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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
5626
Provident Wealth Management
Brentwood,
Tennessee
| USD 152 M | +USD 20.4 M | +15% | 5.25% | 61.1% | 87 | 14.94% | 1.2 |
|
| 5627 |
WCM
5627
Westerly Capital Management
San Francisco,
California
| USD 152 M | – | – | 0.12% | 116% | 45 | – | 0.6 |
|
| 5628 |
5628
Saiph Capital
Wyckoff,
New Jersey
| USD 152 M | – | – | 10.1% | 60.7% | 38 | – | 0 |
|
| 5629 |
5629
Equinox Partners Investment Management
Stamford,
Connecticut
| USD 152 M | -USD 8.63 M | -5% | 5.98% | 241% | 14 | 21.43% | 1.8 |
|
| 5630 |
5630
Jentner Corp
Akron,
Ohio
| USD 152 M | +USD 5.43 M | +4% | 4% | 38.9% | 35 | 8.57% | 3.2 |
|
| 5631 |
5631
Range Financial Group
Tigard,
Oregon
| USD 152 M | +USD 12.8 M | +9% | 12.9% | 195% | 177 | 14.12% | 0.6 |
|
| 5632 |
GECH
5632
Garnet Equity Capital Holdings
New York
| USD 152 M | +USD 45.1 M | +42% | 1.65% | 302% | 59 | 55.93% | 0.7 |
|
| 5633 |
5633
Members Advisory Group
Williamsville,
New York
| USD 151 M | – | – | 5.13% | 74.9% | 22 | – | 0 |
|
| 5634 |
5634
Courage Capital Management
Nashville,
Tennessee
| USD 151 M | -USD 35.3 M | -19% | 0.69% | 86.5% | 43 | 11.63% | 1.6 |
|
| 5635 |
5635
McGinn Penninger Investment Management
Alexandria,
Virginia
| USD 151 M | +USD 12.5 M | +9% | 11.3% | 71.6% | 41 | 17.07% | 0.8 |
|
| 5636 |
5636
Totem Point Management
New York
| USD 151 M | -USD 2.29 M | -1% | 19.6% | 577% | 18 | 33.33% | 1.3 |
|
| 5637 |
SAMT
5637
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| USD 151 M | +USD 12.6 M | +9% | 9.49% | 80% | 68 | 10.29% | 3 |
|
| 5638 |
FP
5638
Factorial Partners
Mt. Kisco,
New York
| USD 151 M | +USD 4.08 M | +3% | 4.98% | 88.7% | 102 | 18.63% | 2.1 |
|
| 5639 |
5639
Mangham Associates
Charlottesville,
Virginia
| USD 151 M | -USD 4.26 M | -3% | 7.24% | 24.4% | 8 | 12.5% | 1.9 |
|
| 5640 |
5640
Rutabaga Capital Management
Boston,
Massachusetts
| USD 151 M | -USD 55.5 M | -27% | 0.37% | 57% | 54 | 7.41% | 3.3 |
|
| 5641 |
5641
Peterson Wealth Services
South Ogden,
Utah
| USD 151 M | – | – | 12% | 160% | 87 | – | 0 |
|
| 5642 |
5642
Garrison Point Advisors
Walnut Creek,
California
| USD 151 M | +USD 13.1 M | +10% | 10% | 95.4% | 157 | 8.92% | 2.3 |
|
| 5643 |
5643
Ardent Capital Management
Cincinnati,
Ohio
| USD 151 M | – | – | 8.53% | 87.2% | 28 | – | 0 |
|
| 5644 |
5644
Cohen & Co Financial Management
New York
| USD 151 M | -USD 88 M | -37% | 0.04% | – | 189 | 60.85% | 0.2 |
|
| 5645 |
5645
SVB Investment Services
Salt Lake City,
Utah
| USD 150 M | +USD 406 k | +0.3% | 5.3% | – | 39 | 5.13% | 1.8 |
|
| 5646 |
TWS
5646
Thomas W. Smith
| USD 150 M | +USD 4.94 M | +3% | 3.33% | – | 8 | 0% | 6.7 |
|
| 5647 |
5647
WealthTrust Asset Management
Destin,
Florida
| USD 150 M | +USD 38 M | +34% | 8.96% | 102% | 81 | 19.75% | 0.4 |
|
| 5648 |
5648
Solitude Financial Services
Charlottesville,
Virginia
| USD 150 M | +USD 5.11 M | +4% | 7.45% | 62.4% | 44 | 15.91% | 0.9 |
|
| 5649 |
TMC
5649
Trellus Management Company
Delray Beach,
Florida
| USD 150 M | +USD 13 M | +9% | 4.18% | 268% | 79 | 55.7% | 1.6 |
|
| 5650 |
5650
Berkeley Inc
Boise,
Idaho
| USD 150 M | +USD 14.4 M | +11% | 6.58% | 49.4% | 94 | 11.7% | 0.8 |
|