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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6151 |
6151
Hahn Capital Management
Walnut Creek,
California
| USD 155 M | -USD 55.1 M | -26% | 12.4% | 71.7% | 33 | 15.15% | 6.8 |
|
| 6152 |
6152
Aspen Wealth Strategies
Arvada,
Colorado
| USD 155 M | +USD 11.4 M | +8% | 6.71% | 65.8% | 86 | 20.93% | 1.2 |
|
| 6153 |
6153
OEP Capital Advisors
New York
| USD 155 M | +USD 16 M | +12% | 12.3% | 23.2% | 2 | 50% | 3.8 |
|
| 6154 |
6154
Family Capital Management
Grand Rapids,
Michigan
| USD 155 M | +USD 8.48 M | +6% | 4.67% | 78.7% | 69 | 4.35% | 1.4 |
|
| 6155 |
FAG
6155
Financial Architects (Georgia)
Woodstock,
Georgia
| USD 155 M | +USD 8.08 M | +5% | 5.15% | 35.9% | 21 | 0% | 0.7 |
|
| 6156 |
6156
Cosner Financial Group
Windsor,
Colorado
| USD 155 M | +USD 13.7 M | +10% | 6.3% | 56.1% | 36 | 11.11% | 0.9 |
|
| 6157 |
6157
Mendon Capital Advisors
Key Largo,
Florida
| USD 155 M | -USD 25.3 M | -14% | 15.3% | – | 55 | 38.18% | 2.9 |
|
| 6158 |
VFG
6158
V2 Financial group
Naperville,
Illinois
| USD 155 M | +USD 5.69 M | +4% | 6.82% | 63.3% | 81 | 6.17% | 2.3 |
|
| 6159 |
6159
Financial Designs
Claremont,
California
| USD 155 M | +USD 9.46 M | +7% | 4.85% | 49% | 20 | 5% | 0.6 |
|
| 6160 |
6160
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| USD 155 M | +USD 16.2 M | +12% | 6.32% | 65.6% | 53 | 15.09% | 0.6 |
|
| 6161 |
TL
6161
TowerView LLC
New York
| USD 155 M | +USD 2.28 M | +1% | 0.67% | 16.3% | 30 | 30% | 3.2 |
|
| 6162 |
GA
6162
Gagnon Advisors
New York
| USD 155 M | +USD 23.5 M | +18% | 15.8% | 214% | 29 | 13.79% | 5.1 |
|
| 6163 |
6163
HRC Wealth Management
Moscow,
Idaho
| USD 155 M | +USD 8.76 M | +6% | 5.65% | 82.2% | 44 | 4.55% | 0.6 |
|
| 6164 |
6164
Ables Iannone Moore & Associates
Savannah,
Georgia
| USD 155 M | +USD 3.57 M | +2% | 4.67% | 116% | 58 | 6.9% | 0.7 |
|
| 6165 |
6165
New Millennium Group
Sandy,
Utah
| USD 155 M | +USD 1.62 M | +1% | 6.53% | 176% | 427 | 7.26% | 0.5 |
|
| 6166 |
6166
Hudson Canyon Capital Management
New York
| USD 155 M | +USD 6.9 M | +5% | 4.85% | 182% | 58 | 13.79% | 2.9 |
|
| 6167 |
6167
First National Bank of Hutchinson
Hutchinson,
Kansas
| USD 155 M | -USD 1.95 M | -1% | 5.46% | 121% | 100 | 15% | 4.1 |
|
| 6168 |
6168
Efficient Frontier Advisors
Eastford,
Connecticut
| USD 155 M | +USD 12.7 M | +9% | 5.08% | – | 18 | 11.11% | 0.6 |
|
| 6169 |
6169
CRCM LP
San Francisco,
California
| USD 154 M | +USD 16.2 M | +12% | 3.88% | – | 7 | 57.14% | 0.3 |
|
| 6170 |
BCM
6170
BluePointe Capital Management
Menlo Park,
California
| USD 154 M | +USD 5.27 M | +4% | 5.14% | – | 89 | 4.49% | 0.7 |
|
| 6171 |
6171
Blue Door Asset Management
Stamford,
Connecticut
| USD 154 M | -USD 18.7 M | -11% | 6.81% | 127% | 24 | 58.33% | 1.1 |
|
| 6172 |
6172
Lynx Capital Group
Beachwood,
Ohio
| USD 154 M | +USD 9.7 M | +7% | 8.16% | 65.6% | 83 | 13.25% | 0.7 |
|
| 6173 |
6173
Valued Wealth Advisors
Holladay,
Utah
| USD 154 M | +USD 8.6 M | +6% | 6.3% | 62% | 661 | 10.44% | 0.6 |
|
| 6174 |
6174
Fortis Advisors
Wayne,
Pennsylvania
| USD 154 M | +USD 12.3 M | +9% | 4.74% | 72.8% | 111 | 14.41% | 3 |
|
| 6175 |
6175
Washington University
St Louis,
Missouri
| USD 154 M | -USD 65.5 M | -30% | 2.67% | 30.4% | 4 | 25% | 1.6 |
|