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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6476 |
6476
Credit Capital Investments
Livingston,
New Jersey
| USD 103 M | +USD 10.8 M | +12% | 9.62% | 500% | 65 | 67.69% | 0.8 |
|
| 6477 |
6477
Flower City Capital
Pittsford,
New York
| USD 103 M | – | – | 6.66% | 69.5% | 50 | – | 0 |
|
| 6478 |
6478
Akaris Global Partners
New York
| USD 103 M | +USD 1.98 M | +2% | 1.37% | 35% | 20 | 40% | 0.9 |
|
| 6479 |
6479
Foresight Capital Management Advisors
Saline,
Michigan
| USD 103 M | – | – | 9.2% | 100% | 141 | – | 0 |
|
| 6480 |
6480
Leo H. Evart Inc
Redwood City,
California
| USD 103 M | – | – | 6.49% | – | 43 | – | 0 |
|
| 6481 |
6481
Ampfield Management
New York
| USD 103 M | -USD 12 M | -10% | 8.68% | 56.9% | 13 | 53.85% | 0.8 |
|
| 6482 |
6482
Connacht Asset Management
New York
| USD 103 M | -USD 51.8 M | -34% | 6.32% | 63.8% | 142 | 62.68% | 0.3 |
|
| 6483 |
6483
Derbend Asset Management
Peachtree City,
Georgia
| USD 102 M | -USD 4.06 M | -4% | 6.6% | 23.9% | 92 | 14.13% | 0.5 |
|
| 6484 |
KA
6484
Kearns & Associates
Palos Verdes Estates,
California
| USD 102 M | – | – | 7.95% | 78.7% | 16 | – | 0 |
|
| 6485 |
6485
TrueWealth Financial Partners
Bellevue,
Washington
| USD 102 M | – | – | 5.47% | 36.4% | 13 | – | 0 |
|
| 6486 |
6486
Buttonwood Financial Advisors
Baltimore,
Maryland
| USD 102 M | – | – | 6.49% | 73.4% | 50 | – | 0 |
|
| 6487 |
CMANY
6487
Capital Management Associates (New York)
New York
| USD 102 M | +USD 784 k | +0.8% | 8.69% | 215% | 73 | 10.96% | 2.3 |
|
| 6488 |
6488
Alpine Peaks Capital
New York
| USD 102 M | – | – | 7.95% | 24.3% | 25 | – | 0 |
|
| 6489 |
6489
Basepoint Wealth
Cedar Rapids,
Iowa
| USD 102 M | – | – | 7.8% | 113% | 76 | – | 0 |
|
| 6490 |
6490
Axel Capital Management
New York
| USD 102 M | -USD 76.1 M | -43% | 18.7% | 194% | 37 | 75.68% | 0.6 |
|
| 6491 |
6491
Aletheian Wealth Advisors
Bellevue,
Washington
| USD 102 M | – | – | 3.07% | – | 48 | – | 0 |
|
| 6492 |
6492
Vance Wealth
Santa Clarita,
California
| USD 102 M | – | – | 8.25% | 66.4% | 61 | – | 0 |
|
| 6493 |
6493
325 Capital
New York
| USD 102 M | – | – | 7.82% | 226% | 9 | – | 0 |
|
| 6494 |
6494
Thomist Capital Management
Houston,
Texas
| USD 102 M | – | – | 7.05% | 71.2% | 13 | – | 0 |
|
| 6495 |
6495
GoalFusion Wealth Management
Austin,
Texas
| USD 102 M | – | – | 3.96% | 47.6% | 13 | – | 0 |
|
| 6496 |
TPL
6496
Tao Pro LLC
San Francisco,
California
| USD 102 M | – | – | 12.7% | – | 1 | – | 0 |
|
| 6497 |
6497
Financial Connections Group
Corte Madera,
California
| USD 102 M | – | – | 7.47% | 44.4% | 312 | – | 0 |
|
| 6498 |
6498
Forbes Financial Planning
East Greenwich,
Rhode Island
| USD 101 M | – | – | 5.39% | 52.3% | 37 | – | 0 |
|
| 6499 |
AC
6499
Anson Capital
Tyrone,
Georgia
| USD 101 M | – | – | 3.15% | 50.5% | 57 | – | 0 |
|
| 6500 |
6500
Dopkins Wealth Management
Williamsville,
New York
| USD 101 M | – | – | 8.95% | 64.4% | 38 | – | 0 |
|