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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6326 |
6326
Catawba River Capital
Lake Wylie,
South Carolina
| USD 95.4 M | +USD 11.4 M | +14% | 2.67% | 89.5% | 19 | 15.79% | 1.7 |
|
| 6327 |
6327
Eagle Bluffs Wealth Management
Columbia,
Missouri
| USD 95.4 M | +USD 8.74 M | +10% | 8.6% | 95.5% | 62 | 8.06% | 0.9 |
|
| 6328 |
6328
Terra Nova Asset Management
New York
| USD 95.3 M | +USD 3.8 M | +4% | 11.1% | 172% | 89 | 16.85% | 2.6 |
|
| 6329 |
CSI
6329
Cross Staff Investments
Pittsford,
New York
| USD 95.3 M | +USD 6.04 M | +7% | 6.27% | 80.3% | 121 | 14.05% | 0.9 |
|
| 6330 |
6330
Data Collective IV
Palo Alto,
California
| USD 95.2 M | -USD 31.3 M | -25% | 13.6% | 317% | 6 | 16.67% | 0.8 |
|
| 6331 |
HC
6331
Hoese & Co
Glencoe,
Minnesota
| USD 95.2 M | +USD 10.5 M | +12% | 7.01% | 51% | 198 | 11.11% | 1.5 |
|
| 6332 |
6332
PFS Partners
Mine Hill,
New Jersey
| USD 95 M | +USD 2.54 M | +3% | 7.4% | 65.2% | 389 | 8.23% | 0.9 |
|
| 6333 |
KA
6333
Kearns & Associates
Palos Verdes Estates,
California
| USD 95 M | +USD 21.1 M | +28% | 7.38% | 78.7% | 41 | 68.29% | 0.3 |
|
| 6334 |
6334
Empirical Asset Management
Wellesley,
Massachusetts
| USD 95 M | +USD 3.29 M | +4% | 8.89% | 94.5% | 181 | 30.39% | 0.6 |
|
| 6335 |
MF
6335
Meridian Financial
Holliston,
Massachusetts
| USD 95 M | +USD 8.92 M | +10% | 8.27% | 58.5% | 91 | 9.89% | 0.9 |
|
| 6336 |
6336
TTP Investments
San Jose,
California
| USD 95 M | +USD 11.7 M | +14% | 4.95% | 232% | 44 | 27.27% | 0.9 |
|
| 6337 |
SC
6337
Samjo Capital
New York
| USD 94.9 M | +USD 13 M | +16% | 9.26% | 89.1% | 15 | 20% | 1.5 |
|
| 6338 |
6338
Counterpoint Mutual Funds
San Diego,
California
| USD 94.9 M | +USD 53.8 M | +131% | 8.84% | 74.3% | 458 | 81% | 0.1 |
|
| 6339 |
6339
Global Assets Advisory
Orlando,
Florida
| USD 94.8 M | -USD 4.03 M | -4% | 8.07% | 95.9% | 155 | 16.77% | 0.3 |
|
| 6340 |
SWG
6340
Summit Wealth Group
White River Junction,
Vermont
| USD 94.7 M | +USD 10 M | +12% | 5.43% | 53% | 31 | 25.81% | 1.2 |
|
| 6341 |
6341
Caldwell Investment Management
Toronto,
Ontario, Canada
| USD 94.7 M | +USD 12.5 M | +15% | 10.9% | 162% | 30 | 26.67% | 0.7 |
|
| 6342 |
6342
Perkins Capital Management
Wayzata,
Minnesota
| USD 94.7 M | +USD 5.36 M | +6% | 9.51% | 389% | 109 | 12.84% | 4 |
|
| 6343 |
6343
Benchmark Investment Advisors
Chicago,
Illinois
| USD 94.7 M | +USD 1.84 M | +2% | 8.05% | – | 103 | 17.48% | 0.8 |
|
| 6344 |
6344
KilterHowling LLC
Boulder,
Colorado
| USD 94.5 M | +USD 11.3 M | +14% | 5.28% | 51.3% | 55 | 32.73% | 0.8 |
|
| 6345 |
6345
Kessler Investment Group
Columbus,
Indiana
| USD 94.5 M | -USD 26.7 M | -22% | 9.88% | 251% | 201 | 23.88% | 2.3 |
|
| 6346 |
6346
Axiom Advisory
San Diego,
California
| USD 94.5 M | +USD 10.4 M | +12% | 3.63% | 16.4% | 27 | 7.41% | 0.9 |
|
| 6347 |
6347
Ellerson Group
Annapolis,
Maryland
| USD 94.4 M | – | – | 17.4% | 178% | 47 | – | 0 |
|
| 6348 |
6348
Brewster Financial Planning
Brooklyn,
New York
| USD 94.4 M | +USD 8.79 M | +10% | 7.01% | 44.3% | 13 | 7.69% | 0.9 |
|
| 6349 |
CI
6349
Carroll Investors
Mt Pleasant,
South Carolina
| USD 94.3 M | -USD 29.8 M | -24% | 3.15% | 241% | 47 | 25.53% | 0.6 |
|
| 6350 |
6350
Guardian Financial Partners
Orange,
California
| USD 94.3 M | +USD 7.95 M | +9% | 7.47% | 53.9% | 42 | 26.19% | 0.7 |
|