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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
Cumberland Advisors
Sarasota,
Florida
| USD 289 M | +USD 9.5 M | +3% | 13.5% | 80.7% | 77 | 14.29% | 0.9 |
|
| 2902 |
2902
Bishop Rock Capital
New York
| USD 288 M | +USD 132 M | +84% | 16.7% | 35.4% | 22 | 0% | 2.1 |
|
| 2903 |
2903
Lake Point Wealth Management
Rockwall,
Texas
| USD 288 M | +USD 20.5 M | +8% | 3.23% | – | 1,058 | 42.91% | 0.2 |
|
| 2904 |
2904
George Kaiser Family Foundation
Tulsa,
Oklahoma
| USD 288 M | -USD 6.54 M | -2% | 11.2% | 106% | 21 | 4.76% | 2.2 |
|
| 2905 |
2905
Asset Dedication LLC
San Francisco,
California
| USD 287 M | +USD 43.7 M | +18% | 10.4% | 71.9% | 669 | 17.64% | 1.7 |
|
| 2906 |
2906
Xponance
Philadelphia,
Pennsylvania
| USD 287 M | +USD 30.2 M | +12% | 9.58% | 162% | 70 | 22.86% | 0.9 |
|
| 2907 |
BCM
2907
BlueMar Capital Management
Miami,
Florida
| USD 287 M | +USD 113 M | +65% | 21.8% | 27.4% | 63 | 53.97% | 0.9 |
|
| 2908 |
2908
Albar Capital
London,
United Kingdom
| USD 287 M | +USD 190 M | +196% | 14.6% | 163% | 39 | 89.74% | 0 |
|
| 2909 |
2909
Spinnaker Capital
Boston,
Massachusetts
| USD 287 M | +USD 5.84 M | +2% | 18.8% | 12.4% | 2 | 0% | 1.3 |
|
| 2910 |
2910
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| USD 287 M | +USD 123 M | +75% | 15.3% | 159% | 175 | 36.57% | 1.9 |
|
| 2911 |
2911
Coastal Bridge Advisors
Westport,
Connecticut
| USD 286 M | +USD 33.1 M | +13% | 9.18% | 88.1% | 147 | 25.17% | 1.8 |
|
| 2912 |
CPH
2912
C Partners Holding
Zurich,
Switzerland
| USD 286 M | +USD 35.5 M | +14% | 26% | 25.6% | 23 | 0% | 2.1 |
|
| 2913 |
2913
Diameter Capital Partners
New York
| USD 286 M | +USD 66.6 M | +30% | 15% | 378% | 28 | 78.57% | 0.3 |
|
| 2914 |
2914
Fullerton Fund Management
Singapore
| USD 286 M | +USD 110 M | +62% | 27.8% | 412% | 33 | 15.15% | 0.6 |
|
| 2915 |
2915
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| USD 286 M | +USD 39.8 M | +16% | 15.7% | 81.7% | 167 | 8.98% | 4 |
|
| 2916 |
2916
Portland Global Advisors
Portland,
Maine
| USD 285 M | +USD 36.2 M | +15% | 12.6% | 48.8% | 107 | 9.35% | 4.3 |
|
| 2917 |
2917
IBEX Wealth Advisors
Bedminster,
New Jersey
| USD 285 M | +USD 66.3 M | +30% | 13.5% | 234% | 107 | 41.12% | 0.8 |
|
| 2918 |
2918
Virtue Capital Management
Brentwood,
Tennessee
| USD 285 M | +USD 70.7 M | +33% | 5.55% | 97.9% | 128 | 40.63% | 0.7 |
|
| 2919 |
2919
TD Ameritrade Trust
Denver,
Colorado
| USD 285 M | +USD 45.6 M | +19% | 10.7% | 21.7% | 22 | 13.64% | 3.1 |
|
| 2920 |
2920
Gilman Hill Asset Management
New Canaan,
Connecticut
| USD 285 M | +USD 46.9 M | +20% | 13.7% | 54.2% | 196 | 16.33% | 3 |
|
| 2921 |
KCP
2921
KDI Capital Partners
Raleigh,
North Carolina
| USD 284 M | -USD 10.2 M | -3% | 12.4% | 77.1% | 58 | 37.93% | 2.2 |
|
| 2922 |
CC
2922
Cognios Capital
Leawood,
Kansas
| USD 284 M | +USD 36.3 M | +15% | 12.9% | 28.5% | 166 | 41.57% | 1.8 |
|
| 2923 |
2923
Robotti Robert
| USD 283 M | +USD 27.9 M | +11% | 13.4% | 107% | 71 | 18.31% | 2.9 |
|
| 2924 |
2924
Crestone Asset Management
Boulder,
Colorado
| USD 283 M | +USD 17.2 M | +6% | 15.7% | 6.65% | 50 | 16% | 1.7 |
|
| 2925 |
2925
Mitchell Capital Management
Leawood,
Kansas
| USD 283 M | +USD 46.3 M | +20% | 16.1% | 234% | 128 | 13.28% | 1.4 |
|