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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6226 |
6226
Ategra Capital Management
Vienna,
Virginia
| USD 222 M | +USD 21.1 M | +10% | 13.2% | 114% | 28 | 17.86% | 2.3 |
|
| 6227 |
6227
Mirabaud Asset Management (France)
Paris,
France
| USD 222 M | +USD 26.5 M | +14% | 0% | – | 28 | 0% | 0.1 |
|
| 6228 |
6228
Whalen Wealth Management
Las Vegas,
Nevada
| USD 222 M | +USD 35.6 M | +19% | 22% | 90.2% | 225 | 36% | 0.7 |
|
| 6229 |
6229
BankPlus Wealth Management
Jackson,
Mississippi
| USD 222 M | +USD 28.7 M | +15% | 12.4% | – | 129 | 11.63% | 1.1 |
|
| 6230 |
6230
Mendel Capital Management
Little Rock,
Arkansas
| USD 222 M | +USD 23.3 M | +12% | 15.1% | – | 102 | 7.84% | 3.3 |
|
| 6231 |
6231
Coign Capital Advisors
Draper,
Utah
| USD 222 M | +USD 31.9 M | +17% | 11.1% | – | 97 | 26.8% | 1.1 |
|
| 6232 |
CE
6232
Cornerstone Enterprises
Appleton,
Wisconsin
| USD 222 M | +USD 21.1 M | +10% | 18.2% | 85.7% | 43 | 20.93% | 1.3 |
|
| 6233 |
6233
PTM Wealth Management
North Wales,
United States
| USD 222 M | +USD 33.4 M | +18% | 16.2% | – | 63 | 11.11% | 1 |
|
| 6234 |
6234
17 Capital Partners
Pheonix,
Arizona
| USD 222 M | +USD 27.8 M | +14% | 17.5% | – | 184 | 10.87% | 2.2 |
|
| 6235 |
6235
Sylvest Advisors
Dallas,
Texas
| USD 222 M | +USD 33.8 M | +18% | 12.2% | – | 83 | 21.69% | 1.1 |
|
| 6236 |
LCM
6236
Lionhunter Capital Management
New York
| USD 222 M | – | – | 13.5% | – | 109 | – | 0 |
|
| 6237 |
HCA
6237
Hyperion Capital Advisors
New York
| USD 222 M | +USD 14.1 M | +7% | 22.8% | 86.1% | 73 | 15.07% | 3.3 |
|
| 6238 |
6238
Ampersand Capital Group
Burlingame,
California
| USD 222 M | +USD 38.9 M | +21% | 8.01% | – | 7 | 0% | 1.5 |
|
| 6239 |
6239
First Community Trust
Dubuque,
Iowa
| USD 221 M | +USD 85.9 M | +63% | 28.3% | 128% | 370 | 12.97% | 3.2 |
|
| 6240 |
6240
Monolith Management
Hong Kong
| USD 221 M | -USD 111 M | -33% | 68.7% | – | 41 | 73.17% | 0.3 |
|
| 6241 |
6241
American Financial & Tax Strategies
New York
| USD 221 M | +USD 15.6 M | +8% | 8.8% | 46.9% | 102 | 4.9% | 2.2 |
|
| 6242 |
6242
MWA Asset Management
Lexington,
Massachusetts
| USD 221 M | +USD 38.7 M | +21% | 37.1% | 174% | 135 | 11.11% | 2.1 |
|
| 6243 |
WA1
6243
Wimmer Associates 1
Pasadena,
California
| USD 221 M | +USD 16.6 M | +8% | 13.8% | 78.9% | 116 | 7.76% | 7.3 |
|
| 6244 |
6244
Estate Planners Group
Yardley,
Pennsylvania
| USD 221 M | +USD 13 M | +6% | 11.1% | – | 86 | 33.72% | 0.4 |
|
| 6245 |
6245
Ausbil Investment Management
Sydney,
Australia
| USD 221 M | +USD 20 M | +10% | 8.53% | 115% | 77 | 33.77% | 1.3 |
|
| 6246 |
6246
Ryan Investment Management
Basalt,
Colorado
| USD 221 M | +USD 43.1 M | +24% | 12% | – | 33 | 48.48% | 0.5 |
|
| 6247 |
6247
Ameraudi Asset Management
New York
| USD 221 M | +USD 36.8 M | +20% | 8.88% | 51.5% | 49 | 22.45% | 3.3 |
|
| 6248 |
RCS
6248
R2 Capital Strategies
Lincoln,
Nebraska
| USD 221 M | – | – | 12.6% | – | 115 | – | 0 |
|
| 6249 |
EV
6249
EJMK Ventures
Itasca,
Illinois
| USD 220 M | +USD 41.3 M | +23% | 17.5% | – | 190 | 26.84% | 0.4 |
|
| 6250 |
CIA
6250
Citadel Investment Advisory
Chesterland,
Ohio
| USD 220 M | +USD 10.7 M | +5% | 7.46% | 66.1% | 78 | 2.56% | 4.9 |
|