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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7376 |
7376
Schwallier Wealth Management
Grand Rapids,
Michigan
| USD 137 M | -USD 19.6 M | -13% | 0.99% | 42.3% | 64 | 25% | 1.1 |
|
| 7377 |
7377
Generation Capital Management
Pittsford,
New York
| USD 137 M | -USD 17.3 M | -11% | 2.32% | – | 95 | 29.47% | 1 |
|
| 7378 |
7378
Evolution Wealth Management
Fort Myers,
Florida
| USD 137 M | +USD 15.9 M | +13% | 2.33% | – | 870 | 16.21% | 0.5 |
|
| 7379 |
7379
South Shore Capital Advisors
Cohasset,
Massachusetts
| USD 137 M | -USD 91.4 k | -0.1% | 1.32% | – | 170 | 38.24% | 1.4 |
|
| 7380 |
SL
7380
Sonnipe Ltd
Douglas,
Isle Of Man
| USD 137 M | -USD 155 M | -53% | 53.2% | 57.8% | 1 | 0% | 3.3 |
|
| 7381 |
7381
URS Advisory
Jupiter,
Florida
| USD 137 M | +USD 16.4 M | +14% | 1.19% | – | 53 | 20.75% | 0.2 |
|
| 7382 |
CFG
7382
Compass Financial Group
Dublin,
Ohio
| USD 137 M | +USD 13.6 k | +0% | 2.34% | – | 48 | 8.33% | 0.2 |
|
| 7383 |
7383
Tenere Capital
New York
| USD 136 M | +USD 7.32 M | +6% | 0.58% | 131% | 26 | 30.77% | 1 |
|
| 7384 |
7384
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
| USD 136 M | +USD 2.23 M | +2% | 0.67% | – | 470 | 11.06% | 0.9 |
|
| 7385 |
7385
LuminArx Capital Management
New York
| USD 136 M | +USD 28.6 M | +27% | 0.06% | – | 146 | 80.82% | 0.1 |
|
| 7386 |
7386
Leibman Financial Services
Louisville,
Nebraska
| USD 136 M | -USD 2.36 M | -2% | 1.24% | 59.2% | 54 | 14.81% | 1.4 |
|
| 7387 |
7387
Rahlfs Capital
Lake Kiowa,
Texas
| USD 136 M | +USD 7.35 M | +6% | 5.14% | – | 88 | 6.82% | 1.1 |
|
| 7388 |
7388
Flagship Capital Management
Media,
Pennsylvania
| USD 136 M | -USD 5.33 M | -4% | 2.04% | – | 48 | 2.08% | 0.2 |
|
| 7389 |
7389
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| USD 136 M | -USD 4.52 M | -3% | 1.38% | 86.3% | 119 | 6.72% | 3.3 |
|
| 7390 |
7390
Aurora Investment Managers
Naples,
Florida
| USD 136 M | -USD 40.5 M | -23% | 8.4% | 74.4% | 49 | 46.94% | 2.9 |
|
| 7391 |
GA
7391
Gagnon Advisors
New York
| USD 136 M | -USD 21.6 M | -14% | 9.06% | 214% | 25 | 20% | 5.8 |
|
| 7392 |
7392
Nalls Sherbakoff Group
Knoxville,
Tennessee
| USD 136 M | -USD 2.73 M | -2% | 0.43% | – | 451 | 10.2% | 4.5 |
|
| 7393 |
7393
Womack Financial
Dallas,
Texas
| USD 136 M | +USD 473 k | +0.3% | 1.24% | – | 71 | 7.04% | 1.1 |
|
| 7394 |
7394
Muirfield Wealth Advisors
Charlotte,
North Carolina
| USD 136 M | -USD 379 k | -0.3% | 1.95% | – | 84 | 15.48% | 1.6 |
|
| 7395 |
7395
Sovereign's Capital Management
Atlanta,
Georgia
| USD 136 M | -USD 29 M | -18% | 8.96% | – | 82 | 12.2% | 1.1 |
|
| 7396 |
7396
AGH Wealth Advisors
Wichita,
Kansas
| USD 136 M | +USD 2.78 M | +2% | 0.32% | – | 130 | 16.92% | 1 |
|
| 7397 |
7397
Black Diamond Capital Management I
St. Thomas,
| USD 136 M | -USD 14.5 M | -10% | 5.58% | – | 12 | 33.33% | 0.5 |
|
| 7398 |
7398
Lionshead Wealth Management
New York
| USD 136 M | +USD 2.7 M | +2% | 1.37% | – | 113 | 10.62% | 1 |
|
| 7399 |
7399
WPG Advisers
Baltimore,
Maryland
| USD 136 M | +USD 986 k | +0.7% | 0.19% | – | 1,541 | 8.37% | 1.1 |
|
| 7400 |
7400
New Vernon Capital Holdings II
Morristown,
New Jersey
| USD 136 M | -USD 75.4 M | -36% | 5.84% | 114% | 97 | 29.9% | 1.3 |
|