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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
5851
Pacific Wealth Management
San Diego,
California
| USD 182 M | -USD 7.06 M | -4% | 1.51% | 72.8% | 21 | 19.05% | 2.1 |
|
| 5852 |
YP
5852
YANKCOM Partnership
Yankton,
South Dakota
| USD 182 M | -USD 5.21 M | -3% | 1.44% | – | 297 | 15.15% | 0.2 |
|
| 5853 |
5853
Amiral Gestion
Paris,
France
| USD 182 M | +USD 23.3 M | +15% | 6.25% | – | 36 | 38.89% | 0.2 |
|
| 5854 |
5854
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| USD 182 M | -USD 2.53 M | -1% | 0.71% | 83% | 180 | 23.33% | 1.7 |
|
| 5855 |
5855
Colonial River Investments
Midlothian,
Virginia
| USD 182 M | -USD 25 M | -12% | 3.62% | 156% | 267 | 47.57% | 1.7 |
|
| 5856 |
5856
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| USD 182 M | -USD 6.32 M | -3% | 4.11% | – | 61 | 11.48% | 0.5 |
|
| 5857 |
5857
TradeWell Securities
Fort Wayne,
Indiana
| USD 182 M | -USD 11.5 M | -6% | 7.54% | – | 44 | 13.64% | 0.2 |
|
| 5858 |
5858
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| USD 181 M | -USD 4.99 M | -3% | 2.29% | 92.4% | 474 | 15.19% | 5.2 |
|
| 5859 |
5859
Concorde Financial
Dallas,
Texas
| USD 181 M | +USD 13.3 M | +8% | 6.13% | 81.3% | 36 | 5.56% | 2.3 |
|
| 5860 |
PCM
5860
Perritt Capital Management
Chicago,
Illinois
| USD 181 M | -USD 11.1 M | -6% | 1.14% | 80.9% | 364 | 19.78% | 3.2 |
|
| 5861 |
5861
Blue Oak Capital
Menlo Park,
California
| USD 181 M | +USD 16.6 M | +10% | 0.5% | – | 88 | 35.23% | 0.2 |
|
| 5862 |
5862
First County Bank
Stamford,
Connecticut
| USD 181 M | +USD 2.05 M | +1% | 0.59% | 101% | 172 | 19.19% | 1.7 |
|
| 5863 |
UFAC
5863
Urban Financial Advisory Corp
Chicago,
Illinois
| USD 181 M | -USD 1.06 M | -0.6% | 2.32% | 52.5% | 53 | 5.66% | 0.8 |
|
| 5864 |
5864
FOCUS Wealth Advisors
Houston,
Texas
| USD 181 M | -USD 7.59 M | -4% | 2.04% | 68.7% | 57 | 1.75% | 2.5 |
|
| 5865 |
5865
ELCO Management
New York
| USD 181 M | -USD 9.41 M | -5% | 1.12% | 98.3% | 169 | 14.79% | 3.8 |
|
| 5866 |
5866
Krensavage Asset Management
New York
| USD 181 M | +USD 11.9 M | +7% | 0.13% | 124% | 15 | 26.67% | 2.7 |
|
| 5867 |
5867
Vista Investment Partners II
Richmond,
Indiana
| USD 181 M | +USD 11.5 M | +7% | 0.94% | – | 141 | 19.15% | 0.2 |
|
| 5868 |
5868
FMB Wealth Management
Westlake Village,
California
| USD 181 M | +USD 3.19 M | +2% | 1.31% | 71.1% | 76 | 13.16% | 1.7 |
|
| 5869 |
5869
Constitution Capital
Shelton,
Connecticut
| USD 181 M | +USD 2.32 M | +1% | 2.72% | 91.1% | 64 | 18.75% | 2.9 |
|
| 5870 |
5870
Prudent Man Investment Management
Louisville,
Colorado
| USD 180 M | -USD 216 k | -0.1% | 1.37% | – | 169 | 0% | 0.3 |
|
| 5871 |
5871
Azarias Capital Management
Berwyn,
Pennsylvania
| USD 180 M | -USD 42.7 M | -19% | 12.3% | 58.2% | 25 | 20% | 2 |
|
| 5872 |
5872
Values Added Financial
Washington,
District of Columbia
| USD 180 M | +USD 7.54 M | +4% | 0.63% | 65.9% | 120 | 6.67% | 1.3 |
|
| 5873 |
5873
Aurora Investment Counsel
Atlanta,
Georgia
| USD 180 M | -USD 2.2 M | -1% | 1.09% | 31.7% | 130 | 27.69% | 1.4 |
|
| 5874 |
5874
Prospect Financial Services
Melville,
New York
| USD 180 M | -USD 3.01 M | -2% | 5.14% | – | 125 | 17.6% | 0.9 |
|
| 5875 |
5875
Southern Capital Advisors
Jackson,
Tennessee
| USD 180 M | -USD 431 k | -0.2% | 3.37% | 66.8% | 83 | 16.87% | 2 |
|