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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
ADE LLC
Baltimore,
Maryland
| USD 139 M | +USD 8.12 M | +6% | 5.03% | 59.8% | 82 | 7.32% | 1.6 |
|
| 5502 |
5502
Lynch Asset Management
Yardley,
Pennsylvania
| USD 139 M | +USD 23.3 M | +20% | 22.3% | 214% | 53 | 18.87% | 1.1 |
|
| 5503 |
5503
Ribbit Bullfrog GP II
Palo Alto,
California
| USD 139 M | +USD 26.8 M | +24% | 24.6% | – | 4 | 0% | 0.3 |
|
| 5504 |
5504
Olympus Peak Asset Management
Greenwich,
Connecticut
| USD 139 M | +USD 109 M | +362% | 5.3% | – | 3 | 66.67% | 0.4 |
|
| 5505 |
5505
Brooks Moore & Associates
Chattanooga,
Tennessee
| USD 139 M | +USD 2.34 M | +2% | 0.6% | 63.7% | 91 | 10.99% | 3.4 |
|
| 5506 |
LI
5506
Latigo Investments
Fort Lauderdale,
Florida
| USD 139 M | +USD 8.08 M | +6% | 6.13% | 62.6% | 16 | 0% | 1.1 |
|
| 5507 |
5507
Glassy Mountain Advisors
Bethesda,
Maryland
| USD 139 M | -USD 42.5 M | -23% | 6.13% | 91.5% | 238 | 97.9% | 0.1 |
|
| 5508 |
5508
Evolution Advisers
Richmond,
Virginia
| USD 139 M | +USD 10.7 M | +8% | 5.46% | 44.8% | 161 | 8.7% | 1.1 |
|
| 5509 |
5509
Ardent Capital Management
Cincinnati,
Ohio
| USD 139 M | +USD 10.3 M | +8% | 9.1% | 87.2% | 30 | 13.33% | 0.6 |
|
| 5510 |
5510
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| USD 139 M | +USD 8.77 M | +7% | 4.16% | 62.6% | 408 | 63.73% | 1.6 |
|
| 5511 |
AIM
5511
Athena Investment Management
Orinda,
California
| USD 139 M | +USD 2.72 M | +2% | 3.82% | 88.5% | 139 | 3.6% | 0.9 |
|
| 5512 |
5512
Canaan Partners XI
Menlo Park,
California
| USD 139 M | +USD 11.7 M | +9% | 44.4% | 798% | 5 | 0% | 1.3 |
|
| 5513 |
SA
5513
Sunesis Advisors
Overland Park,
Kansas
| USD 139 M | -USD 17.3 M | -11% | 5.94% | – | 78 | 53.85% | 1.5 |
|
| 5514 |
5514
RiverTree Advisors
Winter Park,
Florida
| USD 139 M | +USD 17.1 M | +14% | 1.01% | 25.4% | 51 | 60.78% | 0.4 |
|
| 5515 |
KAM
5515
Kinney Asset Management
Chicago,
Illinois
| USD 139 M | +USD 9.28 M | +7% | 12.4% | 10.1% | 6 | 16.67% | 2 |
|
| 5516 |
5516
Applied Fundamental Research
Cambridge,
Massachusetts
| USD 139 M | -USD 97 k | -0.1% | 5.56% | 44.6% | 12 | 8.33% | 1.7 |
|
| 5517 |
5517
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| USD 139 M | +USD 12.9 M | +10% | 5.24% | 61.6% | 60 | 8.33% | 0.9 |
|
| 5518 |
5518
Maltin Wealth Management
Ridgewood,
New Jersey
| USD 139 M | +USD 1.3 M | +0.9% | 5% | 58.2% | 114 | 18.42% | 2 |
|
| 5519 |
MA
5519
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| USD 139 M | +USD 4.29 M | +3% | 5.62% | 166% | 68 | 4.41% | 6.6 |
|
| 5520 |
5520
MRA Advisory Group
Parsippany,
New Jersey
| USD 139 M | +USD 11.5 M | +9% | 1.33% | 86.8% | 146 | 36.3% | 1.1 |
|
| 5521 |
5521
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| USD 139 M | +USD 20.2 M | +17% | 8.94% | 91.4% | 120 | 27.5% | 1.4 |
|
| 5522 |
LA
5522
Latitude Advisors
Vero Beach,
Florida
| USD 139 M | +USD 5.16 M | +4% | 5.98% | 79.6% | 182 | 20.88% | 1.5 |
|
| 5523 |
5523
Forest Avenue Capital Management
Miami,
Florida
| USD 139 M | +USD 44.5 M | +47% | 13.9% | 415% | 27 | 77.78% | 0.1 |
|
| 5524 |
5524
Northeast Financial Group
Tannersville,
Pennsylvania
| USD 139 M | +USD 12.3 M | +10% | 5.1% | 31.6% | 54 | 5.56% | 1.1 |
|
| 5525 |
5525
FWG Holdings
Winter Park,
Florida
| USD 138 M | -USD 4.64 M | -3% | 7.51% | 91.6% | 104 | 39.42% | 1 |
|