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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
Summit Financial Strategies
Columbus,
Ohio
| USD 654 M | +USD 129 M | +25% | 10.6% | 59.4% | 147 | 15.65% | 3.2 |
|
| 2527 |
2527
Rockbridge Investment Management
Syracuse,
New York
| USD 654 M | +USD 88.2 M | +16% | 8.61% | 38.6% | 665 | 83.91% | 0.5 |
|
| 2528 |
2528
Stanley-Laman Group
Berwyn,
Pennsylvania
| USD 654 M | +USD 67.6 M | +12% | 7.62% | 114% | 278 | 32.73% | 1.9 |
|
| 2529 |
2529
Jag Capital Management
St Louis,
Missouri
| USD 653 M | -USD 176 M | -21% | 17.3% | 269% | 200 | 43.5% | 3.7 |
|
| 2530 |
2530
Lodestar Private Asset Management
Alamo,
California
| USD 652 M | +USD 68 M | +12% | 10.2% | 64.4% | 211 | 9.95% | 0.9 |
|
| 2531 |
2531
Condire Management
Dallas,
Texas
| USD 652 M | +USD 64 M | +11% | 7.29% | 187% | 19 | 31.58% | 1.2 |
|
| 2532 |
2532
Delta Global Management
New York
| USD 651 M | – | – | 21.9% | – | 27 | – | 0 |
|
| 2533 |
2533
FIFTHDELTA
London,
United Kingdom
| USD 651 M | -USD 69.2 M | -10% | 3.19% | 16.6% | 14 | 42.86% | 0.6 |
|
| 2534 |
2534
Nilsine Partners
Greenwood Village,
Colorado
| USD 651 M | -USD 10.5 M | -2% | 11.9% | 128% | 373 | 21.18% | 0.7 |
|
| 2535 |
2535
OLP Capital Management
Causeway Bay,
Hong Kong
| USD 651 M | +USD 127 M | +24% | 34.6% | 146% | 3 | 33.33% | 1.4 |
|
| 2536 |
2536
Hendershot Investments
Centreville,
Virginia
| USD 650 M | +USD 53.9 M | +9% | 8.46% | 61.9% | 135 | 3.7% | 4.8 |
|
| 2537 |
2537
Sarissa Capital Management
Greenwich,
Connecticut
| USD 649 M | -USD 93.5 M | -13% | 12.2% | 80% | 11 | 18.18% | 4.2 |
|
| 2538 |
2538
Advisory Research
Chicago,
Illinois
| USD 648 M | -USD 71.9 M | -10% | 18.3% | 144% | 491 | 46.23% | 1.7 |
|
| 2539 |
2539
Ardsley Advisory Partners
Stamford,
Connecticut
| USD 648 M | +USD 200 M | +45% | 28.6% | 555% | 183 | 62.3% | 0.6 |
|
| 2540 |
2540
KLCM Advisors
Milwaukee,
Wisconsin
| USD 648 M | +USD 116 M | +22% | 10.7% | 122% | 161 | 15.53% | 4 |
|
| 2541 |
2541
Quarry LP
New York
| USD 648 M | +USD 218 M | +51% | 6.25% | 83.2% | 1,693 | 57.12% | 0.3 |
|
| 2542 |
2542
Canandaigua National Bank & Trust
Canandaigua,
New York
| USD 647 M | +USD 29.4 M | +5% | 9.35% | – | 280 | 13.93% | 5.9 |
|
| 2543 |
2543
Financial Synergies Wealth Advisors
Houston,
Texas
| USD 646 M | -USD 46.6 M | -7% | 10.2% | 79% | 555 | 27.21% | 1.5 |
|
| 2544 |
2544
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| USD 645 M | +USD 77.3 M | +14% | 29.8% | 312% | 2 | 0% | 1.6 |
|
| 2545 |
CBT
2545
Central Bank & Trust
Lexington,
Kentucky
| USD 645 M | +USD 70 M | +12% | 12% | 118% | 364 | 11.81% | 5.7 |
|
| 2546 |
2546
Compass Ion Advisors
Conshohocken,
Pennsylvania
| USD 645 M | +USD 61.6 M | +11% | 10.5% | 75.6% | 241 | 13.69% | 0.9 |
|
| 2547 |
2547
Samsara BioCapital
Palo Alto,
California
| USD 643 M | +USD 316 M | +97% | 95.7% | 1,580% | 44 | 13.64% | 2.1 |
|
| 2548 |
2548
Roberts Wealth Advisors
Palo Alto,
California
| USD 643 M | +USD 415 M | +183% | 10.9% | 81.1% | 90 | 41.11% | 1.9 |
|
| 2549 |
2549
Harvest Fund Management
Beijing,
China
| USD 642 M | +USD 69.6 M | +12% | 20.2% | 327% | 723 | 20.33% | 2.1 |
|
| 2550 |
CL
2550
CIM LLC
Albany,
New York
| USD 642 M | +USD 117 M | +22% | 11.5% | 108% | 168 | 24.4% | 3.6 |
|