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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3451 |
3451
Yale University
New Haven,
Connecticut
| USD 129 M | +USD 77.6 M | +150% | 4.43% | 33.7% | 6 | 66.67% | 0.4 |
|
| 3452 |
3452
NewEdge Advisors
New Orleans,
Louisiana
| USD 129 M | – | – | 4.32% | 97.3% | 58 | – | 0 |
|
| 3453 |
3453
Cordasco Financial Network
Naples,
Florida
| USD 129 M | -USD 1.83 M | -1% | 1.1% | 31.1% | 314 | 11.78% | 0.8 |
|
| 3454 |
WRHAM
3454
W.R. Huff Asset Management
Stuart,
Florida
| USD 129 M | – | – | 17% | – | 42 | – | 0 |
|
| 3455 |
KSA
3455
Ken Stern & Associates
San Diego,
California
| USD 129 M | – | – | 4.42% | 39.4% | 78 | – | 0 |
|
| 3456 |
3456
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| USD 129 M | – | – | 8.07% | 125% | 10 | – | 0 |
|
| 3457 |
3457
Zeke Capital Advisors
Berwyn,
Pennsylvania
| USD 129 M | +USD 18.6 M | +17% | 8.51% | 41% | 78 | 21.79% | 0.9 |
|
| 3458 |
3458
Cornerstone Management
Duluth,
Georgia
| USD 129 M | – | – | 3.32% | 43.6% | 47 | – | 0 |
|
| 3459 |
3459
Punch Card Management
Winter Park,
Florida
| USD 128 M | – | – | 4.81% | 41% | 3 | – | 0 |
|
| 3460 |
3460
Timber Creek Capital Management
Boston,
Massachusetts
| USD 128 M | +USD 8.98 M | +8% | 7.62% | 139% | 96 | 2.08% | 1.2 |
|
| 3461 |
3461
Globe Life
Mckinney,
Texas
| USD 128 M | +USD 3.93 M | +3% | 4.2% | 67.5% | 27 | 14.81% | 1.1 |
|
| 3462 |
3462
Pear Tree Advisors
Lincoln,
Massachusetts
| USD 128 M | +USD 4.4 M | +4% | 3.4% | 45.8% | 53 | 9.43% | 1.2 |
|
| 3463 |
3463
Boyar Asset Management
New York
| USD 128 M | -USD 1.69 M | -1% | 9.35% | 87% | 69 | 13.04% | 1.4 |
|
| 3464 |
NG
3464
Northstar Group
New York
| USD 128 M | – | – | 6.12% | 68.4% | 112 | – | 0 |
|
| 3465 |
3465
McKinley Carter Wealth Services
Wheeling,
West Virginia
| USD 128 M | +USD 22.4 M | +21% | 6.78% | 63.2% | 104 | 22.12% | 1 |
|
| 3466 |
RJA
3466
Robshaw & Julian Associates
Williamsville,
New York
| USD 127 M | +USD 527 k | +0.4% | 2.45% | 19.3% | 35 | 5.71% | 1.4 |
|
| 3467 |
3467
Battery Partners VIII
Boston,
Massachusetts
| USD 127 M | +USD 105 M | +482% | 33.4% | – | 3 | 66.67% | 0.8 |
|
| 3468 |
3468
Sio Capital Management
New York
| USD 127 M | – | – | 24.5% | 564% | 30 | – | 0 |
|
| 3469 |
3469
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| USD 127 M | +USD 5.19 M | +4% | 3.89% | 73.2% | 95 | 18.95% | 1.1 |
|
| 3470 |
3470
Kavar Capital Partners Group
Leawood,
Kansas
| USD 127 M | +USD 10.2 M | +9% | 4.48% | 86.8% | 131 | 11.45% | 0.9 |
|
| 3471 |
3471
Polaris Venture Management Co IV
Boston,
Massachusetts
| USD 127 M | +USD 19 M | +18% | 26.5% | 52.2% | 3 | 0% | 0.8 |
|
| 3472 |
RTS
3472
Round Table Services
Westfield,
New Jersey
| USD 127 M | +USD 7.32 M | +6% | 2.11% | 16.1% | 67 | 19.4% | 0.9 |
|
| 3473 |
3473
Quality Growth Management
Rancho Santa Fe,
California
| USD 127 M | +USD 3.06 M | +2% | 2.97% | – | 28 | 28.57% | 0.7 |
|
| 3474 |
3474
Pleasant Lake Partners
Rincon,
Puerto Rico
| USD 127 M | – | – | 12% | – | 11 | – | 0 |
|
| 3475 |
SCM
3475
Somerset Capital Management
London,
United Kingdom
| USD 126 M | -USD 10.2 M | -7% | 1.79% | 7.5% | 14 | 21.43% | 0.7 |
|