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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8176 |
8176
Town Lane Management
New York
| USD 105 M | – | – | 12.7% | – | 4 | – | 0 |
|
| 8177 |
8177
Kassira Wealth Management
Knoxville,
Tennessee
| USD 105 M | +USD 1.6 M | +2% | 3.9% | – | 58 | 13.79% | 0.2 |
|
| 8178 |
8178
OFC Financial Planning
Short Hills,
New Jersey
| USD 105 M | +USD 4.34 M | +4% | 3.67% | – | 57 | 5.26% | 0.9 |
|
| 8179 |
8179
SPWM Advisors
Traverse City,
Michigan
| USD 105 M | – | – | 3.21% | – | 92 | – | 0 |
|
| 8180 |
8180
Financial Management Inc
Little Rock,
Arkansas
| USD 105 M | – | – | 1.46% | – | 40 | – | 0 |
|
| 8181 |
LLI
8181
LTS Liquid Investments
Nassau,
| USD 105 M | – | – | 0.53% | – | 8 | – | 0 |
|
| 8182 |
8182
Board of the Pension Protection Fund
Croydon,
United Kingdom
| USD 105 M | +USD 2.93 M | +3% | 2.03% | – | 278 | 57.91% | 0.2 |
|
| 8183 |
8183
Baer Investment Advisory
Corte Madera,
California
| USD 105 M | -USD 11.6 M | -10% | 1.1% | – | 46 | 32.61% | 0.6 |
|
| 8184 |
8184
Alpine Peaks Capital
New York
| USD 105 M | -USD 10.1 M | -9% | 3.4% | 24.3% | 24 | 12.5% | 3 |
|
| 8185 |
8185
Belleair Asset Management
Belleair Bluffs,
Florida
| USD 105 M | – | – | 2.57% | – | 79 | – | 0 |
|
| 8186 |
8186
Wall Capital Group
Phoenix,
Arizona
| USD 105 M | – | – | 1.2% | – | 25 | – | 2.5 |
|
| 8187 |
8187
Ares Financial Consulting
Calabasas,
California
| USD 105 M | – | – | 1.94% | – | 895 | – | 0 |
|
| 8188 |
GH
8188
GLP Holdings
Cumming,
Georgia
| USD 105 M | – | – | 6.73% | – | 4 | – | 0 |
|
| 8189 |
8189
BFI Wealth Solutions
Dallas,
Texas
| USD 105 M | – | – | 2.03% | – | 73 | – | 0 |
|
| 8190 |
8190
Eagle Point Credit Management
Greenwich,
Connecticut
| USD 105 M | – | – | 2.97% | – | 15 | – | 0 |
|
| 8191 |
8191
Gritstone Asset Management
Bethesda,
Maryland
| USD 105 M | +USD 7.56 M | +8% | 1.82% | – | 168 | 38.1% | 0.5 |
|
| 8192 |
8192
Kilner Capital Advisors
Gaithersburg,
Maryland
| USD 105 M | – | – | 3.76% | – | 20 | – | 0 |
|
| 8193 |
8193
HighRoad Wealth Advisors
Coos Bay,
Oregon
| USD 105 M | – | – | 2.37% | – | 35 | – | 0 |
|
| 8194 |
8194
Toronado Partners
San Francisco,
California
| USD 105 M | -USD 46.2 M | -31% | 5.37% | 158% | 13 | 23.08% | 2.6 |
|
| 8195 |
8195
Montchanin Asset Management
Montchanin,
Delaware
| USD 105 M | +USD 3.43 M | +3% | 4.46% | 120% | 57 | 17.54% | 2.3 |
|
| 8196 |
8196
Fulcrum Equity Management
Plano,
Texas
| USD 104 M | +USD 5.76 M | +6% | 3.66% | 116% | 128 | 35.16% | 1.3 |
|
| 8197 |
8197
Signet Private Wealth
Chicago,
Illinois
| USD 104 M | – | – | 2.99% | – | 117 | – | 0 |
|
| 8198 |
8198
Heffernan Advisory
Flagstaff,
Arizona
| USD 104 M | – | – | 0.27% | – | 27 | – | 0 |
|
| 8199 |
8199
Connecticut Capital Management Group
Milford,
Connecticut
| USD 104 M | – | – | 2.47% | – | 107 | – | 0 |
|
| 8200 |
8200
Sunstone Asset Management
New York
| USD 104 M | – | – | 1.49% | – | 59 | – | 0 |
|