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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7351 |
7351
Arbor Wealth Advisors
Troy,
Michigan
| USD 112 M | +USD 1.36 M | +1% | 3.17% | 58.7% | 53 | 11.32% | 0.8 |
|
| 7352 |
PCC
7352
Park Circle Company
Baltimore,
Maryland
| USD 112 M | -USD 1.85 M | -2% | 0.98% | 70.5% | 112 | 8.04% | 3.8 |
|
| 7353 |
BF
7353
Baring Financial
Bellingham,
Washington
| USD 112 M | – | – | 1.87% | – | 62 | – | 0 |
|
| 7354 |
7354
Teleios Capital Partners
Zug,
| USD 112 M | – | – | 12.6% | – | 1 | – | 0 |
|
| 7355 |
7355
Signature Resources Capital Management
Newport Beach,
California
| USD 112 M | +USD 2.62 M | +2% | 1.1% | 67.8% | 403 | 13.9% | 0.9 |
|
| 7356 |
CM
7356
CM Management
Gulf Breeze,
Florida
| USD 112 M | -USD 13.3 M | -11% | 3.12% | 110% | 66 | 16.67% | 2.3 |
|
| 7357 |
7357
Collier Financial
Denver,
Colorado
| USD 112 M | – | – | 1.54% | – | 112 | – | 0 |
|
| 7358 |
7358
Edge Financial Advisors
Wheaton,
Illinois
| USD 112 M | -USD 868 k | -0.8% | 0.63% | – | 97 | 9.28% | 0.7 |
|
| 7359 |
SNPAM
7359
St. Nicholas Private Asset Management
Jacksonville,
Florida
| USD 112 M | – | – | 2.19% | – | 38 | – | 0 |
|
| 7360 |
7360
Milestone Asset Management Group
Avon,
Connecticut
| USD 112 M | – | – | 4.35% | – | 95 | – | 0 |
|
| 7361 |
7361
Investment Management Corporation
Roanoke,
Virginia
| USD 112 M | – | – | 1.81% | – | 193 | – | 0 |
|
| 7362 |
7362
Littlejohn Financial Services
Roseburg,
Oregon
| USD 112 M | – | – | 0.77% | – | 53 | – | 0 |
|
| 7363 |
7363
Trace Wealth Advisors
Los Angeles,
California
| USD 112 M | – | – | 0.41% | – | 56 | – | 0 |
|
| 7364 |
UAML
7364
US Asset Management LLC
Pittsburgh,
Pennsylvania
| USD 111 M | -USD 1.74 M | -2% | 4.36% | – | 125 | 13.6% | 2.7 |
|
| 7365 |
7365
Stillwater Wealth Management Group
Juno Beach,
Florida
| USD 111 M | – | – | 0.95% | – | 68 | – | 0 |
|
| 7366 |
7366
Rangeley Capital
New Canaan,
Connecticut
| USD 111 M | – | – | 6.96% | – | 82 | – | 0 |
|
| 7367 |
7367
Emmett Investment Management
New York
| USD 111 M | – | – | 10.2% | – | 26 | – | 0 |
|
| 7368 |
7368
Kize Capital
New York
| USD 111 M | +USD 25.8 M | +30% | 4.36% | 34.7% | 8 | 25% | 2.4 |
|
| 7369 |
7369
Obsido Oy
Tampere,
| USD 111 M | – | – | 3.27% | – | 20 | – | 0 |
|
| 7370 |
7370
Members Capital Advisors Inc
Madison,
Wisconsin
| USD 111 M | +USD 24.3 M | +28% | 0.63% | – | 29 | 0% | 4.1 |
|
| 7371 |
7371
Orca Wealth Management
New Port Richey,
Florida
| USD 111 M | – | – | 0.28% | – | 63 | – | 0 |
|
| 7372 |
7372
Seros Financial
Tempe,
Arizona
| USD 111 M | – | – | 2.86% | – | 52 | – | 0 |
|
| 7373 |
TM
7373
TFJ Management
Somerville,
Massachusetts
| USD 111 M | – | – | 41.6% | – | 16 | – | 0 |
|
| 7374 |
7374
SharpePoint
Phoenix,
Arizona
| USD 111 M | – | – | 7.78% | – | 73 | – | 0 |
|
| 7375 |
7375
CPR Investments
Rochester,
Michigan
| USD 111 M | +USD 4.9 M | +5% | 3.29% | 84% | 50 | 56% | 1 |
|