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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
Goldstein Advisors
Madison,
Wisconsin
| USD 823 M | +USD 78.5 M | +11% | 7.49% | 62.6% | 213 | 14.55% | 1.8 |
|
| 2627 |
2627
Greenline Partners
New York
| USD 823 M | +USD 80.8 M | +11% | 8.75% | 69.6% | 151 | 9.93% | 3.6 |
|
| 2628 |
SF
2628
Symphony Financial
Houston,
Texas
| USD 822 M | +USD 58.5 M | +8% | 8.73% | 95.7% | 291 | 18.9% | 1.1 |
|
| 2629 |
2629
Disciplina Capital Management
Nashville,
Tennessee
| USD 822 M | +USD 30.3 M | +4% | 4.13% | 33% | 65 | 7.69% | 3.1 |
|
| 2630 |
2630
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| USD 821 M | -USD 69.4 M | -8% | 5.79% | 94.6% | 924 | 64.83% | 0.3 |
|
| 2631 |
2631
Capital Investment Counsel Inc
Raleigh,
North Carolina
| USD 821 M | +USD 68.7 M | +9% | 12.6% | 174% | 259 | 29.34% | 6.3 |
|
| 2632 |
2632
180 Wealth Advisors
Federal Way,
Washington
| USD 821 M | +USD 104 M | +14% | 13.9% | 165% | 469 | 12.37% | 3.7 |
|
| 2633 |
2633
Quantum Financial Advisors
El Segundo,
California
| USD 820 M | +USD 81.6 M | +11% | 7.08% | 68% | 208 | 16.35% | 1.7 |
|
| 2634 |
2634
Hill Investment Group Partners
St. Louis,
Missouri
| USD 820 M | +USD 52.4 M | +7% | 6.46% | 54.5% | 55 | 9.09% | 2.7 |
|
| 2635 |
2635
CVC Management Holdings II
St. Helier,
Jersey
| USD 818 M | +USD 175 M | +27% | 28.5% | – | 3 | 0% | 1.5 |
|
| 2636 |
2636
Marietta Wealth Management
Marietta,
Georgia
| USD 818 M | +USD 50.9 M | +7% | 7.63% | 93% | 125 | 12% | 4.5 |
|
| 2637 |
2637
Newbrook Capital Advisors
New York
| USD 818 M | +USD 24.1 M | +3% | 17.3% | 299% | 26 | 38.46% | 1 |
|
| 2638 |
2638
Angelo Gordon & Co
New York
| USD 818 M | +USD 66.2 M | +9% | 27% | 90.1% | 76 | 36.84% | 0.7 |
|
| 2639 |
2639
Howard Financial Services
Dallas,
Texas
| USD 817 M | +USD 56.7 M | +7% | 6% | 55.9% | 202 | 11.88% | 3 |
|
| 2640 |
PAMJ
2640
Parvus Asset Management Jersey
St. Helier,
Jersey
| USD 817 M | -USD 1414 M | -63% | 11.1% | – | 1 | 0% | 0.3 |
|
| 2641 |
NM
2641
Newtyn Management
New York
| USD 817 M | +USD 157 M | +24% | 11.7% | 52% | 40 | 32.5% | 1.8 |
|
| 2642 |
2642
Destiny Wealth Partners
Tavares,
Florida
| USD 816 M | +USD 72.2 M | +10% | 7.4% | 70.4% | 208 | 9.13% | 2.5 |
|
| 2643 |
2643
Brigade Capital Management
New York
| USD 815 M | +USD 379 M | +87% | 10.5% | 234% | 23 | 26.09% | 1.2 |
|
| 2644 |
2644
1834 Investment Advisors
Milwaukee,
Wisconsin
| USD 815 M | +USD 25.1 M | +3% | 5.7% | 68.7% | 213 | 7.98% | 5.8 |
|
| 2645 |
2645
Consolidated Investment Group
Englewood,
Colorado
| USD 814 M | +USD 67.5 M | +9% | 9.58% | 150% | 71 | 11.27% | 5.7 |
|
| 2646 |
2646
De Lisle Partners
Poole,
United Kingdom
| USD 814 M | +USD 105 M | +15% | 15.6% | – | 191 | 17.8% | 1.2 |
|
| 2647 |
2647
Bank Hapoalim BM
Tel Aviv,
Israel
| USD 813 M | +USD 80.2 M | +11% | 8.19% | 80.5% | 137 | 20.44% | 4.7 |
|
| 2648 |
2648
Baker Ellis Asset Management
Vancouver,
Washington
| USD 812 M | +USD 83.4 M | +11% | 8% | 91.9% | 252 | 15.48% | 5.3 |
|
| 2649 |
2649
Rodgers Brothers
Harmony,
Pennsylvania
| USD 812 M | +USD 19.3 M | +2% | 5.71% | 108% | 245 | 7.35% | 6.5 |
|
| 2650 |
2650
Vision Capital Management
Portland,
Oregon
| USD 811 M | +USD 49.6 M | +7% | 8.16% | 78.4% | 149 | 8.72% | 4.2 |
|