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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6701 |
LR
6701
Library Research
Hong Kong
| USD 63.6 M | -USD 12 M | -16% | 3.04% | 22.4% | 4 | 0% | 1.9 |
|
| 6702 |
6702
FSC Wealth Advisors
Fishkill,
New York
| USD 63.3 M | +USD 4.81 M | +8% | 2.38% | 66.4% | 188 | 25.53% | 0.9 |
|
| 6703 |
6703
Offit Capital Advisors
New York
| USD 63.2 M | -USD 16.6 M | -21% | 20.8% | – | 1 | 0% | 1.3 |
|
| 6704 |
6704
Mangham Associates
Charlottesville,
Virginia
| USD 63.2 M | -USD 5.66 M | -8% | 5.31% | 24.4% | 19 | 0% | 1.5 |
|
| 6705 |
6705
Norwood Financial
Honesdale,
Pennsylvania
| USD 63.1 M | -USD 398 k | -0.6% | 1.16% | – | 283 | 1.77% | 1.2 |
|
| 6706 |
JCG
6706
John C. Goff
| USD 62.8 M | -USD 4.48 M | -7% | 5.93% | – | 6 | 16.67% | 0.9 |
|
| 6707 |
6707
West Rim Capital Associates II
Lehi,
Utah
| USD 62.8 M | +USD 3.16 M | +5% | 5.31% | – | 2 | 0% | 1.3 |
|
| 6708 |
CCA
6708
Covey Capital Advisors
Atlanta,
Georgia
| USD 62.7 M | +USD 1.37 M | +2% | 11.2% | 118% | 31 | 6.45% | 3.8 |
|
| 6709 |
6709
Stone Asset Management
Austin,
Texas
| USD 62.6 M | -USD 98.5 M | -61% | 6.55% | – | 43 | 18.6% | 1.1 |
|
| 6710 |
6710
Commons Capital
Needham,
Massachusetts
| USD 62.4 M | +USD 1.67 M | +3% | 21.5% | 166% | 85 | 16.47% | 1.1 |
|
| 6711 |
6711
Macroview Investment Management
Bethesda,
Maryland
| USD 62.4 M | +USD 4.13 M | +7% | 6.44% | 76.6% | 526 | 27% | 2.5 |
|
| 6712 |
DLDF
6712
Dan L. Duncan Foundation
Houston,
Texas
| USD 62.2 M | +USD 3.1 M | +5% | 6.45% | 11.8% | 2 | 0% | 2.3 |
|
| 6713 |
JC
6713
JCSD Capital
Walnut Creek,
California
| USD 61.9 M | -USD 12.8 M | -17% | 8.57% | – | 72 | 31.94% | 1.5 |
|
| 6714 |
AC
6714
Anson Capital
Tyrone,
Georgia
| USD 61.8 M | -USD 13.9 M | -18% | 3.92% | 50.5% | 84 | 42.86% | 0.7 |
|
| 6715 |
6715
USA Financial Formulas
Ada,
Michigan
| USD 61.7 M | – | – | 5.26% | 104% | 424 | – | 1.5 |
|
| 6716 |
6716
Resonate Capital
San Francisco,
California
| USD 61.7 M | +USD 441 k | +0.7% | 17.4% | – | 23 | 26.09% | 1.1 |
|
| 6717 |
SPAS
6717
Spectrum Planning & Advisory Services
San Diego,
California
| USD 61.6 M | -USD 11.7 M | -16% | 6.61% | – | 48 | 37.5% | 1.3 |
|
| 6718 |
6718
Syncona Portfolio
St Peter Port,
Guernsey
| USD 61.5 M | -USD 1.49 M | -2% | 2.22% | 24% | 4 | 0% | 1.3 |
|
| 6719 |
6719
Prime Movers Lab
Jackson,
Wyoming
| USD 61.5 M | -USD 22.9 M | -27% | 0% | – | 5 | 0% | 0.3 |
|
| 6720 |
6720
Synergy Financial Group
San Ramon,
California
| USD 61.5 M | +USD 10.9 M | +21% | 26.9% | 133% | 83 | 18.07% | 1 |
|
| 6721 |
6721
Wealthspring Capital
West Harrison,
New York
| USD 61.3 M | -USD 5.55 M | -8% | 2.27% | 22.6% | 224 | 57.14% | 0.7 |
|
| 6722 |
6722
QP Wealth Management
Eatontown,
New Jersey
| USD 61.1 M | -USD 3.13 M | -5% | 9.73% | – | 76 | 26.32% | 1.8 |
|
| 6723 |
GC
6723
Gratia Capital
Los Angeles,
California
| USD 60.6 M | +USD 9.9 M | +19% | 15.3% | 42.4% | 26 | 38.46% | 0.7 |
|
| 6724 |
6724
Baymount Management
Miami,
Florida
| USD 60.4 M | -USD 57.7 M | -49% | 4.05% | – | 17 | 94.12% | 0 |
|
| 6725 |
6725
High Pines Wealth Management
Duxbury,
Massachusetts
| USD 60.2 M | +USD 3.2 M | +6% | 7.19% | 28.3% | 33 | 9.09% | 2 |
|