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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
2876
Advanced Asset Management Advisors
Dublin,
Ohio
| USD 428 M | +USD 52 M | +14% | 11.1% | 93.6% | 109 | 19.27% | 1.7 |
|
| 2877 |
2877
Quest Capital Management
Dallas,
Texas
| USD 428 M | +USD 66.4 M | +18% | 17.5% | 87.7% | 263 | 17.49% | 1.2 |
|
| 2878 |
GIM
2878
Greylin Investment Management
Orange,
Virginia
| USD 428 M | +USD 52.5 M | +14% | 19.3% | 52.1% | 91 | 16.48% | 3.1 |
|
| 2879 |
2879
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| USD 427 M | +USD 123 M | +40% | 11.3% | 70.9% | 22 | 4.55% | 4.7 |
|
| 2880 |
2880
Good Life Advisors
Reading,
Pennsylvania
| USD 427 M | +USD 59.6 M | +16% | 12.3% | 60% | 283 | 14.84% | 2.3 |
|
| 2881 |
2881
Gramercy Funds Management
Greenwich,
Connecticut
| USD 427 M | -USD 546 M | -56% | 54.9% | 87.6% | 15 | 0% | 1.7 |
|
| 2882 |
KWMG
2882
King Wealth Management Group
Naples,
Florida
| USD 427 M | +USD 41.5 M | +11% | 10.9% | 103% | 169 | 14.79% | 3.4 |
|
| 2883 |
2883
Zevin Asset Management
Boston,
Massachusetts
| USD 426 M | +USD 59.6 M | +16% | 13.7% | 71.7% | 102 | 20.59% | 3.9 |
|
| 2884 |
2884
Marcum Wealth
Cleveland,
Ohio
| USD 426 M | +USD 100 M | +31% | 15.7% | 20% | 158 | 27.85% | 0.6 |
|
| 2885 |
AMCA
2885
Arthur M. Cohen & Associates
Northbrook,
Illinois
| USD 426 M | +USD 40.9 M | +11% | 10.4% | 129% | 153 | 18.95% | 2.8 |
|
| 2886 |
BPM
2886
Bowling Portfolio Management
Cincinnati,
Ohio
| USD 426 M | -USD 21.1 M | -5% | 15.3% | 45.7% | 402 | 44.03% | 2.8 |
|
| 2887 |
2887
Oak Hill Advisors
New York
| USD 425 M | +USD 86.7 M | +26% | 25.6% | 42.4% | 17 | 17.65% | 1.1 |
|
| 2888 |
2888
Perseverance Asset Management International
George Town,
Cayman Islands
| USD 424 M | +USD 149 M | +54% | 75.7% | 101% | 21 | 28.57% | 0.7 |
|
| 2889 |
2889
Resonant Capital Advisors
Madison,
Wisconsin
| USD 422 M | +USD 71.5 M | +20% | 14.1% | 56.5% | 175 | 12.57% | 0.8 |
|
| 2890 |
2890
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| USD 422 M | +USD 59.4 M | +16% | 14.2% | 86.4% | 141 | 4.96% | 5.2 |
|
| 2891 |
2891
Mattern Capital Management
Lakewood,
Colorado
| USD 422 M | +USD 39.1 M | +10% | 9.61% | 39.8% | 108 | 7.41% | 0.9 |
|
| 2892 |
2892
Patton Albertson Miller Group
Chattanooga,
Tennessee
| USD 421 M | +USD 68.3 M | +19% | 12.6% | 117% | 217 | 11.52% | 3.2 |
|
| 2893 |
2893
Nightview Capital
Austin,
Texas
| USD 421 M | +USD 103 M | +32% | 43.6% | 170% | 15 | 33.33% | 1.1 |
|
| 2894 |
2894
MayTech Global Investments
New York
| USD 421 M | +USD 46.8 M | +12% | 17.8% | 158% | 63 | 22.22% | 1.9 |
|
| 2895 |
2895
Cyrus Capital Partners
New York
| USD 421 M | -USD 7.31 M | -2% | 24.9% | 163% | 17 | 35.29% | 1.7 |
|
| 2896 |
CANC
2896
Culbertson A N & Co
Charlottesville,
Virginia
| USD 421 M | +USD 42 M | +11% | 12.9% | 87.5% | 112 | 1.79% | 5.6 |
|
| 2897 |
2897
Teamwork Financial Advisors
San Antonio,
Texas
| USD 421 M | +USD 97.9 M | +30% | 22% | 134% | 210 | 22.38% | 0.5 |
|
| 2898 |
2898
Speece Thorson Capital Group
Minnetonka,
Minnesota
| USD 421 M | +USD 42.9 M | +11% | 17.2% | 38.5% | 46 | 0% | 5.3 |
|
| 2899 |
2899
Dendur Capital
New York
| USD 420 M | +USD 127 M | +43% | 25.7% | 99.6% | 23 | 69.57% | 0.2 |
|
| 2900 |
2900
Corriente Advisors
Fort Worth,
Texas
| USD 420 M | +USD 223 M | +113% | 53.6% | – | 27 | 70.37% | 0.3 |
|