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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
5426
Pensionfund DSM Netherlands
Sittard,
Netherlands
| USD 187 M | +USD 21 M | +13% | 1.08% | 36.9% | 72 | 4.17% | 7 |
|
| 5427 |
5427
BCK Partners
Corning,
New York
| USD 187 M | +USD 10.7 M | +6% | 5.41% | 46% | 29 | 3.45% | 2.5 |
|
| 5428 |
5428
FOCUS Wealth Advisors
Houston,
Texas
| USD 187 M | +USD 28.7 M | +18% | 5.66% | 68.7% | 60 | 10% | 1.7 |
|
| 5429 |
JPLA
5429
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| USD 187 M | +USD 26 M | +16% | 9.91% | 84% | 127 | 11.81% | 3.4 |
|
| 5430 |
5430
Foguth Wealth Management
Brighton,
Michigan
| USD 187 M | – | – | 6.59% | – | 128 | – | 0 |
|
| 5431 |
5431
Peninsula Asset Management
Bradenton,
Florida
| USD 187 M | +USD 15 M | +9% | 8.05% | 54.2% | 42 | 2.38% | 8 |
|
| 5432 |
5432
Mendon Capital Advisors
Key Largo,
Florida
| USD 187 M | -USD 54.5 M | -23% | 6.32% | – | 60 | 25% | 2.8 |
|
| 5433 |
5433
FWG Holdings
Winter Park,
Florida
| USD 187 M | +USD 18.8 M | +11% | 10.4% | 97.5% | 113 | 15.93% | 1.5 |
|
| 5434 |
5434
Agate Pass Investment Management
Bainbridge Island,
Washington
| USD 186 M | +USD 13.9 M | +8% | 8.27% | 76% | 99 | 6.06% | 1.9 |
|
| 5435 |
5435
Independent Family Office
Albany,
New York
| USD 186 M | +USD 9.6 M | +5% | 9.22% | 80.5% | 77 | 9.09% | 2.7 |
|
| 5436 |
5436
American Financial & Tax Strategies
New York
| USD 186 M | +USD 11.3 M | +6% | 4.79% | 46.9% | 97 | 13.4% | 0.2 |
|
| 5437 |
5437
MB, Levis & Associates
Center Valley,
Pennsylvania
| USD 186 M | +USD 11.5 M | +7% | 5% | 43.1% | 289 | 5.88% | 1.2 |
|
| 5438 |
PCG
5438
PFC Capital Group
Los Angeles,
California
| USD 186 M | +USD 17.7 M | +11% | 12.9% | 118% | 77 | 12.99% | 0.2 |
|
| 5439 |
5439
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
| USD 186 M | +USD 58.7 M | +46% | 10.9% | 116% | 18 | 38.89% | 1.1 |
|
| 5440 |
5440
John W. Brooker & Co
Oakland,
California
| USD 186 M | +USD 12.7 M | +7% | 4.74% | 43.4% | 75 | 8% | 3 |
|
| 5441 |
5441
Tilson Financial Group
New Providence,
New Jersey
| USD 186 M | +USD 30.8 M | +20% | 4.96% | 42.9% | 70 | 11.43% | 0.7 |
|
| 5442 |
1C
5442
1623 Capital
Alexandria,
Virginia
| USD 186 M | +USD 3.85 M | +2% | 7.26% | 11.9% | 24 | 16.67% | 3.2 |
|
| 5443 |
5443
Sensible Money
Scottsdale,
Arizona
| USD 186 M | +USD 19.5 M | +12% | 5.79% | 69.1% | 84 | 11.9% | 1 |
|
| 5444 |
PCMK
5444
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| USD 186 M | +USD 9.47 M | +5% | 6.89% | 95.5% | 53 | 1.89% | 6.5 |
|
| 5445 |
5445
Invenio Wealth Partners
Coral Gables,
Florida
| USD 186 M | +USD 47.3 M | +34% | 6.35% | 55.5% | 109 | 23.85% | 0.5 |
|
| 5446 |
5446
LSP Investment Advisors
New York
| USD 186 M | -USD 25.8 M | -12% | 1.45% | 79.5% | 28 | 14.29% | 2.2 |
|
| 5447 |
AAM
5447
Ascension Asset Management
New York
| USD 185 M | – | – | 15.4% | – | 86 | – | 2.7 |
|
| 5448 |
5448
Spreng Capital Management
Bucyrus,
Ohio
| USD 185 M | +USD 25.8 M | +16% | 10.5% | 84.4% | 90 | 11.11% | 3.2 |
|
| 5449 |
PCM
5449
Perritt Capital Management
Chicago,
Illinois
| USD 185 M | +USD 6.43 M | +4% | 7.84% | 80.9% | 354 | 11.58% | 2.9 |
|
| 5450 |
5450
Ranch Capital Advisors
Sarasota,
Florida
| USD 185 M | +USD 24.6 M | +15% | 10.1% | 99.2% | 163 | 15.95% | 2.9 |
|