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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
2626
Stairway Partners
Chicago,
Illinois
| USD 206 M | +USD 62.4 M | +43% | 6.85% | 48.1% | 8 | 0% | 0.5 |
|
| 2627 |
CANC
2627
Culbertson A N & Co
Charlottesville,
Virginia
| USD 205 M | +USD 18.8 M | +10% | 10.1% | 87.5% | 77 | 1.3% | 0.5 |
|
| 2628 |
2628
Investure LLC
Charlottesville,
Virginia
| USD 205 M | +USD 95.3 M | +87% | 4.06% | 65.9% | 5 | 0% | 0.5 |
|
| 2629 |
2629
Exchange Capital Management
Ann Arbor,
Michigan
| USD 205 M | +USD 14.7 M | +8% | 10.3% | 57.8% | 270 | 32.22% | 0.4 |
|
| 2630 |
AR
2630
Argyll Research
Wilmington,
Delaware
| USD 205 M | +USD 8.58 M | +4% | 5.29% | 0.8% | 5 | 0% | 0.5 |
|
| 2631 |
2631
PL Capital Advisors
Naples,
Florida
| USD 205 M | +USD 25.5 M | +14% | 7.42% | 100% | 65 | 23.08% | 0.4 |
|
| 2632 |
2632
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| USD 205 M | +USD 43.9 M | +27% | 10% | 38.4% | 201 | 41.29% | 0.3 |
|
| 2633 |
DA
2633
DSC Advisors
Chicago,
Illinois
| USD 205 M | +USD 48 M | +31% | 8.64% | 3.18% | 78 | 62.82% | 0.3 |
|
| 2634 |
2634
Quantbot Technologies
New York
| USD 204 M | +USD 43.1 M | +27% | 8.09% | 33.6% | 1,340 | 72.69% | 0.1 |
|
| 2635 |
2635
Bandera Partners
New York
| USD 204 M | +USD 12.1 M | +6% | 15.8% | 55.4% | 16 | 12.5% | 0.4 |
|
| 2636 |
2636
Eclectica Asset Management
London,
United Kingdom
| USD 204 M | +USD 77.8 M | +62% | 11.3% | – | 79 | 37.97% | 0.3 |
|
| 2637 |
2637
Koch Industries
Wichita,
Kansas
| USD 204 M | +USD 64.6 M | +46% | 4.71% | 56.9% | 7 | 85.71% | 0.1 |
|
| 2638 |
2638
Brouwer & Janachowski
Mill Valley,
California
| USD 204 M | – | – | 2.82% | 41.8% | 49 | – | 0 |
|
| 2639 |
2639
Savant Capital
Rockford,
Illinois
| USD 204 M | +USD 20.3 M | +11% | 8.43% | 66.5% | 169 | 12.43% | 0.4 |
|
| 2640 |
MC
2640
Miles Capital
West Des Moines,
Iowa
| USD 204 M | +USD 28.6 M | +16% | 6.03% | 15.4% | 127 | 24.41% | 0.4 |
|
| 2641 |
2641
Highland Management Partners VII
Cambridge,
Massachusetts
| USD 204 M | – | – | 26.6% | 131% | 3 | – | 0 |
|
| 2642 |
PCP
2642
Perimeter Capital Partners
Atlanta,
Georgia
| USD 203 M | -USD 334 M | -62% | 14% | – | 273 | 48.35% | 0.3 |
|
| 2643 |
2643
Noesis Capital Mangement
Boca Raton,
Florida
| USD 203 M | +USD 13.3 M | +7% | 10.2% | 139% | 106 | 7.55% | 0.5 |
|
| 2644 |
FGA
2644
Flood Gamble Associates
New York
| USD 203 M | +USD 661 k | +0.3% | 7.67% | – | 48 | 10.42% | 0.5 |
|
| 2645 |
2645
Jaffetilchin Investment Partners
Tampa,
Florida
| USD 203 M | +USD 32.1 M | +19% | 7.56% | 88.1% | 223 | 49.33% | 0.3 |
|
| 2646 |
2646
Univest Financial
Souderton,
Pennsylvania
| USD 203 M | +USD 15.3 M | +8% | 9.74% | 96.9% | 83 | 13.25% | 0.4 |
|
| 2647 |
2647
Segment Wealth Management
Houston,
Texas
| USD 203 M | +USD 19.1 M | +10% | 7.48% | 108% | 161 | 9.94% | 0.4 |
|
| 2648 |
I2I
2648
Insight 2811 Inc
Chicago,
Illinois
| USD 202 M | +USD 1.42 M | +0.7% | 6.53% | 31.3% | 102 | 17.65% | 0.4 |
|
| 2649 |
2649
Signature Estate & Investment Advisors
Los Angeles,
California
| USD 202 M | +USD 28.5 M | +16% | 6.95% | 84.4% | 62 | 29.03% | 0.4 |
|
| 2650 |
GA
2650
GFS Advisors
Houston,
Texas
| USD 202 M | +USD 14.1 M | +7% | 8.77% | 109% | 105 | 19.05% | 0.5 |
|