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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
Twin Peaks Wealth Advisors
Burlingame,
California
| USD 157 M | – | – | 11.4% | – | 122 | – | 0 |
|
| 5727 |
5727
Inherent Group
New York
| USD 156 M | +USD 3.09 M | +2% | 21.3% | 61.7% | 12 | 8.33% | 2.2 |
|
| 5728 |
5728
Bain Capital Venture Investors
Boston,
Massachusetts
| USD 156 M | +USD 10.7 M | +7% | 29.2% | 34.2% | 3 | 0% | 1.4 |
|
| 5729 |
5729
Alta Fox Capital Management
Fort Worth,
Texas
| USD 156 M | +USD 65.1 M | +71% | 15.5% | 261% | 20 | 45% | 0.4 |
|
| 5730 |
5730
Macellum Advisors
New York
| USD 156 M | +USD 40.5 M | +35% | 36.8% | – | 2 | 50% | 2 |
|
| 5731 |
BM
5731
Bislett Management
Palo Alto,
California
| USD 156 M | +USD 14.4 M | +10% | 6.06% | 19.8% | 16 | 6.25% | 5.3 |
|
| 5732 |
5732
McCarthy Asset Management
Redwood Shores,
California
| USD 156 M | +USD 20 M | +15% | 7.85% | – | 39 | 15.38% | 2.3 |
|
| 5733 |
5733
Independent Order of Foresters
Toronto,
Ontario, Canada
| USD 156 M | +USD 16.2 M | +12% | 11.6% | 75.1% | 17 | 0% | 2.7 |
|
| 5734 |
5734
Herbst Group
Westport,
Connecticut
| USD 156 M | +USD 15.8 M | +11% | 12.7% | 142% | 73 | 19.18% | 1.6 |
|
| 5735 |
MWA
5735
Miller Wealth Advisors
Ridgeway,
Colorado
| USD 156 M | +USD 8.92 M | +6% | 8.58% | 147% | 84 | 11.9% | 1.4 |
|
| 5736 |
5736
SummerHaven Investment Management
Stamford,
Connecticut
| USD 156 M | +USD 19.7 M | +14% | 18.1% | 150% | 199 | 2.01% | 1.2 |
|
| 5737 |
5737
Argus Investors Counsel
New York
| USD 156 M | +USD 17 M | +12% | 12.4% | 132% | 104 | 14.42% | 5.2 |
|
| 5738 |
5738
R.W. Roge & Company
Bohemia,
New York
| USD 156 M | +USD 22.3 M | +17% | 9.95% | 76.3% | 47 | 8.51% | 2.3 |
|
| 5739 |
FCFC
5739
First Citizens Financial Corp
Mason City,
Iowa
| USD 156 M | +USD 13.8 M | +10% | 9.94% | 72.9% | 117 | 10.26% | 2.6 |
|
| 5740 |
5740
Spider Management Company
Richmond,
Virginia
| USD 155 M | – | – | 8.58% | – | 3 | – | 0 |
|
| 5741 |
5741
Tactive Advisors
Jacksonville,
Florida
| USD 155 M | +USD 39.6 M | +34% | 11.9% | – | 103 | 48.54% | 0.4 |
|
| 5742 |
5742
Tilson Financial Group
New Providence,
New Jersey
| USD 155 M | +USD 28.1 M | +22% | 7.63% | 42.9% | 65 | 12.31% | 0.5 |
|
| 5743 |
ORC
5743
O'Rourke & Company
Boston,
Massachusetts
| USD 155 M | +USD 18 M | +13% | 11.8% | 71.9% | 143 | 11.19% | 1.6 |
|
| 5744 |
5744
Aspect Partners
Fairfax,
Virginia
| USD 155 M | – | – | 10.1% | 66.7% | 540 | – | 0 |
|
| 5745 |
5745
Family CFO
Los Altos,
California
| USD 155 M | +USD 16 M | +11% | 9.57% | 89.6% | 83 | 22.89% | 1.6 |
|
| 5746 |
5746
Davidson Trust Company
Seattle,
Washington
| USD 155 M | +USD 20.2 M | +15% | 9.81% | 77% | 136 | 8.82% | 2.9 |
|
| 5747 |
5747
Highland Peak Capital
Old Greenwich,
Connecticut
| USD 155 M | -USD 72.9 M | -32% | 11.6% | 260% | 28 | 60.71% | 0.4 |
|
| 5748 |
CCM
5748
Conway Capital Management
Burbank,
California
| USD 155 M | +USD 18.1 M | +13% | 15.7% | 139% | 43 | 18.6% | 2.2 |
|
| 5749 |
5749
West Bancorporation
West Des Moines,
Iowa
| USD 155 M | +USD 13.6 M | +10% | 11.2% | 72.5% | 102 | 14.71% | 2.7 |
|
| 5750 |
5750
Machina Capital
Paris,
France
| USD 155 M | -USD 23.7 M | -13% | 9.15% | 42.5% | 374 | 71.39% | 0.3 |
|