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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2676 |
2676
Intel Corp
Santa Clara,
California
| USD 333 M | +USD 4.87 M | +1% | 2.53% | 9.79% | 7 | 14.29% | 0.8 |
|
| 2677 |
2677
Vestar Capital Partners
New York
| USD 333 M | -USD 347 M | -51% | 0.1% | – | 2 | 50% | 2.5 |
|
| 2678 |
IP
2678
Isomer Partners
New York
| USD 332 M | +USD 166 M | +100% | 26.3% | 57.2% | 24 | 58.33% | 0.1 |
|
| 2679 |
2679
Hutchinson Capital Management
San Rafael,
California
| USD 332 M | +USD 32.6 M | +11% | 9.61% | 60.9% | 61 | 13.11% | 3.7 |
|
| 2680 |
2680
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| USD 332 M | +USD 17.5 M | +6% | 6.59% | 74.8% | 171 | 11.11% | 3 |
|
| 2681 |
2681
Sunflower Bank Wealth Management
Scottsdale,
Arizona
| USD 332 M | +USD 19.9 M | +6% | 8.6% | 33.7% | 134 | 7.46% | 3.5 |
|
| 2682 |
SCM
2682
Stonehill Capital Management
New York
| USD 332 M | +USD 118 M | +55% | 0.97% | 117% | 19 | 36.84% | 1 |
|
| 2683 |
2683
Hudson Edge Investment Partners
Jersey City,
New Jersey
| USD 332 M | +USD 8.81 M | +3% | 10.1% | 67.9% | 148 | 16.22% | 3.2 |
|
| 2684 |
2684
Martin & Co
Knoxville,
Tennessee
| USD 332 M | +USD 48.3 M | +17% | 13.7% | 67.8% | 116 | 2.59% | 4.5 |
|
| 2685 |
2685
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| USD 332 M | +USD 61.6 M | +23% | 16.1% | 63.5% | 180 | 12.22% | 3.7 |
|
| 2686 |
2686
Spearhead Capital Advisors
Wellington,
Florida
| USD 332 M | +USD 98.3 M | +42% | 12.9% | 25.2% | 75 | 30.67% | 0.9 |
|
| 2687 |
2687
Cozad Asset Management
Champaign,
Illinois
| USD 331 M | +USD 41.5 M | +14% | 13% | 138% | 245 | 8.57% | 0.7 |
|
| 2688 |
2688
Wilkins Investment Counsel
Boston,
Massachusetts
| USD 331 M | +USD 29.2 M | +10% | 11.1% | 71.3% | 75 | 5.33% | 4.9 |
|
| 2689 |
2689
Essex Financial Services
Essex,
Connecticut
| USD 331 M | +USD 4.21 M | +1% | 12.9% | 87.7% | 268 | 18.28% | 4.1 |
|
| 2690 |
2690
Lancaster Investment Management
London,
United Kingdom
| USD 331 M | -USD 40.4 M | -11% | 11.6% | 0.78% | 13 | 15.38% | 0.5 |
|
| 2691 |
2691
Private Capital Advisors
Darien,
Connecticut
| USD 330 M | +USD 51.5 M | +18% | 12.4% | 132% | 100 | 13% | 3.6 |
|
| 2692 |
2692
Focused Wealth Management
Newburgh,
New York
| USD 330 M | +USD 37.4 M | +13% | 11.6% | 80.9% | 789 | 14.2% | 3.2 |
|
| 2693 |
2693
South Street Advisors
New York
| USD 330 M | +USD 46.4 M | +16% | 16% | 169% | 66 | 9.09% | 3 |
|
| 2694 |
LYV
2694
Live Your Vision
West Conshohocken,
Pennsylvania
| USD 330 M | +USD 32.2 M | +11% | 8.59% | 17.9% | 299 | 14.38% | 2.2 |
|
| 2695 |
2695
EFG Asset Management (Americas)
Miami,
Florida
| USD 329 M | +USD 51 M | +18% | 18.2% | 112% | 124 | 23.39% | 2.3 |
|
| 2696 |
2696
Aristotle Atlantic Partners
Sarasota,
Florida
| USD 329 M | +USD 45.4 M | +16% | 19.5% | 144% | 98 | 19.39% | 0.7 |
|
| 2697 |
2697
Gilbert & Cook
West Des Moines,
Iowa
| USD 329 M | +USD 45.9 M | +16% | 10.7% | 63.2% | 115 | 21.74% | 1.4 |
|
| 2698 |
2698
First Reserve GP XIII
Stamford,
Connecticut
| USD 329 M | +USD 139 M | +73% | 38.6% | 5.56% | 2 | 0% | 0.9 |
|
| 2699 |
2699
Otter Creek Advisors
Palm Beach Gardens,
Florida
| USD 329 M | +USD 49.2 M | +18% | 13.5% | 173% | 79 | 41.77% | 1.1 |
|
| 2700 |
2700
Siena Capital Partners
Chicago,
Illinois
| USD 329 M | +USD 233 M | +242% | 1.64% | 42.5% | 126 | 77.78% | 0.4 |
|