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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 |
DRD
6026
Dennis R. Delaney
| USD 200 M | +USD 4.92 M | +3% | 6.72% | 84.3% | 50 | 4% | 6.1 |
|
| 6027 |
LPCM
6027
Lynwood Price Capital Management
Austin,
Texas
| USD 200 M | -USD 1.53 M | -0.8% | 0.1% | – | 16 | 18.75% | 0.6 |
|
| 6028 |
6028
Rubicon Founders
Nashville,
Tennessee
| USD 199 M | -USD 13.3 M | -6% | 1.97% | – | 3 | 0% | 0.9 |
|
| 6029 |
6029
Axa
Paris,
France
| USD 199 M | -USD 34.6 mil M | -99% | 8.53% | 101% | 1,077 | 94.34% | 10.1 |
|
| 6030 |
6030
Unconventional Investor
Portsmouth,
New Hampshire
| USD 199 M | +USD 18.5 M | +10% | 6.84% | 62.7% | 46 | 15.22% | 2.4 |
|
| 6031 |
6031
Gate City Capital Management
Chicago,
Illinois
| USD 199 M | +USD 31.4 M | +19% | 15% | – | 17 | 17.65% | 1.1 |
|
| 6032 |
6032
Security National Bank of So Dak
Sioux City,
Iowa
| USD 199 M | +USD 15.4 M | +8% | 10.6% | 67.7% | 115 | 8.7% | 6 |
|
| 6033 |
6033
Lauterbach Financial Advisors
El Paso,
Texas
| USD 199 M | +USD 17.1 M | +9% | 7.89% | 76.5% | 84 | 5.95% | 2.5 |
|
| 6034 |
6034
MOKAN Wealth Management
Overland Park,
Kansas
| USD 199 M | +USD 19.9 M | +11% | 6.69% | – | 103 | 24.27% | 0.5 |
|
| 6035 |
6035
McDonough Capital Management
Orlando,
Florida
| USD 199 M | +USD 20.3 M | +11% | 12.4% | 98.1% | 54 | 9.26% | 2.8 |
|
| 6036 |
6036
Beaumont Asset Management
Beaumont,
Texas
| USD 199 M | +USD 12.5 M | +7% | 7.17% | 73.1% | 73 | 17.81% | 2.8 |
|
| 6037 |
6037
Maripau Wealth Management
Fort Wayne,
Indiana
| USD 199 M | +USD 170 k | +0.1% | 6.19% | 55.6% | 166 | 21.08% | 1.2 |
|
| 6038 |
6038
Ciovacco Capital Management
Atlanta,
Georgia
| USD 199 M | +USD 14.8 M | +8% | 9.12% | 88.5% | 31 | 29.03% | 1.4 |
|
| 6039 |
6039
Pacific Wealth Management
San Diego,
California
| USD 199 M | -USD 3.94 M | -2% | 7.35% | 72.8% | 26 | 26.92% | 1.5 |
|
| 6040 |
LI
6040
Latigo Investments
Fort Lauderdale,
Florida
| USD 198 M | +USD 4.23 M | +2% | 7.05% | 62.6% | 15 | 6.67% | 3.4 |
|
| 6041 |
6041
GGM Financials
Columbus,
Ohio
| USD 198 M | +USD 26.1 M | +15% | 6.27% | – | 229 | 73.8% | 0.3 |
|
| 6042 |
6042
Gray Private Wealth
Canton,
Massachusetts
| USD 198 M | +USD 12.3 M | +7% | 7.75% | – | 48 | 8.33% | 1.2 |
|
| 6043 |
6043
Littlejohn & Co
Greenwich,
Connecticut
| USD 198 M | -USD 12.2 M | -6% | 16.5% | 66.1% | 22 | 13.64% | 3.1 |
|
| 6044 |
6044
Decagon Asset Management
London,
United Kingdom
| USD 198 M | +USD 44.7 M | +29% | 14.1% | – | 84 | 63.1% | 0.3 |
|
| 6045 |
6045
Kiker Wealth Management
Jasper,
Georgia
| USD 198 M | +USD 20.6 M | +12% | 11.7% | – | 678 | 74.63% | 0.5 |
|
| 6046 |
KLP
6046
Kent Lake PR
Anasco,
Puerto Rico
| USD 198 M | -USD 28.8 M | -13% | 2.61% | – | 58 | 60.34% | 0.4 |
|
| 6047 |
6047
Aster Capital Management
Dubai,
United Arab Emirates
| USD 198 M | -USD 243 M | -55% | 4.69% | – | 1,452 | 68.87% | 0.3 |
|
| 6048 |
6048
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| USD 198 M | +USD 17.3 M | +10% | 7.3% | 65.6% | 57 | 14.04% | 1.2 |
|
| 6049 |
6049
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| USD 198 M | -USD 4.38 M | -2% | 4.98% | – | 60 | 6.67% | 3.3 |
|
| 6050 |
6050
ADE LLC
Baltimore,
Maryland
| USD 198 M | +USD 9.9 M | +5% | 6.4% | 59.8% | 88 | 14.77% | 3.3 |
|