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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 |
JCP
3126
JB Capital Partners
Armonk,
New York
| USD 522 M | +USD 68.6 M | +15% | 14% | 142% | 78 | 2.56% | 3 |
|
| 3127 |
3127
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| USD 522 M | +USD 29.8 M | +6% | 6.63% | 55.7% | 140 | 7.14% | 8.3 |
|
| 3128 |
3128
Capital Advantage
Walnut Creek,
California
| USD 522 M | +USD 34.1 M | +7% | 7.51% | 49.2% | 50 | 6% | 4.5 |
|
| 3129 |
3129
AdvisorShares Investments
Bethesda,
Maryland
| USD 522 M | -USD 52.5 M | -9% | 6.68% | 110% | 316 | 28.8% | 1.4 |
|
| 3130 |
3130
Ramirez Asset Management
New York
| USD 521 M | +USD 29.9 M | +6% | 3.3% | 86.8% | 421 | 13.54% | 0.8 |
|
| 3131 |
3131
Strategy Asset Managers
Pasadena,
California
| USD 521 M | +USD 70.4 M | +16% | 7.64% | 115% | 319 | 47.02% | 2.8 |
|
| 3132 |
3132
Bellwether Advisors
Lincoln,
Nebraska
| USD 521 M | +USD 43.8 M | +9% | 6.29% | 128% | 149 | 36.24% | 2 |
|
| 3133 |
3133
Westover Capital Advisors
Wilmington,
Delaware
| USD 520 M | +USD 132 M | +34% | 5.72% | 144% | 255 | 21.18% | 2.3 |
|
| 3134 |
3134
Samsara BioCapital
Palo Alto,
California
| USD 520 M | +USD 42.5 M | +9% | 8.32% | 1,580% | 43 | 9.3% | 2.5 |
|
| 3135 |
3135
Opes Wealth Management
Menlo Park,
California
| USD 520 M | +USD 40.9 M | +9% | 7.68% | 54.1% | 141 | 6.38% | 2.9 |
|
| 3136 |
3136
Oakmont Corp
Los Angeles,
California
| USD 520 M | +USD 65.5 M | +14% | 5.18% | 70.2% | 33 | 6.06% | 3.1 |
|
| 3137 |
3137
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| USD 520 M | +USD 11.5 M | +2% | 5.61% | 44.3% | 108 | 49.07% | 1.4 |
|
| 3138 |
3138
Bourgeon Capital Management
Darien,
Connecticut
| USD 520 M | +USD 9.6 M | +2% | 4.44% | 121% | 119 | 20.17% | 4.4 |
|
| 3139 |
3139
Summit Wealth Partners
Orlando,
Florida
| USD 519 M | +USD 37.6 M | +8% | 5.89% | 44.9% | 247 | 14.17% | 2.6 |
|
| 3140 |
3140
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| USD 519 M | +USD 67 M | +15% | 5.84% | 93.2% | 223 | 7.17% | 4.2 |
|
| 3141 |
3141
Sentinel Pension Advisors
Wakefield,
Massachusetts
| USD 519 M | +USD 37 M | +8% | 5.3% | 52.1% | 116 | 9.48% | 2.5 |
|
| 3142 |
3142
Sentry LLC
Memphis,
Tennessee
| USD 519 M | -USD 24.1 M | -4% | 2.26% | 52.6% | 129 | 3.88% | 1.3 |
|
| 3143 |
3143
West Financial Advisors
Des Moines,
Iowa
| USD 519 M | +USD 36.9 M | +8% | 5.53% | 49.1% | 195 | 21.54% | 2.1 |
|
| 3144 |
3144
Blue Owl Capital Holdings
New York
| USD 518 M | +USD 159 M | +44% | 13.9% | 145% | 140 | 72.14% | 0.3 |
|
| 3145 |
3145
Core Alternative Capital
Peachtree Corners,
Georgia
| USD 517 M | +USD 17.1 M | +3% | 8% | 74.5% | 367 | 2.72% | 2.8 |
|
| 3146 |
3146
Genesis Investment Management
London,
United Kingdom
| USD 517 M | +USD 8.59 M | +2% | 6.3% | 47.4% | 15 | 0% | 3.3 |
|
| 3147 |
3147
Affinity Capital Advisors
Berkeley,
California
| USD 516 M | +USD 40.1 M | +8% | 5.79% | 72.7% | 152 | 5.26% | 2.9 |
|
| 3148 |
3148
Regatta Capital Group
El Segundo,
California
| USD 515 M | +USD 51 M | +11% | 7.12% | 78.1% | 193 | 7.25% | 2.1 |
|
| 3149 |
3149
Stanley Capital Management
Houston,
Texas
| USD 515 M | +USD 25.5 M | +5% | 7.27% | 158% | 38 | 2.63% | 3.8 |
|
| 3150 |
3150
Financial Enhancement Group
Anderson,
Indiana
| USD 515 M | -USD 106 M | -17% | 4.53% | 62.2% | 150 | 46.67% | 3.2 |
|