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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
Madryn Select Opportunities
New York
| USD 150 M | – | – | 6.41% | – | 4 | – | 0 |
|
| 5652 |
5652
Madryn Asset Management
New York
| USD 150 M | – | – | 6.41% | – | 4 | – | 0 |
|
| 5653 |
5653
Beaumont Asset Management
Beaumont,
Texas
| USD 150 M | +USD 15.7 M | +12% | 7.93% | 73.1% | 71 | 8.45% | 1.4 |
|
| 5654 |
5654
Bank of Marin
Novato,
California
| USD 150 M | +USD 13.4 M | +10% | 10.4% | 80.3% | 127 | 5.51% | 1.6 |
|
| 5655 |
5655
Concord Asset Management (Virginia)
Abingdon,
Virginia
| USD 150 M | – | – | 3.69% | 69% | 46 | – | 0 |
|
| 5656 |
SFMG
5656
Sage Financial Management Group
Mclean,
Virginia
| USD 150 M | +USD 146 M | +3,662% | 5.45% | 51.6% | 31 | 87.1% | 0.1 |
|
| 5657 |
5657
Kennedy Lewis Management
New York
| USD 150 M | – | – | 21.7% | 70.2% | 29 | – | 0 |
|
| 5658 |
HPCM
5658
High Pointe Capital Management
Chicago,
Illinois
| USD 150 M | +USD 23.5 M | +19% | 8.05% | 92.4% | 97 | 12.37% | 2.1 |
|
| 5659 |
ORC
5659
O'Rourke & Company
Boston,
Massachusetts
| USD 150 M | – | – | 9.67% | 71.9% | 119 | – | 0 |
|
| 5660 |
5660
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| USD 150 M | +USD 13.3 M | +10% | 10.1% | 56.7% | 260 | 24.62% | 0.8 |
|
| 5661 |
LI
5661
Latigo Investments
Fort Lauderdale,
Florida
| USD 150 M | – | – | 5.19% | 62.6% | 16 | – | 0 |
|
| 5662 |
5662
Peterson Wealth Management
Sparks,
Nevada
| USD 150 M | +USD 20.7 M | +16% | 8.63% | 88.9% | 61 | 11.48% | 1.3 |
|
| 5663 |
5663
Burton Enright Welch
Walnut Creek,
California
| USD 149 M | – | – | 8.98% | 66.6% | 58 | – | 0 |
|
| 5664 |
5664
Planned Solutions
Folsom,
California
| USD 149 M | – | – | 6.09% | 68.3% | 78 | – | 1 |
|
| 5665 |
5665
WESPAC Advisors
Orinda,
California
| USD 149 M | -USD 12.8 M | -8% | 10.7% | 126% | 191 | 37.17% | 0.8 |
|
| 5666 |
SC
5666
Samjo Capital
New York
| USD 149 M | +USD 13 M | +10% | 15.9% | 89.1% | 20 | 15% | 0.9 |
|
| 5667 |
5667
Foresite Capital Opportunity Management V
Larkspur,
California
| USD 149 M | – | – | 35.7% | – | 9 | – | 0 |
|
| 5668 |
5668
Colorado Capital Management
Boulder,
Colorado
| USD 149 M | +USD 7.5 M | +5% | 6.9% | 60.4% | 80 | 11.25% | 4.4 |
|
| 5669 |
5669
Chicago Wealth Management
Chicago,
Illinois
| USD 149 M | +USD 12 M | +9% | 8.37% | 134% | 47 | 17.02% | 1 |
|
| 5670 |
5670
Resource Planning Group
Atlanta,
Georgia
| USD 149 M | -USD 10.1 M | -6% | 2.79% | 1.9% | 90 | 25.56% | 2.1 |
|
| 5671 |
5671
Venrock Management VI
Palo Alto,
California
| USD 149 M | +USD 3.14 M | +2% | 2.16% | – | 2 | 0% | 1.4 |
|
| 5672 |
5672
American Securities
New York
| USD 149 M | -USD 49.7 M | -25% | 25% | – | 1 | 0% | 5 |
|
| 5673 |
5673
Satovsky Asset Management
New York
| USD 149 M | +USD 15 M | +11% | 11.9% | 53.6% | 33 | 18.18% | 0.8 |
|
| 5674 |
5674
Cassia Capital Partners
Winston Salem,
North Carolina
| USD 149 M | +USD 3.52 M | +2% | 4.97% | 59.9% | 151 | 93.38% | 0.1 |
|
| 5675 |
5675
Lightspeed Ultimate General Partner Select III
Menlo Park,
California
| USD 149 M | – | – | 6.82% | – | 2 | – | 0 |
|