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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
3401
Matisse Capital
Portland,
Oregon
| USD 250 M | -USD 51.1 M | -17% | 2.77% | 73.3% | 172 | 24.42% | 1.6 |
|
| 3402 |
3402
Rowlandmiller & Partners
Atlanta,
Georgia
| USD 250 M | -USD 45.5 M | -15% | 6.08% | 84% | 153 | 9.15% | 4 |
|
| 3403 |
3403
D.B. Root & Company
Pittsburgh,
Pennsylvania
| USD 249 M | +USD 18.8 M | +8% | 7.48% | 63% | 210 | 10% | 1.8 |
|
| 3404 |
3404
Physician Wealth Advisors
Midvale,
Utah
| USD 249 M | +USD 1.02 M | +0.4% | 7.07% | 79.9% | 134 | 7.46% | 0.8 |
|
| 3405 |
3405
Squadra Investments
Rio De Janeiro,
Brazil
| USD 249 M | +USD 140 M | +128% | 3.75% | 1.55% | 4 | 75% | 0.3 |
|
| 3406 |
3406
Hudson Edge Investment Partners
Jersey City,
New Jersey
| USD 249 M | -USD 61.1 M | -20% | 3.54% | 67.9% | 146 | 16.44% | 3.1 |
|
| 3407 |
3407
Canal Insurance Company
Greenville,
South Carolina
| USD 249 M | -USD 4.72 M | -2% | 1.71% | 114% | 77 | 19.48% | 3.7 |
|
| 3408 |
3408
Apella Capital
West Hartford,
Connecticut
| USD 249 M | +USD 34.3 M | +16% | 5.43% | 48.6% | 123 | 10.57% | 0.4 |
|
| 3409 |
3409
Fort Baker Capital Management
Larkspur,
California
| USD 249 M | +USD 123 M | +98% | 3.23% | 46.3% | 55 | 74.55% | 0.1 |
|
| 3410 |
3410
Princeton Capital Management
Red Bank,
New Jersey
| USD 249 M | +USD 23.3 M | +10% | 11.5% | 206% | 96 | 2.08% | 3.2 |
|
| 3411 |
3411
Private Advisory Group
Redmond,
Washington
| USD 248 M | +USD 4.1 M | +2% | 12% | 187% | 126 | 33.33% | 1 |
|
| 3412 |
3412
New Leaf Venture Partners
New York
| USD 248 M | -USD 100 M | -29% | 14.7% | 3.91% | 20 | 10% | 2.1 |
|
| 3413 |
GWSG
3413
GPS Wealth Strategies Group
Centennial,
Colorado
| USD 248 M | – | – | 12.5% | 118% | 149 | – | 0 |
|
| 3414 |
3414
Muzinich & Co
New York
| USD 248 M | -USD 84.8 M | -25% | 1.9% | 13.5% | 57 | 40.35% | 3.4 |
|
| 3415 |
3415
Princeton Global Asset Management
Princeton,
New Jersey
| USD 248 M | -USD 72.7 M | -23% | 8.31% | 110% | 559 | 20.93% | 1.1 |
|
| 3416 |
3416
Cape Ann Asset Management
London,
United Kingdom
| USD 248 M | +USD 3.85 M | +2% | 1.02% | 199% | 11 | 0% | 0.5 |
|
| 3417 |
3417
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| USD 248 M | +USD 5.78 M | +2% | 4.43% | 49.3% | 46 | 6.52% | 5.2 |
|
| 3418 |
3418
Hoey Investments
Coatesville,
Pennsylvania
| USD 248 M | +USD 43.9 M | +22% | 19.5% | 247% | 166 | 25.3% | 0.5 |
|
| 3419 |
3419
Tolleson Wealth Management
Dallas,
Texas
| USD 248 M | +USD 19 M | +8% | 7.27% | 56.2% | 69 | 11.59% | 1.2 |
|
| 3420 |
3420
Stone House Investment Management
Tunkhannock,
Pennsylvania
| USD 247 M | +USD 48.2 M | +24% | 6.77% | 57.9% | 39 | 17.95% | 1 |
|
| 3421 |
3421
D'Orazio & Associates
Falls Church,
Virginia
| USD 247 M | +USD 17.4 M | +8% | 8.94% | 66.7% | 367 | 16.62% | 3.6 |
|
| 3422 |
3422
Blue Fin Capital
Warren,
Rhode Island
| USD 247 M | +USD 21.3 M | +9% | 11.4% | 147% | 120 | 7.5% | 4.8 |
|
| 3423 |
LCP
3423
Legacy Capital Partners
Milwaukee,
Wisconsin
| USD 247 M | +USD 14.2 M | +6% | 9.34% | 85.6% | 155 | 18.71% | 4.3 |
|
| 3424 |
3424
Punch Card Management
Winter Park,
Florida
| USD 247 M | +USD 20.3 M | +9% | 12.9% | 41% | 3 | 0% | 2.6 |
|
| 3425 |
3425
Cedar Mountain Advisors
Lake Oswego,
Oregon
| USD 247 M | +USD 16.2 M | +7% | 7.42% | 57.7% | 274 | 9.49% | 0.7 |
|