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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8076 |
8076
Haven Global Partners
Atlanta,
Georgia
| USD 106 M | -USD 29.8 M | -22% | 1.23% | – | 11 | 36.36% | 1 |
|
| 8077 |
8077
TrustWell Financial Advisors
Jacksonville,
Florida
| USD 106 M | +USD 2.88 M | +3% | 3.94% | – | 72 | 11.11% | 0.2 |
|
| 8078 |
8078
Mann Financial Group
Detroit Lakes,
Minnesota
| USD 106 M | +USD 2.83 M | +3% | 1.39% | – | 31 | 0% | 0.5 |
|
| 8079 |
8079
Portus Wealth Advisors
Charlotte,
North Carolina
| USD 106 M | +USD 223 k | +0.2% | 0.52% | – | 568 | 90.67% | 0 |
|
| 8080 |
8080
Wildcat Capital Management
New York
| USD 106 M | -USD 30.3 M | -22% | 18.1% | 77.7% | 3 | 33.33% | 4.3 |
|
| 8081 |
8081
TandemGrowth Financial Advisors
Alpharetta,
Georgia
| USD 106 M | -USD 8.4 M | -7% | 0.24% | – | 24 | 8.33% | 0.3 |
|
| 8082 |
8082
Red Mountain Financial
Fort Collins,
Colorado
| USD 106 M | +USD 4.28 M | +4% | 2.32% | – | 80 | 6.25% | 1.7 |
|
| 8083 |
8083
Opus Financial Solutions
Downers Grove,
Illinois
| USD 106 M | +USD 182 k | +0.2% | 0.03% | – | 113 | 17.7% | 0.2 |
|
| 8084 |
8084
Real Talk Capital
Franklin,
Tennessee
| USD 106 M | +USD 5.69 M | +6% | 2.64% | – | 97 | 9.28% | 1 |
|
| 8085 |
8085
Midway Capital Research & Management
Chicago,
Illinois
| USD 106 M | +USD 3.45 M | +3% | 0.55% | – | 117 | 59.83% | 0.1 |
|
| 8086 |
8086
Snowwater Investment Partners
Fairfield,
Connecticut
| USD 106 M | -USD 2.58 M | -2% | 0% | – | 96 | 12.5% | 0.2 |
|
| 8087 |
8087
Merrithew & Thorsten Inc
San Diego,
California
| USD 106 M | +USD 11.5 M | +12% | 3.96% | – | 116 | 3.45% | 0.2 |
|
| 8088 |
8088
Town Lane Management
New York
| USD 106 M | +USD 606 k | +0.6% | 4.38% | – | 4 | 0% | 0.3 |
|
| 8089 |
8089
Friends of the Cornell Lab of Ornithology
Riverside,
Connecticut
| USD 106 M | +USD 1.65 M | +2% | 1.61% | – | 5 | 0% | 0.3 |
|
| 8090 |
8090
3 Factor Indexing
Sacramento,
California
| USD 106 M | – | – | 1.08% | – | 453 | – | 0 |
|
| 8091 |
8091
Connecticut Capital Management Group
Milford,
Connecticut
| USD 106 M | +USD 1.39 M | +1% | 0.16% | – | 119 | 18.49% | 0.2 |
|
| 8092 |
CIS
8092
Continental Investors Services
Longview,
Washington
| USD 106 M | +USD 28.3 M | +36% | 0.72% | 76.6% | 85 | 20% | 2.4 |
|
| 8093 |
PWM
8093
Pathway Wealth Management
Dallas,
Texas
| USD 106 M | -USD 3.84 M | -4% | 4.19% | – | 32 | 15.63% | 0.2 |
|
| 8094 |
8094
Kids Capital Management
Los Angeles,
California
| USD 106 M | -USD 28.8 M | -21% | 13.8% | – | 14 | 21.43% | 1.9 |
|
| 8095 |
TAR
8095
Trask Adam Roland
| USD 106 M | – | – | 8.79% | – | 190 | – | 0 |
|
| 8096 |
8096
Ishara Investments
Los Angeles,
California
| USD 106 M | +USD 18.2 M | +21% | 1.21% | – | 56 | 66.07% | 0.1 |
|
| 8097 |
8097
Littlejohn & Co
Greenwich,
Connecticut
| USD 106 M | -USD 86.4 M | -45% | 23.7% | 66.1% | 21 | 19.05% | 3.3 |
|
| 8098 |
8098
Bayhunt Capital
Mill Valley,
California
| USD 106 M | -USD 75.5 M | -42% | 0.74% | – | 26 | 53.85% | 0.2 |
|
| 8099 |
8099
Timmons Wealth Management
Attleboro,
Massachusetts
| USD 106 M | +USD 3.89 M | +4% | 1.02% | – | 77 | 9.09% | 0.2 |
|
| 8100 |
8100
Dara Capital US
Miami,
Florida
| USD 105 M | -USD 7.51 M | -7% | 5.85% | – | 119 | 0% | 0.3 |
|