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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
Traphagen Investment Advisors
Oradell,
New Jersey
| USD 610 M | +USD 52.5 M | +9% | 9.19% | 65.8% | 146 | 9.59% | 1.9 |
|
| 2677 |
2677
Adero Partners
Pleasanton,
California
| USD 610 M | +USD 55.3 M | +10% | 2.65% | 27.7% | 163 | 16.56% | 1 |
|
| 2678 |
2678
EAM Investors
Solana Beach,
California
| USD 610 M | +USD 17.3 M | +3% | 32.6% | 6,012% | 412 | 65.78% | 0.2 |
|
| 2679 |
2679
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| USD 610 M | +USD 56.9 M | +10% | 10.2% | 134% | 317 | 13.56% | 2.3 |
|
| 2680 |
IR
2680
IAT Reinsurance
New York
| USD 609 M | -USD 57.8 M | -9% | 2.09% | 60.2% | 89 | 23.6% | 4 |
|
| 2681 |
2681
DCM International VI
Menlo Park,
California
| USD 609 M | – | – | 5.79% | – | 3 | – | 0 |
|
| 2682 |
2682
Granger Management
New York
| USD 609 M | +USD 37.1 M | +6% | 5.17% | 69.9% | 33 | 12.12% | 0.9 |
|
| 2683 |
2683
Regis Management Company
Menlo Park,
California
| USD 609 M | +USD 31 M | +5% | 4.07% | 5.33% | 66 | 10.61% | 4.8 |
|
| 2684 |
2684
DG Capital Management
New York
| USD 609 M | +USD 116 M | +23% | 1.31% | 82% | 185 | 30.27% | 0.7 |
|
| 2685 |
2685
McGuire Investment Group
Wakefield,
Rhode Island
| USD 607 M | +USD 75.7 M | +14% | 14.2% | 202% | 128 | 13.28% | 2.1 |
|
| 2686 |
2686
Maltese Capital Management
New York
| USD 607 M | +USD 28.9 M | +5% | 5.69% | 114% | 157 | 15.92% | 2.3 |
|
| 2687 |
2687
Hardy Reed
Tupelo,
Mississippi
| USD 607 M | +USD 44.7 M | +8% | 6.47% | 77.5% | 113 | 15.04% | 1.9 |
|
| 2688 |
2688
Crescent Capital Consulting
New Orleans,
Louisiana
| USD 607 M | +USD 61.5 M | +11% | 8.85% | – | 643 | 25.66% | 0.8 |
|
| 2689 |
2689
Dock Street Asset Management
Palm Beach,
Florida
| USD 607 M | +USD 71.5 M | +13% | 13.9% | 218% | 79 | 12.66% | 2.7 |
|
| 2690 |
GA
2690
GFS Advisors
Houston,
Texas
| USD 606 M | +USD 146 M | +32% | 6.43% | 109% | 181 | 9.94% | 3.7 |
|
| 2691 |
2691
Cornerstone Partners Capital Management
Charlottesville,
Virginia
| USD 606 M | +USD 119 M | +24% | 8.34% | 61.7% | 13 | 30.77% | 0.8 |
|
| 2692 |
TIM
2692
Total Investment Management
Scottsdale,
Arizona
| USD 606 M | +USD 204 M | +51% | 5.52% | 44.4% | 76 | 27.63% | 1.7 |
|
| 2693 |
2693
Shay Capital
New York
| USD 605 M | -USD 170 M | -22% | 4.09% | 166% | 753 | 68.79% | 0.3 |
|
| 2694 |
2694
Bremer Bank National Association
St Paul,
Minnesota
| USD 604 M | +USD 99.1 M | +20% | 10.1% | 37.4% | 223 | 11.21% | 2 |
|
| 2695 |
2695
NYL Investors
New York
| USD 604 M | -USD 291 M | -33% | 1.84% | 10.8% | 37 | 10.81% | 2.2 |
|
| 2696 |
2696
Titan Global Capital Management USA
New York
| USD 604 M | -USD 37.7 M | -6% | 4.22% | 213% | 64 | 45.31% | 0.6 |
|
| 2697 |
2697
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| USD 604 M | +USD 56 M | +10% | 7.71% | 86.7% | 88 | 4.55% | 1.8 |
|
| 2698 |
2698
Tanglewood Wealth Management
Houston,
Texas
| USD 603 M | +USD 39.8 M | +7% | 6.35% | 64.6% | 27 | 14.81% | 2.6 |
|
| 2699 |
2699
NTV Asset Management
Charleston,
West Virginia
| USD 603 M | +USD 26.7 M | +5% | 7.44% | 110% | 276 | 9.78% | 4.3 |
|
| 2700 |
2700
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| USD 602 M | +USD 37.8 M | +7% | 7.3% | 97.3% | 2,328 | 9.15% | 2.2 |
|