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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
Goehring & Rozencwajg Associates
New York
| USD 462 M | +USD 47.8 M | +12% | 6.22% | 126% | 51 | 1.96% | 1.2 |
|
| 3227 |
AA
3227
AF Advisors
Sacramento,
California
| USD 461 M | +USD 32.6 M | +8% | 7.48% | 14.8% | 22 | 18.18% | 2 |
|
| 3228 |
3228
Martel Wealth Advisors
Vancouver,
Washington
| USD 461 M | +USD 20.8 M | +5% | 5.12% | 43.4% | 57 | 10.53% | 3.6 |
|
| 3229 |
3229
Icon Advisers
Greenwood Village,
Colorado
| USD 460 M | +USD 23.7 M | +5% | 9.03% | 119% | 173 | 17.34% | 2.3 |
|
| 3230 |
3230
Requisite Capital Management
Dallas,
Texas
| USD 460 M | +USD 64.8 M | +16% | 8.06% | 42.6% | 87 | 18.39% | 1.6 |
|
| 3231 |
3231
CRA Financial Services
Northfield,
New Jersey
| USD 460 M | +USD 51.7 M | +13% | 9.58% | 91.9% | 240 | 9.58% | 3 |
|
| 3232 |
3232
Hook Mill Capital Partners
New York
| USD 460 M | +USD 80.9 M | +21% | 16.5% | 149% | 41 | 34.15% | 0.7 |
|
| 3233 |
3233
York Capital Management Global Advisors
New York
| USD 460 M | +USD 127 M | +38% | 17% | 74.1% | 7 | 42.86% | 2 |
|
| 3234 |
3234
Ellis Investment Partners
Berwyn,
Pennsylvania
| USD 460 M | +USD 29.4 M | +7% | 7.09% | 70.8% | 239 | 10.46% | 3.9 |
|
| 3235 |
3235
MJP Associates
Farmington,
Connecticut
| USD 460 M | +USD 84.6 M | +23% | 7.63% | 69.1% | 242 | 33.06% | 1.2 |
|
| 3236 |
3236
Planning Center Inc
Moline,
Illinois
| USD 459 M | +USD 28.2 M | +7% | 6.44% | 42.4% | 64 | 17.19% | 1.5 |
|
| 3237 |
3237
Columbus Hill Capital Management
Short Hills,
New Jersey
| USD 459 M | +USD 119 M | +35% | 6.56% | 133% | 26 | 42.31% | 1.9 |
|
| 3238 |
AIM
3238
Aigen Investment Management
New York
| USD 459 M | -USD 102 M | -18% | 8.17% | 55.5% | 1,090 | 72.02% | 0.2 |
|
| 3239 |
OM
3239
Opaleye Management
Boston,
Massachusetts
| USD 459 M | +USD 82.8 M | +22% | 49.1% | 748% | 59 | 33.9% | 1.4 |
|
| 3240 |
IIA
3240
IPG Investment Advisors
San Diego,
California
| USD 459 M | -USD 41.9 M | -8% | 9.87% | 126% | 229 | 41.48% | 2 |
|
| 3241 |
3241
Providence Capital Advisors
Charlotte,
North Carolina
| USD 458 M | +USD 41.4 M | +10% | 7.94% | 60% | 373 | 18.77% | 3 |
|
| 3242 |
3242
Gibson Capital
Wexford,
Pennsylvania
| USD 458 M | +USD 31 M | +7% | 6.98% | 67.2% | 75 | 16% | 3.5 |
|
| 3243 |
QCM
3243
Qsemble Capital Management
New York
| USD 457 M | +USD 58.4 M | +15% | 7.14% | 45.8% | 559 | 69.77% | 0.2 |
|
| 3244 |
3244
Sycomore Asset Management
Paris,
France
| USD 457 M | -USD 8.72 M | -2% | 19.4% | 163% | 85 | 25.88% | 2 |
|
| 3245 |
3245
Marietta Investment Partners
Milwaukee,
Wisconsin
| USD 457 M | +USD 55.7 M | +14% | 19.9% | 181% | 169 | 10.65% | 4.7 |
|
| 3246 |
3246
Land & Buildings Investment Management
Stamford,
Connecticut
| USD 457 M | +USD 21.6 M | +5% | 0.71% | 53.9% | 23 | 52.17% | 0.9 |
|
| 3247 |
3247
McRae Capital Management
Morristown,
New Jersey
| USD 457 M | +USD 56.8 M | +14% | 11.2% | 78.2% | 100 | 8% | 6.1 |
|
| 3248 |
3248
Hoey Investments
Coatesville,
Pennsylvania
| USD 456 M | +USD 99.3 M | +28% | 34.6% | 247% | 380 | 14.47% | 2 |
|
| 3249 |
GF
3249
Greenfield FTC
Reno,
Nevada
| USD 456 M | +USD 88.6 M | +24% | 9.58% | 75.4% | 4 | 0% | 2.9 |
|
| 3250 |
3250
Cheviot Value Management
Beverly Hills,
California
| USD 456 M | -USD 8.24 M | -2% | 9.71% | 87% | 74 | 18.92% | 5.6 |
|