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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7426 |
7426
General Equity Holdings
Brooklyn,
New York
| USD 135 M | -USD 25.3 M | -16% | 26.9% | 775% | 13 | 23.08% | 1.5 |
|
| 7427 |
HC
7427
Hoese & Co
Glencoe,
Minnesota
| USD 135 M | -USD 5.55 M | -4% | 2.42% | 51% | 137 | 2.19% | 3.2 |
|
| 7428 |
7428
Seneschal Advisors
Tacoma,
Washington
| USD 135 M | -USD 1.1 M | -0.8% | 0.09% | – | 615 | 7.32% | 0.5 |
|
| 7429 |
7429
Saber Capital Management
Fuquay Varina,
North Carolina
| USD 135 M | +USD 14.8 M | +12% | 3.91% | – | 40 | 37.5% | 1.1 |
|
| 7430 |
7430
Joel Adams & Associates
Asheville,
North Carolina
| USD 135 M | +USD 1.63 M | +1% | 1.45% | – | 66 | 7.58% | 1.1 |
|
| 7431 |
7431
Somerset Group
Wayzata,
Minnesota
| USD 135 M | +USD 1.98 M | +1% | 2.48% | 84.6% | 61 | 6.56% | 7.5 |
|
| 7432 |
7432
Sacks & Associates
Warren,
New Jersey
| USD 134 M | -USD 1.67 M | -1% | 0.03% | – | 83 | 10.84% | 0.2 |
|
| 7433 |
7433
Tsai Capital
New York
| USD 134 M | -USD 12.5 M | -8% | 11.7% | 29.2% | 22 | 22.73% | 2.6 |
|
| 7434 |
7434
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
| USD 134 M | -USD 3.51 M | -3% | 1.02% | – | 185 | 29.73% | 0.9 |
|
| 7435 |
7435
Harpswell Capital Advisors
Yarmouth,
Maine
| USD 134 M | +USD 8.15 M | +6% | 1.78% | – | 38 | 10.53% | 0.4 |
|
| 7436 |
7436
Spear Advisors
East Hampton,
New York
| USD 134 M | -USD 8.4 M | -6% | 13% | – | 30 | 43.33% | 0.2 |
|
| 7437 |
7437
Pekao Towarzystwo Funduszy Inwestycyjnych SA
Warsaw,
| USD 134 M | +USD 12.2 M | +10% | 5.14% | – | 96 | 34.38% | 0.2 |
|
| 7438 |
7438
Willner & Heller
Encino,
California
| USD 134 M | -USD 4.97 M | -4% | 2.06% | 131% | 175 | 13.71% | 2.8 |
|
| 7439 |
CCAM
7439
Capelight Capital Asset Management
New York
| USD 134 M | +USD 7.97 M | +6% | 24.4% | – | 49 | 59.18% | 0.2 |
|
| 7440 |
7440
KVP Capital Advisors
San Francisco,
California
| USD 134 M | +USD 30.6 M | +30% | 33.2% | – | 36 | 36.11% | 0.2 |
|
| 7441 |
7441
SWP Investment Management
Independence,
Ohio
| USD 134 M | -USD 4.02 M | -3% | 2.65% | – | 52 | 19.23% | 0.7 |
|
| 7442 |
7442
Broadwater Capital
Boston,
Massachusetts
| USD 134 M | USD 0 | 0% | 1.72% | – | 211 | 0% | 2.2 |
|
| 7443 |
7443
RoundAngle Advisors
Red Bank,
New Jersey
| USD 134 M | -USD 3.54 M | -3% | 0.54% | – | 61 | 4.92% | 1.2 |
|
| 7444 |
7444
BAM Wealth Management
Lakewood,
Colorado
| USD 134 M | -USD 4.55 M | -3% | 2.12% | – | 186 | 30.11% | 0.4 |
|
| 7445 |
7445
Williams & Novak
Westlake Village,
California
| USD 134 M | +USD 782 k | +0.6% | 0.51% | 61.6% | 163 | 25.77% | 1.3 |
|
| 7446 |
7446
Langdon Equity Partners
Toronto,
| USD 134 M | -USD 60.7 M | -31% | 20.3% | – | 14 | 28.57% | 0.2 |
|
| 7447 |
7447
RF&L Wealth Management
Acton,
Massachusetts
| USD 134 M | -USD 44.9 M | -25% | 0.43% | 73.8% | 62 | 16.13% | 2.9 |
|
| 7448 |
7448
Shepherd Wealth Management
Cincinnati,
Ohio
| USD 134 M | -USD 10.3 M | -7% | 3.08% | – | 62 | 45.16% | 0.6 |
|
| 7449 |
7449
PW Advisors
Tallahassee,
Florida
| USD 133 M | +USD 8.92 M | +7% | 1.47% | – | 40 | 27.5% | 0.2 |
|
| 7450 |
7450
LightSquare Wealth Management
Bingham Farms,
Michigan
| USD 133 M | – | – | 0.97% | – | 92 | – | 0 |
|