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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
MGG Investment Group
New York
| USD 87 M | -USD 21.8 M | -20% | 20% | 44.1% | 2 | 0% | 1.3 |
|
| 6477 |
HH
6477
HP Holding
New York
| USD 87 M | -USD 1.74 M | -2% | 1.96% | – | 1 | 0% | 0.3 |
|
| 6478 |
6478
NVP Associates
Menlo Park,
California
| USD 86.9 M | -USD 15.5 M | -15% | 8.11% | 953% | 8 | 0% | 0.3 |
|
| 6479 |
RFG
6479
RFP Financial Group
Atlanta,
Georgia
| USD 86.8 M | -USD 136 M | -61% | 5.07% | 63.4% | 961 | 27.58% | 0.2 |
|
| 6480 |
6480
Caerus Investment Advisors
West Lake Hills,
Texas
| USD 86.8 M | +USD 20.7 M | +31% | 12% | 85% | 54 | 31.48% | 0.8 |
|
| 6481 |
6481
Farley Capital
New York
| USD 86.7 M | +USD 11.8 M | +16% | 17% | 116% | 13 | 7.69% | 5.1 |
|
| 6482 |
6482
Schrum Private Wealth Management
St. Augustine,
Florida
| USD 86.6 M | +USD 2.19 M | +3% | 5.23% | 60.9% | 109 | 4.59% | 1.2 |
|
| 6483 |
6483
Kraematon Investment Advisors
Braintree,
Massachusetts
| USD 86.5 M | -USD 5.56 M | -6% | 5.91% | 89.8% | 271 | 70.85% | 1 |
|
| 6484 |
6484
Avant Capital
Lafayette,
Louisiana
| USD 86.5 M | +USD 5.03 M | +6% | 3.41% | – | 57 | 3.51% | 1.1 |
|
| 6485 |
6485
Blodgett Wealth Advisors
Concord,
California
| USD 86.5 M | +USD 4.23 M | +5% | 13.6% | 150% | 67 | 11.94% | 1 |
|
| 6486 |
6486
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| USD 86.4 M | +USD 10.7 M | +14% | 7.72% | 70.9% | 108 | 18.52% | 0.9 |
|
| 6487 |
6487
RiverVest Venture Management
St. Louis,
Missouri
| USD 86.4 M | +USD 704 k | +0.8% | 33% | 16.5% | 6 | 0% | 2 |
|
| 6488 |
6488
First Affirmative Financial Network
Colorado Springs,
Colorado
| USD 86.4 M | +USD 3.84 M | +5% | 7.34% | – | 176 | 19.32% | 1.1 |
|
| 6489 |
6489
Banta Asset Management
Newport Beach,
California
| USD 86.1 M | +USD 11.7 M | +16% | 12.1% | – | 15 | 0% | 2.9 |
|
| 6490 |
6490
Ridgemont Partners Management
Charlotte,
North Carolina
| USD 86.1 M | -USD 14.6 M | -15% | 14.5% | 45.6% | 1 | 0% | 1.3 |
|
| 6491 |
6491
Jacob Asset Management of New York
Hermosa Beach,
California
| USD 85.8 M | +USD 3.61 M | +4% | 13.9% | 22.7% | 70 | 12.86% | 2 |
|
| 6492 |
OR
6492
Olympiad Research
Stamford,
Connecticut
| USD 85.7 M | – | – | 23.1% | 187% | 204 | – | 0.3 |
|
| 6493 |
6493
Millrace Asset Group
Berwyn,
Pennsylvania
| USD 85.7 M | -USD 2.44 M | -3% | 7.85% | 113% | 64 | 40.63% | 1 |
|
| 6494 |
6494
Indie Asset Partners
Carmel,
Indiana
| USD 85.6 M | -USD 5.64 M | -6% | 0.97% | 119% | 93 | 17.2% | 2.2 |
|
| 6495 |
6495
Oder Investment Management
Woodland Hills,
California
| USD 85.5 M | +USD 5.02 M | +6% | 10.5% | 115% | 100 | 22% | 1.6 |
|
| 6496 |
6496
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| USD 85.5 M | +USD 5.16 M | +6% | 5.65% | 206% | 175 | 12% | 3.6 |
|
| 6497 |
6497
Holland Advisory Services
Ormond Beach,
Florida
| USD 85.4 M | +USD 1.48 M | +2% | 4.74% | 63% | 31 | 3.23% | 1.1 |
|
| 6498 |
GG
6498
Golden Green
Seneca,
South Carolina
| USD 85.2 M | -USD 11.7 M | -12% | 4.88% | 92.4% | 108 | 68.52% | 0.7 |
|
| 6499 |
6499
Ulland Investment Advisors
Minneapolis,
Minnesota
| USD 85.1 M | +USD 1.41 M | +2% | 12.5% | 161% | 224 | 6.7% | 1.2 |
|
| 6500 |
6500
Centerstone Investors
New York
| USD 85.1 M | +USD 16.8 M | +25% | 9.72% | 73.7% | 28 | 21.43% | 3 |
|