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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| USD 353 M | -USD 30.7 M | -8% | 11.5% | 17.8% | 1 | 0% | 9.8 |
|
| 3327 |
3327
SC XII Management
Menlo Park,
California
| USD 353 M | +USD 41.9 M | +13% | 13.5% | 73.4% | 1 | 0% | 2.5 |
|
| 3328 |
3328
Kowal Investment Group
Brookfield,
Wisconsin
| USD 353 M | +USD 17.8 M | +5% | 4.88% | 21.1% | 171 | 19.88% | 1.4 |
|
| 3329 |
3329
Waller Financial Planning Group
Columbus,
Ohio
| USD 353 M | +USD 8.15 M | +2% | 4.57% | 47.5% | 59 | 15.25% | 2.9 |
|
| 3330 |
3330
Janiczek Wealth Management
Denver,
Colorado
| USD 353 M | -USD 2.57 M | -0.7% | 4.49% | 16.4% | 1,085 | 12.72% | 2.2 |
|
| 3331 |
3331
Sage Advisory Services
Austin,
Texas
| USD 353 M | +USD 10.7 M | +3% | 3.46% | 37.8% | 51 | 19.61% | 2.5 |
|
| 3332 |
PS
3332
Presima Securities
Montreal,
Quebec, Canada
| USD 353 M | +USD 5.71 M | +2% | 1.29% | 10.3% | 47 | 0% | 3.7 |
|
| 3333 |
3333
Concord Wealth Partners
Abingdon,
Virginia
| USD 352 M | +USD 19.9 M | +6% | 4.63% | 71.1% | 1,275 | 24.39% | 0.5 |
|
| 3334 |
HWM
3334
HFR Wealth Management
Niskayuna,
New York
| USD 352 M | +USD 7.64 M | +2% | 3.23% | 51.4% | 64 | 6.25% | 1.5 |
|
| 3335 |
3335
Nelson Capital Management
Menlo Park,
California
| USD 352 M | +USD 11.4 M | +3% | 8.61% | 141% | 93 | 7.53% | 5.5 |
|
| 3336 |
3336
Wright Investors Service
Shelton,
Connecticut
| USD 352 M | +USD 2.99 M | +0.9% | 6.21% | 161% | 160 | 22.5% | 3.6 |
|
| 3337 |
3337
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| USD 352 M | -USD 15.5 M | -4% | 5.33% | 54.3% | 308 | 11.69% | 5.4 |
|
| 3338 |
3338
Running Oak Capital
Edina,
Minnesota
| USD 351 M | +USD 10.9 M | +3% | 5.01% | 40.8% | 62 | 17.74% | 2.1 |
|
| 3339 |
3339
Gould Asset Management
Claremont,
California
| USD 351 M | +USD 18.3 M | +6% | 5.38% | 48.3% | 162 | 8.64% | 4.6 |
|
| 3340 |
3340
Patton Fund Management
Dallas,
Texas
| USD 350 M | +USD 8.55 M | +3% | 5.95% | 211% | 233 | 68.67% | 1 |
|
| 3341 |
3341
CoreCommodity Management
Stamford,
Connecticut
| USD 350 M | +USD 25.7 M | +8% | 0.52% | 65.8% | 172 | 15.12% | 3.1 |
|
| 3342 |
3342
All-Stars Investment
Hong Kong
| USD 350 M | -USD 10.1 M | -3% | 4.98% | 30.1% | 4 | 25% | 0.9 |
|
| 3343 |
3343
Green Court Capital Management
Hong Kong
| USD 350 M | +USD 74.2 M | +27% | 7.99% | 33.4% | 2 | 50% | 0.5 |
|
| 3344 |
3344
Delta Investment Management
San Francisco,
California
| USD 349 M | +USD 40.8 M | +13% | 5.47% | 69.9% | 201 | 19.4% | 1.8 |
|
| 3345 |
3345
Perennial Advisors
New York
| USD 349 M | +USD 34.9 M | +11% | 8.29% | – | 113 | 22.12% | 3.4 |
|
| 3346 |
3346
Shorepoint Capital Partners
Norwood,
Massachusetts
| USD 349 M | -USD 10.8 M | -3% | 4.22% | – | 142 | 17.61% | 1.9 |
|
| 3347 |
3347
Sycomore Asset Management
Paris,
France
| USD 349 M | -USD 13.3 M | -4% | 18.4% | 163% | 112 | 34.82% | 1.5 |
|
| 3348 |
3348
America First Investment Advisors
Omaha,
Nebraska
| USD 349 M | +USD 10.2 M | +3% | 4.09% | 88.8% | 113 | 29.2% | 4.8 |
|
| 3349 |
3349
Harfst & Associates
Sheridan,
Wyoming
| USD 349 M | +USD 1.95 M | +0.6% | 2.39% | 88.1% | 104 | 9.62% | 4.4 |
|
| 3350 |
3350
Gleason Group
Prospect,
Kentucky
| USD 348 M | +USD 29.6 M | +9% | 5.99% | 69.1% | 237 | 7.59% | 2.5 |
|