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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 |
5451
Bright Futures Wealth Management
Webster, Ny 14580,
New York
| USD 185 M | – | – | 7.95% | – | 207 | – | 0 |
|
| 5452 |
5452
Ayrshire Capital Management
Westport,
Connecticut
| USD 185 M | +USD 11.6 M | +7% | 10.3% | 84.8% | 52 | 19.23% | 2.9 |
|
| 5453 |
5453
Koss-Olinger Consulting
Gainesville,
Florida
| USD 185 M | -USD 834 M | -82% | 10.3% | 61.3% | 341 | 94.13% | 1 |
|
| 5454 |
5454
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| USD 185 M | -USD 192 M | -51% | 20.2% | 0.74% | 3 | 33.33% | 0.8 |
|
| 5455 |
5455
Foresight Group
London,
United Kingdom
| USD 185 M | -USD 92.9 M | -33% | 6.54% | – | 39 | 23.08% | 0.2 |
|
| 5456 |
5456
Cherry Creek Investment Advisors
Englewood,
Colorado
| USD 185 M | +USD 20.9 M | +13% | 15% | 151% | 109 | 12.84% | 1.9 |
|
| 5457 |
5457
Ballast Asset Management
Dallas,
Texas
| USD 185 M | +USD 27.3 M | +17% | 6.21% | 123% | 53 | 13.21% | 0.4 |
|
| 5458 |
5458
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| USD 185 M | +USD 3.12 M | +2% | 6.78% | 58.7% | 49 | 14.29% | 4.1 |
|
| 5459 |
5459
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| USD 185 M | -USD 8.49 M | -4% | 10.6% | 62% | 256 | 16.8% | 2.9 |
|
| 5460 |
KCM
5460
Kempner Capital Management
Galveston,
Texas
| USD 184 M | +USD 5.55 M | +3% | 12% | 60.9% | 55 | 9.09% | 4.4 |
|
| 5461 |
5461
Hutner Capital Management
Manchester,
Vermont
| USD 184 M | +USD 14.7 M | +9% | 8.51% | 52.2% | 44 | 2.27% | 6.1 |
|
| 5462 |
5462
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| USD 184 M | +USD 8.65 M | +5% | 5.17% | 46.9% | 148 | 7.43% | 2.3 |
|
| 5463 |
5463
Aletheian Wealth Advisors
Bellevue,
Washington
| USD 184 M | +USD 33.2 M | +22% | 8.07% | – | 86 | 15.12% | 1.5 |
|
| 5464 |
5464
Slagle Financial
Edwardsville,
Illinois
| USD 184 M | +USD 9.7 M | +6% | 7.99% | 88.4% | 123 | 15.45% | 0.7 |
|
| 5465 |
SCM
5465
Sage Capital Management
Stockton,
New Jersey
| USD 184 M | +USD 17.1 M | +10% | 9.85% | 94.3% | 153 | 4.58% | 0.2 |
|
| 5466 |
5466
Lazari Capital Management
Woodland Hills,
California
| USD 184 M | +USD 9.42 M | +5% | 15% | 145% | 134 | 11.94% | 0.7 |
|
| 5467 |
MI
5467
Moneywise Inc
Forest,
Virginia
| USD 184 M | +USD 9.8 M | +6% | 6.99% | 60.8% | 64 | 26.56% | 3.1 |
|
| 5468 |
5468
Jackson Hill Advisors
Houston,
Texas
| USD 184 M | +USD 21.5 M | +13% | 13.7% | 53.5% | 13 | 15.38% | 1.6 |
|
| 5469 |
5469
Decatur Capital Management
Decatur,
Georgia
| USD 184 M | +USD 17.1 M | +10% | 17% | 155% | 52 | 13.46% | 3.8 |
|
| 5470 |
5470
Beaton Management Company
Haverhill,
Massachusetts
| USD 184 M | +USD 16.6 M | +10% | 12.4% | 110% | 136 | 2.94% | 4.8 |
|
| 5471 |
5471
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
| USD 184 M | +USD 38.4 M | +26% | 24% | 283% | 74 | 41.89% | 0.6 |
|
| 5472 |
5472
Eldred Rock Partners
San Antonio,
Texas
| USD 183 M | +USD 26.5 M | +17% | 13.6% | 109% | 27 | 11.11% | 0.2 |
|
| 5473 |
5473
Benchmark Wealth Management
Old Lyme,
Connecticut
| USD 183 M | +USD 14.3 M | +8% | 7.03% | 42.7% | 49 | 4.08% | 3.2 |
|
| 5474 |
5474
Blantyre Capital
London,
United Kingdom
| USD 183 M | +USD 40.5 M | +28% | 19% | – | 4 | 0% | 0.2 |
|
| 5475 |
DRD
5475
Dennis R. Delaney
| USD 183 M | +USD 14.7 M | +9% | 10.6% | 98.2% | 46 | 8.7% | 6 |
|