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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
Meritas Wealth Management
Larkspur,
California
| USD 221 M | +USD 13.2 M | +6% | 1.73% | 69.4% | 60 | 3.33% | 2.4 |
|
| 5852 |
5852
Bandera Partners
New York
| USD 221 M | -USD 1.39 M | -0.6% | 9.13% | 55.4% | 17 | 23.53% | 4 |
|
| 5853 |
5853
Socorro Asset Management
Dallas,
Texas
| USD 221 M | -USD 37.1 M | -14% | 2.11% | 43.8% | 34 | 11.76% | 3 |
|
| 5854 |
WMS
5854
Wealth Management Strategies
Pittsburgh,
Pennsylvania
| USD 221 M | +USD 3.88 M | +2% | 2.03% | – | 40 | 2.5% | 1.1 |
|
| 5855 |
5855
Georgetown University
Washington,
District of Columbia
| USD 221 M | -USD 30.3 M | -12% | 5.36% | 79.9% | 14 | 35.71% | 3.9 |
|
| 5856 |
5856
Mosley Wealth Management
Anaheim,
California
| USD 221 M | +USD 2.37 M | +1% | 3.26% | – | 466 | 66.95% | 0.4 |
|
| 5857 |
5857
Decker Retirement Planning
Levi,
Utah
| USD 221 M | +USD 19.6 M | +10% | 14.2% | – | 318 | 38.05% | 0.7 |
|
| 5858 |
5858
William Marsh Rice University
Houston,
Texas
| USD 221 M | +USD 17.2 M | +8% | 2.46% | 1.81% | 2 | 0% | 5.3 |
|
| 5859 |
5859
GoalFusion Wealth Management
Austin,
Texas
| USD 220 M | +USD 4.26 M | +2% | 0.86% | 47.6% | 30 | 10% | 2.4 |
|
| 5860 |
5860
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| USD 220 M | -USD 3.12 M | -1% | 1.54% | 50.2% | 15 | 13.33% | 3.5 |
|
| 5861 |
GBI
5861
GP Brinson Investments
Chicago,
Illinois
| USD 220 M | -USD 11.8 M | -5% | 1.75% | 51.2% | 15 | 6.67% | 4 |
|
| 5862 |
TFG
5862
Team Financial Group
Temecula,
California
| USD 220 M | -USD 117 k | -0.1% | 1.1% | 46% | 282 | 8.51% | 0.9 |
|
| 5863 |
5863
Long Path Partners
Stamford,
Connecticut
| USD 220 M | -USD 72.3 M | -25% | 20.3% | 9.18% | 10 | 40% | 1.7 |
|
| 5864 |
5864
Stonebridge Capital Management
Los Angeles,
California
| USD 220 M | – | – | 0.11% | – | 80 | – | 8.7 |
|
| 5865 |
5865
Twin Lakes Capital Management
Redwood Shores,
California
| USD 220 M | -USD 5.23 M | -2% | 2.45% | 131% | 227 | 4.85% | 3.8 |
|
| 5866 |
5866
Radcliff Management
New York
| USD 220 M | -USD 92.3 M | -30% | 29.6% | 47.6% | 1 | 0% | 4.3 |
|
| 5867 |
5867
E Fund Management (HK)
Central,
Hong Kong
| USD 220 M | -USD 77.6 M | -26% | 1.42% | 163% | 506 | 24.7% | 0.7 |
|
| 5868 |
5868
DCM Advisors
New York
| USD 220 M | -USD 21.1 M | -9% | 3.55% | 99.3% | 39 | 5.13% | 4.2 |
|
| 5869 |
5869
Woodward Diversified Capital
Bakersfield,
California
| USD 220 M | +USD 1.48 M | +0.7% | 1.94% | 118% | 206 | 22.82% | 2.6 |
|
| 5870 |
5870
Tealwood Asset Management
Minneapolis,
Minnesota
| USD 220 M | -USD 3.1 M | -1% | 1.54% | 128% | 128 | 14.84% | 3.8 |
|
| 5871 |
5871
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| USD 220 M | +USD 14.1 M | +7% | 9.41% | 52.1% | 158 | 11.39% | 3.4 |
|
| 5872 |
5872
Shaker Investments
Cleveland,
Ohio
| USD 220 M | -USD 20.6 M | -9% | 2.96% | 216% | 94 | 24.47% | 2.3 |
|
| 5873 |
HCM
5873
Horrell Capital Management
Little Rock,
Arkansas
| USD 219 M | -USD 10 M | -4% | 4.5% | 55.6% | 202 | 8.91% | 7.2 |
|
| 5874 |
AWM
5874
Aberdeen Wealth Management
Lake Bluff,
Illinois
| USD 219 M | +USD 3.39 M | +2% | 0.02% | 73.1% | 185 | 8.11% | 4.3 |
|
| 5875 |
5875
Transcendent Capital Group
Edmond,
Oklahoma
| USD 219 M | -USD 1.5 M | -0.7% | 1.13% | 82.3% | 129 | 22.48% | 1.5 |
|