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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
CoreView Capital Management
Hong Kong
| USD 503 M | +USD 129 M | +35% | 25.3% | 50.9% | 15 | 73.33% | 0.6 |
|
| 2902 |
2902
Duncker Streett & Co
St. Louis,
Missouri
| USD 503 M | -USD 78 M | -13% | 5.17% | 102% | 533 | 11.44% | 4.7 |
|
| 2903 |
2903
Siemens
Munich,
Germany
| USD 503 M | -USD 145 M | -22% | 22.4% | 33.1% | 1 | 0% | 0.3 |
|
| 2904 |
2904
Realta Investment Advisors
Wilmington,
Delaware
| USD 502 M | +USD 47.3 M | +10% | 3.6% | 151% | 467 | 19.49% | 1.8 |
|
| 2905 |
2905
Cary Street Partners Asset Management
Richmond,
Virginia
| USD 502 M | +USD 34.9 M | +7% | 2.77% | 25.3% | 187 | 17.11% | 0.9 |
|
| 2906 |
2906
Austin Private Wealth
Austin,
Texas
| USD 501 M | -USD 957 k | -0.2% | 5.08% | 62.4% | 183 | 25.14% | 1.2 |
|
| 2907 |
2907
Coerente Capital Management
Toronto,
Ontario, Canada
| USD 501 M | -USD 28.5 M | -5% | 5.53% | 54.7% | 40 | 10% | 1 |
|
| 2908 |
2908
Well Done LLC
Holland,
Michigan
| USD 500 M | +USD 6.59 M | +1% | 0.55% | 80.4% | 206 | 17.48% | 2.6 |
|
| 2909 |
2909
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| USD 500 M | -USD 94.8 M | -16% | 3.61% | 81.9% | 490 | 1.02% | 0.8 |
|
| 2910 |
2910
Tang Capital Management
San Diego,
California
| USD 500 M | +USD 2.66 M | +0.5% | 14.6% | 493% | 60 | 63.33% | 0.5 |
|
| 2911 |
2911
DG Capital Management
New York
| USD 500 M | -USD 109 M | -18% | 6.75% | 76.7% | 147 | 11.56% | 0.9 |
|
| 2912 |
2912
Oberweis Asset Management
Lisle,
Illinois
| USD 499 M | -USD 48.9 M | -9% | 8.12% | 485% | 188 | 27.13% | 1.6 |
|
| 2913 |
2913
Blue Edge Capital
Richmond,
Virginia
| USD 499 M | -USD 19 M | -4% | 3.46% | 67.4% | 109 | 9.17% | 4.2 |
|
| 2914 |
2914
Acorn Financial Advisory Services
Reston,
Virginia
| USD 499 M | -USD 915 k | -0.2% | 5.35% | 108% | 230 | 10.87% | 1.6 |
|
| 2915 |
2915
Hunter Perkins Capital Management
Lombard,
Illinois
| USD 498 M | -USD 35.3 M | -7% | 2.14% | 58% | 94 | 20.21% | 1.2 |
|
| 2916 |
2916
Willow Creek Wealth Management
Sebastopol,
California
| USD 498 M | +USD 13.8 M | +3% | 3.92% | – | 124 | 6.45% | 2.7 |
|
| 2917 |
2917
Summit Financial Strategies
Columbus,
Ohio
| USD 497 M | -USD 21.2 M | -4% | 3.34% | 59.4% | 132 | 13.64% | 2.3 |
|
| 2918 |
2918
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| USD 495 M | -USD 25.3 M | -5% | 3.5% | 64.8% | 133 | 5.26% | 6.8 |
|
| 2919 |
2919
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| USD 495 M | -USD 21.9 M | -4% | 3.13% | 71.4% | 151 | 21.19% | 3.6 |
|
| 2920 |
2920
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| USD 494 M | -USD 10.6 M | -2% | 3.2% | 86.4% | 148 | 8.11% | 5.9 |
|
| 2921 |
CF
2921
Clarity Financial
Houston,
Texas
| USD 494 M | -USD 146 M | -23% | 3.68% | 65.8% | 114 | 36.84% | 0.7 |
|
| 2922 |
2922
Robotti Robert
| USD 494 M | +USD 717 k | +0.1% | 15.2% | 107% | 80 | 20% | 3.5 |
|
| 2923 |
2923
Mirador Capital Partners
Pleasanton,
California
| USD 494 M | +USD 19.1 M | +4% | 1.62% | 120% | 226 | 15.04% | 2.6 |
|
| 2924 |
EVM
2924
Evelyn V. Moreno
| USD 494 M | -USD 6 M | -1% | 5.44% | 39.4% | 109 | 45.87% | 3.1 |
|
| 2925 |
2925
Oak Grove Capital
North Hampton,
New Hampshire
| USD 494 M | -USD 81.6 M | -14% | 7.1% | 470% | 121 | 42.15% | 1.8 |
|