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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
KTF Investments
Seal Beach,
California
| USD 584 M | -USD 24.7 M | -4% | 1.05% | – | 98 | 12.24% | 0.2 |
|
| 3327 |
3327
Arcadia Investment Management
Kalamazoo,
Michigan
| USD 584 M | -USD 32.3 M | -5% | 2.76% | 83.5% | 390 | 6.92% | 4.4 |
|
| 3328 |
3328
Mountain Pacific Investment Advisers
Boise,
Idaho
| USD 584 M | -USD 33.4 M | -5% | 1.02% | 82.7% | 147 | 6.12% | 8.1 |
|
| 3329 |
3329
Sky Investment Group
Hartford,
Connecticut
| USD 583 M | -USD 22 M | -4% | 1.35% | 81.4% | 148 | 9.46% | 6.6 |
|
| 3330 |
3330
Diversified Management
Milwaukee,
Wisconsin
| USD 583 M | +USD 155 M | +36% | 0.77% | – | 266 | 34.96% | 0.2 |
|
| 3331 |
3331
Brickley Wealth Management
San Mateo,
California
| USD 583 M | -USD 10.2 M | -2% | 1.26% | 75.9% | 60 | 8.33% | 3.9 |
|
| 3332 |
3332
CMH Wealth Management
Portsmouth,
New Hampshire
| USD 583 M | +USD 116 M | +25% | 1.58% | 88% | 120 | 61.67% | 2 |
|
| 3333 |
IIA
3333
IPG Investment Advisors
San Diego,
California
| USD 582 M | +USD 11.8 M | +2% | 2.78% | 126% | 272 | 29.41% | 2 |
|
| 3334 |
3334
Goodman Financial
Houston,
Texas
| USD 582 M | +USD 53.9 M | +10% | 7.81% | 51.2% | 81 | 17.28% | 2.3 |
|
| 3335 |
3335
D.L. Carlson Investment Group
Concord,
New Hampshire
| USD 582 M | -USD 11 M | -2% | 2.74% | 113% | 149 | 18.79% | 4.4 |
|
| 3336 |
3336
Tensor Edge Capital
Weston,
Massachusetts
| USD 582 M | +USD 231 M | +66% | 11% | – | 19 | 36.84% | 0.2 |
|
| 3337 |
3337
Technology Crossover Management XI
Menlo Park,
California
| USD 582 M | -USD 159 M | -21% | 20.3% | 135% | 2 | 0% | 2.4 |
|
| 3338 |
TCM
3338
Trybe Capital Management
Greenwich,
Connecticut
| USD 581 M | -USD 117 M | -17% | 21.7% | 681% | 12 | 50% | 2 |
|
| 3339 |
ARG
3339
Advisory Resource Group
Tulsa,
Oklahoma
| USD 581 M | +USD 12.5 M | +2% | 5.61% | 72% | 186 | 15.59% | 3 |
|
| 3340 |
3340
Mengis Capital Management
Portland,
Oregon
| USD 581 M | +USD 15.3 M | +3% | 3.83% | 104% | 217 | 5.99% | 5.7 |
|
| 3341 |
3341
Kesler Norman & Wride
Ogden,
Utah
| USD 581 M | -USD 2.63 M | -0.5% | 0.93% | 90% | 251 | 8.37% | 2.6 |
|
| 3342 |
3342
Gibraltar Capital Management
Tulsa,
Oklahoma
| USD 581 M | -USD 7.41 M | -1% | 0.76% | 65% | 125 | 8% | 2.4 |
|
| 3343 |
JCP
3343
JB Capital Partners
Armonk,
New York
| USD 581 M | -USD 905 k | -0.2% | 4.77% | 142% | 86 | 3.49% | 3.5 |
|
| 3344 |
3344
Aegis Financial
Mc Lean,
Virginia
| USD 580 M | +USD 161 M | +38% | 26.9% | 266% | 38 | 15.79% | 2.2 |
|
| 3345 |
3345
Bleichroeder LP
New York
| USD 579 M | +USD 10.3 M | +2% | 0.39% | 202% | 86 | 20.93% | 2.8 |
|
| 3346 |
3346
Bourgeon Capital Management
Darien,
Connecticut
| USD 578 M | -USD 40.2 M | -7% | 0.8% | 121% | 141 | 35.46% | 3.6 |
|
| 3347 |
3347
Leonard Rickey Investment Advisors
Yakima,
Washington
| USD 578 M | +USD 24.8 M | +4% | 0.24% | 60.4% | 126 | 15.08% | 3.8 |
|
| 3348 |
3348
Webs Creek Capital Management
Dallas,
Texas
| USD 578 M | +USD 18.9 M | +3% | 38.9% | 133% | 24 | 54.17% | 0.8 |
|
| 3349 |
3349
Massachusetts Institute of Technology
Cambridge,
Massachusetts
| USD 577 M | -USD 176 M | -23% | 21.1% | 35.7% | 7 | 28.57% | 4 |
|
| 3350 |
3350
Ellis Investment Partners
Berwyn,
Pennsylvania
| USD 576 M | +USD 2.82 M | +0.5% | 1.64% | 70.8% | 277 | 12.27% | 4.3 |
|