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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
5601
Ranch Capital Advisors
Sarasota,
Florida
| USD 154 M | -USD 6.33 M | -4% | 11.2% | 99.2% | 654 | 75.99% | 1.7 |
|
| 5602 |
5602
Ignite Planners
San Clemente,
California
| USD 154 M | – | – | 9.04% | 83.8% | 173 | – | 0 |
|
| 5603 |
5603
Walkner Condon Financial Advisors
Madison,
Wisconsin
| USD 154 M | -USD 49.5 M | -24% | 3.75% | 62.6% | 174 | 49.43% | 0.8 |
|
| 5604 |
5604
Corundum Group
Colorado Springs,
Colorado
| USD 154 M | +USD 18.7 M | +14% | 7.84% | 89.5% | 106 | 13.21% | 2.8 |
|
| 5605 |
5605
Cheyne Capital Management (UK)
London,
United Kingdom
| USD 154 M | -USD 14.4 M | -9% | 1.7% | 35.6% | 150 | 42.67% | 0.6 |
|
| 5606 |
5606
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| USD 154 M | +USD 18.1 M | +13% | 6.56% | 65.3% | 128 | 37.5% | 0.7 |
|
| 5607 |
AWM
5607
Aberdeen Wealth Management
Lake Bluff,
Illinois
| USD 153 M | +USD 50 M | +48% | 10.8% | 73.1% | 163 | 26.38% | 1.3 |
|
| 5608 |
5608
Consonance Capital Management
New York
| USD 153 M | -USD 29.4 M | -16% | 7.13% | 314% | 18 | 22.22% | 0.6 |
|
| 5609 |
5609
Theory Financial
Fort Collins,
Colorado
| USD 153 M | – | – | 5.56% | 58.3% | 48 | – | 0 |
|
| 5610 |
5610
WFA Asset Management
Whitefish Bay,
Wisconsin
| USD 153 M | – | – | 8.63% | 60% | 188 | – | 0 |
|
| 5611 |
5611
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| USD 153 M | +USD 15.8 M | +11% | 12.5% | 65.5% | 340 | 9.41% | 3.3 |
|
| 5612 |
5612
Resolute Capital Asset Partners
Denver,
Colorado
| USD 153 M | – | – | 10.2% | 657% | 42 | – | 0 |
|
| 5613 |
5613
Dalton Investments
Las Vegas,
Nevada
| USD 153 M | +USD 16.5 M | +12% | 6.45% | 125% | 23 | 17.39% | 3.2 |
|
| 5614 |
SAM
5614
Stenahm Asset Management
Guernsey
| USD 153 M | -USD 326 k | -0.2% | 8.11% | – | 25 | 16% | 0.7 |
|
| 5615 |
5615
Pacifica Partners
Surrey,
Canada
| USD 153 M | +USD 15.8 M | +11% | 8.98% | 127% | 536 | 15.86% | 1.4 |
|
| 5616 |
MJB
5616
Mark J. Bradley
| USD 153 M | +USD 6.83 M | +5% | 10.4% | – | 51 | 9.8% | 0.9 |
|
| 5617 |
5617
Hel Ved Capital Management
Central,
Hong Kong
| USD 153 M | – | – | 23.5% | 1,351% | 10 | – | 0.5 |
|
| 5618 |
5618
Fi3 Financial Advisors
Indianapolis,
Indiana
| USD 153 M | +USD 2.08 M | +1% | 9.54% | 83.1% | 54 | 27.78% | 0.5 |
|
| 5619 |
5619
Ascension Capital Advisors
Houston,
Texas
| USD 153 M | -USD 428 k | -0.3% | 4.93% | 64.1% | 39 | 23.08% | 1.3 |
|
| 5620 |
5620
Patron Partners
Houston,
Texas
| USD 153 M | +USD 16.6 M | +12% | 10.3% | 99.5% | 193 | 10.88% | 0.8 |
|
| 5621 |
5621
JNE Partners
London,
United Kingdom
| USD 153 M | -USD 24.8 M | -14% | 2.15% | 100% | 13 | 0% | 0.8 |
|
| 5622 |
5622
First Dallas Securities
Dallas,
Texas
| USD 152 M | +USD 7.59 M | +5% | 10.9% | 160% | 126 | 12.7% | 3 |
|
| 5623 |
5623
Apogem Capital
New York
| USD 152 M | -USD 4.75 M | -3% | 7.76% | – | 220 | 36.82% | 0.6 |
|
| 5624 |
5624
Pacific Financial Group
Bellevue,
Washington
| USD 152 M | +USD 12.2 M | +9% | 6.58% | 61.1% | 69 | 14.49% | 4 |
|
| 5625 |
MAS
5625
Madden Advisory Services
Jacksonville,
Florida
| USD 152 M | +USD 12.5 M | +9% | 7.05% | 58.4% | 76 | 5.26% | 4.7 |
|