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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 |
6626
Warburton Capital Management
Tulsa,
Oklahoma
| USD 177 M | +USD 10.9 M | +7% | 3.1% | – | 68 | 20.59% | 0.7 |
|
| 6627 |
6627
Wealth Forward LLC
Fargo,
North Dakota
| USD 177 M | +USD 4.77 M | +3% | 1.73% | 48.8% | 45 | 8.89% | 1.5 |
|
| 6628 |
6628
Lowery Thomas LLC
Pebble Beach,
California
| USD 177 M | +USD 3.81 M | +2% | 2.19% | 74.7% | 55 | 0% | 2.9 |
|
| 6629 |
6629
Orser Capital Management
Southlake,
Texas
| USD 177 M | -USD 13.2 M | -7% | 3.91% | 128% | 77 | 36.36% | 3.9 |
|
| 6630 |
6630
Dougherty Wealth Advisers
Wayzata,
Minnesota
| USD 177 M | +USD 21.7 M | +14% | 2.13% | 76.1% | 125 | 16% | 5.1 |
|
| 6631 |
KRAVCF
6631
Karnit Road Accident Victims Compensation Fund
Tel-Aviv,
| USD 177 M | – | – | 2.53% | – | 16 | – | 0 |
|
| 6632 |
6632
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
| USD 177 M | -USD 9.8 M | -5% | 3.16% | – | 127 | 7.87% | 0.8 |
|
| 6633 |
6633
Presper Financial Architects
Akron,
Ohio
| USD 177 M | +USD 4.5 M | +3% | 0.8% | – | 56 | 12.5% | 0.4 |
|
| 6634 |
6634
United Airlines Holdings
Chicago,
Illinois
| USD 177 M | – | – | 7.28% | – | 3 | – | 0 |
|
| 6635 |
6635
Pacific Wealth Strategies Group
Santa Barbara,
California
| USD 177 M | +USD 13.6 M | +8% | 4.69% | 85.3% | 67 | 13.43% | 3.6 |
|
| 6636 |
6636
Andera Partners
Paris,
| USD 177 M | – | – | 2.77% | – | 5 | – | 0 |
|
| 6637 |
6637
Financial Designs
Claremont,
California
| USD 177 M | +USD 3.86 M | +2% | 0.91% | 49% | 24 | 12.5% | 1.4 |
|
| 6638 |
6638
Granite Group Advisors
Stamford,
Connecticut
| USD 177 M | +USD 11.4 M | +7% | 1.24% | 74% | 92 | 16.3% | 1.4 |
|
| 6639 |
6639
CNO Financial Group
Carmel,
Indiana
| USD 176 M | +USD 25.9 M | +17% | 0.98% | – | 10 | 20% | 1.9 |
|
| 6640 |
6640
CAP Partners LLC
Franklin,
Tennessee
| USD 176 M | +USD 254 k | +0.1% | 0.61% | 97% | 154 | 12.34% | 1.5 |
|
| 6641 |
6641
Define Financial
San Diego,
California
| USD 176 M | +USD 9.8 M | +6% | 1.46% | – | 45 | 15.56% | 0.8 |
|
| 6642 |
HIA
6642
Harvest Investment Advisors
Tallahassee,
Florida
| USD 176 M | +USD 6.13 M | +4% | 3.06% | 78.3% | 59 | 3.39% | 2.4 |
|
| 6643 |
6643
Aurora Investment Managers
Naples,
Florida
| USD 176 M | -USD 7.38 M | -4% | 2.12% | 74.4% | 52 | 19.23% | 3 |
|
| 6644 |
6644
Kestrel Investment Management
San Mateo,
California
| USD 176 M | -USD 994 k | -0.6% | 3.74% | 99.8% | 46 | 26.09% | 1.8 |
|
| 6645 |
6645
General Partner Inc
Pittsburgh,
Pennsylvania
| USD 176 M | -USD 5.27 M | -3% | 3.5% | 83.1% | 173 | 4.62% | 2.4 |
|
| 6646 |
6646
Momentous Wealth Management
Vancouver,
Washington
| USD 176 M | +USD 18.7 M | +12% | 1.98% | – | 48 | 20.83% | 0.8 |
|
| 6647 |
6647
Sterling Investment Management
Tucson,
Arizona
| USD 176 M | +USD 9.9 M | +6% | 3.77% | 45.3% | 74 | 17.57% | 4.5 |
|
| 6648 |
6648
William Allan Corp
Fort Collins,
Colorado
| USD 176 M | -USD 2.06 M | -1% | 1.81% | 94.2% | 60 | 18.33% | 2.6 |
|
| 6649 |
6649
Vienna Asset Management
Saratoga,
California
| USD 176 M | +USD 8.45 M | +5% | 5% | – | 63 | 26.98% | 1.5 |
|
| 6650 |
6650
Solas Capital Management
Darien,
Connecticut
| USD 176 M | +USD 12.4 M | +8% | 10.7% | 62.5% | 26 | 38.46% | 1.8 |
|