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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
2601
Sloy Dahl & Holst
Vancouver,
Washington
| USD 603 M | +USD 132 M | +28% | 0.59% | 132% | 103 | 37.86% | 1.2 |
|
| 2602 |
2602
Stratos Investment Management
Beachwood,
Ohio
| USD 602 M | -USD 32.3 M | -5% | 3.9% | 64.6% | 182 | 10.99% | 1.7 |
|
| 2603 |
2603
D.L. Carlson Investment Group
Concord,
New Hampshire
| USD 602 M | -USD 24.8 M | -4% | 1.96% | 113% | 163 | 20.25% | 3.3 |
|
| 2604 |
2604
Capital Advisors Ltd
Shaker Heights,
Ohio
| USD 601 M | -USD 18.3 M | -3% | 4.31% | 61.1% | 1,335 | 41.95% | 2.2 |
|
| 2605 |
2605
EHP Funds Inc
Toronto,
Canada
| USD 601 M | – | – | 11.4% | 173% | 335 | – | 0 |
|
| 2606 |
2606
KWB Wealth
Redlands,
California
| USD 600 M | -USD 1.66 M | -0.3% | 5.12% | 54.8% | 90 | 0% | 1.1 |
|
| 2607 |
2607
Ardsley Advisory Partners
Stamford,
Connecticut
| USD 599 M | +USD 74.7 M | +14% | 6.21% | 555% | 178 | 69.66% | 0.6 |
|
| 2608 |
2608
Azora Capital LP
Miami,
Florida
| USD 599 M | -USD 39.9 M | -6% | 4.13% | 175% | 60 | 66.67% | 0.5 |
|
| 2609 |
2609
Minot Capital
Broomfield,
Colorado
| USD 599 M | -USD 21.9 M | -4% | 3.63% | 19.6% | 18 | 0% | 1.7 |
|
| 2610 |
2610
Laidlaw Wealth Management
New York City,
New York
| USD 599 M | -USD 26.7 M | -4% | 2.92% | 150% | 435 | 20% | 0.9 |
|
| 2611 |
2611
Magnus Financial Group
New York
| USD 599 M | +USD 72.3 M | +14% | 2.66% | 78.2% | 315 | 23.17% | 1.7 |
|
| 2612 |
RTS
2612
Round Table Services
Westfield,
New Jersey
| USD 598 M | +USD 68.1 M | +13% | 3.3% | 16.1% | 182 | 24.73% | 2.3 |
|
| 2613 |
2613
Signet Financial Management
Parsippany,
New Jersey
| USD 598 M | -USD 62.6 M | -9% | 3.48% | 65.2% | 1,489 | 83.48% | 1.6 |
|
| 2614 |
2614
Thomas White International
Chicago,
Illinois
| USD 597 M | -USD 36.3 M | -6% | 1.81% | 34.9% | 310 | 11.61% | 3 |
|
| 2615 |
2615
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| USD 596 M | -USD 20.4 M | -3% | 5.84% | 66.9% | 83 | 55.42% | 1.5 |
|
| 2616 |
2616
NTV Asset Management
Charleston,
West Virginia
| USD 596 M | -USD 6.28 M | -1% | 1.47% | 110% | 274 | 9.85% | 4.6 |
|
| 2617 |
2617
Evermay Wealth Management
Arlington,
Virginia
| USD 596 M | +USD 36.7 M | +7% | 4.43% | 61.1% | 583 | 16.47% | 1.7 |
|
| 2618 |
CI
2618
CPMG Inc
Dallas,
Texas
| USD 596 M | +USD 53.9 M | +10% | 22.8% | 878% | 6 | 33.33% | 2 |
|
| 2619 |
2619
Adams Natural Resources Fund
Baltimore,
Maryland
| USD 593 M | +USD 126 M | +27% | 31.4% | 50.6% | 60 | 10% | 4.8 |
|
| 2620 |
2620
Verde Servicos Internacionais
Sao Paulo,
Brazil
| USD 592 M | -USD 203 M | -25% | 0.76% | 130% | 56 | 41.07% | 0.6 |
|
| 2621 |
2621
Zhang Financial
Portage,
Michigan
| USD 592 M | +USD 28.1 M | +5% | 4.15% | 75.8% | 229 | 14.41% | 2.7 |
|
| 2622 |
TA
2622
Trivest Advisors
Hong Kong
| USD 592 M | -USD 497 M | -46% | 9.32% | 2,984% | 30 | 66.67% | 0.3 |
|
| 2623 |
2623
LVW Advisors
Pittsford,
New York
| USD 591 M | +USD 4.38 M | +0.7% | 4.48% | 79.1% | 256 | 15.63% | 2.6 |
|
| 2624 |
2624
Elequin Capital
New York
| USD 590 M | +USD 374 M | +173% | 6.2% | 52.4% | 355 | 88.17% | 0 |
|
| 2625 |
2625
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| USD 589 M | -USD 20.7 M | -3% | 3.19% | 134% | 319 | 13.48% | 2.5 |
|