
| 5342 |
5342
Ledge Wealth Management
Sartell,
Minnesota
| USD 161 M | – | – | 1.97% | – | 72 | – | 0 |
|
| 5343 |
5343
Castleview Partners
Dallas,
Texas
| USD 161 M | – | – | 0.13% | 61.3% | 749 | – | 0.8 |
|
| 5344 |
5344
Clarus Wealth Advisors
Peoria,
Arizona
| USD 161 M | -USD 13.1 M | -8% | 2.58% | 89.7% | 128 | 33.59% | 1.7 |
|
| 5345 |
5345
One Charles Private Wealth Services
Hingham,
Massachusetts
| USD 161 M | -USD 15.8 M | -9% | 6.56% | 99.7% | 127 | 18.9% | 0.8 |
|
| 5346 |
5346
Concentrum Wealth Management
San Jose,
California
| USD 161 M | -USD 31.2 M | -16% | 11.6% | 200% | 68 | 23.53% | 1.7 |
|
| 5347 |
5347
Byrne Asset Management
Kingston,
New Jersey
| USD 161 M | +USD 6.11 M | +4% | 3.78% | 126% | 576 | 16.49% | 0.2 |
|
| 5348 |
5348
Mezzasalma Advisors
Tinton Falls,
New Jersey
| USD 160 M | -USD 25.9 M | -14% | 3.93% | 203% | 99 | 10.1% | 1.1 |
|
| 5349 |
RWG
5349
Regal Wealth Group
Seal Beach,
California
| USD 160 M | -USD 17.1 M | -10% | 5.49% | 17% | 54 | 11.11% | 4.8 |
|
| 5350 |
5350
S.A. Mason
Holland,
Michigan
| USD 160 M | -USD 5.8 M | -3% | 4.09% | 116% | 335 | 5.37% | 1.9 |
|