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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 |
5701
Client First Capital
San Diego,
California
| USD 131 M | +USD 3.09 M | +2% | 3.5% | 54.6% | 27 | 37.04% | 0.9 |
|
| 5702 |
SGL
5702
Sonic GP LLC
Honolulu,
Hawaii
| USD 131 M | -USD 2.35 M | -2% | 3.73% | – | 25 | 0% | 0.3 |
|
| 5703 |
5703
Western Pacific Wealth Management
Lake Forest,
Illinois
| USD 131 M | +USD 10.5 M | +9% | 8.64% | 91.4% | 315 | 12.7% | 0.8 |
|
| 5704 |
5704
Founders Capital Management (Texas)
Houston,
Texas
| USD 131 M | -USD 2.3 M | -2% | 4.1% | 131% | 412 | 7.77% | 3.3 |
|
| 5705 |
5705
Brainard Capital Management
Austin,
Texas
| USD 131 M | +USD 12.8 M | +11% | 15.6% | – | 115 | 19.13% | 0.2 |
|
| 5706 |
5706
Financial Avengers
Oakland,
California
| USD 131 M | +USD 8.42 M | +7% | 14.2% | 108% | 189 | 5.82% | 1.7 |
|
| 5707 |
5707
Penbrook Management
New York
| USD 131 M | +USD 13.2 M | +11% | 13.6% | 107% | 98 | 6.12% | 5.3 |
|
| 5708 |
CNFG
5708
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| USD 130 M | +USD 2.2 M | +2% | 2.09% | 52.6% | 76 | 1.32% | 5.5 |
|
| 5709 |
5709
Sterling Financial Group
Pasadena,
California
| USD 130 M | USD 0 | 0% | 3.67% | 49.6% | 52 | 0% | 0.3 |
|
| 5710 |
5710
Silphium Asset Management
London,
United Kingdom
| USD 130 M | +USD 30.3 M | +30% | 9.31% | 118% | 55 | 67.27% | 0.4 |
|
| 5711 |
5711
Robinson Value Management
San Antonio,
Texas
| USD 130 M | +USD 14 M | +12% | 4.54% | 79.3% | 77 | 16.88% | 3 |
|
| 5712 |
5712
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| USD 130 M | +USD 8.59 M | +7% | 5.75% | 68.7% | 258 | 39.15% | 0.2 |
|
| 5713 |
GIM
5713
Greenwich Investment Management
Norwalk,
Connecticut
| USD 130 M | +USD 4.71 M | +4% | 1.05% | – | 50 | 18% | 3 |
|
| 5714 |
5714
Flight Deck Capital
San Francisco,
California
| USD 130 M | +USD 25.1 M | +24% | 17.1% | 379% | 19 | 36.84% | 0.8 |
|
| 5715 |
5715
Campbell Capital Management
Miami,
Florida
| USD 130 M | +USD 32.8 M | +34% | 13.5% | 123% | 36 | 25% | 2 |
|
| 5716 |
5716
Berkshire Partners
Boston,
Massachusetts
| USD 130 M | -USD 410 M | -76% | 30.9% | 77.1% | 3 | 66.67% | 1.3 |
|
| 5717 |
5717
Omnia Family Wealth
Aventura,
Florida
| USD 130 M | +USD 6.45 M | +5% | 9.71% | 87.5% | 75 | 20% | 4.2 |
|
| 5718 |
5718
Davidson Trust Company
Seattle,
Washington
| USD 130 M | +USD 16.8 M | +15% | 4.13% | 77% | 122 | 12.3% | 2.5 |
|
| 5719 |
5719
Gould Capital
Tacoma,
Washington
| USD 130 M | +USD 4.56 M | +4% | 7.01% | 69.2% | 209 | 5.74% | 1.2 |
|
| 5720 |
5720
Lodestone Wealth Management
Spokane,
Washington
| USD 130 M | +USD 5.76 M | +5% | 5.94% | 87.1% | 127 | 8.66% | 0.2 |
|
| 5721 |
5721
NewView Capital Partners I
Burlingame,
California
| USD 130 M | -USD 58 M | -31% | 18.6% | 20.8% | 4 | 25% | 1.1 |
|
| 5722 |
5722
Boyar Asset Management
New York
| USD 130 M | +USD 7.01 M | +6% | 6.48% | 87% | 79 | 6.33% | 6.2 |
|
| 5723 |
5723
Lederer & Associates Investment Counsel
Long Beach,
California
| USD 130 M | +USD 7.29 M | +6% | 8.42% | 92.7% | 88 | 1.14% | 5 |
|
| 5724 |
5724
Khrom Capital Management
Miami Beach,
Florida
| USD 130 M | +USD 24.9 M | +24% | 0.42% | 35.6% | 12 | 33.33% | 0.8 |
|
| 5725 |
5725
Lakeside Advisors
Seattle,
Washington
| USD 130 M | +USD 7.53 M | +6% | 8.42% | 83.7% | 61 | 6.56% | 1.1 |
|