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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
3251
Qtron Investments
Boston,
Massachusetts
| USD 250 M | +USD 83.8 M | +50% | 26.6% | 140% | 291 | 39.86% | 0.6 |
|
| 3252 |
SAM
3252
Sandell Asset Management
New York
| USD 250 M | -USD 209 M | -46% | 28.8% | 322% | 73 | 47.95% | 0.7 |
|
| 3253 |
3253
Stadium Capital Management
New Canaan,
Connecticut
| USD 249 M | +USD 73 M | +41% | 36.4% | 10.9% | 15 | 20% | 1.9 |
|
| 3254 |
3254
Winmill & Co
Walpole,
New Hampshire
| USD 249 M | +USD 65.4 M | +36% | 29.9% | 146% | 111 | 17.12% | 0.6 |
|
| 3255 |
3255
Ninepoint Partners
Toronto,
Ontario, Canada
| USD 249 M | +USD 148 M | +147% | 37.2% | 82.6% | 75 | 52% | 0.8 |
|
| 3256 |
3256
Armbruster Capital Management
Pittsford,
New York
| USD 249 M | +USD 37 M | +17% | 18.4% | 66.7% | 88 | 15.91% | 2.7 |
|
| 3257 |
3257
Twin Focus Capital Partners
Boston,
Massachusetts
| USD 249 M | +USD 32.7 M | +15% | 18.9% | 92.5% | 179 | 35.2% | 2.6 |
|
| 3258 |
CDIA
3258
Capital Directions Investment Advisors
Atlanta,
Georgia
| USD 249 M | +USD 14.7 M | +6% | 20.7% | 7.53% | 248 | 22.58% | 1.6 |
|
| 3259 |
GJCM
3259
Grand Jean Capital Management
San Francisco,
California
| USD 249 M | +USD 65.8 M | +36% | 30.5% | 61.4% | 37 | 21.62% | 3.6 |
|
| 3260 |
SC
3260
Saybrook Capital
Winston Salem,
North Carolina
| USD 248 M | +USD 31.4 M | +14% | 22.3% | 72.5% | 46 | 10.87% | 5.5 |
|
| 3261 |
CIM
3261
CIM Investment Management
Pittsburgh,
Pennsylvania
| USD 248 M | +USD 43.9 M | +21% | 20.9% | 123% | 273 | 35.53% | 2.2 |
|
| 3262 |
3262
HT Partners
Centerbrook,
Connecticut
| USD 248 M | +USD 30.4 M | +14% | 14.3% | 71.1% | 35 | 25.71% | 3.3 |
|
| 3263 |
3263
Physician Wealth Advisors
Midvale,
Utah
| USD 248 M | +USD 48 M | +24% | 17.8% | 79.9% | 138 | 26.81% | 0.5 |
|
| 3264 |
NG
3264
Northstar Group
New York
| USD 248 M | +USD 29 M | +13% | 15.8% | 63.9% | 131 | 7.63% | 4.1 |
|
| 3265 |
3265
Bedell Frazier Investment Counselling
Walnut Creek,
California
| USD 248 M | +USD 34.7 M | +16% | 23.7% | 72.5% | 68 | 32.35% | 1.9 |
|
| 3266 |
3266
Natixis Investment Managers International
Paris,
France
| USD 248 M | +USD 26.9 M | +12% | 10.1% | 34.7% | 10 | 0% | 5.4 |
|
| 3267 |
3267
Maso Capital Partners
Hong Kong
| USD 248 M | -USD 138 M | -36% | 15.3% | 8.67% | 28 | 53.57% | 0.7 |
|
| 3268 |
EWA
3268
ERTS Wealth Advisors
Marquette,
Michigan
| USD 248 M | +USD 41 M | +20% | 15% | 39.3% | 83 | 18.07% | 1.1 |
|
| 3269 |
3269
Trimaran Fund Management
New York
| USD 247 M | +USD 106 M | +75% | 74.7% | 82.8% | 1 | 0% | 5.5 |
|
| 3270 |
3270
VisionPoint Advisory Group
Dallas,
Texas
| USD 247 M | +USD 33.3 M | +16% | 10.1% | 79.3% | 142 | 44.37% | 0.7 |
|
| 3271 |
3271
MKP Capital Management
New York
| USD 247 M | +USD 120 M | +95% | 27.3% | 80.4% | 41 | 95.12% | 0 |
|
| 3272 |
3272
9258 Wealth Management
Blue Ash,
Ohio
| USD 247 M | +USD 19.3 M | +8% | 19.3% | 49.6% | 289 | 7.27% | 1 |
|
| 3273 |
3273
Optas LLC
Austin,
Texas
| USD 247 M | +USD 46.1 M | +23% | 30.4% | 118% | 152 | 34.87% | 0.4 |
|
| 3274 |
3274
Harbour Capital Advisors
Tysons Corner,
Virginia
| USD 247 M | +USD 50 M | +25% | 24.8% | 168% | 207 | 23.67% | 2.5 |
|
| 3275 |
3275
Burt Wealth Advisors
North Bethesda,
Maryland
| USD 247 M | +USD 24.1 M | +11% | 12.6% | 57.3% | 454 | 17.84% | 3 |
|