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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5926 |
5926
Trivant Custom Portfolio Group
San Diego,
California
| USD 157 M | +USD 7.12 M | +5% | 11.7% | 103% | 220 | 23.18% | 0.8 |
|
| 5927 |
5927
Regency Capital Management
Honolulu,
Hawaii
| USD 157 M | +USD 8.39 M | +6% | 8.89% | 95.9% | 58 | 29.31% | 1.2 |
|
| 5928 |
5928
Vaughan & Co Securities
Ridgewood,
New Jersey
| USD 157 M | +USD 8.04 M | +5% | 6.19% | 70.7% | 56 | 1.79% | 2.9 |
|
| 5929 |
5929
Axiom Financial Strategies
New Albany,
Indiana
| USD 157 M | +USD 2.99 M | +2% | 6.34% | 59.8% | 37 | 8.11% | 2.7 |
|
| 5930 |
5930
GoalFusion Wealth Management
Austin,
Texas
| USD 157 M | +USD 10.3 M | +7% | 5.59% | 47.6% | 31 | 12.9% | 1.4 |
|
| 5931 |
5931
Windle Wealth
Oklahoma City,
Oklahoma
| USD 157 M | +USD 14.4 M | +10% | 9.47% | 93% | 29 | 3.45% | 1.2 |
|
| 5932 |
5932
TLW Wealth Management
Indian Rocks Beach,
Florida
| USD 157 M | +USD 16.6 M | +12% | 13.8% | 98.3% | 21 | 9.52% | 3.1 |
|
| 5933 |
5933
Polus Capital Management
London,
United Kingdom
| USD 157 M | -USD 628 M | -80% | 19% | – | 12 | 83.33% | 0.5 |
|
| 5934 |
5934
Absolute Capital Management
Pittsburgh,
Pennsylvania
| USD 157 M | +USD 46.8 M | +42% | 9.6% | 98.2% | 117 | 38.46% | 0.7 |
|
| 5935 |
5935
Gridiron Partners
Wexford,
Pennsylvania
| USD 157 M | +USD 15.2 M | +11% | 2.1% | 15.5% | 63 | 0% | 0.3 |
|
| 5936 |
5936
Permit Capital
West Conshohocken,
Pennsylvania
| USD 157 M | -USD 134 M | -46% | 8.13% | 140% | 27 | 7.41% | 5.5 |
|
| 5937 |
5937
FourWorld Capital Management
New York
| USD 157 M | -USD 28.9 M | -16% | 15.5% | 132% | 39 | 71.79% | 0.4 |
|
| 5938 |
5938
Norwood Investment Partners
Mill Valley,
California
| USD 157 M | +USD 11.4 M | +8% | 7.43% | 24.4% | 15 | 33.33% | 1.4 |
|
| 5939 |
5939
Semanteon Capital Management
Newton,
Massachusetts
| USD 157 M | +USD 8.44 M | +6% | 7.68% | 149% | 342 | 78.65% | 0.1 |
|
| 5940 |
5940
Passumpsic Savings Bank
St. Johnsbury,
Vermont
| USD 156 M | – | – | 16.1% | – | 96 | – | 0 |
|
| 5941 |
5941
Miller Value Partners
Sarasota,
Florida
| USD 156 M | -USD 12 M | -7% | 7.65% | 133% | 47 | 46.81% | 2.3 |
|
| 5942 |
RHDIC
5942
R.H. Dinel Investment Counsel
Los Angeles,
California
| USD 156 M | +USD 9.9 M | +7% | 8.66% | 55.9% | 55 | 1.82% | 7.6 |
|
| 5943 |
5943
Lakeside Advisors
Seattle,
Washington
| USD 156 M | +USD 12.3 M | +9% | 11.8% | 83.7% | 63 | 1.59% | 2 |
|
| 5944 |
KC
5944
Kades & Cheifetz
Berwyn,
Pennsylvania
| USD 156 M | +USD 15.1 M | +11% | 4.37% | – | 90 | 11.11% | 1 |
|
| 5945 |
5945
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| USD 156 M | +USD 12.4 M | +9% | 10.7% | 72% | 118 | 15.25% | 2.6 |
|
| 5946 |
5946
Pelion Inc
Salt Lake City,
Utah
| USD 156 M | -USD 17.3 M | -10% | 9.32% | 16.9% | 4 | 0% | 2.3 |
|
| 5947 |
5947
Prosperitas Financial
Valencia,
California
| USD 156 M | +USD 20.3 M | +15% | 12% | 118% | 62 | 11.29% | 0.5 |
|
| 5948 |
5948
Arrowroot Family Office
Marina Del Rey,
California
| USD 156 M | +USD 14.7 M | +10% | 7.11% | – | 129 | 10.08% | 0.8 |
|
| 5949 |
5949
Littlejohn & Co
Greenwich,
Connecticut
| USD 156 M | +USD 13 M | +9% | 5.87% | 66.1% | 38 | 10.53% | 1.8 |
|
| 5950 |
5950
Brooks Moore & Associates
Chattanooga,
Tennessee
| USD 156 M | +USD 10.4 M | +7% | 8.78% | 72.3% | 92 | 9.78% | 3.8 |
|