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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8151 |
8151
Vavra Capital Management
Collegeville,
Pennsylvania
| USD 103 M | +USD 1.06 M | +1% | 1.24% | – | 24 | 4.17% | 0.2 |
|
| 8152 |
8152
1015 Capital Partners
Pottstown,
Pennsylvania
| USD 103 M | +USD 1.03 M | +1% | 1.08% | – | 641 | 8.58% | 0.2 |
|
| 8153 |
8153
Caspian Capital
New York
| USD 103 M | -USD 48.4 M | -32% | 1.37% | – | 12 | 33.33% | 1.5 |
|
| 8154 |
8154
Stoic Point Capital Management
Palo Alto,
California
| USD 103 M | -USD 15.8 M | -13% | 13.9% | – | 78 | 37.18% | 0.2 |
|
| 8155 |
PCM
8155
Park Capital Management
Madison,
Wisconsin
| USD 103 M | -USD 37 M | -27% | 2.2% | – | 99 | 43.43% | 0.9 |
|
| 8156 |
8156
Olympus Peak Asset Management
Greenwich,
Connecticut
| USD 103 M | -USD 195 M | -65% | 8.46% | – | 1 | 0% | 1.5 |
|
| 8157 |
8157
ETF Store
Overland Park,
Kansas
| USD 103 M | +USD 4.65 M | +5% | 0.64% | 61% | 104 | 9.62% | 2.7 |
|
| 8158 |
IMT
8158
Investment Management Trust
Fitchburg,
Massachusetts
| USD 103 M | – | – | 1.18% | – | 81 | – | 0 |
|
| 8159 |
8159
Platt Wealth Management
San Diego,
California
| USD 103 M | +USD 1.69 M | +2% | 2.52% | – | 50 | 12% | 0.2 |
|
| 8160 |
8160
Vision Financial Markets
Stamford,
Connecticut
| USD 102 M | +USD 4.49 M | +5% | 1.52% | – | 440 | 10.45% | 1 |
|
| 8161 |
8161
Courant Investment Management
Franklin,
Tennessee
| USD 102 M | -USD 8.19 M | -7% | 10.5% | 35.2% | 7 | 14.29% | 4.1 |
|
| 8162 |
8162
Figure 8 Investment Strategies
Boise,
Idaho
| USD 102 M | -USD 9.9 M | -9% | 0.17% | – | 64 | 15.63% | 1 |
|
| 8163 |
8163
Redwood Family Wealth
Addison,
Texas
| USD 102 M | +USD 633 k | +0.6% | 6.36% | – | 116 | 19.83% | 0.2 |
|
| 8164 |
8164
HighRoad Wealth Advisors
Coos Bay,
Oregon
| USD 102 M | -USD 2.35 M | -2% | 2.26% | – | 38 | 10.53% | 0.2 |
|
| 8165 |
ML
8165
MILFAM LLC
Stuart,
Florida
| USD 102 M | – | – | 2.15% | – | 8 | – | 0 |
|
| 8166 |
8166
Valued Retirements
Houston,
Texas
| USD 102 M | +USD 41.8 k | +0% | 2.45% | 84.6% | 99 | 16.16% | 1.6 |
|
| 8167 |
8167
Parsonex Advisory Services
Englewood,
Colorado
| USD 102 M | -USD 54.6 M | -35% | 9.53% | – | 100 | 45% | 0.7 |
|
| 8168 |
8168
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| USD 102 M | -USD 5.72 M | -5% | 0.41% | 80.2% | 42 | 4.76% | 4.2 |
|
| 8169 |
8169
Framtiden Holdings Management
Chicago,
Illinois
| USD 102 M | +USD 9.9 M | +11% | 4.36% | – | 6 | 0% | 0.3 |
|
| 8170 |
8170
Stembrook Asset Management
Red Bank,
New Jersey
| USD 102 M | -USD 3.73 M | -4% | 3.05% | – | 50 | 8% | 0.2 |
|
| 8171 |
LIC
8171
Laurus Investment Counsel
Toronto,
Canada
| USD 102 M | -USD 20.7 M | -17% | 9.64% | 14.1% | 46 | 6.52% | 3.3 |
|
| 8172 |
8172
Piper Sandler & Co
Minneapolis,
Minnesota
| USD 102 M | -USD 39.2 M | -28% | 0.05% | 0.05% | 20 | 0% | 0.4 |
|
| 8173 |
8173
Independent Order of Foresters
Toronto,
Ontario, Canada
| USD 102 M | -USD 69.9 M | -41% | 4.28% | 75.1% | 2 | 0% | 6 |
|
| 8174 |
8174
Brown University
Providence,
Rhode Island
| USD 102 M | -USD 40.7 M | -29% | 20.6% | 40.1% | 12 | 25% | 2.3 |
|
| 8175 |
8175
Marble Bar Asset Management LLP
London,
| USD 102 M | +USD 97.5 M | +2,261% | 0.16% | – | 34 | 76.47% | 0.1 |
|