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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8551 |
8551
Lattice Capital Management
Kirkland,
Washington
| USD 71.3 M | -USD 33 M | -32% | 6.73% | 242% | 23 | 8.7% | 2.1 |
|
| 8552 |
IA
8552
Incentive AS
Oslo,
Norway
| USD 71.3 M | -USD 14.8 M | -17% | 9.16% | – | 1 | 0% | 1.3 |
|
| 8553 |
8553
Pursuit Wealth Strategies
Raleigh,
North Carolina
| USD 71.3 M | – | – | 1.04% | – | 100 | – | 0 |
|
| 8554 |
8554
Abdiel Capital Advisors
New York
| USD 71 M | -USD 260 M | -79% | 7.35% | 43.7% | 7 | 14.29% | 2.6 |
|
| 8555 |
8555
26North Partners
New York
| USD 70.9 M | +USD 1.77 M | +3% | 2.34% | 77.8% | 1 | 0% | 3 |
|
| 8556 |
MA
8556
McGrath & Associates
Asheville,
North Carolina
| USD 70.4 M | +USD 3.16 M | +5% | 2.34% | – | 43 | 2.33% | 0.9 |
|
| 8557 |
8557
Texas County & District Retirement System
Austin,
Texas
| USD 70.3 M | -USD 1.05 M | -1% | 1.47% | 27.9% | 1 | 0% | 3 |
|
| 8558 |
8558
Wise Wealth Partners
Phoenix,
Arizona
| USD 69.7 M | +USD 4.15 M | +6% | 3.78% | – | 56 | 19.64% | 0.8 |
|
| 8559 |
SM
8559
Sabby Management
Miami Beach,
Florida
| USD 69.5 M | -USD 16.9 M | -20% | 46.9% | 95.5% | 53 | 62.26% | 0.6 |
|
| 8560 |
IC
8560
Immersion Capital
London,
United Kingdom
| USD 69.1 M | -USD 28.1 M | -29% | 3.46% | 63.4% | 11 | 9.09% | 1.7 |
|
| 8561 |
8561
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
| USD 69 M | +USD 10.7 M | +18% | 4.55% | 96.9% | 506 | 30.43% | 1 |
|
| 8562 |
8562
Fidelis Wealth Advisors
Castle Rock,
Colorado
| USD 69 M | – | – | 2.05% | – | 11 | – | 0 |
|
| 8563 |
8563
Deuterium Capital Management
Clearwater,
Florida
| USD 68.9 M | -USD 146 k | -0.2% | 1.4% | 262% | 20 | 10% | 2.1 |
|
| 8564 |
8564
Yost Capital Management
Houston,
Texas
| USD 68.9 M | -USD 13.4 M | -16% | 2.77% | 125% | 16 | 37.5% | 1.3 |
|
| 8565 |
8565
Angel Oak Capital Advisors
Atlanta,
Georgia
| USD 68.8 M | -USD 58.5 M | -46% | 5.18% | – | 36 | 11.11% | 0.8 |
|
| 8566 |
8566
Blue Barn Wealth
Orem,
Utah
| USD 68.7 M | -USD 159 M | -70% | 1.97% | 46.4% | 173 | 74.57% | 3 |
|
| 8567 |
8567
Charles Schwab Trust Bank
Henderson,
Nevada
| USD 68.5 M | +USD 13.4 M | +24% | 0.48% | – | 1 | 0% | 1.8 |
|
| 8568 |
CMANY
8568
Capital Management Associates (New York)
New York
| USD 68.2 M | +USD 1.16 M | +2% | 6.33% | 215% | 47 | 27.66% | 3.1 |
|
| 8569 |
8569
Charis Legacy Partners
Bryan,
Texas
| USD 67.8 M | +USD 728 k | +1% | 2.32% | – | 31 | 22.58% | 0.8 |
|
| 8570 |
8570
Stronghold Wealth Management
Tampa,
Florida
| USD 67.7 M | – | – | 1.82% | – | 119 | – | 0 |
|
| 8571 |
8571
QSV Equity Investors
Naperville,
Illinois
| USD 67.6 M | -USD 30.3 M | -31% | 1.36% | – | 97 | 13.4% | 1.5 |
|
| 8572 |
8572
Fountainhead AM
Warren,
New Jersey
| USD 67.5 M | -USD 695 M | -91% | 2.53% | 80.4% | 251 | 44.22% | 2.1 |
|
| 8573 |
8573
China-UAE Investment Cooperation
George Town,
| USD 67.4 M | – | – | 12.3% | – | 1 | – | 0 |
|
| 8574 |
8574
Navigation Wealth Management
Fort Collins,
Colorado
| USD 67.3 M | -USD 742 k | -1% | 1.95% | 46.5% | 34 | 5.88% | 0.6 |
|
| 8575 |
8575
Van Diest Capital
Poly City,
Iowa
| USD 67 M | – | – | 3.77% | – | 138 | – | 0 |
|