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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
BWM
5701
Bullock Wealth Management
Bloomington,
Indiana
| USD 104 M | – | – | 0.06% | 101% | 497 | – | 0 |
|
| 5702 |
5702
Copperleaf Capital
Raleigh,
North Carolina
| USD 104 M | +USD 1.78 M | +2% | 0.53% | 102% | 64 | 15.63% | 1.1 |
|
| 5703 |
5703
Guild Investment Management
Los Angeles,
California
| USD 104 M | +USD 624 k | +0.6% | 3.91% | 119% | 83 | 33.73% | 1 |
|
| 5704 |
5704
Banta Asset Management
Newport Beach,
California
| USD 104 M | -USD 25.9 M | -20% | 9.32% | – | 22 | 4.55% | 1.5 |
|
| 5705 |
5705
KPCB DGF III Associates
Menlo Park,
California
| USD 104 M | -USD 122 M | -54% | 20.9% | – | 2 | 100% | 0 |
|
| 5706 |
CC
5706
Coann Capital
Westport,
Connecticut
| USD 104 M | -USD 26.5 M | -20% | 0.88% | – | 26 | 73.08% | 0.2 |
|
| 5707 |
5707
Yarra Square Partners
New York
| USD 104 M | -USD 14.2 M | -12% | 1% | 55.9% | 20 | 10% | 0.6 |
|
| 5708 |
AWM
5708
Aberdeen Wealth Management
Lake Bluff,
Illinois
| USD 103 M | -USD 5.17 M | -5% | 0.23% | 73.1% | 130 | 9.23% | 1.5 |
|
| 5709 |
5709
Jetstream Capital
Brentwood,
Tennessee
| USD 103 M | -USD 26.7 M | -21% | 6.18% | – | 36 | 77.78% | 0.2 |
|
| 5710 |
UAML
5710
US Asset Management LLC
Pittsburgh,
Pennsylvania
| USD 103 M | – | – | 0.75% | 142% | 248 | – | 0 |
|
| 5711 |
5711
Goodwin Investment Advisory
Woodstock,
Georgia
| USD 103 M | +USD 11 M | +12% | 0.34% | 60.8% | 160 | 29.38% | 0.5 |
|
| 5712 |
5712
Amtrust Financial Services
New York
| USD 103 M | -USD 34.6 M | -25% | 2.75% | 61.9% | 76 | 73.68% | 0.8 |
|
| 5713 |
5713
Farley Capital
New York
| USD 103 M | -USD 6.48 M | -6% | 1.93% | 116% | 16 | 6.25% | 4.1 |
|
| 5714 |
5714
Northwestern University
Evanston,
Illinois
| USD 102 M | -USD 17.7 M | -15% | 11.7% | 28.2% | 4 | 0% | 2.8 |
|
| 5715 |
5715
Avondale Wealth Management
West Lake Hills,
Texas
| USD 102 M | -USD 4.6 M | -4% | 1.87% | 83.8% | 110 | 8.18% | 2.4 |
|
| 5716 |
SPAS
5716
Spectrum Planning & Advisory Services
San Diego,
California
| USD 102 M | -USD 1.99 M | -2% | 1.04% | – | 52 | 23.08% | 0.6 |
|
| 5717 |
5717
Northstar Advisory Group
Northfield,
New Jersey
| USD 102 M | -USD 57.9 M | -36% | 1.04% | 153% | 146 | 96.58% | 0.1 |
|
| 5718 |
RCIM
5718
Russell Clark Investment Management
London,
United Kingdom
| USD 102 M | -USD 33.1 M | -25% | 0.93% | 174% | 53 | 30.19% | 1.5 |
|
| 5719 |
5719
BC Gestao de Recursos
Sao Paulo,
Brazil
| USD 102 M | -USD 82.7 M | -45% | 3.59% | – | 3 | 0% | 0.7 |
|
| 5720 |
5720
Miller Equity Capital Advisors
Irving,
Texas
| USD 102 M | +USD 4.73 M | +5% | 0.7% | 23.7% | 46 | 6.52% | 1.5 |
|
| 5721 |
CMANY
5721
Capital Management Associates (New York)
New York
| USD 101 M | -USD 2.71 M | -3% | 2.41% | 215% | 82 | 23.17% | 2.1 |
|
| 5722 |
5722
Spectrum Wealth Advisory Group
Granite Bay,
California
| USD 101 M | -USD 829 k | -0.8% | 0.88% | 76.1% | 44 | 4.55% | 1.5 |
|
| 5723 |
5723
Rappaport Reiches Capital Management
Skokie`,
Illinois
| USD 101 M | +USD 6.03 M | +6% | 0.53% | 17.6% | 57 | 5.26% | 0.2 |
|
| 5724 |
5724
Valley Brook Capital Group
Venetia,
Pennsylvania
| USD 101 M | -USD 3.91 M | -4% | 0.4% | 122% | 118 | 5.93% | 0.7 |
|
| 5725 |
5725
Akaris Global Partners
New York
| USD 101 M | -USD 9.45 M | -9% | 5.3% | 35% | 22 | 50% | 0.7 |
|