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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
3101
Howard Capital Management
Roswell,
Georgia
| USD 290 M | +USD 53.1 M | +22% | 11.1% | 144% | 44 | 27.27% | 0.7 |
|
| 3102 |
3102
Cumberland Advisors
Sarasota,
Florida
| USD 290 M | -USD 63.7 M | -18% | 8.48% | 80.7% | 81 | 23.46% | 1.5 |
|
| 3103 |
3103
Mass General Brigham
Somerville,
Massachusetts
| USD 290 M | -USD 146 M | -34% | 7.38% | – | 3 | 0% | 0.5 |
|
| 3104 |
3104
Nations Financial Group
Cedar Rapids,
Iowa
| USD 290 M | +USD 12 M | +4% | 7.18% | 112% | 301 | 9.63% | 1.7 |
|
| 3105 |
3105
Archford Capital Strategies
Swansea,
Illinois
| USD 290 M | +USD 22 M | +8% | 7.59% | 87.4% | 224 | 9.82% | 2.9 |
|
| 3106 |
3106
Family Management
New York
| USD 290 M | +USD 21.5 M | +8% | 7.26% | 69% | 215 | 26.98% | 1.4 |
|
| 3107 |
3107
Summit Wealth Partners
Orlando,
Florida
| USD 289 M | – | – | 4.3% | 44.9% | 118 | – | 0 |
|
| 3108 |
PGCM
3108
Prescott Group Capital Management
Tulsa,
Oklahoma
| USD 289 M | -USD 36.5 M | -11% | 3.76% | 135% | 154 | 20.13% | 2.5 |
|
| 3109 |
3109
Blue Pool Management
Causeway Bay,
Hong Kong
| USD 288 M | +USD 35.5 M | +14% | 14.6% | 72.8% | 23 | 13.04% | 1.1 |
|
| 3110 |
BRCA
3110
Birch Run Capital Advisors
Dallas,
Texas
| USD 288 M | -USD 42.8 M | -13% | 6.9% | 8.22% | 21 | 19.05% | 2.6 |
|
| 3111 |
3111
Shulman DeMeo Asset Management
Lake Success,
New York
| USD 288 M | -USD 9.9 M | -3% | 7.66% | 79.3% | 146 | 20.55% | 0.7 |
|
| 3112 |
3112
FCA Corp
Houston,
Texas
| USD 288 M | +USD 19.9 M | +7% | 5.88% | 57.4% | 181 | 16.02% | 3.3 |
|
| 3113 |
3113
SeaBridge Investment Advisors
Summit,
New Jersey
| USD 288 M | -USD 4.68 M | -2% | 6.96% | 139% | 269 | 8.55% | 3.5 |
|
| 3114 |
3114
Martin Investment Management
Palm Beach Gardens,
Florida
| USD 288 M | -USD 120 M | -29% | 9.56% | 50% | 47 | 6.38% | 3.3 |
|
| 3115 |
3115
Huber Financial Advisors
Lincolnshire,
Illinois
| USD 288 M | +USD 31.9 M | +12% | 4.6% | – | 127 | 8.66% | 1.5 |
|
| 3116 |
SL
3116
SWF LLC
Omaha,
Nebraska
| USD 288 M | +USD 106 M | +59% | 8.72% | 82.9% | 2 | 0% | 2 |
|
| 3117 |
3117
Lafayette Investments
Ashton,
Maryland
| USD 288 M | +USD 11.1 M | +4% | 7.46% | 77.9% | 87 | 4.6% | 4 |
|
| 3118 |
3118
Hohimer Wealth Management
Seattle,
Washington
| USD 288 M | – | – | 9.4% | 111% | 223 | – | 0 |
|
| 3119 |
3119
Mirova
Paris,
France
| USD 287 M | -USD 524 M | -65% | 5.65% | 64.6% | 193 | 42.49% | 0.5 |
|
| 3120 |
3120
Lindbrook Capital
Calabasas,
California
| USD 287 M | +USD 22.5 M | +8% | 8.56% | 35.8% | 1,600 | 13.13% | 0.8 |
|
| 3121 |
3121
Plante Moran Financial Advisors
Southfield,
Michigan
| USD 287 M | -USD 56.1 M | -16% | 4.51% | 69.2% | 966 | 32.09% | 3.3 |
|
| 3122 |
SA
3122
Strategic Advisors
New York
| USD 287 M | +USD 20.5 M | +8% | 8.52% | 106% | 172 | 9.88% | 3.2 |
|
| 3123 |
MCL
3123
MIK Capital LP
New York
| USD 287 M | – | – | 11.1% | – | 34 | – | 0 |
|
| 3124 |
WCMN
3124
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| USD 287 M | +USD 32 M | +13% | 9.52% | 121% | 42 | 11.9% | 4.3 |
|
| 3125 |
3125
Raffa Wealth Management
Washington,
District of Columbia
| USD 287 M | +USD 6.57 M | +2% | 3.21% | 35.8% | 749 | 1.74% | 0.3 |
|