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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5651 |
5651
Cephei Capital Management
Hong Kong
| USD 107 M | -USD 73.9 M | -41% | 6.27% | – | 5 | 40% | 0.3 |
|
| 5652 |
RC
5652
Regents Capital
Hong Kong
| USD 107 M | – | – | 6.34% | – | 8 | – | 0 |
|
| 5653 |
5653
MRA Advisory Group
Parsippany,
New Jersey
| USD 106 M | +USD 4.48 M | +4% | 3.65% | 86.8% | 115 | 18.26% | 0.2 |
|
| 5654 |
5654
Wilshire Advisors
Santa Monica,
California
| USD 106 M | +USD 512 k | +0.5% | 3.09% | 129% | 23 | 4.35% | 3.6 |
|
| 5655 |
5655
Plaisance Capital
Denver,
Colorado
| USD 106 M | -USD 15.7 M | -13% | 17.8% | – | 60 | 73.33% | 0.4 |
|
| 5656 |
5656
Fort Henry Capital
Wheeling,
West Virginia
| USD 106 M | +USD 5.56 M | +6% | 4.62% | 39.3% | 11 | 18.18% | 0.3 |
|
| 5657 |
5657
Defined Wealth Management
Beaverton,
Oregon
| USD 105 M | +USD 4.16 M | +4% | 6.77% | 78.1% | 218 | 57.34% | 0.2 |
|
| 5658 |
SC
5658
Schiavi & Co
Wilmington,
Delaware
| USD 105 M | +USD 4.69 M | +5% | 5.76% | 43.6% | 9 | 33.33% | 0.2 |
|
| 5659 |
5659
Linden Rose Investment
Sugar Land,
Texas
| USD 105 M | +USD 855 k | +0.8% | 6.35% | – | 6 | 0% | 0.3 |
|
| 5660 |
5660
Kaizen Financial Strategies
Campbell,
California
| USD 105 M | +USD 14.9 M | +17% | 5.91% | 126% | 159 | 37.11% | 0.2 |
|
| 5661 |
5661
Ridgecrest Wealth Partners
Mill Valley,
California
| USD 105 M | – | – | 4.53% | 103% | 92 | – | 0 |
|
| 5662 |
5662
Vienna Insurance Group
Warsaw,
Poland
| USD 105 M | +USD 15.4 M | +17% | 11.1% | 230% | 25 | 68% | 0.4 |
|
| 5663 |
5663
Essex Private Wealth Management
Topsfield,
Massachusetts
| USD 105 M | +USD 2.31 M | +2% | 5.42% | 29.3% | 69 | 11.59% | 1 |
|
| 5664 |
MFG
5664
Monumental Financial Group
Rockville,
Maryland
| USD 105 M | – | – | 0.39% | 18.2% | 49 | – | 0 |
|
| 5665 |
5665
Spectrum Wealth Advisory Group
Granite Bay,
California
| USD 105 M | +USD 16.2 M | +18% | 4.07% | 76.1% | 42 | 23.81% | 1.2 |
|
| 5666 |
5666
Burns Matteson Capital Management
Corning,
New York
| USD 105 M | +USD 14 M | +15% | 6.13% | 137% | 106 | 46.23% | 0.1 |
|
| 5667 |
5667
Center For Asset Management
Palm Beach Gardens,
Florida
| USD 104 M | +USD 4 M | +4% | 1.77% | 66.6% | 97 | 28.87% | 0.2 |
|
| 5668 |
5668
Signature Wealth Management Partners
Montvale,
New Jersey
| USD 104 M | +USD 4.22 M | +4% | 6.67% | 97.9% | 106 | 15.09% | 0.2 |
|
| 5669 |
PIG
5669
Pantheon Investment Group
Sierra Madre,
California
| USD 104 M | +USD 12.6 M | +14% | 3.21% | – | 75 | 17.33% | 1 |
|
| 5670 |
5670
HCSF Management
San Francisco,
California
| USD 104 M | -USD 2.24 M | -2% | 12% | 58.8% | 9 | 22.22% | 2 |
|
| 5671 |
KP
5671
Kuvari Partners
London,
United Kingdom
| USD 104 M | -USD 24.1 M | -19% | 0.87% | – | 8 | 75% | 0.1 |
|
| 5672 |
5672
Panview Asian Equity Master Fund
Central,
Hong Kong
| USD 104 M | -USD 3.43 M | -3% | 7.32% | 145% | 9 | 44.44% | 0.2 |
|
| 5673 |
5673
Alamar Capital Management
Santa Barbara,
California
| USD 104 M | +USD 11.3 M | +12% | 3.74% | – | 60 | 20% | 0.2 |
|
| 5674 |
5674
Precision Wealth Strategies
Saint Louis,
Missouri
| USD 104 M | +USD 11.8 M | +13% | 3.87% | 105% | 92 | 43.48% | 0.1 |
|
| 5675 |
HPM
5675
Hudson Portfolio Management
Garrison,
New York
| USD 104 M | – | – | 8.8% | – | 97 | – | 0 |
|