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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
W.H. Cornerstone Investments
Kingston,
Massachusetts
| USD 110 M | +USD 4.86 M | +5% | 4.87% | 58.2% | 141 | 17.73% | 0.4 |
|
| 6102 |
6102
Catawba River Capital
Lake Wylie,
South Carolina
| USD 110 M | +USD 14.6 M | +15% | 4.49% | 65.1% | 22 | 18.18% | 1.7 |
|
| 6103 |
6103
Institutional Venture Management XIII
Menlo Park,
California
| USD 110 M | -USD 2.82 M | -2% | 6.92% | – | 4 | 25% | 1.2 |
|
| 6104 |
6104
McClarren Financial Advisors
State College,
Pennsylvania
| USD 110 M | +USD 4.7 M | +4% | 6.2% | 63% | 485 | 3.09% | 0.5 |
|
| 6105 |
NED
6105
Nancy E. Dempze
| USD 110 M | +USD 7.41 M | +7% | 7.17% | 94.5% | 66 | 6.06% | 4.6 |
|
| 6106 |
ICMP
6106
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| USD 110 M | +USD 1.44 M | +1% | 3.48% | 39.7% | 95 | 42.11% | 1.6 |
|
| 6107 |
6107
HTG Investment Advisors
New Canaan,
Connecticut
| USD 110 M | +USD 10.9 M | +11% | 4.8% | 62.9% | 52 | 3.85% | 0.2 |
|
| 6108 |
6108
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| USD 110 M | -USD 5.69 M | -5% | 4.48% | 83.3% | 72 | 11.11% | 5 |
|
| 6109 |
6109
Apricus Wealth
Beaufort,
South Carolina
| USD 110 M | -USD 195 k | -0.2% | 0.71% | 80.6% | 86 | 12.79% | 1.1 |
|
| 6110 |
6110
VeriStar Capital Management
New York
| USD 110 M | +USD 6.03 M | +6% | 11.3% | 41% | 12 | 25% | 1 |
|
| 6111 |
6111
Granite Harbor Advisors
Houston,
Texas
| USD 110 M | +USD 11.4 M | +12% | 6.93% | 70.1% | 71 | 8.45% | 0.2 |
|
| 6112 |
6112
Mountain Lake Investment Management
Boca Raton,
Florida
| USD 110 M | -USD 22 M | -17% | 0.2% | 64% | 35 | 45.71% | 1.8 |
|
| 6113 |
6113
Objective Capital Management
Pepper Pike,
Ohio
| USD 110 M | +USD 8.89 M | +9% | 8.1% | – | 98 | 9.18% | 1.1 |
|
| 6114 |
6114
Strategic Financial Planning
Plano,
Texas
| USD 109 M | +USD 6.22 M | +6% | 4.76% | 47.5% | 32 | 3.13% | 2.7 |
|
| 6115 |
6115
Revisor Wealth Management
Akron,
Ohio
| USD 109 M | – | – | 5.17% | 72% | 154 | – | 0 |
|
| 6116 |
6116
Chesapeake Asset Management
New York
| USD 109 M | – | – | 7.08% | 166% | 422 | – | 0.7 |
|
| 6117 |
6117
Altman Advisors
Chicago,
Illinois
| USD 109 M | -USD 52.8 M | -33% | 7.19% | 143% | 99 | 33.33% | 2.1 |
|
| 6118 |
6118
Elevation Wealth Partners
Santa Rosa,
California
| USD 109 M | – | – | 6.03% | 69.9% | 352 | – | 0 |
|
| 6119 |
6119
InTrack Investment Management
South Burlington,
Vermont
| USD 109 M | +USD 9.22 M | +9% | 9.09% | 99.2% | 135 | 22.22% | 1.4 |
|
| 6120 |
6120
SRN Advisors
Huntingdon Valley,
Pennsylvania
| USD 109 M | +USD 8.27 M | +8% | 18.7% | 146% | 90 | 7.78% | 1.4 |
|
| 6121 |
6121
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| USD 109 M | +USD 8.39 M | +8% | 5.76% | 59.7% | 58 | 1.72% | 0.2 |
|
| 6122 |
6122
Two Seas Capital
Rye,
New York
| USD 109 M | +USD 3.69 M | +4% | 4.83% | 344% | 11 | 9.09% | 0.9 |
|
| 6123 |
6123
Investments & Financial Planning LLC
Lexington,
Kentucky
| USD 109 M | +USD 6.9 M | +7% | 6.09% | 68% | 36 | 0% | 1.1 |
|
| 6124 |
6124
Riverwater Partners
Milwaukee,
Wisconsin
| USD 109 M | -USD 8.23 M | -7% | 6.98% | 112% | 215 | 20.47% | 0.8 |
|
| 6125 |
6125
Euclidean Technologies Management
Seattle,
Washington
| USD 109 M | +USD 3.75 M | +4% | 5.47% | 124% | 98 | 51.02% | 1.1 |
|