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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 |
MFC
5326
Mechanics Financial Corp
Mansfield,
Ohio
| USD 223 M | -USD 5.82 M | -3% | 0.4% | 82.7% | 256 | 16.8% | 2.4 |
|
| 5327 |
5327
Spectrum Asset Management (California)
Newport Beach,
California
| USD 223 M | -USD 13.8 M | -6% | 0.21% | 68.3% | 107 | 16.82% | 3.3 |
|
| 5328 |
5328
Lifelong Wealth Advisors
Arden Hills,
Minnesota
| USD 222 M | – | – | 1.47% | – | 66 | – | 0 |
|
| 5329 |
5329
Hidden Lake Asset Management
New York
| USD 222 M | +USD 40.5 M | +22% | 26% | 849% | 47 | 70.21% | 0.3 |
|
| 5330 |
5330
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
| USD 222 M | -USD 30.7 M | -12% | 12.1% | 943% | 1 | 0% | 3 |
|
| 5331 |
5331
Crestmont Private Wealth
Houston,
Texas
| USD 222 M | -USD 6.53 M | -3% | 0.27% | 59.3% | 122 | 40.98% | 1.4 |
|
| 5332 |
5332
AXQ Capital
Jersey City,
New Jersey
| USD 222 M | -USD 109 M | -33% | 0.83% | 30.5% | 660 | 75.15% | 0.2 |
|
| 5333 |
5333
Slagle Financial
Edwardsville,
Illinois
| USD 222 M | -USD 3.18 M | -1% | 1.16% | 88.4% | 117 | 11.11% | 1.3 |
|
| 5334 |
5334
Denver Wealth Management
Denver,
Colorado
| USD 222 M | +USD 6.07 M | +3% | 1.32% | 70.3% | 88 | 7.95% | 2.3 |
|
| 5335 |
5335
Fairway Wealth
Independence,
Ohio
| USD 222 M | +USD 25.2 M | +13% | 1.69% | 51.5% | 239 | 60.67% | 0.3 |
|
| 5336 |
NCM
5336
NCM Capital Management
Ramsey,
New Jersey
| USD 222 M | +USD 13.6 M | +7% | 1.51% | 105% | 176 | 9.66% | 2.3 |
|
| 5337 |
5337
Wealthedge Investment Advisors
New York
| USD 222 M | – | – | 2.33% | – | 175 | – | 0 |
|
| 5338 |
5338
Amtrust Financial Services
New York
| USD 222 M | +USD 4.7 M | +2% | 2.34% | 61.9% | 15 | 0% | 2.9 |
|
| 5339 |
5339
Intel Corp
Santa Clara,
California
| USD 222 M | -USD 30.2 M | -12% | 50.5% | 9.79% | 4 | 75% | 1.6 |
|
| 5340 |
5340
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| USD 221 M | +USD 13.8 M | +7% | 8.78% | 114% | 14 | 7.14% | 3.3 |
|
| 5341 |
GAMC
5341
Garner Asset Management Corp
Plano,
Texas
| USD 221 M | -USD 3.73 M | -2% | 0.65% | 103% | 153 | 5.23% | 5.1 |
|
| 5342 |
5342
GS Investments
Minneapolis,
Minnesota
| USD 221 M | -USD 3.44 M | -2% | 2.74% | 108% | 134 | 2.24% | 4 |
|
| 5343 |
5343
Agate Pass Investment Management
Bainbridge Island,
Washington
| USD 221 M | +USD 20.8 M | +10% | 0.41% | 76% | 108 | 13.89% | 2.2 |
|
| 5344 |
AC
5344
Athos Capital
Hong Kong
| USD 221 M | -USD 90 M | -29% | 10% | 101% | 48 | 35.42% | 0.8 |
|
| 5345 |
SC
5345
Slotnik Capital
Dallas,
Texas
| USD 221 M | -USD 80.6 M | -27% | 2.61% | – | 29 | 72.41% | 0.3 |
|
| 5346 |
5346
Institutional Venture Management XV
Menlo Park,
California
| USD 221 M | +USD 40.6 M | +22% | 61.4% | 116% | 5 | 20% | 2.6 |
|
| 5347 |
5347
Kennedy Investment Group
West Depford,
New Jersey
| USD 221 M | +USD 3.64 M | +2% | 3.29% | 95.4% | 128 | 8.59% | 1.7 |
|
| 5348 |
5348
Trinity Wealth Management
Berwyn,
Pennsylvania
| USD 221 M | +USD 2.96 M | +1% | 1.03% | 56.7% | 60 | 15% | 2.4 |
|
| 5349 |
5349
Alpha Financial Advisors
Charlotte,
North Carolina
| USD 221 M | -USD 5.13 M | -2% | 1.08% | 46.6% | 52 | 13.46% | 1.4 |
|
| 5350 |
5350
BridgePort Financial Solutions
Fairfield,
Iowa
| USD 221 M | – | – | 0.45% | – | 161 | – | 0 |
|