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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6026 |
EIM
6026
Ervin Investment Management
Seattle,
Washington
| USD 110 M | +USD 8.92 M | +9% | 8.68% | 92.9% | 35 | 8.57% | 0.9 |
|
| 6027 |
6027
Kapstone Financial Advisors
Lebanon,
Ohio
| USD 110 M | – | – | 8.24% | 131% | 99 | – | 0 |
|
| 6028 |
6028
Peak Financial Advisors
Denver,
Colorado
| USD 110 M | +USD 28.4 M | +35% | 3.91% | 39.1% | 78 | 41.03% | 0.7 |
|
| 6029 |
6029
Kraft Asset Management
Nashville,
Tennessee
| USD 110 M | +USD 11.1 M | +11% | 11.2% | 41% | 28 | 10.71% | 0.7 |
|
| 6030 |
6030
Coombe, Bender & Co
Ellenville,
New York
| USD 110 M | -USD 2.94 M | -3% | 9.96% | – | 86 | 19.77% | 0.4 |
|
| 6031 |
6031
Schubert & Co
Mckinney,
Texas
| USD 110 M | +USD 4.93 M | +5% | 7.21% | 47.3% | 1,668 | 6.35% | 0.9 |
|
| 6032 |
6032
FFG Retirement Advisors
Centennial,
Colorado
| USD 110 M | – | – | 7.24% | 43.4% | 39 | – | 0 |
|
| 6033 |
6033
Chapman Investment Management
San Anselmo,
California
| USD 110 M | -USD 27.1 M | -20% | 7.18% | 57.3% | 41 | 14.63% | 2 |
|
| 6034 |
AIFAIM
6034
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| USD 109 M | +USD 2.37 M | +2% | 7.01% | 79.1% | 111 | 13.51% | 2.2 |
|
| 6035 |
6035
Azarias Capital Management
Berwyn,
Pennsylvania
| USD 109 M | +USD 17.9 M | +20% | 7.73% | 58.2% | 20 | 15% | 0.9 |
|
| 6036 |
6036
Integrity Advisory
Overland Park,
Kansas
| USD 109 M | +USD 1.55 M | +1% | 7.58% | – | 89 | 29.21% | 0.6 |
|
| 6037 |
MSCM
6037
Marlin Sams Capital Management
New York
| USD 109 M | +USD 19.2 M | +21% | 23.1% | 53.1% | 2 | 50% | 0.8 |
|
| 6038 |
6038
HealthCor Management
New York
| USD 109 M | -USD 690 M | -86% | 23.2% | 50.2% | 65 | 75.38% | 0.6 |
|
| 6039 |
6039
Stegner Investment Associates
Louisville,
Kentucky
| USD 109 M | +USD 4.89 M | +5% | 5.42% | 84.8% | 24 | 12.5% | 1.6 |
|
| 6040 |
6040
Salvus Wealth Management
Red Bank,
New Jersey
| USD 109 M | +USD 3.95 M | +4% | 10.5% | 108% | 104 | 14.42% | 1.7 |
|
| 6041 |
6041
Heritage Wealth Partners
Dublin,
Ohio
| USD 109 M | – | – | 1.13% | – | 50 | – | 0 |
|
| 6042 |
6042
Live Oak Investment Partners
Austin,
Texas
| USD 109 M | – | – | 7.32% | – | 290 | – | 0 |
|
| 6043 |
6043
MGG Investment Group
New York
| USD 109 M | -USD 66.1 M | -38% | 20.6% | 44.1% | 2 | 0% | 1 |
|
| 6044 |
6044
RiverGlades Family Offices
Naples,
Florida
| USD 109 M | – | – | 7.78% | – | 76 | – | 3 |
|
| 6045 |
6045
General Partner Inc
Pittsburgh,
Pennsylvania
| USD 109 M | – | – | 8.97% | 83.1% | 208 | – | 0 |
|
| 6046 |
6046
Evergreen Wealth Management
Williamston,
Michigan
| USD 109 M | – | – | 8% | 68.8% | 54 | – | 0 |
|
| 6047 |
HCM
6047
Hawkeye Capital Management
Miami Beach,
Florida
| USD 109 M | -USD 44.1 M | -29% | 5.2% | – | 30 | 50% | 0.9 |
|
| 6048 |
6048
Comprehensive Wealth Management
Lynnwood,
Washington
| USD 109 M | +USD 9.45 M | +10% | 0.26% | 40.6% | 32 | 6.25% | 0.9 |
|
| 6049 |
6049
Washington Capital Management
Seattle,
Washington
| USD 109 M | +USD 9.29 M | +9% | 12.1% | 81.8% | 114 | 16.67% | 2.6 |
|
| 6050 |
6050
SVF Sponsor III
Menlo Park,
California
| USD 109 M | – | – | 3.83% | 133% | 1 | – | 0 |
|