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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5551 |
5551
Trinity Wealth Management
Berwyn,
Pennsylvania
| USD 115 M | +USD 5.22 M | +5% | 1.69% | 56.7% | 27 | 18.52% | 1 |
|
| 5552 |
SCA
5552
Strategic Capital Advisers
Denver,
Colorado
| USD 115 M | -USD 2.31 M | -2% | 4.61% | 51.4% | 52 | 5.77% | 2.4 |
|
| 5553 |
5553
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| USD 115 M | +USD 5.55 M | +5% | 4.01% | 72% | 124 | 14.52% | 0.5 |
|
| 5554 |
5554
Euclidean Technologies Management
Seattle,
Washington
| USD 115 M | +USD 19.9 M | +21% | 21.6% | 124% | 79 | 43.04% | 0.9 |
|
| 5555 |
SCC
5555
Steel Canyon Capital
Phoenix,
Arizona
| USD 115 M | +USD 9.23 M | +9% | 9.49% | 62.8% | 30 | 46.67% | 0.7 |
|
| 5556 |
5556
Palladiem
Bryn Mawr,
Pennsylvania
| USD 115 M | +USD 7.81 M | +7% | 1.66% | – | 67 | 31.34% | 1.5 |
|
| 5557 |
FIG
5557
Freed Investment Group
Boston,
Massachusetts
| USD 115 M | +USD 5.68 M | +5% | 3.83% | – | 17 | 17.65% | 0.2 |
|
| 5558 |
5558
Charter Research & Investment Group
Southport,
Connecticut
| USD 114 M | +USD 10.5 M | +10% | 6.6% | 97.2% | 81 | 4.94% | 4.5 |
|
| 5559 |
5559
Main Management Fund Advisors
San Francisco,
California
| USD 114 M | – | – | 5.9% | 80% | 6 | – | 0 |
|
| 5560 |
5560
Kabouter Management
Chicago,
Illinois
| USD 114 M | +USD 39.6 M | +53% | 0.79% | 12.9% | 5 | 0% | 0.3 |
|
| 5561 |
5561
Horizon Financial Services
Winston Salem,
North Carolina
| USD 114 M | +USD 3.77 M | +3% | 0.06% | 42.6% | 144 | 47.22% | 0.3 |
|
| 5562 |
5562
Ascendant Capital Management
Los Angeles,
California
| USD 114 M | -USD 3.4 M | -3% | 9.83% | – | 96 | 53.13% | 0.2 |
|
| 5563 |
5563
Everhart Financial Group
Dublin,
Ohio
| USD 114 M | +USD 5.59 M | +5% | 5.7% | 123% | 88 | 14.77% | 0.2 |
|
| 5564 |
HPCM
5564
High Pointe Capital Management
Chicago,
Illinois
| USD 114 M | +USD 8.32 M | +8% | 8.29% | 92.4% | 94 | 15.96% | 1.7 |
|
| 5565 |
5565
Foresite Capital Management III
Larkspur,
California
| USD 114 M | +USD 27.8 M | +32% | 125% | 444% | 9 | 22.22% | 1.8 |
|
| 5566 |
5566
Diamant Asset Management
Ridgefield,
Connecticut
| USD 114 M | +USD 1.44 M | +1% | 0.87% | 83.6% | 68 | 5.88% | 2.7 |
|
| 5567 |
5567
Protective Life
Birmingham,
Alabama
| USD 114 M | -USD 3.16 M | -3% | 2.69% | 34.7% | 14 | 7.14% | 2.1 |
|
| 5568 |
WAM
5568
Werlinich Asset Management
Stamford,
Connecticut
| USD 114 M | – | – | 5.5% | 232% | 55 | – | 0 |
|
| 5569 |
5569
Mason Street Advisors
Milwaukee,
Wisconsin
| USD 114 M | -USD 5783 M | -98% | 3.47% | 32.1% | 1,483 | 99.53% | 4.6 |
|
| 5570 |
5570
Corepath Wealth Partners
Scottsdale,
Arizona
| USD 114 M | +USD 17.7 M | +18% | 5.41% | 62.1% | 38 | 10.53% | 0.2 |
|
| 5571 |
5571
P.A.W. Capital
Greenwich,
Connecticut
| USD 114 M | +USD 299 k | +0.3% | 14.5% | 30.2% | 70 | 20% | 3.4 |
|
| 5572 |
5572
Robbins Farley
Bedford,
New Hampshire
| USD 114 M | +USD 12 M | +12% | 6.15% | 106% | 217 | 56.68% | 0.1 |
|
| 5573 |
ICMP
5573
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| USD 114 M | -USD 10.4 M | -8% | 5.4% | 39.7% | 75 | 32% | 1 |
|
| 5574 |
5574
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| USD 114 M | -USD 2.03 M | -2% | 10% | 206% | 310 | 31.94% | 2.1 |
|
| 5575 |
5575
Core Wealth Advisors (Florida)
Lakeland,
Florida
| USD 113 M | +USD 1.47 M | +1% | 7.25% | 59.7% | 212 | 25% | 0.8 |
|