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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7201 |
7201
Elm3 Financial Group
Alpharetta,
Georgia
| USD 114 M | -USD 3.47 M | -3% | 3.95% | – | 105 | 18.1% | 0.2 |
|
| 7202 |
PCC
7202
Park Circle Company
Baltimore,
Maryland
| USD 114 M | +USD 1.57 M | +1% | 5.17% | 70.5% | 115 | 9.57% | 4 |
|
| 7203 |
7203
Hickory Point Bank & Trust
Decatur,
Illinois
| USD 114 M | +USD 1.02 M | +0.9% | 0.31% | – | 131 | 15.27% | 0.2 |
|
| 7204 |
7204
Schrum Private Wealth Management
St. Augustine,
Florida
| USD 114 M | -USD 4.3 M | -4% | 2.08% | 60.9% | 132 | 12.12% | 2.3 |
|
| 7205 |
7205
Twin City Private Wealth
Winston-Salem,
North Carolina
| USD 114 M | +USD 553 k | +0.5% | 2.69% | – | 98 | 7.14% | 0.9 |
|
| 7206 |
CAM
7206
Crown Advisors Management
Larkspur,
California
| USD 114 M | -USD 42.2 M | -27% | 7.7% | 284% | 40 | 15% | 2.8 |
|
| 7207 |
7207
Rik Saylor Financial
Fairfield,
Ohio
| USD 114 M | +USD 5.39 M | +5% | 1.73% | – | 82 | 8.54% | 0.2 |
|
| 7208 |
7208
Canandaigua National Trust of Florida
Canandaigua,
New York
| USD 113 M | -USD 14.7 M | -11% | 0.34% | – | 125 | 28.8% | 0.4 |
|
| 7209 |
7209
13D Management
New York
| USD 113 M | -USD 21.6 M | -16% | 6.2% | 157% | 25 | 32% | 1.5 |
|
| 7210 |
7210
Shotwell Rutter Baer
Lansing,
Michigan
| USD 113 M | -USD 5.33 M | -4% | 0.57% | 45.5% | 34 | 2.94% | 1 |
|
| 7211 |
TP
7211
Thunderbird Partners
London,
United Kingdom
| USD 113 M | +USD 51.4 M | +83% | 1.31% | 38% | 9 | 77.78% | 0.1 |
|
| 7212 |
7212
Forge Financial Services
Edmond,
Oklahoma
| USD 113 M | -USD 5.76 M | -5% | 2.73% | – | 21 | 4.76% | 0.2 |
|
| 7213 |
7213
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| USD 113 M | -USD 3.21 M | -3% | 0.94% | 96.8% | 348 | 4.02% | 3.5 |
|
| 7214 |
7214
QVIDTVM Management
The Woodlands,
Texas
| USD 113 M | -USD 11 M | -9% | 8.51% | 19.5% | 9 | 22.22% | 1.4 |
|
| 7215 |
7215
Cathy Pareto & Associates
Coral Gables,
Florida
| USD 113 M | +USD 4.25 M | +4% | 1.72% | – | 88 | 19.32% | 0.2 |
|
| 7216 |
7216
Opinicus Capital
Tampa,
Florida
| USD 113 M | -USD 5.86 M | -5% | 4.6% | 129% | 102 | 12.75% | 1 |
|
| 7217 |
7217
Monetta Financial Services
Wheaton,
Illinois
| USD 113 M | -USD 11.3 M | -9% | 4.28% | 275% | 61 | 32.79% | 2.4 |
|
| 7218 |
7218
Adams Street Partners
Chicago,
Illinois
| USD 113 M | +USD 142 k | +0.1% | 32.7% | 399% | 8 | 37.5% | 2.9 |
|
| 7219 |
7219
IDG China Venture Capital Fund V Associates
Hong Kong
| USD 113 M | -USD 16.8 M | -13% | 13% | 12.6% | 1 | 0% | 3.3 |
|
| 7220 |
7220
Axim Planning & Wealth
Springboro,
Ohio
| USD 113 M | +USD 18.9 M | +20% | 26.1% | 32.3% | 57 | 49.12% | 1 |
|
| 7221 |
7221
SageOak Financial
Tulsa,
Oklahoma
| USD 113 M | +USD 3.35 M | +3% | 0.36% | – | 46 | 32.61% | 0.2 |
|
| 7222 |
7222
CPR Investments
Rochester,
Michigan
| USD 113 M | +USD 1.92 M | +2% | 1.25% | 84% | 45 | 40% | 1 |
|
| 7223 |
7223
Aspire Growth Partners
Miromar Lakes,
Florida
| USD 113 M | +USD 10.5 M | +10% | 2.53% | – | 116 | 17.24% | 0.2 |
|
| 7224 |
7224
bLong Financial
Memphis,
Tennessee
| USD 113 M | -USD 8.75 M | -7% | 2.38% | – | 84 | 15.48% | 0.2 |
|
| 7225 |
7225
Seek First
Campbell,
California
| USD 113 M | – | – | 5.45% | – | 53 | – | 0 |
|