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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6101 |
6101
Beacon Financial Strategies
Raleigh,
North Carolina
| USD 116 M | -USD 1.1 M | -0.9% | 4.58% | 54.2% | 34 | 5.88% | 0.7 |
|
| 6102 |
6102
Bradley & Co Private Wealth Management
Miami,
Florida
| USD 116 M | -USD 8.4 M | -7% | 5.33% | – | 170 | 11.76% | 0.9 |
|
| 6103 |
6103
VeriStar Capital Management
New York
| USD 116 M | -USD 8.34 M | -7% | 3.27% | 41% | 11 | 18.18% | 0.2 |
|
| 6104 |
6104
Seven Grand Managers
Bronxville,
New York
| USD 116 M | +USD 10.7 M | +10% | 1.05% | 281% | 92 | 63.04% | 0.1 |
|
| 6105 |
6105
GoalFusion Wealth Management
Austin,
Texas
| USD 116 M | +USD 14.3 M | +14% | 2.58% | 47.6% | 22 | 45.45% | 0.1 |
|
| 6106 |
6106
Touchstone Capital
Pittsburgh,
Pennsylvania
| USD 116 M | -USD 8.83 M | -7% | 7.61% | – | 21 | 19.05% | 0.9 |
|
| 6107 |
PCM
6107
Potomac Capital Management
New York
| USD 116 M | +USD 2.18 M | +2% | 0.81% | – | 90 | 31.11% | 1 |
|
| 6108 |
6108
Oppenheimer & Close
New York
| USD 116 M | +USD 9.6 M | +9% | 13.3% | 148% | 64 | 12.5% | 3.8 |
|
| 6109 |
6109
Zeno Research
New York
| USD 116 M | +USD 12.7 M | +12% | 0.36% | 25.2% | 37 | 67.57% | 0.3 |
|
| 6110 |
6110
Fort Henry Capital
Wheeling,
West Virginia
| USD 116 M | -USD 4.07 M | -3% | 5.21% | 39.3% | 15 | 13.33% | 0.9 |
|
| 6111 |
6111
Valley Brook Capital Group
Venetia,
Pennsylvania
| USD 116 M | -USD 68 k | -0.1% | 2.28% | 122% | 124 | 10.48% | 1.1 |
|
| 6112 |
CMS
6112
Capital Market Strategies
Palm Beach Gardens,
Florida
| USD 116 M | -USD 5.72 M | -5% | 3.14% | 120% | 168 | 20.24% | 0.2 |
|
| 6113 |
6113
PFS Partners
Mine Hill,
New Jersey
| USD 116 M | -USD 19.2 M | -14% | 4.49% | 65.2% | 370 | 10.54% | 0.2 |
|
| 6114 |
6114
Ardian France
Paris,
France
| USD 116 M | -USD 21.7 M | -16% | 14.5% | – | 1 | 0% | 0.3 |
|
| 6115 |
6115
Coury Firm Asset Management
Pittsburgh,
Pennsylvania
| USD 115 M | -USD 16.2 M | -12% | 4.81% | – | 70 | 20% | 0.2 |
|
| 6116 |
6116
Brooklyn FI
New York
| USD 115 M | +USD 8.91 M | +8% | 5.46% | 60.4% | 46 | 19.57% | 0.2 |
|
| 6117 |
6117
Presidio Capital Management
San Diego,
California
| USD 115 M | -USD 1.12 M | -1% | 1.18% | 56.1% | 47 | 44.68% | 0.2 |
|
| 6118 |
6118
Shore Point Advisors
Brielle,
New Jersey
| USD 115 M | -USD 5.01 M | -4% | 4.59% | 54.6% | 215 | 82.79% | 0.2 |
|
| 6119 |
6119
McDonough Capital Management
Orlando,
Florida
| USD 115 M | -USD 7.78 M | -6% | 3.41% | 98.1% | 42 | 4.76% | 0.2 |
|
| 6120 |
6120
Madryn Asset Management
New York
| USD 115 M | -USD 35 M | -23% | 17.2% | – | 4 | 0% | 0.3 |
|
| 6121 |
6121
Azarias Capital Management
Berwyn,
Pennsylvania
| USD 115 M | +USD 3.59 M | +3% | 8.25% | 58.2% | 21 | 9.52% | 0.3 |
|
| 6122 |
6122
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
| USD 115 M | -USD 88.6 M | -44% | 1.65% | – | 200 | 39% | 0.4 |
|
| 6123 |
6123
Dean Capital Management
Overland Park,
Kansas
| USD 115 M | -USD 1.26 M | -1% | 1.35% | 89.7% | 77 | 9.09% | 1.3 |
|
| 6124 |
6124
Opal Wealth Advisors
Jericho,
New York
| USD 115 M | -USD 43.2 M | -27% | 7.49% | 62.3% | 134 | 27.61% | 0.8 |
|
| 6125 |
6125
Capital CS Group
Irvine,
California
| USD 115 M | -USD 12.5 M | -10% | 0.64% | 27.8% | 87 | 59.77% | 0.5 |
|