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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5976 |
5976
Lockheed Martin
Bethesda,
Maryland
| USD 132 M | – | – | 15% | – | 2 | – | 0 |
|
| 5977 |
5977
Socha Financial Group
Corning,
New York
| USD 132 M | – | – | 8.68% | 88.4% | 17 | – | 0 |
|
| 5978 |
5978
Portland Hill Asset Management
London,
United Kingdom
| USD 132 M | -USD 19.1 M | -13% | 0.46% | 30.2% | 41 | 0% | 2.5 |
|
| 5979 |
5979
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
| USD 132 M | – | – | 6.67% | 44.5% | 55 | – | 0 |
|
| 5980 |
5980
Coury Firm Asset Management
Pittsburgh,
Pennsylvania
| USD 132 M | – | – | 3.18% | – | 62 | – | 0 |
|
| 5981 |
5981
New Millennium Group
Sandy,
Utah
| USD 132 M | – | – | 11.6% | 176% | 52 | – | 0 |
|
| 5982 |
5982
Pacific Wealth Management
San Diego,
California
| USD 132 M | +USD 11.8 M | +10% | 8.44% | 72.8% | 14 | 50% | 0.5 |
|
| 5983 |
5983
AWM Capital
Phoenix,
Arizona
| USD 132 M | -USD 2.01 M | -2% | 7.44% | 51.1% | 64 | 17.19% | 0.2 |
|
| 5984 |
5984
Smart Portfolios LLC
Seattle,
Washington
| USD 131 M | +USD 6.04 M | +5% | 1.85% | 41.3% | 62 | 30.65% | 1.3 |
|
| 5985 |
5985
LRT Capital Management
Austin,
Texas
| USD 131 M | – | – | 6.64% | 76.2% | 54 | – | 0 |
|
| 5986 |
5986
Mad River Investors
Boston,
Massachusetts
| USD 131 M | -USD 24.6 M | -16% | 4.02% | 169% | 30 | 20% | 3.8 |
|
| 5987 |
5987
Level Financial Advisors
East Amherst,
New York
| USD 131 M | – | – | 5.01% | 44% | 283 | – | 0 |
|
| 5988 |
WIM
5988
Wilen Investment Management
Bonita Springs,
Florida
| USD 131 M | +USD 8.7 M | +7% | 9.54% | 79.9% | 96 | 10.42% | 3.6 |
|
| 5989 |
5989
AH Equity Partners Bio III
Menlo Park,
California
| USD 131 M | – | – | 31.3% | – | 1 | – | 0 |
|
| 5990 |
5990
Light Sky Macro
New York
| USD 131 M | – | – | 4.4% | – | 13 | – | 0 |
|
| 5991 |
5991
Bruderman Asset Management
Locust Valley,
New York
| USD 131 M | -USD 267 M | -67% | 11.3% | 31.7% | 130 | 23.08% | 2.1 |
|
| 5992 |
WWMSC
5992
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| USD 131 M | +USD 5.37 M | +4% | 6.27% | 36.4% | 729 | 12.35% | 1.3 |
|
| 5993 |
5993
Kellett Wealth Advisors
Cincinnati,
Ohio
| USD 131 M | – | – | 8.76% | 76.3% | 71 | – | 0 |
|
| 5994 |
5994
Diametric Capital
Boston,
Massachusetts
| USD 131 M | +USD 3.81 M | +3% | 4.65% | 175% | 213 | 68.54% | 0.4 |
|
| 5995 |
5995
Morton Brown Family Wealth
Allentown,
Pennsylvania
| USD 131 M | – | – | 5% | 54.5% | 229 | – | 0 |
|
| 5996 |
AIP
5996
Alapocas Investment Partners
Beverly,
Massachusetts
| USD 130 M | – | – | 14.5% | 58.3% | 18 | – | 0 |
|
| 5997 |
5997
Two Seas Capital
Rye,
New York
| USD 130 M | – | – | 4.5% | 344% | 13 | – | 0 |
|
| 5998 |
GL
5998
GHE LLC
Memphis,
Tennessee
| USD 130 M | – | – | 15.1% | 188% | 53 | – | 0 |
|
| 5999 |
5999
Innovius Capital Management
San Francisco,
California
| USD 130 M | – | – | 43% | 56.4% | 2 | – | 0 |
|
| 6000 |
6000
North Run Capital
Boston,
Massachusetts
| USD 130 M | -USD 8.6 M | -6% | 0.03% | 19.4% | 22 | 13.64% | 1.9 |
|