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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
Hughes Financial Services
Herndon,
Virginia
| USD 629 M | +USD 46.5 M | +8% | 5.64% | – | 1,120 | 15.27% | 0.4 |
|
| 3102 |
3102
Periscope Capital
Toronto,
Ontario, Canada
| USD 629 M | +USD 175 M | +38% | 2.25% | 26.5% | 330 | 42.42% | 0.6 |
|
| 3103 |
3103
Allied Investment Advisors
Billings,
Montana
| USD 628 M | +USD 56.4 M | +10% | 6.81% | 68.4% | 100 | 16% | 3.8 |
|
| 3104 |
LFC
3104
LCC Family Corp
Toronto,
| USD 628 M | -USD 185 M | -23% | 22.8% | – | 1 | 0% | 0.3 |
|
| 3105 |
3105
Virtue Capital Management
Brentwood,
Tennessee
| USD 628 M | +USD 84.3 M | +16% | 7.75% | 97.9% | 327 | 29.36% | 2.1 |
|
| 3106 |
3106
DSG Capital Advisors
Edina,
Minnesota
| USD 628 M | +USD 65 M | +12% | 10.3% | – | 133 | 15.04% | 0.6 |
|
| 3107 |
WAM
3107
Warberg Asset Management
Winnetka,
Illinois
| USD 627 M | -USD 16.3 M | -3% | 10.5% | 61.5% | 243 | 48.56% | 0.8 |
|
| 3108 |
3108
Principal Street Partners
Memphis,
Tennessee
| USD 627 M | -USD 393 M | -39% | 8.4% | 91% | 387 | 32.82% | 2.8 |
|
| 3109 |
3109
Integrity Advisory Solutions
Dallas,
Texas
| USD 626 M | – | – | 5.55% | – | 246 | – | 0 |
|
| 3110 |
3110
Mach-1 Financial Group
Rogers,
Arkansas
| USD 626 M | +USD 284 M | +83% | 5.55% | 85.3% | 418 | 89.47% | 0.3 |
|
| 3111 |
3111
SFE Investment Counsel
Los Angeles,
California
| USD 626 M | +USD 58.4 M | +10% | 10.4% | 114% | 152 | 10.53% | 5 |
|
| 3112 |
3112
Westside Investment Management
Santa Monica,
California
| USD 626 M | +USD 86.7 M | +16% | 10.8% | 126% | 1,438 | 14.39% | 3.3 |
|
| 3113 |
3113
Sentinel Pension Advisors
Wakefield,
Massachusetts
| USD 625 M | +USD 31.4 M | +5% | 6.18% | 52.1% | 127 | 7.09% | 2.9 |
|
| 3114 |
3114
Crawford Fund Management
Boston,
Massachusetts
| USD 625 M | +USD 88.3 M | +16% | 6.81% | – | 215 | 20.93% | 1 |
|
| 3115 |
3115
Heritage Investment Group
Pompano Beach,
Florida
| USD 625 M | +USD 44.4 M | +8% | 6.31% | 54.5% | 115 | 6.09% | 2.6 |
|
| 3116 |
3116
Cornerstone Planning Group
Fairfield,
New Jersey
| USD 624 M | +USD 134 M | +27% | 6.96% | 60% | 1,781 | 19.03% | 1.4 |
|
| 3117 |
3117
Elk River Wealth Management
Denver,
Colorado
| USD 624 M | +USD 42.7 M | +7% | 8.15% | 81.8% | 102 | 4.9% | 3.4 |
|
| 3118 |
VHMC
3118
Value Holdings Management Company
Hampton Bays,
New York
| USD 624 M | +USD 57.6 M | +10% | 13.2% | 125% | 33 | 6.06% | 7 |
|
| 3119 |
3119
Gabelli & Co Investment Advisers
Rye,
New York
| USD 624 M | -USD 27.5 M | -4% | 12.9% | 248% | 347 | 44.96% | 1.4 |
|
| 3120 |
3120
Soundwatch Capital
Rowayton,
Connecticut
| USD 624 M | +USD 35.2 M | +6% | 8.19% | 79.6% | 152 | 77.63% | 1.4 |
|
| 3121 |
3121
Towercrest Capital Management
Newtown,
Pennsylvania
| USD 623 M | +USD 63.2 M | +11% | 5.26% | 42.6% | 99 | 10.1% | 5.7 |
|
| 3122 |
HCP
3122
Holt Capital Partners
Fort Worth,
Texas
| USD 623 M | +USD 42.6 M | +7% | 6.99% | 69.5% | 148 | 2.7% | 7.7 |
|
| 3123 |
3123
Affinity Partners
Sunny Isles Beach,
Florida
| USD 623 M | -USD 81 M | -12% | 11.5% | – | 1 | 0% | 0.8 |
|
| 3124 |
SA
3124
Strategic Advisors
New York
| USD 623 M | +USD 114 M | +22% | 8.44% | 106% | 190 | 10% | 4.9 |
|
| 3125 |
3125
Nicolet Bankshares
Green Bay,
Wisconsin
| USD 622 M | +USD 43.5 M | +8% | 7.65% | 75.5% | 224 | 10.27% | 5.7 |
|