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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| USD 443 M | +USD 50.3 M | +13% | 7.06% | 71.4% | 289 | 10.03% | 3.3 |
|
| 3302 |
SFS
3302
Security Financial Services
Fort Wayne,
Indiana
| USD 443 M | +USD 35.4 M | +9% | 7.14% | 67.7% | 197 | 22.34% | 1.3 |
|
| 3303 |
3303
Technology Crossover Management XI
Menlo Park,
California
| USD 443 M | +USD 136 M | +44% | 44.6% | 135% | 2 | 0% | 0.8 |
|
| 3304 |
3304
IDG China Venture Capital Fund IV Associates
Hong Kong
| USD 443 M | -USD 252 M | -36% | 20.6% | 13.3% | 4 | 0% | 3.1 |
|
| 3305 |
JWCA
3305
J.W. Coons Advisors
Columbus,
Ohio
| USD 442 M | +USD 72.8 M | +20% | 9.71% | 61.2% | 257 | 13.62% | 2.9 |
|
| 3306 |
3306
Longfellow Investment Management
Boston,
Massachusetts
| USD 442 M | +USD 37 M | +9% | 9.31% | 42.8% | 299 | 20.07% | 1.8 |
|
| 3307 |
MTC
3307
Matrix Trust Company
Denver,
Colorado
| USD 442 M | +USD 14.7 M | +3% | 5.64% | 51.4% | 92 | 33.7% | 1.6 |
|
| 3308 |
3308
Twele Capital Management
Minnetonka,
Minnesota
| USD 442 M | -USD 181 M | -29% | 4.35% | 37.1% | 43 | 16.28% | 8.3 |
|
| 3309 |
3309
ORIX Corp
Tokyo,
Japan
| USD 442 M | -USD 64.1 M | -13% | 12.7% | 11.7% | 1 | 0% | 6.3 |
|
| 3310 |
3310
Boston Standard Wealth Management
Winchester,
Massachusetts
| USD 442 M | +USD 62.8 M | +17% | 5.01% | 47.1% | 47 | 10.64% | 4.7 |
|
| 3311 |
3311
TFG Asset Management
Grand Cayman,
Cayman Islands
| USD 441 M | +USD 26.2 M | +6% | 2.11% | 72.1% | 35 | 20% | 1.6 |
|
| 3312 |
3312
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| USD 441 M | +USD 18.1 M | +4% | 9.73% | 93.2% | 210 | 13.81% | 4.2 |
|
| 3313 |
3313
Tobias Financial Advisors
Plantation,
Florida
| USD 441 M | +USD 30.7 M | +7% | 4.43% | 44.5% | 102 | 5.88% | 1.6 |
|
| 3314 |
3314
SFE Investment Counsel
Los Angeles,
California
| USD 441 M | +USD 57.2 M | +15% | 11.5% | 114% | 120 | 9.17% | 5.6 |
|
| 3315 |
3315
Retirement Income Solutions
Ann Arbor,
Michigan
| USD 441 M | +USD 38.7 M | +10% | 9.45% | 67.6% | 158 | 10.76% | 2.9 |
|
| 3316 |
3316
ADAR1 Capital Management
Austin,
Texas
| USD 441 M | +USD 161 M | +58% | 15.1% | – | 304 | 58.22% | 0.1 |
|
| 3317 |
3317
Stamos Capital Partners
Menlo Park,
California
| USD 441 M | +USD 72 M | +20% | 5.32% | 36.7% | 125 | 4.8% | 1.7 |
|
| 3318 |
3318
Delta Investment Management
San Francisco,
California
| USD 440 M | +USD 37 M | +9% | 6.89% | 69.9% | 233 | 21.46% | 2 |
|
| 3319 |
3319
Quadcap Wealth Management
Frisco,
Texas
| USD 440 M | +USD 53.1 M | +14% | 10.4% | 94.2% | 363 | 19.83% | 0.2 |
|
| 3320 |
3320
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| USD 440 M | -USD 42.9 M | -9% | 1.44% | 81.5% | 31 | 32.26% | 0.9 |
|
| 3321 |
3321
Kelly Lawrence W & Associates
Pasadens,
California
| USD 439 M | +USD 22.8 M | +5% | 7% | 123% | 188 | 13.83% | 4.6 |
|
| 3322 |
3322
Park Presidio Capital
San Francisco,
California
| USD 439 M | +USD 21.5 M | +5% | 17.8% | 94.1% | 10 | 10% | 4.7 |
|
| 3323 |
3323
DAFNA Capital Management
Los Angeles,
California
| USD 439 M | +USD 21.9 M | +5% | 32.6% | 313% | 86 | 27.91% | 2.7 |
|
| 3324 |
CFSG
3324
Community Financial Services Group
Newport,
Vermont
| USD 439 M | – | – | 8.98% | – | 139 | – | 3.3 |
|
| 3325 |
3325
Wahed Invest
New York
| USD 439 M | +USD 82.1 M | +23% | 8.7% | 140% | 258 | 19.38% | 1.7 |
|