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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
CT
3151
Chicago Trust
Grayslake,
Illinois
| USD 640 M | -USD 80.7 M | -11% | 3.77% | 96.7% | 425 | 13.41% | 4.1 |
|
| 3152 |
3152
Bearing Point Capital
Bloomington,
Minnesota
| USD 640 M | +USD 58.7 M | +10% | 2.94% | – | 194 | 21.13% | 0.8 |
|
| 3153 |
3153
Optas LLC
Austin,
Texas
| USD 639 M | +USD 50.2 M | +9% | 5.31% | 132% | 512 | 32.42% | 1.9 |
|
| 3154 |
3154
North Growth Management
Vancouver,
British Columbia, Canada
| USD 639 M | +USD 65 M | +11% | 20.5% | 243% | 47 | 0% | 4.7 |
|
| 3155 |
3155
Quarry LP
New York
| USD 639 M | +USD 183 M | +40% | 4.92% | 83.2% | 2,772 | 47.47% | 0.6 |
|
| 3156 |
3156
Secure Asset Management
Troy,
Michigan
| USD 639 M | +USD 32 M | +5% | 2.02% | 97.2% | 359 | 17.55% | 1.8 |
|
| 3157 |
3157
WPWealth
Fort Worth,
Texas
| USD 639 M | +USD 27.1 M | +4% | 1.57% | 38.2% | 98 | 6.12% | 1.8 |
|
| 3158 |
3158
Drexel Morgan & Co
Radnor,
Pennsylvania
| USD 639 M | +USD 2.18 M | +0.3% | 4.78% | 62.4% | 58 | 5.17% | 8 |
|
| 3159 |
SA
3159
Strategic Advisors
New York
| USD 638 M | +USD 15.8 M | +3% | 1.6% | 106% | 190 | 7.89% | 5.1 |
|
| 3160 |
3160
SilverOak Wealth Management
Edina,
Minnesota
| USD 638 M | +USD 45.3 M | +8% | 1.94% | 77.8% | 124 | 11.29% | 1.5 |
|
| 3161 |
PWW
3161
Pettyjohn Wood & White
Lynchburg,
Virginia
| USD 638 M | +USD 32.4 M | +5% | 3% | 81.9% | 219 | 9.59% | 6.6 |
|
| 3162 |
SRFM
3162
Shannon River Fund Management
New York
| USD 638 M | +USD 16.3 M | +3% | 11.6% | 477% | 32 | 56.25% | 0.8 |
|
| 3163 |
SFS
3163
Security Financial Services
Fort Wayne,
Indiana
| USD 637 M | +USD 18.4 M | +3% | 2.1% | 67.7% | 218 | 10.09% | 2.2 |
|
| 3164 |
3164
Hughes Financial Services
Herndon,
Virginia
| USD 637 M | +USD 8.03 M | +1% | 1.57% | – | 1,346 | 28.38% | 0.5 |
|
| 3165 |
3165
American Money Management
Rancho Santa Fe,
California
| USD 636 M | +USD 37 M | +6% | 1.91% | 70.5% | 175 | 16.57% | 4.6 |
|
| 3166 |
SSCM
3166
Summit Street Capital Management
New York
| USD 636 M | -USD 92.8 M | -13% | 9.31% | 217% | 31 | 3.23% | 5.6 |
|
| 3167 |
3167
Sio Capital Management
New York
| USD 636 M | +USD 241 M | +61% | 18.2% | 564% | 77 | 45.45% | 0.7 |
|
| 3168 |
3168
Summit Creek Advisors
Minneapolis,
Minnesota
| USD 636 M | -USD 50.5 M | -7% | 0.44% | 84.6% | 74 | 16.22% | 4.2 |
|
| 3169 |
3169
Northwest Wealth Management
Spencer,
Iowa
| USD 636 M | +USD 28.8 M | +5% | 2.69% | 68.2% | 263 | 21.29% | 3.1 |
|
| 3170 |
3170
Clearstead Trust
Portland,
Maine
| USD 635 M | +USD 50 M | +9% | 2.94% | 124% | 1,586 | 41.87% | 1.8 |
|
| 3171 |
3171
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| USD 635 M | +USD 41.9 M | +7% | 7.96% | 129% | 298 | 60.07% | 0.6 |
|
| 3172 |
3172
Gilman Hill Asset Management
New Canaan,
Connecticut
| USD 635 M | -USD 4.03 M | -0.6% | 1.87% | 54.2% | 244 | 12.7% | 4.9 |
|
| 3173 |
3173
Towercrest Capital Management
Newtown,
Pennsylvania
| USD 634 M | +USD 10.9 M | +2% | 1.2% | 42.6% | 101 | 4.95% | 5.9 |
|
| 3174 |
NICM
3174
Neo Ivy Capital Management
New York
| USD 633 M | +USD 223 M | +54% | 3.42% | – | 555 | 72.07% | 0.2 |
|
| 3175 |
3175
Bell Investment Advisors
Oakland,
California
| USD 632 M | +USD 20.4 M | +3% | 1.43% | 45% | 1,972 | 13.44% | 3.3 |
|