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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7076 |
7076
Accredited Investor Services
St. Cloud,
Minnesota
| USD 120 M | -USD 5.3 M | -4% | 2.84% | – | 98 | 70.41% | 0.1 |
|
| 7077 |
7077
Ariston Services Group
San Diego,
California
| USD 120 M | +USD 4.27 M | +4% | 2.91% | 71.7% | 71 | 5.63% | 0.9 |
|
| 7078 |
7078
Barnett & Company
Chattanooga,
Tennessee
| USD 120 M | -USD 33.1 M | -22% | 0.11% | 65.9% | 89 | 21.35% | 3.9 |
|
| 7079 |
7079
Ulland Investment Advisors
Minneapolis,
Minnesota
| USD 120 M | -USD 37.2 M | -24% | 5.69% | 161% | 230 | 10% | 2.2 |
|
| 7080 |
7080
CNO Financial Group
Carmel,
Indiana
| USD 120 M | – | – | 0.98% | – | 9 | – | 1.4 |
|
| 7081 |
7081
David Wealth Management
Fairfax,
Virginia
| USD 120 M | -USD 1.53 M | -1% | 1.48% | – | 50 | 6% | 0.2 |
|
| 7082 |
7082
Michelson Medical Research Foundation
Los Angeles,
California
| USD 120 M | +USD 190 k | +0.2% | 1.55% | 52.2% | 30 | 23.33% | 1.5 |
|
| 7083 |
7083
Robinson Smith Wealth Advisors
South Portland,
Maine
| USD 119 M | +USD 1.52 M | +1% | 1.52% | 62.6% | 88 | 12.5% | 1.1 |
|
| 7084 |
7084
Accelerate Investment Advisors
Aliso Viejo,
California
| USD 119 M | +USD 6.05 M | +5% | 0.72% | – | 124 | 26.61% | 0.4 |
|
| 7085 |
7085
EDMP Inc
Lutz,
Florida
| USD 119 M | +USD 14.1 M | +13% | 6.05% | 78% | 73 | 13.7% | 4 |
|
| 7086 |
7086
Courant Investment Management
Franklin,
Tennessee
| USD 119 M | +USD 1.21 M | +1% | 4.54% | 35.2% | 8 | 0% | 5 |
|
| 7087 |
7087
Objectivity Squared
Charleston,
South Carolina
| USD 119 M | -USD 24.5 M | -17% | 2.28% | – | 51 | 17.65% | 1.1 |
|
| 7088 |
7088
Applied Fundamental Research
Cambridge,
Massachusetts
| USD 119 M | -USD 8.54 M | -7% | 2.68% | 44.6% | 13 | 15.38% | 2.6 |
|
| 7089 |
7089
Persistent Asset Partners
Hong Kong
| USD 119 M | -USD 1.36 M | -1% | 2.11% | – | 221 | 57.01% | 0.1 |
|
| 7090 |
TCM
7090
TAM Capital Management
Stamford,
Connecticut
| USD 119 M | -USD 157 M | -57% | 10.8% | 4.15% | 9 | 77.78% | 0.5 |
|
| 7091 |
7091
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| USD 119 M | -USD 2.52 M | -2% | 0.2% | 86.3% | 115 | 8.7% | 2.6 |
|
| 7092 |
AAA
7092
American Alpha Advisors
New York
| USD 119 M | +USD 5.34 M | +5% | 2.36% | – | 116 | 68.1% | 0.2 |
|
| 7093 |
7093
Lansing Management
New York
| USD 119 M | +USD 5.61 M | +5% | 1.85% | 76.9% | 8 | 12.5% | 2.9 |
|
| 7094 |
BF
7094
Baring Financial
Bellingham,
Washington
| USD 119 M | +USD 6.92 M | +6% | 3.18% | – | 66 | 7.58% | 0.2 |
|
| 7095 |
DW
7095
Durante & Waters
Brewster,
New York
| USD 119 M | -USD 2.15 M | -2% | 1.84% | 59.1% | 30 | 3.33% | 1.2 |
|
| 7096 |
7096
Coastwise Capital Group
La Jolla,
California
| USD 119 M | -USD 6.33 M | -5% | 1.95% | 88.8% | 128 | 9.38% | 2.2 |
|
| 7097 |
7097
Guardian Investment Management
Tiburon,
California
| USD 119 M | -USD 21.3 M | -15% | 2.82% | 103% | 59 | 6.78% | 6.4 |
|
| 7098 |
7098
TT Capital Management
Coto De Caza,
California
| USD 119 M | -USD 6.63 M | -5% | 1.52% | – | 82 | 23.17% | 0.2 |
|
| 7099 |
7099
Kuhn & Co Investment Counsel
Chicago,
Illinois
| USD 119 M | +USD 1.03 M | +0.9% | 0.44% | 88.7% | 135 | 11.11% | 1.1 |
|
| 7100 |
7100
Legacy Advisory Services
Exton,
Pennsylvania
| USD 118 M | +USD 1.17 M | +1% | 0.9% | 59.4% | 59 | 28.81% | 0.9 |
|