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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5376 |
5376
Aurora Investment Counsel
Atlanta,
Georgia
| USD 168 M | +USD 24.7 M | +17% | 8.79% | 31.7% | 132 | 13.64% | 0.9 |
|
| 5377 |
5377
Goepper Burkhardt
Greenville,
South Carolina
| USD 168 M | +USD 11.4 M | +7% | 8.55% | 50.4% | 70 | 12.86% | 0.9 |
|
| 5378 |
5378
Washburn Capital Management
Vero Beach,
Florida
| USD 168 M | +USD 15.3 M | +10% | 10.6% | 123% | 58 | 13.79% | 1.4 |
|
| 5379 |
5379
Gables Capital Management
Miami,
Florida
| USD 168 M | +USD 14.9 M | +10% | 10.1% | 173% | 366 | 6.83% | 2.8 |
|
| 5380 |
5380
Strategic Investment Management
Arlington,
Virginia
| USD 168 M | -USD 48.2 M | -22% | 4.06% | 53.4% | 11 | 9.09% | 4.2 |
|
| 5381 |
5381
Baymount Management
Miami,
Florida
| USD 168 M | -USD 815 M | -83% | 0% | – | 17 | 100% | 0 |
|
| 5382 |
5382
Altus Wealth Management
Ft Mitchell,
Kentucky
| USD 168 M | +USD 10.1 M | +6% | 7.9% | 73% | 39 | 15.38% | 1.5 |
|
| 5383 |
5383
Horan Securities
Cincinnati,
United States
| USD 168 M | – | – | 9.21% | 50.1% | 547 | – | 1.3 |
|
| 5384 |
5384
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| USD 168 M | +USD 11.1 M | +7% | 10.7% | 36.4% | 131 | 12.98% | 2.9 |
|
| 5385 |
5385
Harbor Group
Bedford,
New Hampshire
| USD 168 M | +USD 12.7 M | +8% | 7.22% | 43% | 56 | 12.5% | 0.8 |
|
| 5386 |
LCM
5386
Lafitte Capital Management
Austin,
Texas
| USD 168 M | -USD 3.08 M | -2% | 1.75% | 55.2% | 10 | 10% | 2.7 |
|
| 5387 |
6C
5387
6elm Capital
New York
| USD 168 M | +USD 14.4 M | +9% | 3.3% | – | 17 | 64.71% | 0.3 |
|
| 5388 |
5388
Albert D. Mason Inc
Boston,
Massachusetts
| USD 168 M | +USD 12.5 M | +8% | 9.09% | 83.4% | 153 | 5.88% | 4.7 |
|
| 5389 |
5389
Threadgill Financial
Spring,
Texas
| USD 168 M | +USD 47.3 M | +39% | 12% | 49.3% | 52 | 34.62% | 0.2 |
|
| 5390 |
5390
Beaton Management Company
Haverhill,
Massachusetts
| USD 168 M | +USD 16.4 M | +11% | 10.8% | 110% | 146 | 10.27% | 3 |
|
| 5391 |
5391
General Equity Holdings
Brooklyn,
New York
| USD 168 M | +USD 40.5 M | +32% | 3.76% | 775% | 16 | 50% | 0.4 |
|
| 5392 |
5392
Concorde Asset Management
Ann Arbor,
Michigan
| USD 168 M | -USD 5.71 M | -3% | 5.95% | – | 208 | 25.96% | 1.5 |
|
| 5393 |
5393
Core Wealth Advisors (Florida)
Lakeland,
Florida
| USD 167 M | +USD 16.7 M | +11% | 6.72% | 59.7% | 226 | 22.57% | 1.2 |
|
| 5394 |
5394
Summit Rock Advisors
New York
| USD 167 M | -USD 1.16 M | -0.7% | 6.21% | – | 8 | 37.5% | 0.5 |
|
| 5395 |
5395
WJ Wealth Management
Glendale,
Arizona
| USD 167 M | +USD 16.9 M | +11% | 8.06% | 95.6% | 59 | 18.64% | 1.1 |
|
| 5396 |
5396
Texas Capital Bancshares
Dallas,
Texas
| USD 167 M | +USD 24.1 M | +17% | 14% | 175% | 88 | 15.91% | 1.9 |
|
| 5397 |
5397
FOCUS Wealth Advisors
Houston,
Texas
| USD 167 M | +USD 19.5 M | +13% | 7.01% | 68.7% | 41 | 2.44% | 0.8 |
|
| 5398 |
5398
Prosight Management
Dallas,
Texas
| USD 167 M | -USD 14.7 M | -8% | 12.7% | 39.5% | 56 | 58.93% | 0.7 |
|
| 5399 |
5399
Corrado Advisors
Ramsey,
New Jersey
| USD 167 M | +USD 5.6 M | +3% | 3.8% | 73.1% | 103 | 7.77% | 2.4 |
|
| 5400 |
RMSCM
5400
R.M. Sincerbeaux Capital Management
New York
| USD 167 M | +USD 14.3 M | +9% | 10.6% | 76.4% | 47 | 4.26% | 6.3 |
|