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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6901 |
6901
Mork Capital Management
Healdsburg,
California
| USD 128 M | -USD 24.3 M | -16% | 6.37% | 61.9% | 127 | 18.9% | 3.1 |
|
| 6902 |
6902
Pine Brook Road Advisors
Bedford,
New York
| USD 128 M | -USD 11.9 M | -9% | 7.83% | – | 2 | 0% | 1.3 |
|
| 6903 |
6903
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| USD 128 M | -USD 1.14 M | -0.9% | 2.95% | 74.9% | 45 | 2.22% | 1.7 |
|
| 6904 |
6904
Paragon Financial Partners
Woodland Hills,
California
| USD 128 M | -USD 5.14 M | -4% | 3.2% | 90.6% | 71 | 2.82% | 2.9 |
|
| 6905 |
BWM
6905
BCO Wealth Management
Carlsbad,
New Mexico
| USD 128 M | +USD 7.3 M | +6% | 0.46% | – | 34 | 11.76% | 0.3 |
|
| 6906 |
BFS
6906
Burr Financial Services
Pleasant Hill,
California
| USD 127 M | -USD 20.7 M | -14% | 12.1% | 478% | 35 | 14.29% | 0.9 |
|
| 6907 |
6907
Guerra Pan Advisors
Montclair,
New Jersey
| USD 127 M | -USD 10.7 M | -8% | 5.94% | 149% | 112 | 6.25% | 2.5 |
|
| 6908 |
6908
Asset Planning Inc
Cypress,
California
| USD 127 M | -USD 3.86 M | -3% | 1.79% | – | 332 | 13.55% | 0.2 |
|
| 6909 |
6909
Investment Partners Asset Management
Metuchen,
New Jersey
| USD 127 M | +USD 1.26 k | +0% | 0.73% | 86.1% | 157 | 10.83% | 1.1 |
|
| 6910 |
6910
Valley Brook Capital Group
Venetia,
Pennsylvania
| USD 127 M | -USD 6.46 M | -5% | 1.3% | 122% | 118 | 10.17% | 3.3 |
|
| 6911 |
6911
Del-Sette Capital Management
Schenectady,
New York
| USD 127 M | +USD 4.14 M | +3% | 2.61% | 112% | 42 | 30.95% | 1.8 |
|
| 6912 |
6912
MidAtlantic Capital Management
Richmond,
Virginia
| USD 127 M | -USD 9.22 M | -7% | 3.2% | 61.2% | 246 | 68.29% | 1.2 |
|
| 6913 |
6913
Applied Capital LLC
Hollywood,
Florida
| USD 127 M | -USD 1.78 M | -1% | 2.55% | 78.3% | 92 | 10.87% | 1.7 |
|
| 6914 |
6914
David J. Yvars Group
University Park,
Florida
| USD 127 M | -USD 36.8 M | -22% | 5.05% | 143% | 80 | 18.75% | 3 |
|
| 6915 |
6915
EHP Funds Inc
Toronto,
Canada
| USD 127 M | +USD 19.2 M | +18% | 0.68% | 173% | 71 | 78.87% | 0.4 |
|
| 6916 |
6916
Climber Capital
Nyon,
Switzerland
| USD 127 M | +USD 5.62 M | +5% | 2.68% | – | 63 | 23.81% | 0.2 |
|
| 6917 |
6917
Terra Nova Asset Management
New York
| USD 127 M | -USD 4.24 M | -3% | 2.07% | 172% | 93 | 18.28% | 3.3 |
|
| 6918 |
6918
Sugar Maple Asset Management
Sister Bay,
Wisconsin
| USD 127 M | -USD 4.41 M | -3% | 4.38% | – | 485 | 88.25% | 0.6 |
|
| 6919 |
6919
OmniStar Financial Group
Wilmington,
North Carolina
| USD 127 M | +USD 2.49 M | +2% | 4.38% | 75.6% | 172 | 61.63% | 0.9 |
|
| 6920 |
TA
6920
TPG Advisors
Northfield,
Illinois
| USD 127 M | -USD 1.16 M | -0.9% | 0.74% | – | 96 | 14.58% | 0.7 |
|
| 6921 |
6921
4J Wealth Management
Alexandria,
Virginia
| USD 127 M | +USD 3.29 M | +3% | 1.49% | 74.7% | 92 | 11.96% | 2.7 |
|
| 6922 |
6922
Thompson Davis & Co
Richmond,
Virginia
| USD 127 M | -USD 28.7 M | -18% | 14.9% | 179% | 157 | 36.94% | 2.4 |
|
| 6923 |
6923
Live Oak Investment Partners
Austin,
Texas
| USD 127 M | -USD 4.4 M | -3% | 0.55% | – | 86 | 100% | 1.9 |
|
| 6924 |
6924
Sierra Ocean
Ripon,
California
| USD 127 M | +USD 4.23 M | +3% | 0.8% | – | 1,138 | 16.43% | 0.2 |
|
| 6925 |
6925
Vienna Asset Management
Saratoga,
California
| USD 127 M | -USD 21.2 M | -14% | 9.88% | – | 52 | 23.08% | 1.6 |
|