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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 |
6026
Salvus Wealth Management
Red Bank,
New Jersey
| USD 141 M | +USD 14.3 M | +11% | 13.8% | 108% | 109 | 6.42% | 2.2 |
|
| 6027 |
6027
New Republic Capital
Charlotte,
North Carolina
| USD 141 M | +USD 18 M | +15% | 11.2% | 107% | 240 | 18.75% | 0.7 |
|
| 6028 |
6028
Cascade Investment Advisors
Oregon City,
Oregon
| USD 140 M | +USD 14.1 M | +11% | 11.7% | 79.1% | 114 | 12.28% | 3.9 |
|
| 6029 |
6029
Strategic Investment Management
Arlington,
Virginia
| USD 140 M | +USD 58.8 M | +72% | 5.66% | 53.4% | 12 | 16.67% | 5.4 |
|
| 6030 |
6030
TLW Wealth Management
Indian Rocks Beach,
Florida
| USD 140 M | +USD 8.79 M | +7% | 9.9% | 98.3% | 20 | 10% | 3.2 |
|
| 6031 |
SCM
6031
Soros Capital Management
New York
| USD 140 M | -USD 98.2 M | -41% | 18.3% | 673% | 43 | 46.51% | 1.6 |
|
| 6032 |
6032
Fortis Advisors
Wayne,
Pennsylvania
| USD 140 M | +USD 7.28 M | +5% | 6.4% | 74.4% | 93 | 9.68% | 3.3 |
|
| 6033 |
6033
iSAM Funds (UK)
London,
United Kingdom
| USD 140 M | -USD 17.8 M | -11% | 10.9% | 53.7% | 364 | 86.26% | 0.1 |
|
| 6034 |
6034
Long Island Wealth Management
Melville,
New York
| USD 140 M | – | – | 9.74% | 58.2% | 433 | – | 0 |
|
| 6035 |
6035
Planning Directions
Glen Mills,
Pennsylvania
| USD 140 M | +USD 9.5 M | +7% | 8.48% | 46.3% | 72 | 13.89% | 2.9 |
|
| 6036 |
6036
InceptionR
Lafayette,
California
| USD 140 M | -USD 36.1 M | -20% | 11.5% | 62.9% | 560 | 74.11% | 0.2 |
|
| 6037 |
6037
Superstring Capital Management
New York
| USD 140 M | – | – | 49.5% | – | 30 | – | 0 |
|
| 6038 |
6038
Fairbanks Capital Management
Rancho Santa Fe,
California
| USD 140 M | +USD 21.3 M | +18% | 14.6% | 90% | 54 | 3.7% | 4.3 |
|
| 6039 |
6039
Aegon USA Investment Management
Cedar Rapids,
Iowa
| USD 140 M | +USD 1.39 M | +1% | 8.46% | 44.9% | 39 | 15.38% | 2.3 |
|
| 6040 |
6040
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| USD 140 M | +USD 16.4 M | +13% | 1.38% | 63.5% | 37 | 35.14% | 0.7 |
|
| 6041 |
6041
American Capital Advisory
Ketchum,
Idaho
| USD 140 M | – | – | 9.51% | 69% | 439 | – | 0 |
|
| 6042 |
6042
Worth Asset Management
Dallas,
Texas
| USD 140 M | +USD 16.2 M | +13% | 9.49% | 115% | 137 | 52.55% | 0.9 |
|
| 6043 |
6043
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| USD 140 M | +USD 16.4 M | +13% | 10.3% | 51.7% | 389 | 14.91% | 1.5 |
|
| 6044 |
6044
BCR Wealth Strategies
Vestavia,
Alabama
| USD 139 M | +USD 14 M | +11% | 8.99% | 45.1% | 19 | 0% | 1.8 |
|
| 6045 |
6045
Black Diamond Capital Management
Stamford,
Connecticut
| USD 139 M | +USD 446 k | +0.3% | 3.37% | 28.3% | 11 | 9.09% | 2.4 |
|
| 6046 |
6046
William Allan Corp
Fort Collins,
Colorado
| USD 139 M | +USD 13.1 M | +10% | 13.2% | 94.2% | 49 | 6.12% | 1.8 |
|
| 6047 |
6047
EPIQ Partners
Minneapolis,
Minnesota
| USD 139 M | +USD 6.96 M | +5% | 7.28% | 49.6% | 74 | 14.86% | 2.9 |
|
| 6048 |
TFG
6048
Team Financial Group
Temecula,
California
| USD 139 M | +USD 18.3 M | +15% | 7.41% | 46% | 237 | 19.41% | 0.2 |
|
| 6049 |
6049
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| USD 139 M | +USD 15.6 M | +13% | 12.7% | 81.5% | 128 | 13.28% | 7.4 |
|
| 6050 |
6050
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| USD 139 M | +USD 6.75 M | +5% | 9.78% | 69.3% | 121 | 9.09% | 6.3 |
|