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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
5726
Ascension Capital Advisors
Houston,
Texas
| USD 129 M | +USD 26 M | +25% | 4.75% | 64.1% | 37 | 5.41% | 2.1 |
|
| 5727 |
AFC
5727
AFT Forsyth & Company
West Palm Beach,
Florida
| USD 129 M | +USD 12.2 M | +10% | 15.3% | 159% | 139 | 7.19% | 6 |
|
| 5728 |
5728
5th Street Advisors
Southport,
Connecticut
| USD 129 M | +USD 28.7 M | +29% | 4.09% | 52.2% | 19 | 15.79% | 0.9 |
|
| 5729 |
BWIA
5729
Bryant Woods Investment Advisors
Getzville,
New York
| USD 129 M | +USD 11.6 M | +10% | 6.09% | 74.4% | 42 | 4.76% | 1.1 |
|
| 5730 |
5730
Harvest Investment Services
Oakbrook Terrace,
Illinois
| USD 129 M | +USD 35.7 M | +38% | 12.3% | 281% | 161 | 47.2% | 1.5 |
|
| 5731 |
5731
Montis Financial
Waltham,
Massachusetts
| USD 129 M | +USD 11.2 M | +9% | 9.38% | 53.8% | 67 | 16.42% | 1.8 |
|
| 5732 |
5732
Bull Oak Capital
San Diego,
California
| USD 129 M | +USD 10.9 M | +9% | 0% | 62.1% | 31 | 100% | 0 |
|
| 5733 |
5733
Aryeh Capital Management
Toronto,
Ontario, Canada
| USD 129 M | -USD 5.23 M | -4% | 9.01% | 87.7% | 9 | 22.22% | 1.3 |
|
| 5734 |
5734
WealthSpring Partners
Long Beach,
California
| USD 129 M | +USD 1.22 M | +1% | 5.87% | – | 75 | 6.67% | 0.5 |
|
| 5735 |
CSA
5735
Cottage Street Advisors
Marion,
Massachusetts
| USD 129 M | +USD 110 M | +566% | 8.53% | 95.8% | 83 | 65.06% | 2 |
|
| 5736 |
5736
Castle Wealth Management
West Palm Beach,
Florida
| USD 129 M | -USD 29.8 M | -19% | 6.64% | 60.1% | 117 | 14.53% | 0.7 |
|
| 5737 |
5737
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| USD 129 M | +USD 24.8 M | +24% | 7.53% | 75.2% | 68 | 2.94% | 0.3 |
|
| 5738 |
5738
Arena Investors
Purchase,
New York
| USD 129 M | +USD 21.2 M | +20% | 0.12% | – | 104 | 33.65% | 0.6 |
|
| 5739 |
5739
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| USD 129 M | -USD 10 M | -7% | 0.54% | 2.88% | 7 | 14.29% | 3.6 |
|
| 5740 |
FAG
5740
Fortitude Advisory Group
Gig Harbor,
Washington
| USD 129 M | +USD 11.6 M | +10% | 11.9% | 142% | 235 | 11.91% | 1 |
|
| 5741 |
5741
Gator Capital Management
Tampa,
Florida
| USD 129 M | -USD 7.06 M | -5% | 4.02% | 217% | 67 | 8.96% | 2.3 |
|
| 5742 |
5742
Colorado Capital Management
Boulder,
Colorado
| USD 129 M | +USD 9.06 M | +8% | 6.62% | 60.4% | 77 | 2.6% | 5.3 |
|
| 5743 |
5743
Keene & Associates
Fort Worth,
Texas
| USD 129 M | +USD 17 M | +15% | 3.39% | 20.3% | 82 | 10.98% | 1.1 |
|
| 5744 |
5744
Waypoint Wealth Counsel
Atlanta,
Georgia
| USD 129 M | +USD 4.84 M | +4% | 6.77% | 111% | 99 | 11.11% | 0.2 |
|
| 5745 |
5745
TTP Investments
San Jose,
California
| USD 129 M | +USD 34 M | +36% | 14.8% | 232% | 47 | 31.91% | 1.1 |
|
| 5746 |
5746
Aspen Wealth Strategies
Arvada,
Colorado
| USD 129 M | +USD 4.03 M | +3% | 5.16% | 72.3% | 81 | 9.88% | 0.2 |
|
| 5747 |
5747
Aegis Financial
Mc Lean,
Virginia
| USD 129 M | +USD 15.4 M | +14% | 11.1% | 226% | 28 | 3.57% | 1.9 |
|
| 5748 |
5748
Buttonwood Financial Advisors
Baltimore,
Maryland
| USD 129 M | +USD 10.1 M | +9% | 8.9% | 73.4% | 72 | 2.78% | 1.1 |
|
| 5749 |
5749
AM Squared
Hong Kong
| USD 129 M | -USD 23.2 M | -15% | 9.23% | – | 170 | 45.29% | 0.2 |
|
| 5750 |
5750
Epacria Capital Partners
Boulder,
Colorado
| USD 129 M | +USD 1.87 M | +1% | 1.28% | 86.1% | 66 | 18.18% | 0.2 |
|