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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
Signify Wealth
Saint Louis,
Missouri
| USD 161 M | +USD 35.4 M | +28% | 1.72% | 36.7% | 28 | 60.71% | 0.4 |
|
| 5502 |
5502
Hall Private Wealth Advisors
Waxhaw,
North Carolina
| USD 161 M | +USD 4.15 M | +3% | 7.78% | – | 56 | 26.79% | 0.7 |
|
| 5503 |
5503
KPCB XIV Associates
Menlo Park,
California
| USD 161 M | – | – | 23.2% | – | 3 | – | 0.7 |
|
| 5504 |
5504
Long Path Partners Fund
Stamford,
Connecticut
| USD 161 M | – | – | 6.62% | – | 7 | – | 0 |
|
| 5505 |
5505
Bluestem Financial Advisors
Champaign,
Illinois
| USD 161 M | +USD 7.84 M | +5% | 4.54% | 42.2% | 27 | 11.11% | 1.8 |
|
| 5506 |
5506
Agate Pass Investment Management
Bainbridge Island,
Washington
| USD 161 M | – | – | 8.87% | 76% | 99 | – | 0 |
|
| 5507 |
5507
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| USD 161 M | +USD 48.9 M | +44% | 0.46% | 7.8% | 284 | 58.45% | 0.4 |
|
| 5508 |
5508
Matrix IX Management Company
Cambridge,
Massachusetts
| USD 161 M | – | – | 18.1% | – | 1 | – | 0 |
|
| 5509 |
5509
Sterling Investment Management
Tucson,
Arizona
| USD 161 M | +USD 3.67 M | +2% | 5.12% | 45.3% | 72 | 6.94% | 3.5 |
|
| 5510 |
5510
DGS Capital Management
Jersey City,
New Jersey
| USD 161 M | – | – | 7.14% | 177% | 182 | – | 0 |
|
| 5511 |
SSCM
5511
Summit Street Capital Management
New York
| USD 160 M | +USD 10 M | +7% | 11.6% | 217% | 32 | 0% | 3.4 |
|
| 5512 |
CCM
5512
Chimera Capital Management
New York
| USD 160 M | – | – | 10.4% | – | 35 | – | 0 |
|
| 5513 |
5513
TVL Management Corporation
Menlo Park,
California
| USD 160 M | – | – | 11.6% | – | 3 | – | 0 |
|
| 5514 |
5514
Quad-Cities Investment Group
Davenport,
Iowa
| USD 160 M | +USD 17 M | +12% | 7.57% | 67.3% | 202 | 20.3% | 2.3 |
|
| 5515 |
5515
Cordasco Financial Network
Naples,
Florida
| USD 160 M | +USD 13.5 M | +9% | 8.97% | 31.1% | 612 | 14.22% | 3.2 |
|
| 5516 |
SIP
5516
Scott Investment Partners
Henley-On-Thames,
United Kingdom
| USD 160 M | +USD 14.4 M | +10% | 13.5% | 44% | 45 | 2.22% | 1 |
|
| 5517 |
5517
Leeward Financial Partners
Bellevue,
Washington
| USD 160 M | – | – | 6.58% | 97.9% | 71 | – | 0 |
|
| 5518 |
5518
JVL Associates
Wyoming,
Michigan
| USD 160 M | +USD 14.9 M | +10% | 9.13% | 81% | 39 | 5.13% | 3 |
|
| 5519 |
5519
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| USD 160 M | +USD 5.93 M | +4% | 7.46% | 83.3% | 98 | 12.24% | 3.8 |
|
| 5520 |
5520
Sterling Financial Planning
Sparta,
New Jersey
| USD 160 M | +USD 2.83 M | +2% | 7.39% | 59.3% | 427 | 77.52% | 0.9 |
|
| 5521 |
5521
Midwest Wealth Management
Indianapolis,
Indiana
| USD 160 M | +USD 14.5 M | +10% | 9.33% | – | 100 | 9% | 0.9 |
|
| 5522 |
5522
Palumbo Wealth Management
Great Neck,
New York
| USD 160 M | +USD 7.99 M | +5% | 7.31% | 115% | 101 | 16.83% | 0.9 |
|
| 5523 |
5523
Ravenstone Capital Management
Toronto,
| USD 160 M | +USD 24.3 M | +18% | 13% | 63% | 89 | 50.56% | 0.3 |
|
| 5524 |
5524
Purus Wealth Management
Newport Beach,
California
| USD 160 M | +USD 14.8 M | +10% | 9.07% | 174% | 123 | 21.14% | 0.7 |
|
| 5525 |
5525
Mach-1 Financial Group
Rogers,
Arkansas
| USD 159 M | +USD 22.1 M | +16% | 3.69% | 85.3% | 321 | 94.39% | 0 |
|