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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6676 |
6676
Gordian Advisors
Tucson,
Arizona
| USD 125 M | +USD 21.6 M | +21% | 5.65% | 55.4% | 41 | 36.59% | 0.4 |
|
| 6677 |
6677
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| USD 125 M | +USD 9.11 M | +8% | 6.91% | 79.7% | 103 | 9.71% | 2 |
|
| 6678 |
CM
6678
CM Management
Gulf Breeze,
Florida
| USD 125 M | +USD 16.3 M | +15% | 13.6% | 110% | 71 | 21.13% | 1.9 |
|
| 6679 |
6679
Revere Asset Management
Dallas,
Texas
| USD 125 M | +USD 24.7 M | +25% | 11.7% | 592% | 32 | 71.88% | 0.2 |
|
| 6680 |
6680
Diker Management
New York
| USD 125 M | +USD 7.27 M | +6% | 10.4% | 210% | 45 | 26.67% | 2.4 |
|
| 6681 |
6681
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| USD 125 M | +USD 5.62 M | +5% | 6.88% | 83.3% | 89 | 11.24% | 4.4 |
|
| 6682 |
6682
Opinicus Capital
Tampa,
Florida
| USD 125 M | +USD 6.47 M | +5% | 5.36% | 129% | 100 | 5% | 0.7 |
|
| 6683 |
6683
Crew Capital Management
Cincinnati,
Ohio
| USD 125 M | +USD 121 k | +0.1% | 7.03% | 111% | 139 | 23.02% | 1.5 |
|
| 6684 |
6684
Bush Investment Group
Valdosta,
Georgia
| USD 125 M | +USD 8.61 M | +7% | 5.63% | – | 32 | 9.38% | 0.6 |
|
| 6685 |
6685
Guerra Pan Advisors
Montclair,
New Jersey
| USD 125 M | +USD 5.54 M | +5% | 3.11% | 149% | 107 | 6.54% | 2.1 |
|
| 6686 |
6686
Seed Wealth Management
Evanston,
Illinois
| USD 125 M | +USD 10.2 M | +9% | 5.62% | 62% | 162 | 11.11% | 1.3 |
|
| 6687 |
6687
Exane Asset Management
Paris,
France
| USD 125 M | -USD 17.7 M | -12% | 3.07% | 74.5% | 25 | 56% | 0.6 |
|
| 6688 |
6688
Klein Pavlis & Peasley Financial
Irvine,
California
| USD 125 M | +USD 12.3 M | +11% | 9.4% | 97.4% | 84 | 13.1% | 0.6 |
|
| 6689 |
RL
6689
RPO LLC
Stamford,
Connecticut
| USD 125 M | +USD 1.32 M | +1% | 2.43% | 66.2% | 52 | 30.77% | 0.8 |
|
| 6690 |
6690
Oppenheimer & Close
New York
| USD 125 M | +USD 10.9 M | +10% | 15.8% | 149% | 57 | 12.28% | 5 |
|
| 6691 |
6691
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| USD 125 M | +USD 10.4 M | +9% | 4.72% | 38.4% | 9 | 0% | 2.6 |
|
| 6692 |
6692
Perissos Private Wealth Management
Bethany,
Oklahoma
| USD 125 M | +USD 13 M | +12% | 4.62% | – | 94 | 21.28% | 0.4 |
|
| 6693 |
6693
Sound Financial Strategies Group
Madison,
Mississippi
| USD 125 M | +USD 9.43 M | +8% | 6.65% | 27.1% | 92 | 4.35% | 1.1 |
|
| 6694 |
6694
Fidato Wealth
Middleburg Heights,
Ohio
| USD 124 M | +USD 11.3 M | +10% | 7.85% | 61.1% | 10 | 0% | 1.8 |
|
| 6695 |
6695
Florin Court Capital
London,
United Kingdom
| USD 124 M | +USD 51.7 M | +71% | 6.7% | 129% | 34 | 32.35% | 0.7 |
|
| 6696 |
6696
Bank of Marin
Novato,
California
| USD 124 M | +USD 7.91 M | +7% | 5.46% | 80.3% | 130 | 11.54% | 3.2 |
|
| 6697 |
6697
NavPoint Financial
Prior Lake,
Minnesota
| USD 124 M | +USD 8.91 M | +8% | 7.04% | 58.5% | 46 | 4.35% | 0.7 |
|
| 6698 |
6698
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| USD 124 M | +USD 8.33 M | +7% | 19.9% | 119% | 54 | 38.89% | 1.8 |
|
| 6699 |
6699
Dopkins Wealth Management
Williamsville,
New York
| USD 124 M | -USD 40.7 M | -25% | 6.54% | 64.4% | 89 | 32.58% | 1.3 |
|
| 6700 |
6700
Wasserstein Debt Opportunities Management
New York
| USD 124 M | +USD 13.1 M | +12% | 11% | – | 1 | 0% | 0.8 |
|