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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7651 |
PIA
7651
Prakash Investment Advisors
Andover,
Massachusetts
| USD 90.3 M | -USD 11 M | -11% | 9.85% | – | 59 | 13.56% | 0.2 |
|
| 7652 |
7652
North Forty Two & Co
Lake Oswego,
Oregon
| USD 90.3 M | +USD 3.68 M | +4% | 2.13% | – | 98 | 11.22% | 0.2 |
|
| 7653 |
7653
Hobbs Wealth Management
Zionsville,
Indiana
| USD 90.1 M | +USD 2.61 M | +3% | 2.46% | – | 53 | 26.42% | 0.2 |
|
| 7654 |
7654
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| USD 90.1 M | -USD 1.22 M | -1% | 3.26% | 82.6% | 39 | 5.13% | 7.6 |
|
| 7655 |
VM
7655
Valinor Management
New York
| USD 90 M | -USD 16 M | -15% | 0.91% | 12.8% | 1 | 0% | 7.5 |
|
| 7656 |
TF
7656
Telligent Fund
Hong Kong
| USD 90 M | -USD 15 M | -14% | 4.47% | – | 32 | 34.38% | 0.2 |
|
| 7657 |
7657
James Reed Financial Services
Cleveland,
Ohio
| USD 89.7 M | -USD 6.12 M | -6% | 4.4% | – | 19 | 21.05% | 1.9 |
|
| 7658 |
CWD
7658
Clarity Wealth Development
Corvallis,
Oregon
| USD 89.6 M | -USD 2.51 M | -3% | 0.78% | – | 47 | 14.89% | 0.2 |
|
| 7659 |
7659
Massar Capital Management
Stamford,
Connecticut
| USD 89.5 M | +USD 1.53 M | +2% | 3.33% | – | 159 | 100% | 0 |
|
| 7660 |
7660
Great Hill Partners
Boston,
Massachusetts
| USD 89.3 M | -USD 34.3 M | -28% | 27.7% | 24% | 1 | 0% | 2.8 |
|
| 7661 |
7661
Blalock Williams
Alexander City,
Alabama
| USD 89.3 M | +USD 3.38 M | +4% | 0.6% | – | 118 | 15.25% | 0.2 |
|
| 7662 |
7662
Dai-ichi Life Holdings
Tokyo,
Japan
| USD 89.2 M | -USD 1.96 M | -2% | 1.93% | – | 28 | 53.57% | 0.6 |
|
| 7663 |
7663
SRN Advisors
Huntingdon Valley,
Pennsylvania
| USD 89 M | -USD 23.4 M | -21% | 4.59% | 146% | 103 | 4.85% | 2 |
|
| 7664 |
KA
7664
Kailix Advisors
Fort Lauderdale,
Florida
| USD 89 M | -USD 30.3 M | -25% | 16.3% | 16.3% | 8 | 0% | 1.2 |
|
| 7665 |
7665
Peapod Lane Capital
Bedford Hills,
New York
| USD 88.9 M | -USD 12 M | -12% | 7.43% | – | 72 | 36.11% | 0.2 |
|
| 7666 |
7666
Expect Equity LLC
Pikesville,
Maryland
| USD 88.9 M | -USD 6.68 M | -7% | 5.56% | – | 49 | 12.24% | 0.2 |
|
| 7667 |
7667
Montchanin Asset Management
Montchanin,
Delaware
| USD 88.8 M | -USD 14.3 M | -14% | 2.3% | 120% | 59 | 27.12% | 2 |
|
| 7668 |
PWM
7668
Pinnacle Wealth Management
Roseville,
California
| USD 88.8 M | -USD 1.08 M | -1% | 3.67% | 194% | 77 | 74.03% | 0.6 |
|
| 7669 |
7669
Waycross Investment Management
Bellingham,
Washington
| USD 88.7 M | -USD 6.34 M | -7% | 0.39% | 49.6% | 42 | 9.52% | 1.8 |
|
| 7670 |
7670
BTS Asset Management
Lincoln,
Massachusetts
| USD 88.6 M | -USD 11.5 M | -12% | 0.77% | 8.8% | 55 | 69.09% | 0.5 |
|
| 7671 |
7671
Davis Wealth Advisors
Salem,
New Hampshire
| USD 88.5 M | -USD 2.41 M | -3% | 0.79% | – | 66 | 19.7% | 0.2 |
|
| 7672 |
ACMC
7672
AyurMaya Capital Management Company
Portsmouth,
New Hampshire
| USD 88.4 M | -USD 24.6 M | -22% | 21.7% | 32.2% | 2 | 0% | 1.3 |
|
| 7673 |
7673
OFC Financial Planning
Short Hills,
New Jersey
| USD 88.4 M | -USD 6.44 M | -7% | 4.06% | – | 55 | 9.09% | 0.2 |
|
| 7674 |
7674
MKD Wealth Coaches
Troy,
Michigan
| USD 88.4 M | -USD 10.4 M | -11% | 3.83% | – | 30 | 20% | 3.3 |
|
| 7675 |
7675
Corre Partners Management
New York
| USD 88.3 M | -USD 16.3 M | -16% | 11.1% | 109% | 4 | 0% | 2.1 |
|