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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6951 |
AIM
6951
AHL Investment Management
Winter Park,
Florida
| USD 146 M | -USD 3.55 M | -2% | 6.48% | 57.7% | 74 | 13.51% | 2.8 |
|
| 6952 |
LIC
6952
Laurus Investment Counsel
Toronto,
Canada
| USD 146 M | -USD 6.88 M | -4% | 3.09% | 14.1% | 47 | 10.64% | 3.4 |
|
| 6953 |
6953
Copley Financial Group
San Diego,
California
| USD 146 M | +USD 11.3 M | +8% | 7.97% | – | 129 | 39.53% | 0.7 |
|
| 6954 |
6954
GreatBanc Trust
Lisle,
Illinois
| USD 146 M | – | – | 6.87% | – | 76 | – | 0 |
|
| 6955 |
6955
Aspetuck Financial Management
Westport,
Connecticut
| USD 146 M | +USD 13.3 M | +10% | 11.7% | – | 73 | 4.11% | 0.7 |
|
| 6956 |
6956
William Marsh Rice University
Houston,
Texas
| USD 146 M | +USD 5.52 M | +4% | 4.06% | 1.81% | 2 | 0% | 4.8 |
|
| 6957 |
6957
TABR Capital Management
Orange,
California
| USD 146 M | +USD 29.3 M | +25% | 7.25% | – | 61 | 44.26% | 0.4 |
|
| 6958 |
CFP
6958
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
| USD 146 M | +USD 18.9 M | +15% | 9.5% | – | 357 | 8.4% | 0.7 |
|
| 6959 |
AIP
6959
Alapocas Investment Partners
Beverly,
Massachusetts
| USD 146 M | -USD 10 M | -6% | 5.13% | 58.3% | 20 | 5% | 3.4 |
|
| 6960 |
6960
Stoneridge Investment Partners
Radnor,
Pennsylvania
| USD 146 M | +USD 13 M | +10% | 7.16% | 44.2% | 157 | 42.68% | 1.5 |
|
| 6961 |
6961
FWG Investments
Lexington,
Kentucky
| USD 146 M | +USD 14.2 M | +11% | 6.73% | 67.5% | 121 | 26.45% | 0.7 |
|
| 6962 |
6962
Morgens Waterfall Vintiadis & Co
New York
| USD 146 M | +USD 9.41 M | +7% | 14.8% | 594% | 29 | 51.72% | 2 |
|
| 6963 |
FWM
6963
FMA Wealth Management
Duxbury,
Massachusetts
| USD 146 M | +USD 10.6 M | +8% | 4.88% | 40.8% | 43 | 9.3% | 1.3 |
|
| 6964 |
6964
Brightwater Advisory
Tampa,
Florida
| USD 146 M | +USD 6.57 M | +5% | 6.85% | – | 61 | 3.28% | 1.6 |
|
| 6965 |
6965
Persistent Asset Partners
Hong Kong
| USD 145 M | +USD 10.7 M | +8% | 23.4% | – | 316 | 67.09% | 0.2 |
|
| 6966 |
6966
Accredited Investor Services
St. Cloud,
Minnesota
| USD 145 M | +USD 13.2 M | +10% | 7.71% | – | 77 | 10.39% | 0.5 |
|
| 6967 |
6967
Fairscale Capital
Nashua,
New Hampshire
| USD 145 M | +USD 7.92 M | +6% | 9.75% | – | 445 | 0.9% | 1 |
|
| 6968 |
FP
6968
Factorial Partners
Mt. Kisco,
New York
| USD 145 M | +USD 7.28 M | +5% | 8.53% | 88.7% | 70 | 15.71% | 3.2 |
|
| 6969 |
6969
CPR Investments
Rochester,
Michigan
| USD 145 M | +USD 16.5 M | +13% | 8.1% | 84% | 57 | 31.58% | 0.9 |
|
| 6970 |
6970
Warner Group
Madison,
Connecticut
| USD 145 M | – | – | 8.42% | – | 60 | – | 0 |
|
| 6971 |
6971
Blodgett Wealth Advisors
Concord,
California
| USD 145 M | +USD 17.6 M | +14% | 12.7% | 150% | 66 | 10.61% | 2.7 |
|
| 6972 |
IFS
6972
Integrated Financial Solutions
Reston,
Virginia
| USD 145 M | +USD 27.6 M | +23% | 21% | – | 27 | 14.81% | 0.2 |
|
| 6973 |
6973
Mork Capital Management
Healdsburg,
California
| USD 145 M | +USD 8.05 M | +6% | 8.24% | 61.9% | 111 | 3.6% | 3.5 |
|
| 6974 |
6974
Wildcat Capital Management
New York
| USD 145 M | -USD 23.2 M | -14% | 21% | 77.7% | 8 | 62.5% | 2.4 |
|
| 6975 |
6975
Principia Wealth Advisory
Dallas,
Texas
| USD 145 M | +USD 26.9 M | +23% | 17.2% | – | 1,022 | 13.01% | 0.6 |
|