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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
Criteria Caixa
Barcelona,
Spain
| USD 441 M | +USD 43.9 M | +11% | 7.35% | 35.5% | 43 | 32.56% | 0.4 |
|
| 2502 |
HH
2502
Hernani Holdings
Jackson,
Wyoming
| USD 440 M | +USD 23.9 M | +6% | 5.87% | – | 4 | 0% | 0.8 |
|
| 2503 |
JCI
2503
Jet Capital Investors
New York
| USD 440 M | -USD 45 M | -9% | 10.3% | 147% | 44 | 63.64% | 0.6 |
|
| 2504 |
2504
Sector Gamma AS
Oslo,
Norway
| USD 439 M | -USD 45.1 M | -9% | 3.49% | 35.3% | 34 | 23.53% | 2.5 |
|
| 2505 |
2505
City Holding Co
Charleston,
West Virginia
| USD 439 M | +USD 36.2 M | +9% | 7.49% | 89.2% | 520 | 4.42% | 4.6 |
|
| 2506 |
2506
Tanglewood Wealth Management
Houston,
Texas
| USD 439 M | +USD 85.1 M | +24% | 6.85% | 64.6% | 19 | 10.53% | 2.6 |
|
| 2507 |
2507
Institute for Wealth Management
Denver,
Colorado
| USD 438 M | +USD 29.6 M | +7% | 11.6% | 149% | 454 | 14.54% | 1.6 |
|
| 2508 |
2508
S&T Bank
Indiana,
Pennsylvania
| USD 438 M | -USD 1.17 M | -0.3% | 3.81% | 193% | 133 | 21.05% | 2.9 |
|
| 2509 |
2509
HCR Wealth Advisors
Los Angeles,
California
| USD 437 M | +USD 11.2 M | +3% | 10.6% | 107% | 263 | 14.83% | 1.7 |
|
| 2510 |
2510
Ashmore Group
London,
United Kingdom
| USD 437 M | +USD 60.1 M | +16% | 15.3% | 103% | 23 | 21.74% | 1.7 |
|
| 2511 |
2511
AIA Investment Management
Singapore
| USD 437 M | -USD 4.44 M | -1% | 14.1% | 63.3% | 440 | 7.5% | 0.8 |
|
| 2512 |
2512
Valley National Advisers
Bethlehem,
Pennsylvania
| USD 437 M | +USD 2.75 M | +0.6% | 5.98% | 87.2% | 881 | 7.49% | 3.3 |
|
| 2513 |
2513
Howard Capital Management
Roswell,
Georgia
| USD 437 M | +USD 81.8 M | +23% | 14.1% | 144% | 54 | 11.11% | 0.5 |
|
| 2514 |
VCM
2514
V3 Capital Management
Dallas,
Texas
| USD 437 M | +USD 3.35 M | +0.8% | 3.37% | 20.5% | 16 | 50% | 1 |
|
| 2515 |
2515
Private Capital Management (Florida)
Naples,
Florida
| USD 437 M | +USD 32.7 M | +8% | 12.1% | 118% | 115 | 64.35% | 1.6 |
|
| 2516 |
2516
Columbia Asset Management
Ann Arbor,
Michigan
| USD 437 M | +USD 18.7 M | +4% | 10.2% | 94.1% | 174 | 14.37% | 4.4 |
|
| 2517 |
2517
Verdence Capital Advisors
Hunt Valley,
Maryland
| USD 436 M | +USD 30.7 M | +8% | 7.99% | 104% | 389 | 15.42% | 1.6 |
|
| 2518 |
2518
Simcoe Capital Management
New York
| USD 436 M | +USD 30.4 M | +7% | 18.1% | 48.7% | 18 | 33.33% | 1 |
|
| 2519 |
2519
Vestar Capital Partners
New York
| USD 435 M | +USD 112 M | +34% | 34.5% | – | 1 | 0% | 4 |
|
| 2520 |
2520
Edge Wealth Management
New York
| USD 434 M | -USD 92.9 M | -18% | 8.47% | 75.3% | 714 | 43.7% | 2.9 |
|
| 2521 |
CCM
2521
Composite Capital Management
Hong Kong
| USD 434 M | -USD 575 M | -57% | 30.3% | – | 12 | 66.67% | 0.2 |
|
| 2522 |
2522
Old West Investment Management
Los Angeles,
California
| USD 434 M | +USD 96.3 M | +29% | 18% | 242% | 66 | 28.79% | 2.1 |
|
| 2523 |
2523
Overbrook Management Corp
New York
| USD 433 M | +USD 49.9 M | +13% | 12.1% | 157% | 125 | 20% | 2.2 |
|
| 2524 |
2524
Luminus Management
Houston,
Texas
| USD 433 M | -USD 338 M | -44% | 10.9% | 8.7% | 72 | 70.83% | 0.9 |
|
| 2525 |
2525
Advantage Alpha Capital Partners
San Francisco,
California
| USD 433 M | +USD 5.49 M | +1% | 5.3% | 79.2% | 97 | 23.71% | 0.6 |
|