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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5451 |
CWM
5451
Capital Wealth Management
W. Warwick,
Rhode Island
| USD 129 M | -USD 7.23 M | -5% | 1.34% | 51.3% | 38 | 15.79% | 2.1 |
|
| 5452 |
5452
Precision Wealth Strategies
Saint Louis,
Missouri
| USD 129 M | +USD 13.1 M | +11% | 1.73% | 106% | 139 | 35.25% | 0.4 |
|
| 5453 |
5453
Broadview Financial Management
Wauwatosa,
Wisconsin
| USD 129 M | -USD 3.46 M | -3% | 1.5% | 57.4% | 47 | 2.13% | 3.1 |
|
| 5454 |
5454
7G Capital Management
New York
| USD 129 M | +USD 3.72 M | +3% | 1.16% | 137% | 4 | 0% | 0.8 |
|
| 5455 |
5455
Peterson Wealth Management
Sparks,
Nevada
| USD 129 M | +USD 955 k | +0.7% | 0.2% | 88.9% | 62 | 9.68% | 1.1 |
|
| 5456 |
5456
Alamar Capital Management
Santa Barbara,
California
| USD 129 M | +USD 14.5 M | +13% | 3.74% | – | 67 | 17.91% | 0.6 |
|
| 5457 |
5457
swisspartners
Vaduz,
Liechtenstein
| USD 129 M | -USD 11.8 M | -8% | 3.57% | – | 85 | 20% | 0.6 |
|
| 5458 |
5458
Nierenberg Investment Management Company
Camas,
Washington
| USD 129 M | +USD 7.21 M | +6% | 0.21% | 135% | 43 | 25.58% | 0.7 |
|
| 5459 |
ASBI
5459
American State Bank (Iowa)
Sioux Center,
Iowa
| USD 129 M | +USD 897 k | +0.7% | 0.56% | 149% | 298 | 3.36% | 0.7 |
|
| 5460 |
5460
Roth Financial Partners
Kingwood,
Texas
| USD 129 M | -USD 917 k | -0.7% | 0.97% | 61% | 26 | 7.69% | 0.6 |
|
| 5461 |
5461
Snow Phipps Group
New York
| USD 129 M | +USD 9.9 M | +8% | 8.6% | 58% | 2 | 0% | 1.5 |
|
| 5462 |
SCA
5462
Strategic Capital Advisers
Denver,
Colorado
| USD 128 M | +USD 7.46 M | +6% | 0.94% | 51.4% | 59 | 18.64% | 2.4 |
|
| 5463 |
5463
McClarren Financial Advisors
State College,
Pennsylvania
| USD 128 M | +USD 5.02 M | +4% | 0.83% | 63% | 367 | 20.44% | 0.6 |
|
| 5464 |
GG
5464
Golden Green
Seneca,
South Carolina
| USD 128 M | -USD 2.34 M | -2% | 3.05% | 92.4% | 172 | 26.74% | 0.5 |
|
| 5465 |
WEO
5465
William E. Oberndorf
| USD 128 M | -USD 17.4 M | -12% | 7.94% | 36.2% | 7 | 14.29% | 1 |
|
| 5466 |
5466
Red Tortoise LLC
Atlanta,
Georgia
| USD 128 M | – | – | 1.52% | 43.7% | 546 | – | 0 |
|
| 5467 |
5467
RiverGlades Family Offices
Naples,
Florida
| USD 128 M | -USD 1.34 M | -1% | 1.11% | – | 81 | 3.7% | 2 |
|
| 5468 |
5468
Tatro Capital
Lexington,
Kentucky
| USD 128 M | -USD 18.5 M | -13% | 1.4% | – | 110 | 28.18% | 1.1 |
|
| 5469 |
5469
Foresite Capital Management I
Larkspur,
California
| USD 128 M | -USD 38.1 M | -23% | 21.7% | 40.7% | 4 | 0% | 2.9 |
|
| 5470 |
NED
5470
Nancy E. Dempze
| USD 127 M | +USD 8.89 M | +7% | 0.24% | 83.1% | 77 | 15.58% | 3.6 |
|
| 5471 |
5471
EnCap Energy Capital Fund XI
Houston,
Texas
| USD 127 M | -USD 11.8 M | -9% | 8.5% | 21% | 1 | 0% | 0.3 |
|
| 5472 |
YAVAPFMC
5472
Yahav Achim Ve Achayot - Provident Funds Management Company
Tel-Aviv,
Israel
| USD 127 M | – | – | 1.84% | 201% | 53 | – | 0 |
|
| 5473 |
5473
General Equity Holdings
Brooklyn,
New York
| USD 127 M | -USD 46.2 M | -27% | 5.86% | 775% | 14 | 35.71% | 0.7 |
|
| 5474 |
OF
5474
Outfitter Financial
Brunswick,
Maine
| USD 127 M | -USD 3.31 M | -3% | 0.88% | 97.6% | 95 | 2.11% | 0.7 |
|
| 5475 |
5475
Stevard LLC
Chicago,
Illinois
| USD 127 M | -USD 2.71 M | -2% | 5.4% | – | 51 | 9.8% | 1.3 |
|