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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7501 |
7501
EDMP Inc
Lutz,
Florida
| USD 105 M | -USD 16.4 M | -13% | 0.11% | 78% | 80 | 21.25% | 4.1 |
|
| 7502 |
7502
Vennlight Capital Management
Weston,
Connecticut
| USD 105 M | – | – | 9.95% | – | 15 | – | 0 |
|
| 7503 |
7503
Endeavor Private Wealth
Topeka,
Kansas
| USD 105 M | – | – | 1.05% | – | 189 | – | 0 |
|
| 7504 |
7504
Aldebaran Capital
Carmel,
Indiana
| USD 105 M | -USD 4.33 M | -4% | 0.26% | 80.4% | 39 | 10.26% | 1.6 |
|
| 7505 |
7505
Turning Point Benefit Group
Frederick,
Maryland
| USD 105 M | – | – | 1.7% | – | 64 | – | 0 |
|
| 7506 |
7506
Flavin Financial Services
Melbourne,
Florida
| USD 105 M | – | – | 0.39% | – | 68 | – | 0 |
|
| 7507 |
7507
Copia Wealth Management
Bend,
Oregon
| USD 105 M | – | – | 1.11% | – | 425 | – | 0 |
|
| 7508 |
TF
7508
Telligent Fund
Hong Kong
| USD 105 M | – | – | 6.46% | – | 26 | – | 0 |
|
| 7509 |
7509
RoundAngle Advisors
Red Bank,
New Jersey
| USD 105 M | – | – | 4.31% | – | 58 | – | 0 |
|
| 7510 |
7510
Variant Private Wealth
Tysons,
Virginia
| USD 105 M | – | – | 6.4% | – | 41 | – | 0 |
|
| 7511 |
7511
Maxele Advisors
Webster Groves,
Missouri
| USD 105 M | – | – | 0.57% | – | 97 | – | 2.2 |
|
| 7512 |
7512
Platt Investment Counsel
Lake Mary,
Florida
| USD 105 M | -USD 7.87 M | -7% | 2.46% | 62.9% | 10 | 0% | 2.8 |
|
| 7513 |
7513
Corre Partners Management
New York
| USD 105 M | +USD 26.2 M | +33% | 16.5% | 109% | 4 | 25% | 1.9 |
|
| 7514 |
7514
Fairtree Asset Management
Bellville, Cape Town,
South Africa
| USD 105 M | – | – | 6.43% | – | 96 | – | 0 |
|
| 7515 |
7515
Tandem Investment Partners
Bordentown,
New Jersey
| USD 104 M | – | – | 0.47% | – | 62 | – | 0 |
|
| 7516 |
7516
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| USD 104 M | -USD 6.47 M | -6% | 3.24% | 52.2% | 65 | 9.23% | 5.5 |
|
| 7517 |
7517
NDVR Inc
Boston,
Massachusetts
| USD 104 M | +USD 6.98 M | +7% | 6.16% | – | 114 | 20.18% | 0.7 |
|
| 7518 |
7518
Ridgeline Wealth Planning
Centerville,
Ohio
| USD 104 M | – | – | 0.22% | – | 37 | – | 0 |
|
| 7519 |
MBAM
7519
Mink Brook Asset Management
West Palm Beach,
Florida
| USD 104 M | – | – | 12.7% | – | 28 | – | 0 |
|
| 7520 |
7520
SwitchPoint Financial Planning
Lehi,
Utah
| USD 104 M | – | – | 1.71% | – | 50 | – | 0 |
|
| 7521 |
7521
Accel Growth Fund V Associates
Palo Alto,
California
| USD 104 M | +USD 39.8 M | +62% | 69% | 1.17% | 2 | 0% | 3.6 |
|
| 7522 |
7522
Wynnchurch Capital Partners IV
Rosemont,
Illinois
| USD 104 M | – | – | 2.35% | – | 1 | – | 0 |
|
| 7523 |
7523
OneFund LLC
Saint Petersburg,
Florida
| USD 104 M | +USD 5.75 M | +6% | 6.01% | – | 134 | 11.19% | 0.9 |
|
| 7524 |
7524
Invesco Senior Secured Management
New York
| USD 104 M | -USD 2.78 M | -3% | 3.59% | 18.1% | 8 | 0% | 2.5 |
|
| 7525 |
7525
EQ Wealth Advisors
Dallas,
Texas
| USD 104 M | – | – | 3.04% | – | 50 | – | 0 |
|