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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 |
5501
Kopion Asset Management
Mckinney,
Texas
| USD 125 M | -USD 19.2 M | -13% | 9.5% | 80.5% | 20 | 10% | 1.6 |
|
| 5502 |
5502
Addison Advisors
Middlebury,
Vermont
| USD 125 M | +USD 987 k | +0.8% | 0.65% | 54.5% | 465 | 12.04% | 0.6 |
|
| 5503 |
5503
Polunin Capital Partners
London,
United Kingdom
| USD 125 M | -USD 199 M | -61% | 34.7% | 268% | 12 | 91.67% | 0.3 |
|
| 5504 |
5504
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| USD 125 M | -USD 71.1 M | -36% | 1.29% | 21.9% | 2 | 0% | 2.6 |
|
| 5505 |
5505
Terra Nova Asset Management
New York
| USD 125 M | +USD 8.14 M | +7% | 0.78% | 172% | 95 | 11.58% | 1.8 |
|
| 5506 |
5506
Gitterman Wealth Management
Edison,
New Jersey
| USD 124 M | +USD 977 k | +0.8% | 0.49% | 33% | 90 | 30% | 0.4 |
|
| 5507 |
5507
DRH Investments
Thousand Oaks,
California
| USD 124 M | -USD 10.6 M | -8% | 2.86% | 81.2% | 14 | 7.14% | 0.8 |
|
| 5508 |
5508
Clearfield Capital Management
New York
| USD 124 M | -USD 56.2 M | -31% | 1.95% | 421% | 9 | 44.44% | 0.4 |
|
| 5509 |
5509
Pinion Investment Advisors
Wichita,
Kansas
| USD 124 M | -USD 124 k | -0.1% | 0.36% | 81.7% | 160 | 18.75% | 1.9 |
|
| 5510 |
ASFA
5510
All Season Financial Advisors
Denver,
Colorado
| USD 124 M | -USD 15.3 M | -11% | 0.49% | 33.8% | 160 | 52.5% | 0.2 |
|
| 5511 |
5511
Kaizen Financial Strategies
Campbell,
California
| USD 124 M | – | – | 0.94% | 126% | 145 | – | 0.5 |
|
| 5512 |
KLC
5512
Knowledge Leaders Capital
Denver,
Colorado
| USD 124 M | -USD 25.6 M | -17% | 0.54% | 51.6% | 137 | 27.74% | 0.8 |
|
| 5513 |
5513
Laurel Wealth Planning
Edina,
Minnesota
| USD 124 M | +USD 9.14 M | +8% | 1.3% | 59.5% | 229 | 41.92% | 0.4 |
|
| 5514 |
5514
Westshore Wealth
Newport Beach,
California
| USD 124 M | -USD 70.6 M | -36% | 3.85% | 58.8% | 143 | 48.25% | 1.1 |
|
| 5515 |
5515
American Asset Management
Boca Raton,
Florida
| USD 124 M | -USD 3.98 M | -3% | 0.09% | 42.5% | 9 | 0% | 3.8 |
|
| 5516 |
5516
Aldebaran Financial
| USD 124 M | +USD 2.06 M | +2% | 0.45% | 115% | 91 | 8.79% | 4.3 |
|
| 5517 |
WAM
5517
Werlinich Asset Management
Stamford,
Connecticut
| USD 124 M | -USD 61.4 k | -0% | 0.42% | 232% | 58 | 8.62% | 0.5 |
|
| 5518 |
5518
Divergent Planning
Bethesda,
Maryland
| USD 124 M | +USD 303 k | +0.2% | 0.28% | 43.3% | 17 | 5.88% | 0.7 |
|
| 5519 |
5519
Palladiem
Bryn Mawr,
Pennsylvania
| USD 124 M | -USD 243 k | -0.2% | 1.72% | – | 70 | 25.71% | 1.7 |
|
| 5520 |
AA
5520
Alta Advisers
London,
United Kingdom
| USD 124 M | -USD 15.9 M | -11% | 0.76% | 129% | 6 | 16.67% | 2.8 |
|
| 5521 |
5521
Monetta Financial Services
Wheaton,
Illinois
| USD 124 M | -USD 6.13 M | -5% | 0.67% | 275% | 40 | 25% | 2.8 |
|
| 5522 |
5522
Indie Asset Partners
Carmel,
Indiana
| USD 123 M | +USD 112 k | +0.1% | 2.66% | 119% | 137 | 14.6% | 1.1 |
|
| 5523 |
5523
Refined Wealth Management
Salt Lake City,
Utah
| USD 123 M | +USD 4.36 M | +4% | 1.73% | 99.4% | 21 | 4.76% | 0.2 |
|
| 5524 |
SCM
5524
SCW Capital Management
Dallas,
Texas
| USD 123 M | -USD 20.8 M | -14% | 6.13% | 179% | 9 | 22.22% | 1.1 |
|
| 5525 |
5525
Caxton Corporation
Princeton,
New Jersey
| USD 123 M | -USD 22.6 M | -15% | 11.5% | 512% | 66 | 21.21% | 1 |
|