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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6626 |
AWM
6626
Aberdeen Wealth Management
Lake Bluff,
Illinois
| USD 146 M | -USD 6.08 M | -4% | 1.83% | 73.1% | 172 | 6.98% | 3.8 |
|
| 6627 |
6627
Gouws Capital LLC
Charlotte,
North Carolina
| USD 146 M | -USD 2.26 M | -2% | 0.6% | 114% | 43 | 0% | 2.6 |
|
| 6628 |
6628
ClearAlpha Technologies
Greenwich,
Connecticut
| USD 146 M | -USD 213 M | -59% | 7.66% | – | 261 | 85.82% | 0.2 |
|
| 6629 |
6629
Brightline Capital Management
Miami,
Florida
| USD 146 M | -USD 91 M | -38% | 24.9% | 810% | 23 | 56.52% | 0.4 |
|
| 6630 |
6630
SeaTown Holdings
Singapore
| USD 146 M | +USD 10.4 M | +8% | 5.38% | 220% | 16 | 12.5% | 1.6 |
|
| 6631 |
6631
EJF Capital
Arlington,
Virginia
| USD 146 M | -USD 4.8 M | -3% | 6.86% | 127% | 112 | 33.93% | 1.9 |
|
| 6632 |
6632
Signature Wealth Management Partners
Montvale,
New Jersey
| USD 146 M | +USD 7.47 M | +5% | 2.56% | 97.9% | 111 | 14.41% | 2.9 |
|
| 6633 |
6633
Columbia River Financial Group
Vancouver,
Washington
| USD 146 M | – | – | 1.63% | – | 53 | – | 0 |
|
| 6634 |
6634
Vernal Point Advisors
San Francisco,
California
| USD 146 M | +USD 16.3 M | +13% | 1.4% | – | 20 | 5% | 1 |
|
| 6635 |
6635
Kellett Wealth Advisors
Cincinnati,
Ohio
| USD 145 M | +USD 5.5 M | +4% | 4.94% | 76.3% | 80 | 22.5% | 1.7 |
|
| 6636 |
6636
New Vernon Capital Holdings II
Morristown,
New Jersey
| USD 145 M | -USD 40.5 M | -22% | 0.73% | 114% | 74 | 25.68% | 1.4 |
|
| 6637 |
6637
Orser Capital Management
Southlake,
Texas
| USD 145 M | +USD 5.38 M | +4% | 3.35% | 128% | 40 | 2.5% | 5.1 |
|
| 6638 |
6638
Hestia Capital Management
Cranberry Township,
Pennsylvania
| USD 145 M | – | – | 0.43% | – | 30 | – | 0 |
|
| 6639 |
6639
Otter Creek Advisors
Palm Beach Gardens,
Florida
| USD 145 M | -USD 12.4 M | -8% | 2.92% | 173% | 43 | 37.21% | 1.1 |
|
| 6640 |
6640
Papamarkou Wellner Asset Management
New York
| USD 145 M | – | – | 2.93% | – | 74 | – | 0 |
|
| 6641 |
6641
Lakewood Asset Management
Naperville,
Illinois
| USD 145 M | -USD 1.21 M | -0.8% | 0.51% | 69.3% | 121 | 2.48% | 1.7 |
|
| 6642 |
LPCM
6642
Lynwood Price Capital Management
Austin,
Texas
| USD 145 M | – | – | 4.55% | – | 15 | – | 0 |
|
| 6643 |
6643
Friday Financial
Dubuque,
Iowa
| USD 145 M | – | – | 0.34% | – | 65 | – | 0 |
|
| 6644 |
6644
Optima Capital
Beaverton,
Oregon
| USD 145 M | – | – | 0.81% | – | 152 | – | 0 |
|
| 6645 |
6645
NRI Wealth Management
Santa Clara,
California
| USD 145 M | – | – | 5% | – | 26 | – | 1 |
|
| 6646 |
6646
Seamount Financial Group
Colorado Springs,
Colorado
| USD 145 M | +USD 11.8 M | +9% | 2.02% | 79.7% | 100 | 9% | 0.8 |
|
| 6647 |
MF
6647
Meridian Financial
Holliston,
Massachusetts
| USD 145 M | -USD 4.94 M | -3% | 0.66% | 58.5% | 129 | 10.08% | 2.3 |
|
| 6648 |
6648
Graphene Investments SAS
Paris,
France
| USD 145 M | -USD 11.2 M | -7% | 1.83% | 103% | 47 | 4.26% | 1.4 |
|
| 6649 |
6649
Four Tree Island Advisory
Portsmouth,
New Hampshire
| USD 145 M | – | – | 3.34% | – | 23 | – | 0 |
|
| 6650 |
6650
Park Square Financial Group
Roswell,
Georgia
| USD 145 M | – | – | 3.43% | – | 956 | – | 0 |
|