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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
Eudaimonia Partners
Winchester,
Tennessee
| USD 408 M | +USD 23.8 M | +6% | 8.12% | – | 368 | 14.13% | 2 |
|
| 2977 |
SRFM
2977
Shannon River Fund Management
New York
| USD 408 M | +USD 175 M | +75% | 12.3% | 554% | 41 | 53.66% | 0.7 |
|
| 2978 |
2978
Bourgeon Capital Management
Darien,
Connecticut
| USD 408 M | +USD 44.1 M | +12% | 14.1% | 121% | 491 | 32.18% | 2.2 |
|
| 2979 |
2979
Herald Investment Management
London,
United Kingdom
| USD 407 M | +USD 1.79 M | +0.4% | 8.52% | 493% | 103 | 7.77% | 4.5 |
|
| 2980 |
2980
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| USD 407 M | +USD 44.2 M | +12% | 8.3% | 68% | 89 | 10.11% | 3.1 |
|
| 2981 |
CM
2981
Capital Management
Glen Allen,
Virginia
| USD 407 M | +USD 52.5 M | +15% | 15.8% | 63.6% | 74 | 14.86% | 3.8 |
|
| 2982 |
2982
Dark Forest Capital Management
San Juan,
Puerto Rico
| USD 407 M | -USD 182 M | -31% | 5.34% | 65.2% | 1,725 | 65.62% | 0.3 |
|
| 2983 |
2983
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| USD 407 M | +USD 39.3 M | +11% | 7.43% | 58.1% | 150 | 66% | 0.8 |
|
| 2984 |
2984
Nellore Capital Management
Redwood City,
California
| USD 406 M | +USD 11.8 M | +3% | 5.85% | 73.8% | 19 | 21.05% | 1.4 |
|
| 2985 |
2985
Cheviot Value Management
Beverly Hills,
California
| USD 406 M | +USD 40.5 M | +11% | 11.5% | 87% | 73 | 16.44% | 4.3 |
|
| 2986 |
2986
Strategies Wealth Advisors
Grand Rapids,
Michigan
| USD 406 M | – | – | 8.56% | 64.6% | 78 | – | 0.8 |
|
| 2987 |
2987
Octavia Wealth Advisors
Cincinnati,
Ohio
| USD 405 M | +USD 35.5 M | +10% | 5.63% | 67.9% | 192 | 13.02% | 1.5 |
|
| 2988 |
JC
2988
JBF Capital
Aspen,
Colorado
| USD 405 M | +USD 9.43 M | +2% | 7.64% | 93.6% | 71 | 28.17% | 1.8 |
|
| 2989 |
2989
First National Corp
Rockland,
Massachusetts
| USD 405 M | +USD 39.2 M | +11% | 6.67% | 56.3% | 168 | 18.45% | 2.6 |
|
| 2990 |
2990
Raine Capital
New York
| USD 404 M | -USD 116 M | -22% | 20.6% | 119% | 16 | 12.5% | 2.6 |
|
| 2991 |
2991
Saudi Central Bank
Riyadh,
Saudi Arabia
| USD 404 M | – | – | 12.9% | 140% | 3 | – | 1.2 |
|
| 2992 |
2992
Parker Investment Management
Menlo Park,
California
| USD 404 M | +USD 98.6 M | +32% | 4.4% | 227% | 33 | 27.27% | 2.8 |
|
| 2993 |
2993
EFG Asset Management (Americas)
Miami,
Florida
| USD 404 M | +USD 8.72 M | +2% | 8.25% | 112% | 136 | 8.09% | 3.2 |
|
| 2994 |
2994
Rowlandmiller & Partners
Atlanta,
Georgia
| USD 404 M | +USD 32.8 M | +9% | 10.6% | 84% | 179 | 5.03% | 4.8 |
|
| 2995 |
HL
2995
Hernani LP
St. Helier,
Jersey
| USD 404 M | +USD 78.1 M | +24% | 7.75% | 14% | 14 | 71.43% | 0.3 |
|
| 2996 |
2996
Total Wealth Planning
Cincinnati,
Ohio
| USD 404 M | +USD 51.5 M | +15% | 6.17% | 37.2% | 83 | 7.23% | 1.8 |
|
| 2997 |
VCM
2997
Vivaldi Capital Management
Chicago,
Illinois
| USD 403 M | +USD 32.9 M | +9% | 5.24% | 69.2% | 252 | 15.87% | 2.7 |
|
| 2998 |
HI
2998
Hyundai Investments
Yeongdeungopo-Gu, Seoul,
South Korea
| USD 403 M | +USD 81.4 M | +25% | 25.3% | 74.8% | 1 | 0% | 1 |
|
| 2999 |
CCM
2999
Contrarian Capital Management
Greenwich,
Connecticut
| USD 403 M | -USD 33.7 M | -8% | 10.2% | 29.4% | 42 | 23.81% | 1.3 |
|
| 3000 |
3000
Klaas Financial Asset Advisors
Loves Park,
Illinois
| USD 403 M | +USD 9.09 M | +2% | 6.49% | 39.5% | 86 | 56.98% | 1.6 |
|