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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
Princeton Global Asset Management
Princeton,
New Jersey
| USD 613 M | -USD 4.57 M | -0.7% | 0.28% | 110% | 873 | 10.19% | 3.2 |
|
| 3227 |
MCM
3227
Mason Capital Management
New York
| USD 613 M | +USD 51.2 M | +9% | 4.41% | 18.5% | 11 | 54.55% | 1.8 |
|
| 3228 |
3228
Providence Capital Advisors
Charlotte,
North Carolina
| USD 613 M | +USD 18.3 M | +3% | 0.21% | 60% | 222 | 13.96% | 3.3 |
|
| 3229 |
3229
Principal Street Partners
Memphis,
Tennessee
| USD 613 M | +USD 19.8 M | +3% | 3.16% | 91% | 262 | 12.98% | 3.2 |
|
| 3230 |
3230
12th Street Asset Management Company
Nashville,
Tennessee
| USD 611 M | +USD 4.52 M | +0.7% | 5.62% | 89.2% | 33 | 6.06% | 3.4 |
|
| 3231 |
3231
Dudley & Shanley
Palm Beach,
Florida
| USD 611 M | -USD 11 M | -2% | 0.39% | 67.9% | 37 | 10.81% | 4.3 |
|
| 3232 |
VV
3232
Verbena Value
Westport,
Connecticut
| USD 611 M | +USD 30.1 M | +5% | 11.1% | – | 33 | 42.42% | 0.2 |
|
| 3233 |
3233
Boston Standard Wealth Management
Winchester,
Massachusetts
| USD 611 M | +USD 5.03 M | +0.8% | 1.63% | 47.1% | 56 | 8.93% | 5.2 |
|
| 3234 |
3234
Convergence Investment Partners
Palm Beach Gardens,
Florida
| USD 611 M | +USD 108 M | +21% | 8.34% | 304% | 289 | 34.95% | 3.3 |
|
| 3235 |
3235
IFG Advisors
St. Louis,
Missouri
| USD 611 M | +USD 9.8 M | +2% | 1.11% | 78.7% | 160 | 10.63% | 4.1 |
|
| 3236 |
3236
FRG Family Wealth Advisors
Bellevue,
Washington
| USD 611 M | -USD 33.6 M | -5% | 1.79% | 76.4% | 168 | 11.9% | 6.1 |
|
| 3237 |
3237
Citizens Business Bank
Ontario,
California
| USD 610 M | +USD 5.01 M | +0.8% | 0.23% | 120% | 141 | 9.22% | 4.6 |
|
| 3238 |
3238
Armbruster Capital Management
Pittsford,
New York
| USD 610 M | +USD 14.7 M | +2% | 0.95% | 66.7% | 137 | 7.3% | 5.7 |
|
| 3239 |
3239
Prosight Management
Dallas,
Texas
| USD 610 M | +USD 126 M | +26% | 1.14% | 53.4% | 54 | 44.44% | 0.9 |
|
| 3240 |
3240
Pandi LLC
Leawood,
Kansas
| USD 610 M | -USD 19.9 M | -3% | 4.93% | – | 4 | 50% | 0.6 |
|
| 3241 |
3241
Blue Fin Capital
Warren,
Rhode Island
| USD 610 M | -USD 35.2 M | -5% | 4.7% | 147% | 155 | 4.52% | 6.9 |
|
| 3242 |
3242
DGS Capital Management
Jersey City,
New Jersey
| USD 609 M | +USD 24.7 M | +4% | 0.28% | 177% | 709 | 34.84% | 1.4 |
|
| 3243 |
3243
Strategy Asset Managers
Pasadena,
California
| USD 609 M | +USD 1.08 M | +0.2% | 2.45% | 115% | 292 | 23.29% | 3.4 |
|
| 3244 |
3244
American International Group
New York
| USD 609 M | -USD 905 M | -60% | 21% | 161% | 2 | 0% | 2.5 |
|
| 3245 |
3245
Opes Wealth Management
Menlo Park,
California
| USD 609 M | -USD 4.73 M | -0.8% | 0.18% | 54.1% | 151 | 5.3% | 3.9 |
|
| 3246 |
3246
Fourth Sail Capital
Camana Bay Grand Cayman,
Cayman Islands
| USD 608 M | -USD 15 M | -2% | 5.21% | – | 38 | 55.26% | 0.5 |
|
| 3247 |
3247
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| USD 608 M | -USD 65 M | -10% | 4.69% | 99.9% | 79 | 6.33% | 6.8 |
|
| 3248 |
3248
Austin Asset Management
Austin,
Texas
| USD 608 M | -USD 392 k | -0.1% | 0.37% | 93.4% | 87 | 14.94% | 2.6 |
|
| 3249 |
3249
Newbridge Financial Services Group
Boca Raton,
Florida
| USD 608 M | -USD 35.8 M | -6% | 4.12% | 189% | 1,273 | 14.85% | 2 |
|
| 3250 |
3250
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| USD 608 M | -USD 144 M | -19% | 1.58% | 159% | 269 | 34.94% | 2.6 |
|