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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
Fruth Investment Management
Houston,
Texas
| USD 237 M | +USD 41.8 M | +21% | 21.6% | 79.4% | 199 | 8.04% | 5.1 |
|
| 3352 |
3352
Retirement Income Solutions
Ann Arbor,
Michigan
| USD 237 M | +USD 58.7 M | +33% | 19.6% | 67.6% | 84 | 19.05% | 1.7 |
|
| 3353 |
3353
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| USD 237 M | +USD 27.6 M | +13% | 22.4% | 96.4% | 86 | 17.44% | 3.1 |
|
| 3354 |
PI
3354
Pennant Investors
Summit,
New Jersey
| USD 237 M | -USD 41 M | -15% | 45.6% | 372% | 24 | 29.17% | 1 |
|
| 3355 |
3355
FundX Investment Group
San Francisco,
California
| USD 237 M | -USD 35.3 M | -13% | 14% | 94.6% | 45 | 51.11% | 0.5 |
|
| 3356 |
3356
MIC Capital Partners (Public) (US) IM
Al Maryah Island Abu Dhabi,
United Arab Emirates
| USD 237 M | +USD 30.9 M | +15% | 20.1% | – | 27 | 29.63% | 0.4 |
|
| 3357 |
3357
Nishkama Capital LLC
Dorado,
Puerto Rico
| USD 237 M | +USD 167 M | +239% | 38.3% | 723% | 50 | 92% | 0.1 |
|
| 3358 |
3358
Stratos Investment Management
Beachwood,
Ohio
| USD 237 M | +USD 48.7 M | +26% | 17.9% | 58.2% | 110 | 17.27% | 0.8 |
|
| 3359 |
3359
Seven Post Investment Office
San Francisco,
California
| USD 237 M | +USD 45.7 M | +24% | 17.9% | 44.4% | 44 | 15.91% | 1.5 |
|
| 3360 |
3360
Cadence Bank NA
Houston,
Texas
| USD 236 M | +USD 40.3 M | +21% | 18.4% | 33.3% | 180 | 13.33% | 3.7 |
|
| 3361 |
BFM
3361
Blacksheep Fund Management
Co. Dublin,
Ireland
| USD 236 M | +USD 33.7 M | +17% | 29.9% | 71.5% | 7 | 42.86% | 0.3 |
|
| 3362 |
3362
PL Capital Advisors
Naples,
Florida
| USD 236 M | +USD 23.5 M | +11% | 14.1% | 86.4% | 43 | 20.93% | 2.8 |
|
| 3363 |
3363
Ellington Management Group
Old Greenwich,
Connecticut
| USD 236 M | -USD 190 M | -45% | 19.9% | 16.1% | 523 | 95.03% | 0.8 |
|
| 3364 |
3364
Outlook Wealth Advisors
Shenandoah,
Texas
| USD 236 M | +USD 58.8 M | +33% | 14.8% | 76% | 184 | 28.26% | 0.8 |
|
| 3365 |
3365
White Pine Capital
Bloomington,
Minnesota
| USD 236 M | +USD 38.9 M | +20% | 20.6% | 155% | 222 | 13.06% | 4.4 |
|
| 3366 |
LCM
3366
Lionstone Capital Management
New York
| USD 236 M | +USD 80.5 M | +52% | 32% | 74.1% | 19 | 15.79% | 1.8 |
|
| 3367 |
3367
Wind River Trust Company
Jackson,
Wyoming
| USD 236 M | +USD 36 M | +18% | 18% | 62.1% | 10 | 0% | 5 |
|
| 3368 |
3368
Rowland Carmichael Advisors
Scottsdale,
Arizona
| USD 235 M | +USD 38.9 M | +20% | 18% | 39% | 371 | 19.14% | 2.2 |
|
| 3369 |
3369
Perennial Advisors
New York
| USD 235 M | +USD 55.7 M | +31% | 16.8% | – | 234 | 64.96% | 1 |
|
| 3370 |
3370
AdvisorShares Investments
Bethesda,
Maryland
| USD 235 M | +USD 120 M | +104% | 29.8% | 108% | 129 | 29.46% | 0.3 |
|
| 3371 |
CAN
3371
Claraphi Advisory Network
Aliso Viejo,
United States
| USD 234 M | +USD 22.7 M | +11% | 34.9% | 88.3% | 1,354 | 79.62% | 1.1 |
|
| 3372 |
3372
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| USD 234 M | +USD 35.9 M | +18% | 17.2% | 75.1% | 714 | 20.03% | 1.1 |
|
| 3373 |
3373
TSP Capital Management Group
Summit,
New Jersey
| USD 234 M | +USD 57.3 M | +32% | 57% | 186% | 57 | 0% | 0.9 |
|
| 3374 |
CNBTD
3374
Citizens National Bank Trust Department
Meridian,
Mississippi
| USD 234 M | +USD 46.5 M | +25% | 16.9% | 124% | 118 | 16.95% | 0.2 |
|
| 3375 |
3375
TCI Wealth Advisors
Tucson,
Arizona
| USD 234 M | +USD 31.2 M | +15% | 23.7% | 68.2% | 1,787 | 23.45% | 3.2 |
|