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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
2576
G2 Investment Partners Management
New York
| USD 415 M | -USD 8.16 M | -2% | 16.9% | 1,145% | 108 | 43.52% | 1 |
|
| 2577 |
CCM
2577
Cadence Capital Management
Boston,
Massachusetts
| USD 415 M | -USD 275 M | -40% | 2.82% | 0.72% | 421 | 41.33% | 3.1 |
|
| 2578 |
2578
Dillon & Associates
Jackson,
Michigan
| USD 415 M | +USD 45.2 M | +12% | 13.9% | 117% | 69 | 4.35% | 5.1 |
|
| 2579 |
2579
Ramius Advisors
New York
| USD 415 M | +USD 171 M | +70% | 20% | 187% | 101 | 91.09% | 0.1 |
|
| 2580 |
2580
RWWM Inc
Rocklin,
California
| USD 414 M | +USD 7.67 M | +2% | 5.22% | 40.6% | 13 | 15.38% | 3.7 |
|
| 2581 |
2581
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| USD 414 M | +USD 21.7 M | +6% | 6.36% | 64.8% | 116 | 2.59% | 6 |
|
| 2582 |
AC
2582
AMS Capital
Sao Paulo,
Brazil
| USD 414 M | +USD 163 M | +65% | 12% | 63.1% | 33 | 39.39% | 0.4 |
|
| 2583 |
2583
South Street Advisors
New York
| USD 414 M | +USD 40 M | +11% | 13.4% | 177% | 61 | 16.39% | 3.4 |
|
| 2584 |
2584
Ausdal Financial Partners
Davenport,
Iowa
| USD 414 M | +USD 112 M | +37% | 7.46% | 63.2% | 372 | 26.61% | 2.2 |
|
| 2585 |
2585
Strategic Wealth Partners Group
Deerfield,
Illinois
| USD 414 M | +USD 15.5 M | +4% | 7.82% | – | 61 | 8.2% | 1.8 |
|
| 2586 |
2586
Faithward Advisors
Lancaster,
Pennsylvania
| USD 413 M | +USD 27.7 M | +7% | 7.32% | 119% | 240 | 22.08% | 0.7 |
|
| 2587 |
NM
2587
Newtyn Management
New York
| USD 413 M | +USD 139 M | +51% | 15.6% | 52% | 61 | 36.07% | 0.9 |
|
| 2588 |
2588
Dudley & Shanley
Palm Beach,
Florida
| USD 412 M | +USD 50.3 M | +14% | 8.02% | 67.9% | 29 | 24.14% | 2.2 |
|
| 2589 |
2589
FRG Family Wealth Advisors
Bellevue,
Washington
| USD 411 M | +USD 24.5 M | +6% | 7.24% | 76.4% | 122 | 5.74% | 3.8 |
|
| 2590 |
2590
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| USD 411 M | +USD 77.4 M | +23% | 8% | 75.9% | 156 | 30.13% | 3.7 |
|
| 2591 |
2591
Tarbox Family Office
Newport Beach,
California
| USD 411 M | +USD 24.1 M | +6% | 8.48% | 66.4% | 1,235 | 8.26% | 2.9 |
|
| 2592 |
2592
Stratos Wealth Advisors
Beachwood,
Ohio
| USD 411 M | +USD 84.4 M | +26% | 7.66% | 73.7% | 325 | 24% | 0.8 |
|
| 2593 |
TEC
2593
Tiger Eye Capital
Nashville,
Tennessee
| USD 410 M | -USD 11.3 M | -3% | 16.5% | 116% | 50 | 32% | 2.2 |
|
| 2594 |
2594
Venture Visionary Partners
Sylvania,
Ohio
| USD 410 M | +USD 66.5 M | +19% | 12.9% | 95.4% | 211 | 20.85% | 0.5 |
|
| 2595 |
2595
Tortoise Investment Management
White Plains,
New York
| USD 410 M | +USD 23 M | +6% | 6.19% | 43.8% | 557 | 11.49% | 4.2 |
|
| 2596 |
2596
Quantitative Advantage
Minnetonka,
Minnesota
| USD 410 M | +USD 36.2 M | +10% | 6.35% | 45.9% | 59 | 5.08% | 2.2 |
|
| 2597 |
BCM
2597
Bayesian Capital Management
Brooklyn,
New York
| USD 409 M | -USD 44.1 M | -10% | 11.6% | 107% | 781 | 71.96% | 0.3 |
|
| 2598 |
2598
Artemis Wealth Advisors
New York
| USD 409 M | +USD 118 M | +40% | 35.7% | 180% | 91 | 31.87% | 1.3 |
|
| 2599 |
2599
Miller Investment Management
West Conshohocken,
Pennsylvania
| USD 409 M | +USD 68.7 M | +20% | 9.55% | 67.9% | 72 | 9.72% | 5.1 |
|
| 2600 |
KCM
2600
Karp Capital Management
Sausalito,
California
| USD 409 M | +USD 47.8 M | +13% | 6.74% | 21.3% | 105 | 30.48% | 1.9 |
|