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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
Symmetry Investments
St Helier,
Jersey
| USD 712 M | -USD 180 M | -20% | 3.91% | 148% | 226 | 71.68% | 0.6 |
|
| 2627 |
2627
Avitas Wealth Management
Los Angeles,
California
| USD 711 M | +USD 28.6 M | +4% | 5.97% | 56.2% | 209 | 8.61% | 3.2 |
|
| 2628 |
2628
North Peak Capital Management
New York
| USD 711 M | -USD 140 M | -16% | 1.97% | 301% | 10 | 50% | 1.5 |
|
| 2629 |
2629
Flaharty Asset Management
Clearwater,
Florida
| USD 711 M | +USD 34.4 M | +5% | 4.77% | 37.8% | 450 | 74.22% | 0.9 |
|
| 2630 |
2630
Covalis Capital
London,
United Kingdom
| USD 711 M | -USD 24.9 M | -3% | 11.5% | 37.9% | 89 | 74.16% | 0.3 |
|
| 2631 |
2631
St Louis Trust
Saint Louis,
Missouri
| USD 711 M | +USD 56.7 M | +9% | 7.34% | 77.2% | 125 | 14.4% | 4.7 |
|
| 2632 |
2632
Dillon & Associates
Jackson,
Michigan
| USD 711 M | +USD 22.8 M | +3% | 4.61% | 117% | 85 | 10.59% | 7.1 |
|
| 2633 |
2633
McGuire Investment Group
Wakefield,
Rhode Island
| USD 710 M | +USD 12.7 M | +2% | 2.42% | 202% | 116 | 5.17% | 3.9 |
|
| 2634 |
2634
Pier Capital
Stamford,
Connecticut
| USD 710 M | +USD 37.4 M | +6% | 9.56% | 223% | 143 | 18.18% | 1.8 |
|
| 2635 |
2635
Vision Capital Management
Portland,
Oregon
| USD 709 M | +USD 37.2 M | +6% | 6.87% | 78.4% | 131 | 9.92% | 4.2 |
|
| 2636 |
2636
Bedel Financial Consulting
Indianapolis,
Indiana
| USD 709 M | +USD 26.4 M | +4% | 2.94% | 97.4% | 263 | 6.08% | 4.3 |
|
| 2637 |
AA
2637
AF Advisors
Sacramento,
California
| USD 708 M | +USD 163 M | +30% | 30.1% | 14.8% | 23 | 8.7% | 2.4 |
|
| 2638 |
2638
Managed Asset Portfolios
Rochester,
Michigan
| USD 708 M | +USD 33.3 M | +5% | 7.48% | 99.2% | 48 | 10.42% | 4 |
|
| 2639 |
2639
Baker Ellis Asset Management
Vancouver,
Washington
| USD 707 M | +USD 43.1 M | +6% | 6.93% | 91.9% | 231 | 11.26% | 5.2 |
|
| 2640 |
2640
D'Orazio & Associates
Falls Church,
Virginia
| USD 706 M | +USD 54.3 M | +8% | 6.69% | 66.7% | 258 | 17.05% | 2.9 |
|
| 2641 |
2641
HHM Wealth Advisors
Chattanooga,
Tennessee
| USD 705 M | +USD 40.5 M | +6% | 7.09% | 70.6% | 842 | 13.9% | 2.7 |
|
| 2642 |
2642
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| USD 704 M | +USD 161 M | +30% | 4.64% | 83% | 1,233 | 17.84% | 1.7 |
|
| 2643 |
2643
Lee Financial
Dallas,
Texas
| USD 704 M | +USD 90.5 M | +15% | 6.63% | 75% | 188 | 26.06% | 4.2 |
|
| 2644 |
2644
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| USD 703 M | +USD 60.3 M | +9% | 7.05% | 80.3% | 193 | 18.65% | 2.3 |
|
| 2645 |
2645
Pinnbrook Capital Management
New York
| USD 703 M | +USD 229 M | +48% | 17.6% | 913% | 107 | 69.16% | 0.2 |
|
| 2646 |
2646
Power Corp of Canada
Montreal, Quebec,
Canada
| USD 703 M | -USD 88.7 M | -11% | 11% | 14.4% | 3 | 0% | 1.6 |
|
| 2647 |
2647
Stevens Capital Management
Radnor,
Pennsylvania
| USD 703 M | +USD 407 M | +138% | 5.99% | 108% | 314 | 67.2% | 0.4 |
|
| 2648 |
FCP
2648
Fine Capital Partners
New York
| USD 702 M | -USD 142 M | -17% | 13.5% | 95.5% | 2 | 50% | 11.3 |
|
| 2649 |
2649
Sharkey, Howes & Javer
Denver,
Colorado
| USD 702 M | +USD 83.2 M | +13% | 5.28% | 60.2% | 152 | 28.95% | 2.6 |
|
| 2650 |
2650
Towle & Co
Denver,
Colorado
| USD 701 M | -USD 62 M | -8% | 2.31% | 172% | 62 | 19.35% | 1.7 |
|