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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6251 |
6251
Alcosta Capital Management
San Ramon,
California
| USD 99.3 M | -USD 2.77 M | -3% | 7.5% | 175% | 39 | 48.72% | 1 |
|
| 6252 |
6252
Verdad Advisers
Boston,
Massachusetts
| USD 99.2 M | +USD 30.4 M | +44% | 6.52% | – | 34 | 41.18% | 0.8 |
|
| 6253 |
6253
Insight Inv LLC
El Segundo,
California
| USD 99.1 M | +USD 8.96 M | +10% | 10.6% | 139% | 100 | 4% | 1 |
|
| 6254 |
6254
Acuitas Investments
Seattle,
Washington
| USD 99.1 M | +USD 2.64 M | +3% | 27.1% | 120% | 49 | 32.65% | 1 |
|
| 6255 |
6255
Camarda Financial Advisors
Fleming Island,
Florida
| USD 99.1 M | +USD 14 M | +16% | 9.48% | 196% | 92 | 44.57% | 1.2 |
|
| 6256 |
6256
Soundwatch Capital
Rowayton,
Connecticut
| USD 99.1 M | -USD 3.64 M | -4% | 7.33% | 79.6% | 19 | 57.89% | 0.8 |
|
| 6257 |
6257
Waycross Investment Management
Bellingham,
Washington
| USD 99 M | – | – | 6.4% | 49.6% | 53 | – | 0 |
|
| 6258 |
6258
Alan B. Lancz & Associates
Toledo,
Ohio
| USD 99 M | +USD 14.8 M | +18% | 9.03% | – | 191 | 18.85% | 0.8 |
|
| 6259 |
6259
Millennium Capital Advisors
Little Rock,
Arkansas
| USD 99 M | +USD 4.24 M | +4% | 8.33% | 134% | 94 | 6.38% | 0.9 |
|
| 6260 |
6260
Shearwater Capital
Denver,
Colorado
| USD 99 M | +USD 10.4 M | +12% | 9.96% | 74.4% | 39 | 12.82% | 0.9 |
|
| 6261 |
6261
HF Advisory Group
Annapolis,
Maryland
| USD 98.9 M | – | – | 7.39% | 73.2% | 131 | – | 0 |
|
| 6262 |
6262
International City Management Association Retirement Corp
Washington,
District of Columbia
| USD 98.9 M | – | – | 6.7% | 48.1% | 6 | – | 0 |
|
| 6263 |
6263
Kopion Asset Management
Mckinney,
Texas
| USD 98.9 M | +USD 7.66 M | +8% | 10.3% | 80.5% | 18 | 0% | 2.6 |
|
| 6264 |
CCM
6264
Conway Capital Management
Burbank,
California
| USD 98.9 M | -USD 13.2 M | -12% | 2.42% | 139% | 52 | 23.08% | 1.5 |
|
| 6265 |
6265
Quarry Hill Advisors
St Paul,
Minnesota
| USD 98.8 M | – | – | 10.9% | 65% | 40 | – | 0 |
|
| 6266 |
6266
HTG Investment Advisors
New Canaan,
Connecticut
| USD 98.8 M | – | – | 11.2% | 57.4% | 51 | – | 0 |
|
| 6267 |
6267
Bay Rivers Group
Williamsburg,
Virginia
| USD 98.7 M | -USD 1.31 M | -1% | 6.37% | 166% | 64 | 12.5% | 2.2 |
|
| 6268 |
6268
Momentum Advisors
New York
| USD 98.7 M | +USD 8.24 M | +9% | 6.97% | – | 84 | 15.48% | 0.4 |
|
| 6269 |
6269
Econ Financial Services
Harrisburg,
Pennsylvania
| USD 98.7 M | -USD 22.7 M | -19% | 9.67% | 16.9% | 79 | 37.97% | 0.6 |
|
| 6270 |
6270
Unconventional Investor
Portsmouth,
New Hampshire
| USD 98.6 M | +USD 6.65 M | +7% | 8.66% | 62.7% | 33 | 15.15% | 0.9 |
|
| 6271 |
6271
Heritage Wealth Management (Texas)
Houston,
Texas
| USD 98.6 M | – | – | 10.1% | 55.9% | 27 | – | 0 |
|
| 6272 |
6272
Robbie L. Kennerson P.A.
Port Orange,
Florida
| USD 98.6 M | – | – | 4.5% | – | 31 | – | 0 |
|
| 6273 |
6273
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| USD 98.5 M | – | – | 7.25% | 74.9% | 38 | – | 0 |
|
| 6274 |
6274
Plotkin Financial Advisors
Chevy Chase,
Maryland
| USD 98.5 M | -USD 357 k | -0.4% | 8.29% | 95.3% | 72 | 12.5% | 2 |
|
| 6275 |
6275
Iams Wealth Management
Omaha,
Nebraska
| USD 98.3 M | – | – | 8.03% | 57.7% | 96 | – | 0 |
|