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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
Parkside Investments
Deerfield,
Illinois
| USD 501 M | +USD 35.7 M | +8% | 5.93% | 70.4% | 96 | 19.79% | 2.8 |
|
| 2602 |
2602
BFSG LLC
Irvine,
California
| USD 499 M | +USD 29.2 M | +6% | 10.6% | 90.7% | 194 | 14.43% | 2.3 |
|
| 2603 |
2603
Syntegra Private Wealth Group
Chesterfield,
Missouri
| USD 499 M | – | – | 7.81% | 56.9% | 107 | – | 0 |
|
| 2604 |
2604
Means Investment Company
Bangor,
Maine
| USD 499 M | +USD 38 M | +8% | 7.1% | 106% | 200 | 9% | 2.8 |
|
| 2605 |
KC
2605
Keenan Capital
Burlingame,
California
| USD 499 M | -USD 27.7 M | -5% | 4.93% | 110% | 13 | 15.38% | 2.8 |
|
| 2606 |
2606
Minot Capital
Broomfield,
Colorado
| USD 498 M | +USD 130 M | +35% | 13.8% | 19.6% | 20 | 5% | 2.3 |
|
| 2607 |
2607
Bain Capital Venture Investors
Boston,
Massachusetts
| USD 498 M | -USD 292 M | -37% | 12.5% | 34.2% | 5 | 40% | 1.2 |
|
| 2608 |
2608
Northwest Bancshares
Warren,
Pennsylvania
| USD 498 M | +USD 69.8 M | +16% | 11.3% | 84.8% | 187 | 9.09% | 3.2 |
|
| 2609 |
2609
Rodgers Brothers
Harmony,
Pennsylvania
| USD 498 M | +USD 28.2 M | +6% | 12.7% | 108% | 204 | 8.33% | 5.6 |
|
| 2610 |
2610
Teamwork Financial Advisors
San Antonio,
Texas
| USD 496 M | +USD 32.6 M | +7% | 6.53% | 134% | 227 | 26.87% | 1.3 |
|
| 2611 |
2611
Cannell Capital
Alta,
Wyoming
| USD 496 M | +USD 59.4 M | +14% | 26.7% | 127% | 99 | 22.22% | 1.4 |
|
| 2612 |
ERFOTCOFW
2612
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
| USD 495 M | +USD 24.1 M | +5% | 9.9% | 30.5% | 14 | 28.57% | 0.6 |
|
| 2613 |
HVM
2613
Harvest Volatility Management
Norwalk,
Connecticut
| USD 495 M | -USD 83.3 M | -14% | 3.65% | 24.3% | 146 | 15.75% | 1.6 |
|
| 2614 |
HCP
2614
Holt Capital Partners
Fort Worth,
Texas
| USD 495 M | +USD 161 M | +48% | 9.23% | 75.1% | 159 | 13.21% | 5.4 |
|
| 2615 |
2615
ECP ControlCo
Summit,
New Jersey
| USD 495 M | -USD 2.16 M | -0.4% | 6.32% | 42.5% | 9 | 22.22% | 1.5 |
|
| 2616 |
2616
Moody Aldrich Partners
Marblehead,
Massachusetts
| USD 494 M | +USD 7.76 M | +2% | 13.1% | 312% | 182 | 32.42% | 1.3 |
|
| 2617 |
2617
Rockbridge Investment Management
Syracuse,
New York
| USD 493 M | +USD 69.2 M | +16% | 5.9% | 43% | 110 | 10.91% | 2.1 |
|
| 2618 |
2618
Advantage Alpha Capital Partners
San Francisco,
California
| USD 493 M | -USD 50.7 M | -9% | 9.46% | 79.2% | 107 | 23.36% | 1.6 |
|
| 2619 |
2619
Cary Street Partners Asset Management
Richmond,
Virginia
| USD 493 M | +USD 76.8 M | +18% | 9.17% | 25.3% | 480 | 20.83% | 0.7 |
|
| 2620 |
2620
Galibier Capital Management
Toronto,
Ontario, Canada
| USD 493 M | -USD 2.84 M | -0.6% | 12.6% | 66.8% | 48 | 25% | 2 |
|
| 2621 |
T
2621
TCWP
Beachwood,
Ohio
| USD 493 M | +USD 21 M | +4% | 7.55% | – | 302 | 26.82% | 0.8 |
|
| 2622 |
2622
Arden Trust
Wilmington,
Delaware
| USD 492 M | +USD 96.9 M | +25% | 8.81% | 22.5% | 273 | 12.09% | 4.7 |
|
| 2623 |
2623
KLCM Advisors
Milwaukee,
Wisconsin
| USD 492 M | +USD 66.3 M | +16% | 14% | 122% | 133 | 12.03% | 4 |
|
| 2624 |
2624
Cowen Investment Management
New York
| USD 492 M | +USD 29.6 M | +6% | 6.18% | 1.87% | 301 | 50.83% | 0.8 |
|
| 2625 |
2625
Focused Wealth Management
Newburgh,
New York
| USD 492 M | +USD 14.9 M | +3% | 5.56% | 80.9% | 1,196 | 20.9% | 3.8 |
|