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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
Cota Capital Management
San Francisco,
California
| USD 563 M | -USD 13.9 M | -2% | 4.3% | 46% | 16 | 0% | 1.3 |
|
| 2677 |
2677
Hardy Reed
Tupelo,
Mississippi
| USD 563 M | +USD 398 k | +0.1% | 0.63% | 77.5% | 108 | 8.33% | 1.8 |
|
| 2678 |
IAIM
2678
International Assets Investment Management
Orlando,
Florida
| USD 562 M | +USD 21.6 M | +4% | 0.26% | 101% | 575 | 22.43% | 1 |
|
| 2679 |
2679
EFG Asset Management (Americas)
Miami,
Florida
| USD 562 M | +USD 23.3 M | +4% | 1.27% | 112% | 145 | 13.1% | 2.5 |
|
| 2680 |
NAH
2680
Neumann Advisory (HK)
Central,
Hong Kong
| USD 561 M | -USD 60.7 M | -10% | 5.87% | 77.3% | 15 | 20% | 1.7 |
|
| 2681 |
2681
Capital Advisors Ltd
Shaker Heights,
Ohio
| USD 560 M | +USD 2.98 M | +0.5% | 1.16% | 61.1% | 512 | 6.64% | 4.4 |
|
| 2682 |
2682
Silvant Capital Management
Atlanta,
Georgia
| USD 560 M | -USD 74.7 M | -12% | 1.23% | 189% | 340 | 5.88% | 2.8 |
|
| 2683 |
PS
2683
Presima Securities
Montreal,
Quebec, Canada
| USD 559 M | -USD 136 M | -20% | 0.67% | 10.3% | 54 | 5.56% | 2.4 |
|
| 2684 |
2684
Donor Advised Charitable Giving
San Francisco,
California
| USD 559 M | -USD 330 M | -37% | 0.21% | 418% | 116 | 58.62% | 1.8 |
|
| 2685 |
CCM
2685
Contrarian Capital Management
Greenwich,
Connecticut
| USD 559 M | -USD 117 M | -17% | 3.52% | 29.4% | 24 | 29.17% | 1.3 |
|
| 2686 |
2686
Gilbert & Cook
West Des Moines,
Iowa
| USD 559 M | +USD 3.34 M | +0.6% | 0.48% | 63.2% | 224 | 12.05% | 2 |
|
| 2687 |
2687
Alley Company
Lake Forest,
Illinois
| USD 558 M | +USD 7.69 M | +1% | 0.48% | 88.2% | 87 | 2.3% | 5.5 |
|
| 2688 |
2688
Traphagen Investment Advisors
Oradell,
New Jersey
| USD 557 M | -USD 30.7 M | -5% | 0.83% | 65.8% | 147 | 8.16% | 1.7 |
|
| 2689 |
2689
Covenant Multifamily Offices
San Antonio,
Texas
| USD 557 M | +USD 7.49 M | +1% | 1.72% | 38.3% | 252 | 9.52% | 1.2 |
|
| 2690 |
2690
Sunbelt Securities
Houston,
Texas
| USD 556 M | +USD 676 k | +0.1% | 0.78% | 83.5% | 442 | 0.9% | 2.1 |
|
| 2691 |
2691
Berger Financial Group
Plymouth,
Minnesota
| USD 555 M | +USD 1.78 M | +0.3% | 0.65% | 69.4% | 210 | 4.29% | 0.6 |
|
| 2692 |
2692
Adero Partners
Pleasanton,
California
| USD 555 M | +USD 122 M | +28% | 0.02% | 27.7% | 149 | 13.42% | 0.9 |
|
| 2693 |
2693
Advocacy Wealth Management Services
Atlanta,
Georgia
| USD 554 M | +USD 14 M | +3% | 0.59% | 48.3% | 209 | 11% | 2 |
|
| 2694 |
2694
Eudaimonia Partners
Winchester,
Tennessee
| USD 554 M | +USD 21.3 M | +4% | 0.51% | – | 409 | 11.98% | 1.4 |
|
| 2695 |
2695
Crosslink Capital
Menlo Park,
California
| USD 554 M | -USD 51.1 M | -8% | 0.27% | 135% | 21 | 19.05% | 3 |
|
| 2696 |
2696
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| USD 553 M | +USD 593 k | +0.1% | 0.23% | 116% | 301 | 8.64% | 2.2 |
|
| 2697 |
2697
Valley National Advisers
Bethlehem,
Pennsylvania
| USD 553 M | +USD 4.87 M | +0.9% | 1.09% | 87.2% | 981 | 8.97% | 3.6 |
|
| 2698 |
2698
Permanens Capital
New York
| USD 552 M | -USD 4.97 M | -0.9% | 0.55% | 76.9% | 113 | 62.83% | 2.2 |
|
| 2699 |
2699
Isthmus Partners
Madison,
Wisconsin
| USD 551 M | -USD 16.6 M | -3% | 1.64% | 73.7% | 271 | 46.49% | 2.8 |
|
| 2700 |
2700
Tiger Pacific Capital
New York
| USD 551 M | -USD 53.4 M | -9% | 16.9% | 84.5% | 18 | 33.33% | 1.2 |
|