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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7176 |
7176
22NW LP
Seattle,
Washington
| USD 146 M | -USD 91.7 M | -39% | 2.86% | 138% | 21 | 28.57% | 2.2 |
|
| 7177 |
7177
TRB Advisors
New York
| USD 146 M | -USD 281 M | -66% | 17.8% | 76.1% | 11 | 54.55% | 6.5 |
|
| 7178 |
7178
J2 Capital Management
Troy,
Michigan
| USD 146 M | +USD 8.77 M | +6% | 3.23% | – | 130 | 19.23% | 1.9 |
|
| 7179 |
7179
Nautilus Advisors
La Jolla,
California
| USD 146 M | -USD 7.33 M | -5% | 1.47% | – | 184 | 17.93% | 1.1 |
|
| 7180 |
7180
Scopia Capital Management
New York
| USD 146 M | -USD 338 M | -70% | 7.28% | 58.7% | 29 | 27.59% | 1.8 |
|
| 7181 |
7181
Apex Wealth Management
Bedford,
New Hampshire
| USD 146 M | +USD 47.3 M | +48% | 2.33% | – | 63 | 30.16% | 0.8 |
|
| 7182 |
7182
Aspire Growth Partners
Miromar Lakes,
Florida
| USD 146 M | +USD 2.14 M | +1% | 0.41% | – | 128 | 9.38% | 1.1 |
|
| 7183 |
7183
Sentry Investment Management
Stevens Point,
Wisconsin
| USD 146 M | -USD 6.54 M | -4% | 4.72% | 103% | 514 | 99.81% | 0.3 |
|
| 7184 |
7184
Endure Capital Management
Austin,
Texas
| USD 146 M | – | – | 14.9% | – | 35 | – | 0 |
|
| 7185 |
7185
S&A Financial Services
Overland Park,
Kansas
| USD 146 M | – | – | 1.27% | – | 87 | – | 0 |
|
| 7186 |
7186
Copia Wealth Management
Bend,
Oregon
| USD 146 M | +USD 5.58 M | +4% | 0.82% | – | 549 | 6.74% | 1 |
|
| 7187 |
7187
Crestwood Capital Management
New York
| USD 146 M | -USD 12.5 M | -8% | 9.28% | 203% | 17 | 35.29% | 2.3 |
|
| 7188 |
7188
Seed Wealth Management
Evanston,
Illinois
| USD 145 M | +USD 388 k | +0.3% | 1.25% | 62% | 104 | 7.69% | 2.6 |
|
| 7189 |
7189
Paladin Wealth
Arden Hills,
Minnesota
| USD 145 M | -USD 1.08 M | -0.7% | 1.64% | – | 130 | 11.54% | 1 |
|
| 7190 |
7190
Greenhaven Road Investment Management
Greenwich,
Connecticut
| USD 145 M | -USD 449 M | -76% | 25.4% | 70.2% | 20 | 35% | 2.3 |
|
| 7191 |
AI
7191
Axecap Investments
Mason,
Ohio
| USD 145 M | -USD 16.8 M | -10% | 6.67% | – | 91 | 43.96% | 0.7 |
|
| 7192 |
KFO
7192
Kopp Family Office
Bloomington,
Minnesota
| USD 145 M | -USD 11.3 M | -7% | 4.08% | 47.9% | 22 | 9.09% | 3 |
|
| 7193 |
7193
Gambit Capital Management
Franklin,
Tennessee
| USD 145 M | +USD 5.43 M | +4% | 4.73% | – | 99 | 19.19% | 0.2 |
|
| 7194 |
7194
Alexis Investment Partners
Montgomery,
Texas
| USD 145 M | -USD 123 M | -46% | 1.36% | – | 99 | 66.67% | 1 |
|
| 7195 |
7195
Amara Financial
San Francisco,
California
| USD 145 M | +USD 683 k | +0.5% | 1.83% | – | 48 | 10.42% | 1.3 |
|
| 7196 |
7196
Teca Partners
Austin,
Texas
| USD 145 M | -USD 30.2 M | -17% | 6.52% | 66% | 12 | 16.67% | 1.5 |
|
| 7197 |
7197
MidAtlantic Capital Management
Richmond,
Virginia
| USD 145 M | -USD 11.2 M | -7% | 1.92% | 61.2% | 240 | 65.42% | 2 |
|
| 7198 |
7198
BluePath Capital Management
Atlanta,
Georgia
| USD 145 M | -USD 3.26 M | -2% | 3.57% | 106% | 120 | 25% | 1.3 |
|
| 7199 |
7199
ADG Wealth Management Group
Metairie,
Louisiana
| USD 145 M | +USD 12.7 M | +10% | 1.23% | – | 53 | 28.3% | 0.6 |
|
| 7200 |
7200
Antonelli Financial Advisors
Grosse Pointe,
Michigan
| USD 145 M | -USD 7.35 M | -5% | 2.04% | – | 55 | 25.45% | 0.9 |
|