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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
3126
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| USD 493 M | +USD 27.6 M | +6% | 7.09% | 64.8% | 135 | 2.22% | 8.2 |
|
| 3127 |
3127
Blue Grotto Capital
Atlanta,
Georgia
| USD 493 M | +USD 36.1 M | +8% | 20.1% | 296% | 33 | 48.48% | 1.1 |
|
| 3128 |
3128
Capital Advantage
Walnut Creek,
California
| USD 492 M | -USD 347 k | -0.1% | 3.95% | 49.2% | 51 | 27.45% | 4.3 |
|
| 3129 |
3129
Norden Group
Provo,
Utah
| USD 492 M | -USD 88.7 M | -15% | 9.53% | 104% | 432 | 41.67% | 0.3 |
|
| 3130 |
3130
White Lighthouse Investment Management
Bedford,
Massachusetts
| USD 492 M | +USD 35.4 M | +8% | 5.98% | 62.1% | 122 | 2.46% | 4.7 |
|
| 3131 |
3131
Main Management Fund Advisors
San Francisco,
California
| USD 492 M | +USD 135 M | +38% | 10.3% | 80% | 7 | 28.57% | 1.2 |
|
| 3132 |
3132
Elk River Wealth Management
Denver,
Colorado
| USD 492 M | -USD 28.7 M | -6% | 7.7% | 81.8% | 116 | 21.55% | 2.6 |
|
| 3133 |
3133
Euro Pacific Asset Management
Dorado,
Puerto Rico
| USD 491 M | +USD 23.3 M | +5% | 1.76% | 172% | 73 | 8.22% | 2.7 |
|
| 3134 |
3134
Horst & Graben Wealth Management
Portland,
Oregon
| USD 491 M | +USD 36.1 M | +8% | 5.7% | 62.2% | 151 | 14.57% | 2.4 |
|
| 3135 |
3135
GAMMA Investing
Foster City,
California
| USD 491 M | +USD 122 M | +33% | 12.2% | 139% | 3,415 | 9.11% | 0.2 |
|
| 3136 |
3136
Wilsey Asset Management
San Diego,
California
| USD 491 M | +USD 714 k | +0.1% | 15% | 66.9% | 25 | 12% | 4 |
|
| 3137 |
3137
Irenic Capital Management
New York
| USD 491 M | -USD 13.9 M | -3% | 3.79% | 93.6% | 27 | 40.74% | 0.5 |
|
| 3138 |
EWA
3138
ERTS Wealth Advisors
Marquette,
Michigan
| USD 490 M | +USD 26.3 M | +6% | 5.07% | 39.3% | 92 | 9.78% | 3.5 |
|
| 3139 |
3139
Wexford Capital
West Palm Beach,
Florida
| USD 490 M | +USD 23.3 M | +5% | 2.77% | 155% | 309 | 64.08% | 0.6 |
|
| 3140 |
3140
Beck Bode LLC
Dedham,
Massachusetts
| USD 490 M | +USD 43.8 M | +10% | 13.5% | 165% | 143 | 41.26% | 0.9 |
|
| 3141 |
VC
3141
Vision Capital
Toronto,
Ontario, Canada
| USD 490 M | +USD 234 M | +92% | 1.47% | 13.9% | 19 | 47.37% | 0.4 |
|
| 3142 |
3142
NBW Capital
Boston,
Massachusetts
| USD 489 M | +USD 32.4 M | +7% | 9.08% | 86% | 119 | 16.81% | 3.7 |
|
| 3143 |
3143
Hunter Perkins Capital Management
Lombard,
Illinois
| USD 488 M | +USD 9.43 M | +2% | 8.43% | 62.5% | 115 | 30.43% | 1.5 |
|
| 3144 |
3144
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| USD 488 M | +USD 132 M | +37% | 9.91% | 83% | 1,162 | 24.1% | 1.5 |
|
| 3145 |
3145
World Equity Group
Schaumburg,
Illinois
| USD 487 M | -USD 11.7 M | -2% | 8.84% | 117% | 373 | 29.22% | 1.2 |
|
| 3146 |
YLHM
3146
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
| USD 486 M | +USD 71.9 M | +17% | 11% | 144% | 82 | 3.66% | 0.5 |
|
| 3147 |
3147
Heritage Investment Group
Pompano Beach,
Florida
| USD 486 M | +USD 36.9 M | +8% | 6.13% | 54.5% | 107 | 13.08% | 1.6 |
|
| 3148 |
3148
Drexel Morgan & Co
Radnor,
Pennsylvania
| USD 486 M | +USD 53.1 M | +12% | 5.84% | 62.4% | 53 | 5.66% | 7.1 |
|
| 3149 |
3149
Realta Investment Advisors
Wilmington,
Delaware
| USD 485 M | +USD 42.4 M | +10% | 11.2% | 151% | 821 | 48.72% | 1.6 |
|
| 3150 |
3150
Schnieders Capital Management
Pasadena,
California
| USD 485 M | +USD 31.3 M | +7% | 10% | 118% | 215 | 11.63% | 5.2 |
|