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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
JDM Financial Group
Austin,
Texas
| USD 259 M | +USD 1.77 M | +0.7% | 1.23% | 56.7% | 321 | 23.68% | 1.7 |
|
| 5352 |
5352
Financial Council
Towson,
Maryland
| USD 259 M | +USD 8.72 M | +3% | 2.71% | 88.6% | 107 | 11.21% | 2.7 |
|
| 5353 |
5353
Toews Corporation
Northfield,
New Jersey
| USD 259 M | -USD 428 M | -62% | 4.44% | 30.7% | 15 | 60% | 2.2 |
|
| 5354 |
5354
Potentia Wealth
San Jose,
California
| USD 259 M | -USD 13.9 M | -5% | 2.73% | – | 97 | 11.34% | 1 |
|
| 5355 |
5355
Bluestem Financial Advisors
Champaign,
Illinois
| USD 259 M | +USD 73.4 k | +0% | 1.03% | 42.2% | 34 | 14.71% | 4.5 |
|
| 5356 |
5356
Quartz Partners
Saratoga Springs,
New York
| USD 259 M | -USD 9.9 M | -4% | 4.01% | – | 192 | 25% | 1 |
|
| 5357 |
5357
Colrain Capital
Boston,
Massachusetts
| USD 259 M | +USD 76.7 M | +42% | 12.7% | – | 27 | 22.22% | 6 |
|
| 5358 |
5358
NewGen Asset Management
Toronto,
Ontario, Canada
| USD 259 M | +USD 96.6 M | +60% | 0.27% | 352% | 42 | 73.81% | 0.4 |
|
| 5359 |
CCAM
5359
Codex Capital Asset Management
Dallas,
Texas
| USD 259 M | -USD 16.6 M | -6% | 5.3% | – | 33 | 18.18% | 1.4 |
|
| 5360 |
5360
HMS Capital Management
Nashville,
Tennessee
| USD 259 M | +USD 16.8 M | +7% | 0.95% | 140% | 121 | 21.49% | 3.1 |
|
| 5361 |
5361
Beacon Financial Planning
Hyannis,
Massachusetts
| USD 258 M | +USD 50.8 M | +25% | 1.68% | 74.3% | 76 | 32.89% | 1.5 |
|
| 5362 |
5362
Glass Wealth Management
San Antonio,
Texas
| USD 258 M | +USD 14.3 M | +6% | 5.84% | – | 68 | 17.65% | 1.6 |
|
| 5363 |
5363
Mendon Capital Advisors
Key Largo,
Florida
| USD 258 M | -USD 79.7 M | -24% | 1.12% | – | 74 | 40.54% | 2.1 |
|
| 5364 |
5364
OMC Financial Services
Dewitt,
New York
| USD 258 M | -USD 10.4 M | -4% | 3.02% | – | 66 | 3.03% | 1.8 |
|
| 5365 |
5365
Stash Investments
New York
| USD 258 M | +USD 8.43 M | +3% | 1.55% | 40.7% | 5 | 0% | 2.3 |
|
| 5366 |
5366
TrustBank
Olney,
Illinois
| USD 258 M | +USD 18.1 M | +8% | 1.52% | – | 166 | 23.49% | 0.2 |
|
| 5367 |
5367
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| USD 258 M | +USD 2.64 M | +1% | 1.84% | 62.3% | 103 | 24.27% | 1.6 |
|
| 5368 |
5368
First Affirmative Financial Network
Colorado Springs,
Colorado
| USD 258 M | – | – | 0.35% | – | 325 | – | 2.2 |
|
| 5369 |
5369
Carroll Advisory Group
Texarkana,
Texas
| USD 258 M | +USD 26.5 M | +11% | 1.04% | – | 76 | 15.79% | 0.2 |
|
| 5370 |
AC
5370
AMS Capital
Sao Paulo,
Brazil
| USD 257 M | -USD 989 k | -0.4% | 13.9% | 63.1% | 16 | 18.75% | 1.2 |
|
| 5371 |
5371
Towle & Co
Denver,
Colorado
| USD 257 M | -USD 121 M | -32% | 16.1% | 169% | 68 | 55.88% | 1 |
|
| 5372 |
5372
Cruiser Capital Advisors
Stamford,
Connecticut
| USD 257 M | +USD 139 M | +118% | 8.77% | 192% | 60 | 23.33% | 2.1 |
|
| 5373 |
5373
ADW Capital Management
Miami Beach,
Florida
| USD 257 M | +USD 123 M | +92% | 6.57% | 78.2% | 12 | 66.67% | 1.8 |
|
| 5374 |
5374
Hillman Company
Pittsburgh,
Pennsylvania
| USD 257 M | -USD 31.3 M | -11% | 0.13% | 118% | 17 | 23.53% | 2.2 |
|
| 5375 |
5375
Gate City Capital Management
Chicago,
Illinois
| USD 257 M | +USD 26 M | +11% | 13.2% | – | 19 | 26.32% | 1.3 |
|