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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
Portfolio Design Labs
Encino,
California
| USD 606 M | +USD 24.1 M | +4% | 4.51% | 115% | 212 | 9.91% | 0.9 |
|
| 3252 |
3252
Commonwealth Financial Services
Vienna,
West Virginia
| USD 606 M | +USD 21.9 M | +4% | 2.1% | 64.2% | 251 | 14.74% | 3.5 |
|
| 3253 |
3253
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| USD 606 M | +USD 9.44 M | +2% | 2.55% | 72.9% | 274 | 9.12% | 4 |
|
| 3254 |
MTC
3254
Matrix Trust Company
Denver,
Colorado
| USD 606 M | -USD 32.9 M | -5% | 1.9% | 51.4% | 287 | 38.33% | 1.5 |
|
| 3255 |
3255
Boston Standard Wealth Management
Winchester,
Massachusetts
| USD 606 M | +USD 11.1 M | +2% | 1.18% | 47.1% | 53 | 11.32% | 5.5 |
|
| 3256 |
3256
SeaBridge Investment Advisors
Summit,
New Jersey
| USD 606 M | -USD 10.5 M | -2% | 4.05% | 139% | 213 | 12.68% | 3.6 |
|
| 3257 |
3257
Sky Investment Group
Hartford,
Connecticut
| USD 605 M | +USD 8.97 M | +2% | 2.21% | 81.4% | 148 | 7.43% | 6.7 |
|
| 3258 |
3258
Citizens Business Bank
Ontario,
California
| USD 605 M | +USD 6.15 M | +1% | 2.42% | 120% | 153 | 16.34% | 4.5 |
|
| 3259 |
3259
Cypress Funds
Los Angeles,
California
| USD 605 M | -USD 159 M | -21% | 1.42% | 125% | 15 | 6.67% | 4.2 |
|
| 3260 |
3260
Balboa Wealth Partners
Scottsdale,
Arizona
| USD 605 M | +USD 24.7 M | +4% | 3.62% | 214% | 459 | 16.78% | 1.4 |
|
| 3261 |
3261
Sycomore Asset Management
Paris,
France
| USD 604 M | +USD 3.57 M | +0.6% | 1.89% | 163% | 73 | 24.66% | 2.5 |
|
| 3262 |
3262
Camrose Capital Investment Partners
London,
United Kingdom
| USD 604 M | +USD 173 M | +40% | 0.97% | – | 10 | 10% | 0.9 |
|
| 3263 |
3263
HughesLittle Investment Management
Vancouver,
| USD 604 M | +USD 5.61 M | +0.9% | 4.56% | 106% | 15 | 6.67% | 5.7 |
|
| 3264 |
CM
3264
Conifer Management
New York
| USD 604 M | -USD 27.5 M | -4% | 5.5% | 22.7% | 5 | 0% | 3.4 |
|
| 3265 |
3265
Deltec Asset Management
New York
| USD 604 M | -USD 2.79 M | -0.5% | 5.51% | 127% | 259 | 36.29% | 2.5 |
|
| 3266 |
3266
McMorgan & Co
San Francisco,
California
| USD 603 M | -USD 46 M | -7% | 0.78% | 30.1% | 60 | 26.67% | 2.4 |
|
| 3267 |
DCM
3267
Delaney Capital Management
Toronto,
| USD 603 M | – | – | 7.13% | – | 54 | – | 0 |
|
| 3268 |
3268
BWCP LP
Dallas,
Texas
| USD 603 M | +USD 25.8 M | +4% | 2.59% | 198% | 32 | 37.5% | 0.8 |
|
| 3269 |
3269
Alpha Omega Wealth Management
Richmond,
Virginia
| USD 603 M | +USD 1.81 M | +0.3% | 1.33% | 65.9% | 209 | 5.74% | 6.6 |
|
| 3270 |
3270
Kinsale Capital Group
Richmond,
Virginia
| USD 602 M | +USD 55.2 M | +10% | 1.51% | 75.2% | 41 | 7.32% | 2.3 |
|
| 3271 |
3271
GTCR LLC
Chicago,
Illinois
| USD 602 M | -USD 304 M | -34% | 1.26% | 6.7% | 4 | 25% | 3.8 |
|
| 3272 |
3272
Land & Buildings Investment Management
Stamford,
Connecticut
| USD 602 M | +USD 56.7 M | +10% | 3.72% | 53.9% | 24 | 29.17% | 1.6 |
|
| 3273 |
3273
Beck Bode LLC
Dedham,
Massachusetts
| USD 601 M | -USD 18 M | -3% | 0.35% | 155% | 114 | 34.21% | 1.4 |
|
| 3274 |
3274
IFG Advisors
St. Louis,
Missouri
| USD 601 M | -USD 12.1 M | -2% | 2.28% | 78.7% | 155 | 3.87% | 3.8 |
|
| 3275 |
3275
Black Swift Group
Boulder,
Colorado
| USD 600 M | +USD 32.4 M | +6% | 4.85% | 139% | 141 | 37.59% | 1.2 |
|