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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
Vernal Point Advisors
San Francisco,
California
| USD 246 M | +USD 3.45 M | +1% | 0.29% | – | 23 | 8.7% | 1.7 |
|
| 5502 |
5502
Caldwell Sutter Capital
Sausalito,
California
| USD 246 M | +USD 10 M | +4% | 5.39% | 85.9% | 913 | 6.24% | 2.5 |
|
| 5503 |
5503
Retirement Planning Company of New England
Warwick,
Rhode Island
| USD 246 M | -USD 3.45 M | -1% | 0.24% | 125% | 257 | 8.17% | 3.1 |
|
| 5504 |
5504
MY.Alpha Management HK Advisors
Hong Kong
| USD 246 M | +USD 59.4 M | +32% | 6.34% | 423% | 14 | 50% | 0.9 |
|
| 5505 |
5505
Investment Research Partners
Lemont,
Pennsylvania
| USD 246 M | +USD 12.8 M | +5% | 4.34% | – | 261 | 16.86% | 0.4 |
|
| 5506 |
5506
Mirabaud & Cie
Geneva,
Switzerland
| USD 246 M | -USD 64.5 M | -21% | 6.62% | 151% | 65 | 29.23% | 1.6 |
|
| 5507 |
5507
HighMark Wealth Management
St. Paul,
Minnesota
| USD 246 M | +USD 215 k | +0.1% | 0.34% | 110% | 615 | 14.63% | 3.4 |
|
| 5508 |
5508
Equinox Partners Investment Management
Stamford,
Connecticut
| USD 245 M | +USD 53.9 M | +28% | 83.1% | 241% | 13 | 23.08% | 2 |
|
| 5509 |
5509
Cooper Investors
Melbourne, Victoria,
Australia
| USD 245 M | -USD 55.6 M | -18% | 1.13% | 57.5% | 52 | 40.38% | 1.4 |
|
| 5510 |
5510
School Employees Retirement Board of Ohio
Columbus,
Ohio
| USD 245 M | +USD 40.6 M | +20% | 8.13% | – | 6 | 16.67% | 0.8 |
|
| 5511 |
NTCM
5511
Nut Tree Capital Management
New York
| USD 245 M | -USD 285 M | -54% | 20.4% | 101% | 8 | 62.5% | 2.7 |
|
| 5512 |
5512
MRA Advisory Group
Parsippany,
New Jersey
| USD 245 M | +USD 7.08 M | +3% | 1.33% | 86.8% | 149 | 14.09% | 2.3 |
|
| 5513 |
5513
Kinloch Capital
Glen Allen,
Virginia
| USD 245 M | +USD 13.2 M | +6% | 4.72% | 63.4% | 90 | 22.22% | 3.3 |
|
| 5514 |
5514
Shared Vision Wealth Group
Carlsbad,
United States
| USD 245 M | -USD 1.84 M | -0.7% | 2.64% | 65% | 106 | 16.98% | 1.6 |
|
| 5515 |
5515
Exeter Financial
Scottsdale,
Arizona
| USD 245 M | +USD 9.7 M | +4% | 3.01% | 59.1% | 99 | 3.03% | 5.9 |
|
| 5516 |
5516
Melone Private Wealth
Auburn Hills,
Michigan
| USD 245 M | +USD 9.05 M | +4% | 0.95% | 30.4% | 63 | 12.7% | 2.9 |
|
| 5517 |
5517
Aspect Partners
Fairfax,
Virginia
| USD 245 M | +USD 16.2 M | +7% | 2.29% | 66.7% | 744 | 9.27% | 1.6 |
|
| 5518 |
5518
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| USD 245 M | +USD 37 M | +18% | 35% | 144% | 37 | 78.38% | 0.5 |
|
| 5519 |
5519
Lewis Asset Management
Lafayette,
California
| USD 245 M | -USD 978 k | -0.4% | 1.48% | 142% | 218 | 23.85% | 1.3 |
|
| 5520 |
5520
Ridgewood Investments
Springfield,
New Jersey
| USD 244 M | – | – | 1.73% | – | 208 | – | 3.7 |
|
| 5521 |
5521
JNE Partners
London,
United Kingdom
| USD 244 M | +USD 3.66 M | +2% | 1.96% | 100% | 7 | 0% | 1.5 |
|
| 5522 |
5522
O'Connor Financial Group
Quincy,
Illinois
| USD 244 M | -USD 6.36 M | -3% | 0.4% | 48.4% | 59 | 1.69% | 2.1 |
|
| 5523 |
5523
Longitude (Cayman)
Grand Cayman,
Cayman Islands
| USD 244 M | +USD 12.9 M | +6% | 11.5% | – | 54 | 38.89% | 1.3 |
|
| 5524 |
5524
Investors Asset Management of Georgia
Atlanta,
Georgia
| USD 244 M | +USD 2.46 M | +1% | 2.65% | 118% | 191 | 8.38% | 6.6 |
|
| 5525 |
5525
Cresta Advisors
Laredo,
Texas
| USD 244 M | +USD 5.7 M | +2% | 2.21% | 66.8% | 169 | 69.82% | 2.4 |
|