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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7476 |
RCP
7476
RPM Capital Partners
New York
| USD 107 M | -USD 34.4 M | -24% | 24.4% | 8.37% | 1 | 0% | 1 |
|
| 7477 |
7477
J2 Capital Management
Troy,
Michigan
| USD 107 M | – | – | 0.42% | – | 107 | – | 1.5 |
|
| 7478 |
7478
Principia Wealth Advisory
Dallas,
Texas
| USD 107 M | – | – | 1.56% | – | 776 | – | 0 |
|
| 7479 |
7479
University of Chicago
Chicago,
Illinois
| USD 107 M | -USD 11.7 M | -10% | 1.32% | 73.4% | 5 | 0% | 2.8 |
|
| 7480 |
7480
York GP
Grand Cayman,
Cayman Islands
| USD 106 M | – | – | 23.2% | – | 2 | – | 1.8 |
|
| 7481 |
7481
Haven Capital Group
Westlake Village,
California
| USD 106 M | – | – | 5.92% | – | 36 | – | 0 |
|
| 7482 |
7482
Soapstone Management
Bethesda,
Maryland
| USD 106 M | -USD 13.9 M | -12% | 7.87% | 30.3% | 18 | 33.33% | 2.7 |
|
| 7483 |
7483
Pacific Asset Management
Gig Harbor,
Washington
| USD 106 M | – | – | 0.88% | – | 46 | – | 0 |
|
| 7484 |
7484
Caerus Investment Advisors
West Lake Hills,
Texas
| USD 106 M | +USD 928 k | +0.9% | 2.72% | 85% | 32 | 9.38% | 2 |
|
| 7485 |
7485
Journey Beyond Wealth
Roswell,
Georgia
| USD 106 M | – | – | 0.99% | – | 30 | – | 0 |
|
| 7486 |
7486
Orca Investment Management
Roseburg,
Oregon
| USD 106 M | -USD 4.52 M | -4% | 3.62% | 139% | 59 | 6.78% | 7.1 |
|
| 7487 |
MCM
7487
Monimus Capital Management
Woodbridge,
New Jersey
| USD 106 M | – | – | 1.45% | – | 51 | – | 0 |
|
| 7488 |
7488
Delta Wealth Advisors
Indianapolis,
Indiana
| USD 106 M | +USD 1.7 M | +2% | 0.72% | – | 45 | 22.22% | 0.6 |
|
| 7489 |
7489
R.H. Investment Group
Scottsdale,
Arizona
| USD 106 M | – | – | 0.79% | – | 31 | – | 0 |
|
| 7490 |
7490
Haven Global Partners
Atlanta,
Georgia
| USD 106 M | – | – | 3.59% | – | 10 | – | 0 |
|
| 7491 |
VM
7491
Valinor Management
New York
| USD 106 M | +USD 41.3 M | +64% | 63.7% | 12.8% | 1 | 0% | 7.3 |
|
| 7492 |
7492
Chiron Capital Management
Tallahassee,
Florida
| USD 106 M | -USD 7.05 M | -6% | 1.12% | – | 133 | 25.56% | 2.2 |
|
| 7493 |
7493
272 Capital
Dallas,
Texas
| USD 106 M | -USD 69.2 M | -40% | 6.86% | 222% | 72 | 48.61% | 0.9 |
|
| 7494 |
7494
Wulff, Hansen & Co
San Rafael,
California
| USD 106 M | -USD 4.69 M | -4% | 1.18% | 94.7% | 98 | 6.12% | 2.3 |
|
| 7495 |
7495
Instrumental Wealth
Tampa,
Florida
| USD 106 M | +USD 3.11 M | +3% | 0.15% | 38.2% | 52 | 13.46% | 1.2 |
|
| 7496 |
7496
Northstar Financial Companies
Conshohocken,
Pennsylvania
| USD 106 M | – | – | 2.3% | – | 108 | – | 0 |
|
| 7497 |
7497
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| USD 106 M | -USD 14.9 M | -12% | 0.24% | – | 138 | 5.07% | 3.9 |
|
| 7498 |
7498
Red Crane Wealth Management
San Francisco,
California
| USD 106 M | – | – | 0.62% | – | 64 | – | 0 |
|
| 7499 |
7499
Vested Financial Planning
San Carlos,
California
| USD 106 M | – | – | 1.47% | – | 25 | – | 0 |
|
| 7500 |
7500
DKM Wealth Management
Stockton,
California
| USD 105 M | – | – | 1.51% | – | 52 | – | 0 |
|