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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8026 |
8026
Eagle Wealth Advisors
Westport,
Connecticut
| USD 108 M | -USD 8.94 M | -8% | 5.48% | – | 105 | 20% | 0.2 |
|
| 8027 |
8027
Prospect Financial Group
Arlington,
Virginia
| USD 108 M | +USD 778 k | +0.7% | 0.19% | – | 66 | 10.61% | 1.1 |
|
| 8028 |
8028
Roan Capital Partners
Johnson City,
Tennessee
| USD 108 M | – | – | 6.07% | – | 77 | – | 0 |
|
| 8029 |
8029
Broyhill Asset Management
Charlotte,
North Carolina
| USD 108 M | -USD 5.29 M | -5% | 3.06% | – | 87 | 25.29% | 1 |
|
| 8030 |
8030
City Center Advisors LLC
Troy,
Michigan
| USD 108 M | -USD 497 k | -0.5% | 1.26% | – | 187 | 33.16% | 1 |
|
| 8031 |
8031
North Forty Two & Co
Lake Oswego,
Oregon
| USD 108 M | +USD 2.2 M | +2% | 1.98% | – | 98 | 2.04% | 1.1 |
|
| 8032 |
8032
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| USD 108 M | +USD 456 k | +0.4% | 0.59% | 161% | 225 | 16.89% | 3.8 |
|
| 8033 |
8033
Vanguard Capital Wealth Advisors
Denver,
Colorado
| USD 108 M | -USD 16.9 M | -14% | 2.08% | 234% | 145 | 28.97% | 3.4 |
|
| 8034 |
8034
Green Court Capital Management
Hong Kong
| USD 108 M | -USD 152 M | -58% | 18% | 33.4% | 5 | 20% | 1.1 |
|
| 8035 |
8035
Essential Investment Partners
Englewood,
Colorado
| USD 108 M | +USD 1.71 M | +2% | 1.85% | – | 311 | 11.9% | 0.2 |
|
| 8036 |
PCC
8036
Park Circle Company
Baltimore,
Maryland
| USD 108 M | -USD 7.64 M | -7% | 1.35% | 70.5% | 53 | 7.55% | 5.3 |
|
| 8037 |
8037
Legacy Solutions LLC
Kennett Square,
Pennsylvania
| USD 108 M | -USD 5.9 M | -5% | 2.08% | – | 84 | 11.9% | 1.1 |
|
| 8038 |
8038
Investors Portfolio Services
Puyallup,
Washington
| USD 108 M | -USD 3.13 M | -3% | 0.36% | – | 762 | 55.38% | 0.1 |
|
| 8039 |
8039
Heights Point Management
New York
| USD 108 M | -USD 9.39 M | -8% | 10.1% | – | 31 | 64.52% | 0.1 |
|
| 8040 |
8040
Sawyer Falduto Asset Management
Elmhurst,
Illinois
| USD 108 M | -USD 1.56 M | -1% | 2.36% | – | 271 | 4.8% | 0.2 |
|
| 8041 |
8041
Heffernan Advisory
Flagstaff,
Arizona
| USD 108 M | +USD 3.34 M | +3% | 0.33% | – | 28 | 17.86% | 0.2 |
|
| 8042 |
LC
8042
Lawood & Co
Williamsport,
Pennsylvania
| USD 108 M | +USD 2.2 M | +2% | 4.5% | – | 95 | 7.37% | 0.2 |
|
| 8043 |
8043
Haven Capital Group
Westlake Village,
California
| USD 108 M | +USD 1.14 M | +1% | 4.46% | – | 38 | 13.16% | 1 |
|
| 8044 |
8044
Verus Wealth Management
De Pere,
Wisconsin
| USD 108 M | +USD 402 k | +0.4% | 0.96% | – | 50 | 2% | 1.2 |
|
| 8045 |
8045
21 West Wealth Management
Tustin,
California
| USD 108 M | -USD 1.76 M | -2% | 1.33% | – | 65 | 7.69% | 0.7 |
|
| 8046 |
8046
Bannerstone Capital Management
Wayzata,
Minnesota
| USD 108 M | +USD 3.27 M | +3% | 2.69% | – | 113 | 25.66% | 0.2 |
|
| 8047 |
8047
Central Asset Investments & Management Holdings
Hong Kong
| USD 108 M | -USD 46.2 M | -30% | 66.3% | 3,210% | 50 | 74% | 1 |
|
| 8048 |
8048
Ursa Fund Management
Danville,
California
| USD 108 M | -USD 2331 M | -96% | 4.06% | 93.5% | 59 | 91.53% | 0.1 |
|
| 8049 |
8049
Bedminster
Bluffton,
South Carolina
| USD 107 M | -USD 1.37 M | -1% | 1.38% | – | 57 | 14.04% | 0.2 |
|
| 8050 |
8050
WestBridge Capital Management
Trianon,
Mauritius
| USD 107 M | -USD 56.5 M | -34% | 34.4% | 21.9% | 1 | 0% | 3.8 |
|