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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| USD 420 M | – | – | 3.08% | 83% | 970 | – | 0 |
|
| 3227 |
OPPTF
3227
OPSEU Pension Plan Trust Fund
Toronto,
Ontario, Canada
| USD 420 M | -USD 20 M | -5% | 4.38% | 13.4% | 280 | 1.43% | 1.7 |
|
| 3228 |
3228
G2 Investment Partners Management
New York
| USD 420 M | -USD 160 M | -28% | 13.9% | 1,145% | 100 | 41% | 1.1 |
|
| 3229 |
3229
Schnieders Capital Management
Pasadena,
California
| USD 420 M | -USD 7.57 M | -2% | 2.95% | 118% | 218 | 14.68% | 4.4 |
|
| 3230 |
3230
Cambridge Advisors
Omaha,
Nebraska
| USD 420 M | -USD 23.1 M | -5% | 4.62% | 58.6% | 186 | 4.84% | 4.5 |
|
| 3231 |
3231
Strategic Wealth Investment Group
Louisville,
Kentucky
| USD 419 M | +USD 34.7 M | +9% | 4.82% | – | 114 | 22.81% | 1.3 |
|
| 3232 |
3232
CVA Family Office
Denver,
Colorado
| USD 418 M | +USD 16.2 M | +4% | 3.44% | 71.6% | 1,020 | 16.27% | 0.8 |
|
| 3233 |
3233
Bay Colony Advisors
Concord,
Massachusetts
| USD 418 M | +USD 68 M | +19% | 0.71% | 91.8% | 414 | 25.12% | 1.7 |
|
| 3234 |
3234
CFM Wealth Partners
Austin,
Texas
| USD 418 M | -USD 30.1 M | -7% | 3.11% | 175% | 189 | 8.47% | 1.7 |
|
| 3235 |
3235
GYL Financial Synergies
West Hartford,
Connecticut
| USD 418 M | +USD 47.3 M | +13% | 4.65% | 36% | 232 | 22.41% | 2 |
|
| 3236 |
NM
3236
Newtyn Management
New York
| USD 418 M | +USD 40.9 M | +11% | 6.92% | 52% | 47 | 42.55% | 1.2 |
|
| 3237 |
3237
Stonnington Group
Pasadena,
California
| USD 418 M | -USD 46.5 M | -10% | 0.4% | – | 277 | 27.8% | 0.8 |
|
| 3238 |
3238
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| USD 417 M | +USD 1.38 M | +0.3% | 4.41% | 40.2% | 149 | 19.46% | 2.3 |
|
| 3239 |
NG
3239
Northstar Group
New York
| USD 416 M | -USD 3.01 M | -0.7% | 0.4% | 68.4% | 154 | 1.95% | 4.6 |
|
| 3240 |
3240
Noesis Capital Mangement
Boca Raton,
Florida
| USD 416 M | -USD 80.6 M | -16% | 5.64% | 139% | 139 | 23.02% | 4 |
|
| 3241 |
3241
Armbruster Capital Management
Pittsford,
New York
| USD 415 M | -USD 21.5 M | -5% | 3.16% | 66.7% | 134 | 16.42% | 3 |
|
| 3242 |
3242
Synergy Asset Management
Vancouver,
Washington
| USD 415 M | -USD 5.03 M | -1% | 0.15% | 113% | 139 | 54.68% | 0.5 |
|
| 3243 |
3243
Unison Advisors
Washington,
District of Columbia
| USD 415 M | +USD 749 k | +0.2% | 0.98% | 57.8% | 204 | 24.51% | 2.2 |
|
| 3244 |
3244
D'Orazio & Associates
Falls Church,
Virginia
| USD 415 M | -USD 18.4 M | -4% | 2.9% | 66.7% | 116 | 20.69% | 5.2 |
|
| 3245 |
3245
Hartford Financial Management
Hartford,
Connecticut
| USD 415 M | -USD 15.5 M | -4% | 2.34% | 87.9% | 390 | 9.49% | 4.4 |
|
| 3246 |
3246
Surevest
Los Angeles,
California
| USD 414 M | -USD 7.68 M | -2% | 3.19% | 24.6% | 579 | 9.84% | 0.6 |
|
| 3247 |
3247
Welch Capital Partners
Harrison,
New York
| USD 414 M | -USD 40.5 M | -9% | 5.38% | 79.2% | 48 | 27.08% | 2.2 |
|
| 3248 |
3248
Great Point Partners
Greenwich,
Connecticut
| USD 414 M | -USD 36.3 M | -8% | 0.54% | 710% | 41 | 39.02% | 0.4 |
|
| 3249 |
3249
Essex Woodlands Management
The Woodlands,
Texas
| USD 414 M | -USD 31.1 M | -7% | 8.99% | 119% | 10 | 10% | 3.8 |
|
| 3250 |
3250
Sax Wealth Advisors
Parsippany,
New Jersey
| USD 413 M | -USD 66.5 M | -14% | 4.34% | 64.3% | 186 | 10.22% | 1 |
|