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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
GCA
2951
Gideon Capital Advisors
New York
| USD 280 M | +USD 34.5 M | +14% | 15% | 37.6% | 571 | 75.83% | 0.2 |
|
| 2952 |
2952
Empowered Funds
Havertown,
Pennsylvania
| USD 280 M | +USD 43.4 M | +18% | 17.9% | 127% | 133 | 61.65% | 0.5 |
|
| 2953 |
2953
Night Owl Capital Management
Greenwich,
Connecticut
| USD 279 M | +USD 45.8 M | +20% | 25.4% | 162% | 32 | 12.5% | 2.2 |
|
| 2954 |
2954
Old Second National Bank of Aurora
Aurora,
Illinois
| USD 279 M | +USD 33.6 M | +14% | 14.1% | 93.7% | 402 | 10.7% | 3.4 |
|
| 2955 |
2955
Rowlandmiller & Partners
Atlanta,
Georgia
| USD 279 M | +USD 32.5 M | +13% | 13.1% | 84% | 135 | 5.19% | 3.4 |
|
| 2956 |
TM
2956
Thiel Macro
Los Angeles,
California
| USD 279 M | -USD 375 M | -57% | 13.3% | – | 16 | 62.5% | 0.7 |
|
| 2957 |
2957
Haverford Financial Services
Radnor,
Pennsylvania
| USD 279 M | +USD 36.3 M | +15% | 12.8% | 57.9% | 71 | 15.49% | 2.6 |
|
| 2958 |
2958
Foresite Capital Management IV
Larkspur,
California
| USD 278 M | +USD 60.4 M | +28% | 57.4% | 151% | 20 | 30% | 0.8 |
|
| 2959 |
2959
Nightview Capital
Austin,
Texas
| USD 278 M | +USD 4.4 M | +2% | 10.6% | 170% | 10 | 20% | 0.9 |
|
| 2960 |
2960
Forte Capital
Rochester,
New York
| USD 278 M | +USD 38.4 M | +16% | 16.8% | 98.3% | 91 | 7.69% | 3.5 |
|
| 2961 |
2961
Atlas Capital Advisors
Jackson,
Wyoming
| USD 277 M | +USD 27.5 M | +11% | 10.7% | – | 627 | 21.21% | 0.7 |
|
| 2962 |
2962
Clearfield Capital Management
New York
| USD 277 M | +USD 73.3 M | +36% | 20.4% | 421% | 19 | 78.95% | 0.4 |
|
| 2963 |
2963
Hudock Inc
Williamsport,
Pennsylvania
| USD 277 M | +USD 36.4 M | +15% | 8.98% | 69.7% | 748 | 13.64% | 3.2 |
|
| 2964 |
2964
Coliseum Capital Management
Rowayton,
Connecticut
| USD 277 M | +USD 8.86 M | +3% | 2.64% | 41.1% | 14 | 14.29% | 1.4 |
|
| 2965 |
2965
Deep Field Asset Management
Beverly Hills,
California
| USD 277 M | +USD 169 M | +156% | 23.7% | 20.1% | 24 | 37.5% | 0.2 |
|
| 2966 |
2966
BlueSky Wealth Advisors
New Bern,
North Carolina
| USD 277 M | +USD 20.9 M | +8% | 7.6% | 45.9% | 61 | 9.84% | 1.9 |
|
| 2967 |
2967
Old West Investment Management
Los Angeles,
California
| USD 277 M | -USD 94.3 M | -25% | 16.9% | 242% | 88 | 20.45% | 1.6 |
|
| 2968 |
2968
Noesis Capital Mangement
Boca Raton,
Florida
| USD 277 M | +USD 30.1 M | +12% | 12.8% | 139% | 89 | 10.11% | 4.1 |
|
| 2969 |
2969
RMR Advisors
Newton,
Massachusetts
| USD 276 M | +USD 34 M | +14% | 15.2% | 2.17% | 127 | 7.09% | 4.1 |
|
| 2970 |
CRB
2970
Chad R. Baker
| USD 276 M | +USD 44.5 M | +19% | 18% | 123% | 55 | 5.45% | 2.7 |
|
| 2971 |
2971
Wakefield Asset Management
Englewood,
Colorado
| USD 276 M | +USD 44.8 M | +19% | 13.5% | 147% | 274 | 47.81% | 0.3 |
|
| 2972 |
2972
Advisory Alpha
Holland,
Michigan
| USD 276 M | +USD 64.3 M | +30% | 12.6% | 50.3% | 741 | 87.04% | 0.1 |
|
| 2973 |
2973
Monarch Capital Management
Fort Wayne,
Indiana
| USD 276 M | +USD 28.8 M | +12% | 11.7% | 77% | 99 | 8.08% | 4.5 |
|
| 2974 |
2974
Attestor
London,
United Kingdom
| USD 276 M | -USD 22.4 M | -7% | 10.1% | 55.7% | 3 | 33.33% | 0.2 |
|
| 2975 |
AMG
2975
Asset Management Group
Stamford,
Connecticut
| USD 276 M | +USD 32.2 M | +13% | 12.1% | 57% | 106 | 3.77% | 4.7 |
|