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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
Wilsey Asset Management
San Diego,
California
| USD 499 M | -USD 40.5 M | -8% | 3.89% | 66.9% | 25 | 12% | 4.3 |
|
| 3227 |
3227
Third Avenue Management
New York
| USD 499 M | -USD 18.1 M | -4% | 0.39% | 106% | 62 | 6.45% | 5.3 |
|
| 3228 |
3228
Nicolet Bankshares
Green Bay,
Wisconsin
| USD 498 M | +USD 74.2 M | +18% | 0.8% | 75.5% | 200 | 5% | 5.9 |
|
| 3229 |
GA
3229
GFS Advisors
Houston,
Texas
| USD 498 M | -USD 160 M | -24% | 1.62% | 109% | 157 | 25.48% | 3.6 |
|
| 3230 |
RI
3230
RPTC Inc
Jackson,
Wyoming
| USD 498 M | +USD 7.03 M | +1% | 3.23% | 66.4% | 7 | 14.29% | 5.3 |
|
| 3231 |
3231
Partners in Financial Planning
Salem,
Virginia
| USD 498 M | +USD 7.38 M | +2% | 0.49% | 42% | 109 | 9.17% | 3.2 |
|
| 3232 |
3232
KPS Global Asset Management (UK)
London,
United Kingdom
| USD 497 M | +USD 3.18 M | +0.6% | 3.07% | 373% | 4 | 0% | 4.9 |
|
| 3233 |
OTL
3233
Oak Thistle LLC
New York
| USD 497 M | +USD 160 M | +47% | 3.88% | 58.3% | 587 | 65.42% | 0.2 |
|
| 3234 |
3234
Wedgewood Partners
St Louis,
Missouri
| USD 496 M | -USD 11.5 M | -2% | 6.6% | 78.1% | 20 | 5% | 5.6 |
|
| 3235 |
3235
Pinnbrook Capital Management
New York
| USD 496 M | -USD 512 M | -51% | 9.46% | 924% | 125 | 85.6% | 0.1 |
|
| 3236 |
3236
First Turn Management
Del Mar,
California
| USD 496 M | -USD 62.3 M | -11% | 0.25% | – | 44 | 38.64% | 0.6 |
|
| 3237 |
3237
Opes Wealth Management
Menlo Park,
California
| USD 495 M | +USD 7.74 M | +2% | 1.45% | 54.1% | 149 | 12.08% | 3.2 |
|
| 3238 |
3238
Delta Investment Management
San Francisco,
California
| USD 495 M | -USD 18.2 M | -4% | 1.54% | 69.9% | 277 | 22.38% | 2.4 |
|
| 3239 |
3239
DSG Capital Advisors
Edina,
Minnesota
| USD 495 M | -USD 56.9 M | -10% | 2.96% | – | 126 | 7.94% | 0.2 |
|
| 3240 |
3240
Polunin Capital Partners
London,
United Kingdom
| USD 495 M | +USD 90.6 M | +22% | 23.4% | 268% | 29 | 20.69% | 1.3 |
|
| 3241 |
CH
3241
Canton Hathaway
Providence,
Rhode Island
| USD 495 M | +USD 94.7 M | +24% | 8.25% | 87.8% | 292 | 23.29% | 3 |
|
| 3242 |
3242
Kahn Brothers Group
New York
| USD 494 M | +USD 34.1 M | +7% | 4.16% | 53.4% | 58 | 15.52% | 4.9 |
|
| 3243 |
3243
Walkner Condon Financial Advisors
Madison,
Wisconsin
| USD 494 M | +USD 2.27 M | +0.5% | 0.06% | 62.6% | 303 | 18.81% | 2.5 |
|
| 3244 |
3244
EFG Asset Management (Americas)
Miami,
Florida
| USD 494 M | -USD 20.3 M | -4% | 2.89% | 112% | 137 | 13.87% | 3.8 |
|
| 3245 |
3245
Spirit of America Management Corp
Syosset,
New York
| USD 494 M | +USD 144 k | +0% | 1.91% | 113% | 323 | 6.5% | 5.2 |
|
| 3246 |
3246
BWCP LP
Dallas,
Texas
| USD 493 M | +USD 28.7 M | +6% | 10.1% | 198% | 32 | 46.88% | 0.8 |
|
| 3247 |
3247
Stone House Investment Management
Tunkhannock,
Pennsylvania
| USD 493 M | +USD 100 M | +25% | 0.95% | 57.9% | 438 | 88.36% | 0.3 |
|
| 3248 |
3248
Edge Wealth Management
New York
| USD 493 M | -USD 862 k | -0.2% | 1.2% | 75.3% | 85 | 9.41% | 5.8 |
|
| 3249 |
3249
Kapitalo Investimentos
Sao Paulo,
Brazil
| USD 493 M | +USD 344 M | +230% | 3.45% | 66.5% | 334 | 92.81% | 0.3 |
|
| 3250 |
3250
Summit Wealth Partners
Orlando,
Florida
| USD 493 M | +USD 6.04 M | +1% | 0.38% | 44.9% | 215 | 10.7% | 3.1 |
|