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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
Peninsula Asset Management
Bradenton,
Florida
| USD 195 M | +USD 82.7 k | +0% | 2.59% | 54.2% | 46 | 8.7% | 8.5 |
|
| 6327 |
6327
Cape Ann Savings Bank
Glocuster,
Massachusetts
| USD 195 M | +USD 7.54 M | +4% | 4.19% | 82% | 115 | 11.3% | 4.9 |
|
| 6328 |
JKA
6328
Jones Kertz & Associates
Blaine,
Minnesota
| USD 195 M | – | – | 6.08% | – | 63 | – | 0 |
|
| 6329 |
PIS
6329
POM Investment Strategies
Raleigh,
North Carolina
| USD 194 M | +USD 10.5 M | +6% | 1.61% | 67.9% | 372 | 50.81% | 0.5 |
|
| 6330 |
6330
Avondale Wealth Management
West Lake Hills,
Texas
| USD 194 M | +USD 6.73 M | +4% | 2.55% | 83.8% | 61 | 9.84% | 4.1 |
|
| 6331 |
6331
Friedenthal Financial
Marlton,
New Jersey
| USD 194 M | +USD 779 k | +0.4% | 1.76% | 105% | 329 | 42.55% | 1.8 |
|
| 6332 |
SPAS
6332
Spectrum Planning & Advisory Services
San Diego,
California
| USD 194 M | +USD 17.2 M | +10% | 1.69% | – | 115 | 10.43% | 1.5 |
|
| 6333 |
6333
Destiny Capital
Golden,
Colorado
| USD 194 M | +USD 10.9 M | +6% | 1.49% | 60.5% | 56 | 10.71% | 2.3 |
|
| 6334 |
6334
Langdon Equity Partners
Toronto,
| USD 194 M | – | – | 5.07% | – | 13 | – | 0 |
|
| 6335 |
6335
17 Capital Partners
Pheonix,
Arizona
| USD 194 M | +USD 10.2 M | +6% | 0.97% | – | 172 | 22.09% | 2.1 |
|
| 6336 |
6336
GatePass Capital
Independence,
Ohio
| USD 194 M | +USD 20.7 M | +12% | 4.69% | – | 181 | 33.15% | 0.6 |
|
| 6337 |
6337
Index Venture Growth Associates III
St. Helier, Channel Islands,
Jersey
| USD 194 M | -USD 82.9 M | -30% | 21.4% | 740% | 3 | 0% | 2.8 |
|
| 6338 |
PCA
6338
Prospect Capital Advisors
Sausalito,
California
| USD 194 M | +USD 913 k | +0.5% | 2.03% | 202% | 31 | 22.58% | 3.9 |
|
| 6339 |
6339
Little Harbor Advisors
Marblehead,
Massachusetts
| USD 194 M | -USD 6.27 M | -3% | 1.86% | 59% | 8 | 0% | 2 |
|
| 6340 |
6340
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| USD 194 M | +USD 4.02 M | +2% | 2.09% | 51.3% | 243 | 9.05% | 2.3 |
|
| 6341 |
6341
Charter Capital Management
Brookfield,
Wisconsin
| USD 194 M | +USD 8.33 M | +4% | 2.84% | – | 67 | 13.43% | 0.4 |
|
| 6342 |
KA
6342
Kearns & Associates
Palos Verdes Estates,
California
| USD 194 M | +USD 5.19 M | +3% | 3.26% | 78.7% | 42 | 4.76% | 2.9 |
|
| 6343 |
6343
Vaughan & Co Securities
Ridgewood,
New Jersey
| USD 193 M | +USD 5.15 M | +3% | 1.48% | 70.7% | 57 | 0% | 4.2 |
|
| 6344 |
6344
Visionary Horizons
Knoxville,
Tennessee
| USD 193 M | +USD 14.1 M | +8% | 1.89% | 69.2% | 119 | 10.92% | 1.2 |
|
| 6345 |
6345
Disciplined Equity Management
Neptune Beach,
Florida
| USD 193 M | +USD 9.24 M | +5% | 2.92% | 72.3% | 64 | 12.5% | 2.5 |
|
| 6346 |
6346
Pennsylvania State University
University Park,
Pennsylvania
| USD 193 M | – | – | 7.54% | – | 2 | – | 0 |
|
| 6347 |
6347
Jim Saulnier & Associates
Fort Collins,
Colorado
| USD 193 M | +USD 13.5 M | +8% | 1.28% | – | 148 | 14.19% | 0.9 |
|
| 6348 |
6348
Vestment Financial
Chanhassen,
Minnesota
| USD 193 M | +USD 17.5 M | +10% | 2.49% | – | 44 | 9.09% | 0.8 |
|
| 6349 |
6349
Values First Advisors
Gray,
Tennessee
| USD 193 M | +USD 5.91 M | +3% | 2.91% | 87.6% | 195 | 19.49% | 2.9 |
|
| 6350 |
6350
Advanced Micro Devices
Santa Clara,
California
| USD 193 M | – | – | 28.8% | – | 2 | – | 0 |
|