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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
Wellington Shields & Co
New York
| USD 446 M | +USD 6.05 M | +1% | 2.13% | 127% | 310 | 9.35% | 2.4 |
|
| 2902 |
2902
Schnieders Capital Management
Pasadena,
California
| USD 446 M | +USD 9.6 M | +2% | 7.3% | 118% | 211 | 11.85% | 4.9 |
|
| 2903 |
2903
Insight Wealth Partners
Plano,
Texas
| USD 446 M | +USD 312 M | +233% | 0.02% | 56.2% | 63 | 9.52% | 2 |
|
| 2904 |
2904
FengHe Fund Management
Singapore
| USD 446 M | -USD 293 M | -40% | 11.4% | 779% | 21 | 52.38% | 0.3 |
|
| 2905 |
2905
Lawson Kroeker Investment Management
Omaha,
Nebraska
| USD 445 M | +USD 149 M | +50% | 0.33% | 69.7% | 90 | 44.44% | 4.1 |
|
| 2906 |
2906
Archon Capital Management
Seattle,
Washington
| USD 445 M | +USD 101 M | +29% | 33.6% | 222% | 46 | 45.65% | 1.7 |
|
| 2907 |
2907
Coerente Capital Management
Toronto,
Ontario, Canada
| USD 445 M | -USD 8.82 M | -2% | 2.2% | 54.7% | 36 | 0% | 1.9 |
|
| 2908 |
2908
Columbia Asset Management
Ann Arbor,
Michigan
| USD 445 M | +USD 32.7 M | +8% | 6.86% | 94.1% | 166 | 4.22% | 5.9 |
|
| 2909 |
2909
Curated Wealth Partners
El Segundo,
California
| USD 444 M | +USD 32.2 M | +8% | 9.14% | 39.9% | 142 | 14.79% | 1.6 |
|
| 2910 |
2910
Octavia Wealth Advisors
Cincinnati,
Ohio
| USD 444 M | +USD 38.8 M | +10% | 7.21% | 76.4% | 198 | 12.12% | 1.7 |
|
| 2911 |
2911
Y.D. More Investments
Ramat Gan,
Israel
| USD 444 M | +USD 31 M | +8% | 11.5% | 309% | 438 | 26.48% | 0.2 |
|
| 2912 |
2912
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| USD 443 M | +USD 17.2 M | +4% | 9.04% | 195% | 72 | 4.17% | 5.3 |
|
| 2913 |
SRFM
2913
Shannon River Fund Management
New York
| USD 443 M | +USD 35.6 M | +9% | 28.7% | 477% | 37 | 45.95% | 0.8 |
|
| 2914 |
2914
MidWestOne Financial Group
Iowa City,
Iowa
| USD 443 M | -USD 5.35 M | -1% | 2.34% | 62.7% | 276 | 21.38% | 2.2 |
|
| 2915 |
2915
Jackson Thornton Wealth Management
Montgomery,
Alabama
| USD 443 M | +USD 24.1 M | +6% | 3.64% | 68.6% | 38 | 23.68% | 0.8 |
|
| 2916 |
2916
Sloy Dahl & Holst
Vancouver,
Washington
| USD 443 M | +USD 156 M | +54% | 49.6% | 132% | 71 | 9.86% | 1.9 |
|
| 2917 |
2917
Wilsey Asset Management
San Diego,
California
| USD 442 M | +USD 21.8 M | +5% | 3.97% | 66.9% | 29 | 17.24% | 3.2 |
|
| 2918 |
2918
Sunflower Bank
Dallas,
Texas
| USD 442 M | -USD 17.1 M | -4% | 0.03% | 46.2% | 112 | 3.57% | 2.4 |
|
| 2919 |
2919
Faithward Advisors
Lancaster,
Pennsylvania
| USD 441 M | -USD 18.5 M | -4% | 8.12% | 119% | 347 | 34.58% | 1.3 |
|
| 2920 |
TF
2920
TimeScale Financial
Danvers,
Massachusetts
| USD 441 M | +USD 96.8 M | +28% | 5.67% | 31.3% | 679 | 20.62% | 2.6 |
|
| 2921 |
EVM
2921
Evelyn V. Moreno
| USD 441 M | +USD 8.72 M | +2% | 10.6% | 39.4% | 168 | 30.95% | 3.3 |
|
| 2922 |
JC
2922
JBF Capital
Aspen,
Colorado
| USD 441 M | +USD 35.7 M | +9% | 9.15% | 93.6% | 81 | 38.27% | 1.5 |
|
| 2923 |
2923
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| USD 441 M | +USD 69.2 M | +19% | 1.15% | 49.3% | 127 | 11.02% | 1 |
|
| 2924 |
2924
D.L. Carlson Investment Group
Concord,
New Hampshire
| USD 441 M | -USD 25.8 M | -6% | 9.32% | 130% | 144 | 17.36% | 3.9 |
|
| 2925 |
2925
Ikarian Capital
Dallas,
Texas
| USD 441 M | +USD 26.2 M | +6% | 16.4% | 5,184% | 138 | 52.9% | 0.7 |
|