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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
Agate Pass Investment Management
Bainbridge Island,
Washington
| USD 160 M | -USD 609 k | -0.4% | 2.2% | 76% | 99 | 6.06% | 0.3 |
|
| 5352 |
5352
Moser Wealth Advisors
Bellevue,
Washington
| USD 160 M | -USD 5.38 M | -3% | 3.97% | – | 146 | 10.96% | 1.7 |
|
| 5353 |
5353
Solitude Financial Services
Charlottesville,
Virginia
| USD 160 M | +USD 9.7 M | +6% | 1.66% | 62.4% | 44 | 22.73% | 1 |
|
| 5354 |
5354
Stone House Capital Management
Bay Harbor Islands,
Florida
| USD 160 M | -USD 20.5 M | -11% | 12.1% | 151% | 2 | 50% | 0.3 |
|
| 5355 |
5355
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| USD 160 M | +USD 13.5 M | +9% | 6.67% | 63.5% | 19 | 21.05% | 0.2 |
|
| 5356 |
5356
Financial Avengers
Oakland,
California
| USD 160 M | -USD 3.21 M | -2% | 1.79% | 108% | 168 | 9.52% | 1.1 |
|
| 5357 |
5357
Jupiter Wealth Management
Glendale,
Colorado
| USD 160 M | -USD 33 M | -17% | 4.26% | 99.2% | 95 | 24.21% | 1.8 |
|
| 5358 |
5358
Trinity Financial Advisors
Columbus,
Ohio
| USD 160 M | -USD 9.47 M | -6% | 2.79% | 74.5% | 70 | 22.86% | 0.9 |
|
| 5359 |
5359
Integral Investment Advisors
Turlock,
California
| USD 160 M | +USD 20.6 M | +15% | 5.14% | 69% | 101 | 16.83% | 0.2 |
|
| 5360 |
5360
Avory & Company
Miami,
Florida
| USD 160 M | -USD 6.75 M | -4% | 17.7% | 74.9% | 25 | 24% | 0.6 |
|
| 5361 |
5361
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| USD 160 M | -USD 15.5 M | -9% | 2.94% | 91.4% | 160 | 35% | 0.9 |
|
| 5362 |
5362
Investment Research & Advisory Group
Atlanta,
Georgia
| USD 160 M | -USD 5.2 M | -3% | 5.44% | 105% | 202 | 13.37% | 1.5 |
|
| 5363 |
5363
Juniper Investment Company
New York
| USD 159 M | +USD 11.3 M | +8% | 2.26% | 358% | 10 | 10% | 1.8 |
|
| 5364 |
5364
Rutabaga Capital Management
Boston,
Massachusetts
| USD 159 M | +USD 8.48 M | +6% | 0.34% | 57% | 52 | 3.85% | 3.4 |
|
| 5365 |
5365
Bluestem Financial Advisors
Champaign,
Illinois
| USD 159 M | -USD 1.49 M | -0.9% | 5.37% | 42.2% | 28 | 14.29% | 1.8 |
|
| 5366 |
5366
Gables Capital Management
Miami,
Florida
| USD 159 M | -USD 8.68 M | -5% | 3.05% | 173% | 362 | 5.52% | 3 |
|
| 5367 |
5367
Accretive Wealth Partners
Parsippany,
New Jersey
| USD 159 M | +USD 2.32 M | +1% | 4.39% | 64.4% | 121 | 19.83% | 1 |
|
| 5368 |
KCM
5368
Knoll Capital Management
Miami,
Florida
| USD 159 M | -USD 22.6 M | -12% | 9.28% | 258% | 43 | 16.28% | 1.8 |
|
| 5369 |
5369
VELA Investment Management
New Albany,
Ohio
| USD 159 M | +USD 10.5 M | +7% | 2.38% | 58.8% | 124 | 16.13% | 0.2 |
|
| 5370 |
5370
Quaero Capital
Geneve,
Switzerland
| USD 159 M | +USD 13.5 M | +9% | 2.3% | 62.4% | 93 | 30.11% | 0.5 |
|
| 5371 |
5371
Industry Ventures
San Francisco,
California
| USD 159 M | -USD 72 M | -31% | 28.4% | 77.4% | 11 | 36.36% | 0.2 |
|
| 5372 |
5372
Cox Capital Management
Andover,
Massachusetts
| USD 159 M | -USD 10.1 M | -6% | 2.72% | 106% | 78 | 10.26% | 2.9 |
|
| 5373 |
NCM
5373
NCM Capital Management
Ramsey,
New Jersey
| USD 159 M | +USD 46.2 M | +41% | 3.33% | 105% | 190 | 26.84% | 0.2 |
|
| 5374 |
5374
Morgens Waterfall Vintiadis & Co
New York
| USD 159 M | -USD 27 M | -15% | 6.56% | 594% | 37 | 56.76% | 1.8 |
|
| 5375 |
5375
Cheyne Capital Management (UK)
London,
United Kingdom
| USD 159 M | +USD 5.32 M | +3% | 5.26% | 35.6% | 201 | 67.16% | 0.4 |
|