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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
Insight Inv LLC
El Segundo,
California
| USD 144 M | +USD 24.4 M | +21% | 3.29% | 139% | 126 | 30.95% | 2 |
|
| 6677 |
CSI
6677
Cross Staff Investments
Pittsford,
New York
| USD 144 M | +USD 14 M | +11% | 4.9% | 80.3% | 130 | 8.46% | 2.4 |
|
| 6678 |
6678
4D Advisors
Redondo Beach,
California
| USD 143 M | – | – | 3.63% | – | 35 | – | 0 |
|
| 6679 |
6679
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| USD 143 M | -USD 3.8 M | -3% | 3.39% | 70.9% | 120 | 23.33% | 1.9 |
|
| 6680 |
6680
Sterling Manor Financial
Saratoga Springs,
New York
| USD 143 M | -USD 4.27 M | -3% | 0.45% | – | 29 | 6.9% | 1.4 |
|
| 6681 |
6681
InTrack Investment Management
South Burlington,
Vermont
| USD 143 M | +USD 2.28 M | +2% | 4.19% | 99.2% | 127 | 20.47% | 2.3 |
|
| 6682 |
TCM
6682
Tao Capital Management
San Francisco,
California
| USD 143 M | +USD 32.9 M | +30% | 36.7% | 314% | 10 | 0% | 3.8 |
|
| 6683 |
6683
LSP Investment Advisors
New York
| USD 143 M | -USD 42.4 M | -23% | 1.86% | 79.5% | 27 | 25.93% | 2.8 |
|
| 6684 |
6684
Lederer & Associates Investment Counsel
Long Beach,
California
| USD 143 M | +USD 1.11 M | +0.8% | 2.01% | 92.7% | 88 | 7.95% | 5.7 |
|
| 6685 |
6685
Osprey Private Wealth
New York
| USD 143 M | +USD 483 k | +0.3% | 0.91% | – | 50 | 6% | 0.2 |
|
| 6686 |
6686
Mainsail Asset Management
Birmingham,
Alabama
| USD 143 M | +USD 8.17 M | +6% | 1.82% | 90.4% | 69 | 18.84% | 0.7 |
|
| 6687 |
6687
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| USD 143 M | -USD 20.9 M | -13% | 2.77% | 61% | 111 | 22.52% | 6.3 |
|
| 6688 |
AIM
6688
AHL Investment Management
Winter Park,
Florida
| USD 143 M | -USD 2.15 M | -1% | 1.78% | 57.7% | 70 | 8.57% | 2.3 |
|
| 6689 |
6689
Conrad N. Hilton Foundation
Agoura Hills,
California
| USD 143 M | -USD 96.2 M | -40% | 0.63% | – | 5 | 20% | 0.3 |
|
| 6690 |
6690
CastleKeep Investment Advisors
Westport,
Connecticut
| USD 143 M | -USD 3.73 M | -3% | 1.01% | – | 115 | 44.35% | 0.7 |
|
| 6691 |
6691
Mainstream Capital Management
Los Angeles,
California
| USD 143 M | +USD 25 M | +21% | 5.87% | – | 323 | 74.3% | 0.1 |
|
| 6692 |
RCWM
6692
Royal Capital Wealth Management
Carmel,
Indiana
| USD 143 M | +USD 1.11 M | +0.8% | 3.4% | 83.8% | 97 | 16.49% | 2.4 |
|
| 6693 |
6693
Paul R. Ried Financial Group
Bellevue,
Washington
| USD 143 M | – | – | 2.15% | – | 30 | – | 0 |
|
| 6694 |
6694
Motiv8 Investments
Port St. Lucie,
Florida
| USD 143 M | -USD 5.96 M | -4% | 0.02% | – | 100 | 25% | 0.8 |
|
| 6695 |
6695
SFI Advisors
Montclair,
New Jersey
| USD 142 M | +USD 2.33 M | +2% | 2.75% | 95.9% | 98 | 38.78% | 1.6 |
|
| 6696 |
6696
Atala Financial
Calabasas,
California
| USD 142 M | – | – | 3.99% | – | 475 | – | 0 |
|
| 6697 |
6697
Kopion Asset Management
Mckinney,
Texas
| USD 142 M | +USD 3.55 M | +3% | 4.49% | 80.5% | 20 | 5% | 3.7 |
|
| 6698 |
6698
Sheridan Capital Management
San Rafael,
California
| USD 142 M | +USD 868 k | +0.6% | 0.51% | – | 28 | 10.71% | 0.9 |
|
| 6699 |
TIM
6699
Timelo Investment Management
Aurora,
Ontario, Canada
| USD 142 M | -USD 17.5 M | -11% | 3.59% | 104% | 19 | 47.37% | 0.7 |
|
| 6700 |
6700
Taylor & Morgan Wealth Management
Flint,
Michigan
| USD 142 M | -USD 6.74 M | -5% | 2.58% | 85.9% | 76 | 11.84% | 2.2 |
|