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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5576 |
5576
LCM Capital Management
Chicago,
Illinois
| USD 118 M | -USD 2.04 M | -2% | 0.62% | 128% | 93 | 13.98% | 0.7 |
|
| 5577 |
5577
MRA Advisory Group
Parsippany,
New Jersey
| USD 118 M | +USD 1.14 M | +1% | 0.89% | 86.8% | 135 | 17.04% | 0.6 |
|
| 5578 |
5578
Montis Financial
Waltham,
Massachusetts
| USD 118 M | -USD 3.02 M | -3% | 0.17% | 53.8% | 71 | 12.68% | 0.7 |
|
| 5579 |
5579
Zeit Capital
Greenwood Village,
Colorado
| USD 117 M | +USD 64 k | +0.1% | 1.18% | 56.5% | 39 | 2.56% | 0.7 |
|
| 5580 |
5580
Mork Capital Management
Healdsburg,
California
| USD 117 M | -USD 21.3 M | -15% | 5.44% | 61.9% | 90 | 2.22% | 2.8 |
|
| 5581 |
CNFG
5581
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| USD 117 M | +USD 251 k | +0.2% | 1.87% | 52.6% | 75 | 1.33% | 4.5 |
|
| 5582 |
5582
Northern Capital Management (Washington)
Spokane,
Washington
| USD 117 M | -USD 713 k | -0.6% | 1.43% | 90.9% | 42 | 4.76% | 0.7 |
|
| 5583 |
GCM
5583
Granby Capital Management
Miami Beach,
Florida
| USD 117 M | -USD 22.8 M | -16% | 0.04% | 50% | 63 | 30.16% | 0.4 |
|
| 5584 |
BCM
5584
Beaumont Capital Management
Boston,
Massachusetts
| USD 117 M | +USD 15.1 M | +15% | 1.13% | 49.6% | 50 | 64% | 0.3 |
|
| 5585 |
5585
Beam Wealth Advisors
Covington,
Louisiana
| USD 117 M | +USD 588 k | +0.5% | 0.83% | 69.2% | 153 | 15.03% | 1.2 |
|
| 5586 |
PIG
5586
Pantheon Investment Group
Sierra Madre,
California
| USD 116 M | -USD 2.98 M | -2% | 0.63% | – | 81 | 11.11% | 1.3 |
|
| 5587 |
5587
Appleton Group
Appleton,
Wisconsin
| USD 116 M | -USD 14 M | -11% | 1% | 58.3% | 56 | 33.93% | 1.7 |
|
| 5588 |
5588
Peak Planning Group
Centennial,
Colorado
| USD 116 M | – | – | 0.57% | 111% | 77 | – | 0.8 |
|
| 5589 |
5589
Proem Advisors
Dallas,
Texas
| USD 116 M | -USD 11.3 M | -9% | 1.55% | – | 21 | 14.29% | 0.6 |
|
| 5590 |
5590
Heartland Bank & Trust
Bloomington,
Illinois
| USD 116 M | +USD 7.43 M | +7% | 1.65% | 118% | 123 | 21.95% | 0.4 |
|
| 5591 |
5591
Tsai Capital
New York
| USD 116 M | +USD 7.13 M | +7% | 5.3% | 29.8% | 19 | 15.79% | 0.7 |
|
| 5592 |
VFG
5592
V2 Financial group
Naperville,
Illinois
| USD 116 M | -USD 1.79 M | -2% | 2.12% | 75.6% | 62 | 8.06% | 0.6 |
|
| 5593 |
MCM
5593
Magnolia Capital Management
Cold Spring,
New York
| USD 116 M | +USD 12.1 M | +12% | 0.6% | 85.9% | 75 | 46.67% | 0.9 |
|
| 5594 |
5594
Bradley & Co Private Wealth Management
Miami,
Florida
| USD 116 M | +USD 1.32 M | +1% | 2.67% | – | 174 | 4.6% | 0.5 |
|
| 5595 |
5595
Osmium Partners
Greenbrae,
California
| USD 116 M | -USD 50.9 M | -31% | 27.1% | 28.4% | 12 | 33.33% | 2.3 |
|
| 5596 |
5596
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| USD 116 M | -USD 1.22 M | -1% | 0.05% | 96.8% | 341 | 5.57% | 0.5 |
|
| 5597 |
5597
FWG Holdings
Winter Park,
Florida
| USD 116 M | +USD 3.62 M | +3% | 0.14% | 97.5% | 92 | 11.96% | 0.2 |
|
| 5598 |
WF
5598
Williams Financial
North Bennington,
Vermont
| USD 116 M | -USD 7.53 M | -6% | 0.52% | 33.1% | 52 | 44.23% | 0.6 |
|
| 5599 |
5599
Sippican Capital Advisors
Boston,
Massachusetts
| USD 115 M | +USD 471 k | +0.4% | 1.46% | 81.1% | 118 | 8.47% | 4.1 |
|
| 5600 |
5600
Shulman DeMeo Asset Management
Lake Success,
New York
| USD 115 M | -USD 142 M | -55% | 0.71% | 79.3% | 145 | 97.93% | 0 |
|