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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
CIA
5501
CSat Investment Advisory
Detroit,
Michigan
| USD 119 M | +USD 11.5 M | +11% | 9.66% | 87.4% | 531 | 4.14% | 2.7 |
|
| 5502 |
5502
Davidson Trust Company
Seattle,
Washington
| USD 119 M | +USD 2.67 M | +2% | 5.9% | 77% | 124 | 5.65% | 1.1 |
|
| 5503 |
5503
Purus Wealth Management
Newport Beach,
California
| USD 119 M | +USD 6.81 M | +6% | 1.89% | 174% | 85 | 14.12% | 0.2 |
|
| 5504 |
5504
Solas Capital Management
Darien,
Connecticut
| USD 119 M | -USD 12.2 M | -9% | 30.5% | 62.5% | 33 | 42.42% | 1.1 |
|
| 5505 |
5505
Fermata Advisors
Sonoma,
California
| USD 119 M | – | – | 3.38% | 58.3% | 70 | – | 0 |
|
| 5506 |
5506
Coalescence Partners Investment Management
New York
| USD 119 M | -USD 75.3 M | -39% | 8.94% | – | 10 | 50% | 0.3 |
|
| 5507 |
5507
Greenstone Partners & Co
Larkspur,
California
| USD 119 M | +USD 2.11 M | +2% | 3.84% | 402% | 10 | 0% | 0.3 |
|
| 5508 |
5508
Peak Financial Advisors
Denver,
Colorado
| USD 119 M | +USD 2.56 M | +2% | 9.95% | 39.1% | 84 | 52.38% | 0.1 |
|
| 5509 |
5509
Applied Fundamental Research
Cambridge,
Massachusetts
| USD 119 M | +USD 13.7 M | +13% | 15.9% | 49.7% | 11 | 0% | 0.3 |
|
| 5510 |
5510
Altai Capital Management
West Hollywood,
California
| USD 119 M | +USD 43.8 M | +59% | 15.2% | 24.9% | 9 | 66.67% | 0.4 |
|
| 5511 |
5511
Ampfield Management
New York
| USD 118 M | – | – | 14.5% | 56.9% | 21 | – | 0 |
|
| 5512 |
5512
Clark Financial Services Group
Chesterfield,
Missouri
| USD 118 M | – | – | 6.1% | 116% | 61 | – | 0.5 |
|
| 5513 |
PCC
5513
Park Circle Company
Baltimore,
Maryland
| USD 118 M | +USD 12.5 M | +12% | 8.99% | 75.7% | 103 | 13.59% | 2.1 |
|
| 5514 |
5514
Mosaic Advisors
Houston,
Texas
| USD 118 M | +USD 8.78 M | +8% | 3.69% | 50.9% | 40 | 37.5% | 0.2 |
|
| 5515 |
5515
Patron Partners
Houston,
Texas
| USD 118 M | +USD 14.5 M | +14% | 4.58% | 99.5% | 170 | 20% | 0.2 |
|
| 5516 |
5516
RBA Wealth Management
Newport Beach,
California
| USD 118 M | -USD 48.2 M | -29% | 8.59% | 91% | 281 | 79.72% | 0.4 |
|
| 5517 |
5517
Chiron Capital Management
Tallahassee,
Florida
| USD 118 M | -USD 3.62 M | -3% | 5.62% | – | 89 | 31.46% | 0.4 |
|
| 5518 |
5518
Peterson Wealth Management
Sparks,
Nevada
| USD 118 M | -USD 5.38 M | -4% | 1.62% | 88.9% | 50 | 26% | 0.9 |
|
| 5519 |
5519
AAF Wealth Management
Westborough,
Massachusetts
| USD 118 M | +USD 7.34 M | +7% | 7.87% | 75.1% | 23 | 8.7% | 0.3 |
|
| 5520 |
5520
Innova Wealth Partners
Newtown,
Pennsylvania
| USD 118 M | +USD 10.7 M | +10% | 5.11% | 72.5% | 64 | 14.06% | 0.2 |
|
| 5521 |
5521
Yaupon Capital Management
New York
| USD 118 M | -USD 68 M | -37% | 15.9% | 122% | 83 | 71.08% | 0.3 |
|
| 5522 |
5522
Pin Oak Investment Advisors
Houston,
Texas
| USD 118 M | -USD 3.89 M | -3% | 11.1% | 62.7% | 441 | 12.7% | 2.2 |
|
| 5523 |
5523
First Dallas Securities
Dallas,
Texas
| USD 118 M | +USD 6.82 M | +6% | 15.9% | 160% | 111 | 17.12% | 2.9 |
|
| 5524 |
5524
Vanguard Capital Wealth Advisors
Denver,
Colorado
| USD 118 M | +USD 8.81 M | +8% | 4.18% | 234% | 176 | 42.05% | 1.5 |
|
| 5525 |
CC
5525
Coann Capital
Westport,
Connecticut
| USD 117 M | +USD 6.76 M | +6% | 5.45% | – | 22 | 63.64% | 0.1 |
|