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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
MJP Associates
Farmington,
Connecticut
| USD 824 M | +USD 24.2 M | +3% | 1.57% | 69.1% | 277 | 27.44% | 2.2 |
|
| 2677 |
2677
Parkside Investments
Deerfield,
Illinois
| USD 823 M | +USD 29 M | +4% | 2.11% | 70.4% | 106 | 17.92% | 4.2 |
|
| 2678 |
2678
Volterra Technologies
New York
| USD 823 M | -USD 167 M | -17% | 0.36% | – | 494 | 73.28% | 0.2 |
|
| 2679 |
2679
Jamison Private Wealth Management
Milton,
Georgia
| USD 822 M | -USD 824 k | -0.1% | 1.74% | 130% | 224 | 10.27% | 2.1 |
|
| 2680 |
2680
Arista Wealth Management
Las Vegas,
Nevada
| USD 822 M | +USD 8.32 M | +1% | 1.53% | 67% | 292 | 28.42% | 0.9 |
|
| 2681 |
2681
Cadian Capital Management
New York
| USD 821 M | -USD 563 M | -41% | 23.2% | 19.5% | 31 | 41.94% | 1.1 |
|
| 2682 |
2682
Alley Investment Management Company
Lake Forest,
Illinois
| USD 821 M | -USD 33.4 M | -4% | 0.91% | 63.2% | 91 | 7.69% | 3.3 |
|
| 2683 |
2683
Avenir Corporation
Alexandria,
Virginia
| USD 820 M | -USD 101 M | -11% | 8.27% | 49.1% | 76 | 11.84% | 6.4 |
|
| 2684 |
2684
DUMAC Inc
Durham,
North Carolina
| USD 820 M | +USD 169 M | +26% | 3.25% | – | 11 | 18.18% | 1.9 |
|
| 2685 |
2685
Oak Root LLC
Santa Barbara,
California
| USD 820 M | -USD 7.22 M | -0.9% | 0.11% | 75.4% | 11 | 9.09% | 2.3 |
|
| 2686 |
2686
MayTech Global Investments
New York
| USD 820 M | -USD 168 M | -17% | 8.74% | 158% | 28 | 21.43% | 5.1 |
|
| 2687 |
2687
BSW Wealth Partners
Boulder,
Colorado
| USD 819 M | -USD 13.9 M | -2% | 0.62% | 75.4% | 348 | 17.82% | 3.9 |
|
| 2688 |
2688
Nelson Capital Management
Menlo Park,
California
| USD 819 M | -USD 35.4 M | -4% | 3.39% | 141% | 110 | 4.55% | 6.2 |
|
| 2689 |
2689
Arvin Capital Management
Austin,
Texas
| USD 819 M | +USD 288 M | +54% | 4.89% | 83.2% | 70 | 71.43% | 0.4 |
|
| 2690 |
2690
SJS Investment Consulting
Sylvania,
Ohio
| USD 819 M | +USD 28.3 M | +4% | 0.75% | 69.4% | 2,597 | 24.3% | 2 |
|
| 2691 |
2691
Bay Colony Advisors
Concord,
Massachusetts
| USD 818 M | -USD 15.9 M | -2% | 0.05% | 99.6% | 544 | 18.38% | 3.1 |
|
| 2692 |
2692
Brio Consultants
San Francisco,
California
| USD 818 M | +USD 48.5 M | +6% | 1.4% | 46.9% | 158 | 11.39% | 3 |
|
| 2693 |
2693
Capital Investment Counsel Inc
Raleigh,
North Carolina
| USD 816 M | -USD 34.3 M | -4% | 0.93% | 174% | 273 | 13.19% | 5.2 |
|
| 2694 |
2694
Kera Capital Partners
San Jose,
California
| USD 815 M | +USD 3.98 M | +0.5% | 1.64% | – | 617 | 17.99% | 0.6 |
|
| 2695 |
2695
Stanley-Laman Group
Berwyn,
Pennsylvania
| USD 814 M | +USD 27.5 M | +3% | 8.64% | 114% | 337 | 22.26% | 2.2 |
|
| 2696 |
2696
Victory Financial Group
Austin,
Texas
| USD 814 M | +USD 18.8 M | +2% | 1.29% | – | 378 | 24.07% | 0.9 |
|
| 2697 |
2697
RTD Financial Advisors
Philadelphia,
Pennsylvania
| USD 814 M | -USD 5.81 M | -0.7% | 1.01% | 51.5% | 118 | 7.63% | 3.3 |
|
| 2698 |
2698
Advisory Research
Chicago,
Illinois
| USD 813 M | +USD 17.8 M | +2% | 3.63% | 138% | 156 | 20.51% | 3.7 |
|
| 2699 |
2699
TFC Financial Management
Boston,
Massachusetts
| USD 812 M | +USD 14.3 M | +2% | 0.75% | 66.9% | 1,070 | 16.73% | 2.8 |
|
| 2700 |
UAG
2700
United Advisor Group
Cincinnati,
Ohio
| USD 811 M | +USD 9.11 M | +1% | 1.14% | 88% | 545 | 17.61% | 1.2 |
|