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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7051 |
7051
Hickory Point Bank & Trust
Decatur,
Illinois
| USD 152 M | +USD 13.7 M | +10% | 1.23% | – | 456 | 71.93% | 0.3 |
|
| 7052 |
7052
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
| USD 151 M | +USD 50.5 M | +50% | 1.43% | – | 767 | 40.42% | 0.2 |
|
| 7053 |
7053
Morgan Creek Capital Management
Chapel Hill,
North Carolina
| USD 151 M | -USD 214 M | -59% | 19.6% | – | 16 | 56.25% | 0.2 |
|
| 7054 |
7054
Palouse Capital Management
Spokane,
Washington
| USD 151 M | -USD 4.83 M | -3% | 1.2% | 67.8% | 175 | 30.29% | 2.7 |
|
| 7055 |
7055
Hartmann Taylor Wealth Management
Dallas,
Texas
| USD 151 M | +USD 3.09 M | +2% | 2.42% | – | 55 | 5.45% | 0.9 |
|
| 7056 |
7056
Brightwater Advisory
Tampa,
Florida
| USD 151 M | +USD 3.19 M | +2% | 0.74% | – | 61 | 4.92% | 2 |
|
| 7057 |
7057
Merkkuri Wealth Advisors
Hicksville,
New York
| USD 151 M | +USD 4.13 M | +3% | 0.93% | – | 397 | 76.57% | 0.3 |
|
| 7058 |
MWS
7058
MFA Wealth Services
Thousand Oaks,
California
| USD 151 M | +USD 3.05 M | +2% | 0.33% | – | 126 | 10.32% | 1.1 |
|
| 7059 |
DIG
7059
Dauntless Investment Group
Etna,
New Hampshire
| USD 151 M | +USD 25.1 M | +20% | 2.87% | – | 96 | 59.38% | 0.3 |
|
| 7060 |
7060
Alta Partners Management Company
Jackson,
Wyoming
| USD 151 M | +USD 47.4 M | +46% | 45.8% | – | 2 | 0% | 1.3 |
|
| 7061 |
HEC
7061
Hudson Executive Capital
New York
| USD 151 M | +USD 16.9 M | +13% | 15.5% | 127% | 2 | 0% | 6 |
|
| 7062 |
7062
M.E. Allison & Co
San Antonio,
Texas
| USD 151 M | +USD 3.69 M | +3% | 1.06% | – | 198 | 12.63% | 1 |
|
| 7063 |
7063
Stage Harbor Financial
Westwood,
Massachusetts
| USD 151 M | +USD 2.46 M | +2% | 1.13% | 56.4% | 64 | 10.94% | 1.6 |
|
| 7064 |
7064
Fingerlakes Wealth Management
Ithaca,
New York
| USD 151 M | -USD 6.54 M | -4% | 3.65% | 92.1% | 99 | 4.04% | 3.3 |
|
| 7065 |
7065
Crew Capital Management
Cincinnati,
Ohio
| USD 151 M | -USD 8.09 M | -5% | 1.67% | 111% | 114 | 7.02% | 2.7 |
|
| 7066 |
7066
Banco de Sabadell
Miami,
Florida
| USD 151 M | -USD 2.7 M | -2% | 1.05% | 75.1% | 66 | 10.61% | 5.3 |
|
| 7067 |
7067
Wilson & Boucher Capital Management
Moraga,
California
| USD 151 M | -USD 1.54 M | -1% | 0.12% | 69.8% | 116 | 3.45% | 3.5 |
|
| 7068 |
CAM
7068
Crown Advisors Management
Larkspur,
California
| USD 151 M | -USD 1.37 M | -0.9% | 19.2% | 284% | 47 | 36.17% | 2.4 |
|
| 7069 |
7069
Lansing Management
New York
| USD 151 M | +USD 34.5 k | +0% | 6.29% | 76.9% | 15 | 20% | 1.7 |
|
| 7070 |
7070
Cox Capital Management
Andover,
Massachusetts
| USD 151 M | -USD 10.3 M | -6% | 3.24% | 106% | 75 | 20% | 2.9 |
|
| 7071 |
ICMP
7071
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| USD 150 M | -USD 18.3 k | -0% | 3.65% | 39.7% | 62 | 12.9% | 3 |
|
| 7072 |
7072
FACT Capital
New York
| USD 150 M | -USD 28.4 M | -16% | 5.94% | 227% | 22 | 40.91% | 1.2 |
|
| 7073 |
FWM
7073
FMA Wealth Management
Duxbury,
Massachusetts
| USD 150 M | -USD 3.94 M | -3% | 0.31% | 40.8% | 45 | 15.56% | 1.9 |
|
| 7074 |
7074
JCP Investment Management
Houston,
Texas
| USD 150 M | +USD 23.8 M | +19% | 3.04% | 94.7% | 28 | 50% | 1 |
|
| 7075 |
7075
WinCap Financial
Boston,
Massachusetts
| USD 150 M | +USD 4.61 M | +3% | 0.43% | – | 96 | 22.92% | 0.9 |
|