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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
5351
Eudaimonia Advisors
Winchester,
Tennessee
| USD 170 M | – | – | 8.6% | – | 165 | – | 0 |
|
| 5352 |
5352
Woodward Diversified Capital
Bakersfield,
California
| USD 170 M | +USD 10.5 M | +7% | 8.96% | 118% | 219 | 25.57% | 0.7 |
|
| 5353 |
5353
Eos Management LP
New York
| USD 170 M | +USD 9.09 M | +6% | 5.46% | 149% | 30 | 3.33% | 4 |
|
| 5354 |
5354
Stone Asset Management
Austin,
Texas
| USD 170 M | – | – | 5.51% | – | 42 | – | 0 |
|
| 5355 |
5355
Bellevue Asset Management
Bellevue,
Washington
| USD 170 M | +USD 6.31 M | +4% | 11.9% | 56.7% | 604 | 11.09% | 1.6 |
|
| 5356 |
FRM
5356
Fox Run Management
Greenwich,
Connecticut
| USD 170 M | +USD 10.9 M | +7% | 5.19% | 71.7% | 780 | 86.28% | 0.1 |
|
| 5357 |
KCM
5357
Kempner Capital Management
Galveston,
Texas
| USD 170 M | -USD 5.83 M | -3% | 2.75% | 60.9% | 57 | 19.3% | 4.2 |
|
| 5358 |
5358
7G Capital Management
New York
| USD 170 M | +USD 40.4 M | +31% | 19.8% | 137% | 5 | 20% | 0.8 |
|
| 5359 |
5359
Clearstead Trust
Portland,
Maine
| USD 170 M | +USD 11.6 M | +7% | 10.8% | 124% | 204 | 7.35% | 2.1 |
|
| 5360 |
5360
Verity Asset Management
Durham,
North Carolina
| USD 169 M | +USD 14.9 M | +10% | 7.22% | 87% | 227 | 28.63% | 1.8 |
|
| 5361 |
5361
Trinity Financial Advisors
Columbus,
Ohio
| USD 169 M | +USD 19.8 M | +13% | 7.94% | 74.5% | 67 | 29.85% | 0.7 |
|
| 5362 |
5362
Vigilare Wealth Management
Scottsdale,
Arizona
| USD 169 M | +USD 7.51 M | +5% | 8.96% | 59.5% | 206 | 22.82% | 1.2 |
|
| 5363 |
5363
InterWest Venture Management
San Francisco,
California
| USD 169 M | -USD 72.3 M | -30% | 22.8% | 57.6% | 10 | 10% | 2.9 |
|
| 5364 |
5364
Cox Capital Management
Andover,
Massachusetts
| USD 169 M | +USD 20.6 M | +14% | 12.7% | 106% | 82 | 10.98% | 2.6 |
|
| 5365 |
5365
Sterneck Capital Management
Kansas City,
Missouri
| USD 169 M | +USD 12 M | +8% | 7.55% | 61.5% | 114 | 13.16% | 3.3 |
|
| 5366 |
5366
Western Standard LLC
Los Angeles,
California
| USD 169 M | -USD 6.73 M | -4% | 5.92% | 79.1% | 44 | 54.55% | 0.8 |
|
| 5367 |
5367
DB Wealth Management Group
San Diego,
California
| USD 169 M | +USD 13.8 M | +9% | 7.6% | 19% | 369 | 7.59% | 0.9 |
|
| 5368 |
5368
Seneca Financial Advisors
Rochester,
New York
| USD 169 M | +USD 18 M | +12% | 6.54% | 50.9% | 49 | 22.45% | 0.8 |
|
| 5369 |
5369
Values First Advisors
Gray,
Tennessee
| USD 169 M | +USD 14.5 M | +9% | 6.3% | 87.6% | 177 | 19.21% | 1.3 |
|
| 5370 |
5370
Northstar Advisory Group
Northfield,
New Jersey
| USD 169 M | +USD 66.8 M | +65% | 11.1% | 153% | 137 | 95.62% | 0.1 |
|
| 5371 |
5371
Decatur Capital Management
Decatur,
Georgia
| USD 169 M | +USD 17.2 M | +11% | 15.5% | 155% | 66 | 13.64% | 2.1 |
|
| 5372 |
TFA
5372
Triad Financial Advisors
Greensboro,
North Carolina
| USD 168 M | – | – | 9.59% | – | 117 | – | 0 |
|
| 5373 |
5373
Grace Capital
Quincy,
Massachusetts
| USD 168 M | +USD 5.88 M | +4% | 7.42% | 127% | 167 | 17.96% | 2.6 |
|
| 5374 |
5374
Tabor Asset Management
New York
| USD 168 M | +USD 1.2 M | +0.7% | 4.82% | 204% | 52 | 65.38% | 0.4 |
|
| 5375 |
5375
OLIO Financial Planning
Mclean,
Virginia
| USD 168 M | – | – | 4.11% | 52.9% | 41 | – | 0 |
|