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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
10Elms LLP
Tulsa,
Oklahoma
| USD 99.5 M | +USD 2.68 M | +3% | 0.39% | – | 531 | 3.58% | 0.2 |
|
| 7502 |
WSA
7502
Warm Springs Advisors
Larkspur,
California
| USD 99.5 M | -USD 8.34 M | -8% | 7.25% | – | 54 | 14.81% | 0.2 |
|
| 7503 |
HCVG
7503
H Capital V GP
Grand Cayman,
Cayman Islands
| USD 99.4 M | +USD 8.26 M | +9% | 9.07% | – | 1 | 0% | 3.3 |
|
| 7504 |
7504
Ascent Capital Management
Bend,
Oregon
| USD 99.3 M | +USD 1.46 M | +1% | 2.74% | – | 63 | 12.7% | 0.2 |
|
| 7505 |
7505
Novus Advisors
Greenville,
South Carolina
| USD 99.2 M | -USD 1.2 M | -1% | 1.68% | – | 123 | 14.63% | 0.2 |
|
| 7506 |
7506
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| USD 99.2 M | -USD 8.82 M | -8% | 3.8% | 80.2% | 43 | 11.63% | 3.8 |
|
| 7507 |
7507
Alpha Wealth Funds
Park City,
Utah
| USD 99 M | -USD 4.81 M | -5% | 1.3% | – | 64 | 57.81% | 0.2 |
|
| 7508 |
7508
Compass Planning Associates
Greenfield,
Massachusetts
| USD 98.9 M | +USD 457 k | +0.5% | 0.13% | – | 138 | 7.25% | 0.2 |
|
| 7509 |
7509
Defined Financial Planning
San Rafael,
California
| USD 98.7 M | +USD 5.02 M | +5% | 1.94% | – | 92 | 31.52% | 0.2 |
|
| 7510 |
7510
Eagle Harbor Asset Management
Seattle,
Washington
| USD 98.6 M | -USD 1.25 M | -1% | 2.28% | 76.2% | 127 | 7.87% | 2.2 |
|
| 7511 |
7511
Fjell Capital
Fargo,
North Dakota
| USD 98.6 M | +USD 1.81 M | +2% | 2.95% | – | 58 | 18.97% | 0.2 |
|
| 7512 |
7512
Stegent Equity Advisors
Houston,
Texas
| USD 98.6 M | +USD 48.6 k | +0% | 2.06% | 96.4% | 103 | 18.45% | 1.5 |
|
| 7513 |
7513
Cooksen Wealth
The Woodlands,
Texas
| USD 98.6 M | -USD 10.2 M | -9% | 1.44% | 70.7% | 95 | 54.74% | 0.6 |
|
| 7514 |
7514
Farnam Financial
Phoenix,
Arizona
| USD 98.5 M | +USD 2.85 M | +3% | 2.18% | – | 48 | 8.33% | 0.4 |
|
| 7515 |
7515
Kids Capital Management
Los Angeles,
California
| USD 98.5 M | – | – | 5.79% | – | 12 | – | 1.3 |
|
| 7516 |
7516
Bosman Wealth Management
Redlands,
California
| USD 98.5 M | -USD 5.52 M | -5% | 7.84% | – | 50 | 42% | 0.2 |
|
| 7517 |
7517
Kraematon Investment Advisors
Braintree,
Massachusetts
| USD 98.3 M | -USD 2.85 M | -3% | 0.4% | 89.8% | 96 | 13.54% | 2.2 |
|
| 7518 |
RPGNY
7518
Retirement Planning Group (New York)
Malta,
New York
| USD 98.3 M | +USD 7.42 M | +8% | 0.31% | – | 73 | 15.07% | 0.2 |
|
| 7519 |
CC
7519
CF Capital
Cohasset,
Massachusetts
| USD 98.3 M | +USD 5.41 M | +6% | 1.83% | – | 54 | 37.04% | 0.2 |
|
| 7520 |
7520
Delphi Management
Brookline,
Massachusetts
| USD 98.1 M | -USD 5.34 M | -5% | 1.2% | 107% | 85 | 15.29% | 3.3 |
|
| 7521 |
7521
Graver Capital Management
Columbus,
Ohio
| USD 98.1 M | +USD 2.4 M | +3% | 1.85% | – | 27 | 11.11% | 0.2 |
|
| 7522 |
RIP
7522
Reliant Investment Partners
Pinehurst,
North Carolina
| USD 98.1 M | -USD 14.7 M | -13% | 1.77% | – | 114 | 20.18% | 0.2 |
|
| 7523 |
7523
SkyKnight Capital
San Francisco,
California
| USD 98 M | +USD 7.16 M | +8% | 12.7% | 11% | 4 | 25% | 3.3 |
|
| 7524 |
7524
NDVR Inc
Boston,
Massachusetts
| USD 98 M | -USD 6.47 M | -6% | 1.29% | – | 118 | 27.12% | 0.9 |
|
| 7525 |
7525
OneFund LLC
Saint Petersburg,
Florida
| USD 98 M | -USD 6.22 M | -6% | 3.25% | – | 134 | 10.45% | 1.1 |
|