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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
Montecito Bank & Trust
Santa Barbara,
California
| USD 427 M | -USD 13.5 M | -3% | 2.44% | – | 248 | 9.27% | 5.4 |
|
| 3027 |
3027
Blue Grotto Capital
Atlanta,
Georgia
| USD 426 M | +USD 6.66 M | +2% | 2.43% | 296% | 27 | 40.74% | 1 |
|
| 3028 |
3028
Bourgeon Capital Management
Darien,
Connecticut
| USD 426 M | -USD 2.7 M | -0.6% | 0.14% | 121% | 425 | 26.82% | 2.5 |
|
| 3029 |
3029
First Fiduciary Investment Counsel
Cleveland,
Ohio
| USD 426 M | -USD 34.2 M | -7% | 5.09% | 60% | 64 | 6.25% | 4.5 |
|
| 3030 |
3030
Crescent Park Management
East Palo Alto,
California
| USD 426 M | +USD 83.7 M | +24% | 0.99% | 87% | 36 | 33.33% | 1.7 |
|
| 3031 |
3031
PM Capital
Sydney,
Australia
| USD 426 M | -USD 52.6 M | -11% | 4.37% | 105% | 10 | 20% | 5.7 |
|
| 3032 |
PAM
3032
Private Asset Management
San Diego,
California
| USD 426 M | -USD 94.4 M | -18% | 3.19% | 38.2% | 134 | 11.19% | 6.8 |
|
| 3033 |
3033
Hutchinson Capital Management
San Rafael,
California
| USD 426 M | -USD 636 k | -0.1% | 0.37% | 52.6% | 80 | 5% | 4.6 |
|
| 3034 |
3034
Citizens Business Bank
Ontario,
California
| USD 426 M | -USD 22.8 M | -5% | 1.21% | 108% | 113 | 11.5% | 5.6 |
|
| 3035 |
3035
Honeycomb Asset Management
New York
| USD 425 M | -USD 220 M | -34% | 2.01% | 49% | 38 | 65.79% | 0.4 |
|
| 3036 |
3036
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| USD 425 M | +USD 37.2 M | +10% | 3.72% | 44.3% | 553 | 91.32% | 0.2 |
|
| 3037 |
CCA
3037
Castle Creek Arbitrage
Avon,
Colorado
| USD 425 M | -USD 381 M | -47% | 1.22% | 17.2% | 390 | 34.62% | 1.3 |
|
| 3038 |
3038
Huber Capital Management
El Segundo,
California
| USD 425 M | +USD 9.04 M | +2% | 3.42% | 70.4% | 110 | 27.27% | 4.2 |
|
| 3039 |
3039
NWF Advisory Services
Los Angeles,
California
| USD 425 M | -USD 6.79 M | -2% | 3.43% | 120% | 305 | 10.82% | 0.5 |
|
| 3040 |
3040
Susquehanna International Group (Ireland)
Dublin,
Ireland
| USD 425 M | +USD 300 M | +242% | 3.74% | 5.25% | 86 | 65.12% | 0.4 |
|
| 3041 |
3041
Ophir Asset Management
Sydney,
Australia
| USD 424 M | -USD 55.7 M | -12% | 6.6% | 282% | 31 | 32.26% | 0.6 |
|
| 3042 |
PWW
3042
Pettyjohn Wood & White
Lynchburg,
Virginia
| USD 424 M | -USD 10.9 M | -3% | 3.04% | 70.9% | 181 | 5.52% | 5.9 |
|
| 3043 |
3043
MA Private Wealth
San Carlos,
California
| USD 423 M | -USD 8.02 M | -2% | 3.71% | 57.5% | 75 | 12% | 2.6 |
|
| 3044 |
3044
StepStone Group
La Jolla,
California
| USD 423 M | -USD 118 M | -22% | 6.4% | 107% | 28 | 35.71% | 1.3 |
|
| 3045 |
3045
Kelman-Lazarov Inc
Memphis,
Tennessee
| USD 423 M | +USD 7.03 M | +2% | 3.03% | 46.6% | 99 | 5.05% | 4.4 |
|
| 3046 |
3046
Shah Capital Management
Raleigh,
North Carolina
| USD 423 M | +USD 29.2 M | +7% | 9.15% | 287% | 15 | 6.67% | 3.8 |
|
| 3047 |
3047
RK Capital Management (Colorado)
Denver,
Colorado
| USD 423 M | -USD 43.3 M | -9% | 3.71% | 89% | 55 | 29.09% | 2.3 |
|
| 3048 |
3048
Benjamin Edwards Inc
Clayton,
Missouri
| USD 422 M | -USD 8.28 M | -2% | 2.93% | 66.5% | 699 | 10.3% | 2.3 |
|
| 3049 |
WPI
3049
Walter Public Investments
Westmount,
Canada
| USD 422 M | -USD 26.9 M | -6% | 1.79% | 85.1% | 44 | 6.82% | 1 |
|
| 3050 |
NG
3050
Northstar Group
New York
| USD 422 M | -USD 4.67 M | -1% | 1.07% | 63.9% | 151 | 7.28% | 5.8 |
|