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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
Abundance Wealth Counselors
State College,
Pennsylvania
| USD 347 M | +USD 18.2 M | +6% | 7.31% | 107% | 84 | 11.9% | 0.7 |
|
| 2852 |
2852
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| USD 347 M | +USD 60.4 M | +21% | 9.6% | 116% | 240 | 36.67% | 0.7 |
|
| 2853 |
2853
Bain Capital Credit
Boston,
Massachusetts
| USD 347 M | +USD 55.7 M | +19% | 5.35% | 14.4% | 22 | 27.27% | 0.7 |
|
| 2854 |
2854
InterWest Venture Management
San Francisco,
California
| USD 347 M | +USD 226 M | +187% | 2.58% | 57.6% | 12 | 8.33% | 2.8 |
|
| 2855 |
2855
Cooper Financial Group
Irvine,
California
| USD 346 M | +USD 37.5 M | +12% | 8.61% | 87.2% | 220 | 20% | 0.9 |
|
| 2856 |
2856
Alpha Capital Management
Austin,
Texas
| USD 346 M | +USD 54 M | +18% | 14.7% | 88% | 112 | 22.32% | 2.5 |
|
| 2857 |
2857
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| USD 346 M | +USD 14.3 M | +4% | 5.61% | 54.3% | 292 | 3.08% | 4.2 |
|
| 2858 |
TIM
2858
Total Investment Management
Scottsdale,
Arizona
| USD 346 M | +USD 59.5 M | +21% | 4.74% | 44.4% | 53 | 32.08% | 1.9 |
|
| 2859 |
2859
HeadInvest LLC
Portland,
Maine
| USD 346 M | +USD 28.6 M | +9% | 8.36% | 59.1% | 189 | 8.47% | 3.9 |
|
| 2860 |
2860
Unison Advisors
Washington,
District of Columbia
| USD 346 M | +USD 47.3 M | +16% | 5.69% | 57.8% | 165 | 12.12% | 1.7 |
|
| 2861 |
GTC
2861
Ghost Tree Capital
New York
| USD 346 M | -USD 33 M | -9% | 10.4% | 265% | 59 | 49.15% | 0.7 |
|
| 2862 |
2862
Exane Derivatives
Paris,
France
| USD 345 M | -USD 28.9 M | -8% | 5.28% | 42.7% | 780 | 15.64% | 2.1 |
|
| 2863 |
2863
BIT Capital
Berlin,
Germany
| USD 345 M | +USD 129 M | +60% | 32.7% | 1,162% | 62 | 54.84% | 0.1 |
|
| 2864 |
MRG
2864
Milestone Resources Group
Road Town Tortola,
British Virgin Islands
| USD 345 M | +USD 271 M | +370% | 15.8% | 100% | 19 | 36.84% | 0.6 |
|
| 2865 |
2865
Portland Global Advisors
Portland,
Maine
| USD 345 M | +USD 35.1 M | +11% | 8.19% | 43.4% | 121 | 12.4% | 4.4 |
|
| 2866 |
2866
Mitchell Capital Management
Leawood,
Kansas
| USD 345 M | +USD 33.9 M | +11% | 14.4% | 234% | 149 | 13.42% | 2 |
|
| 2867 |
2867
IBEX Wealth Advisors
Bedminster,
New Jersey
| USD 345 M | +USD 33.4 M | +11% | 11.7% | 234% | 110 | 24.55% | 1.4 |
|
| 2868 |
WWM
2868
Windsor Wealth Management
Indianapolis,
Indiana
| USD 344 M | +USD 29.5 M | +9% | 6.27% | 37.3% | 203 | 16.75% | 1.8 |
|
| 2869 |
2869
Donor Advised Charitable Giving
San Francisco,
California
| USD 344 M | +USD 83.7 M | +32% | 39.1% | 418% | 73 | 30.14% | 1 |
|
| 2870 |
III
2870
Independent Investors Inc
Nesconset,
New York
| USD 344 M | +USD 46.9 M | +16% | 17.7% | 94.5% | 73 | 10.96% | 5.5 |
|
| 2871 |
2871
KLCM Advisors
Milwaukee,
Wisconsin
| USD 343 M | -USD 8.12 M | -2% | 3.6% | 122% | 107 | 12.15% | 3.5 |
|
| 2872 |
2872
Sycomore Asset Management
Paris,
France
| USD 343 M | +USD 119 M | +53% | 13.4% | 163% | 63 | 47.62% | 0.6 |
|
| 2873 |
2873
Biltmore Capital Advisors
Princeton,
New Jersey
| USD 343 M | -USD 19 M | -5% | 19.5% | 80.4% | 109 | 47.71% | 0.7 |
|
| 2874 |
2874
Formidable Asset Management
Cincinnati,
Ohio
| USD 343 M | +USD 3.97 M | +1% | 12.8% | 62.2% | 299 | 19.73% | 0.7 |
|
| 2875 |
2875
True North Advisors
Dallas,
Texas
| USD 343 M | -USD 73.1 M | -18% | 10.5% | 82.9% | 206 | 18.45% | 0.5 |
|