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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 |
JPC
3451
Jackson Park Capital
Alpine,
Utah
| USD 115 M | -USD 7.71 M | -6% | 9.76% | – | 38 | 31.58% | 0.5 |
|
| 3452 |
3452
New Leaf Venture Partners
New York
| USD 115 M | -USD 35.6 M | -24% | 15.4% | 3.91% | 15 | 20% | 0.6 |
|
| 3453 |
WAM
3453
Westport Asset Management
Southport,
Connecticut
| USD 115 M | -USD 18 M | -14% | 9.81% | 64.2% | 42 | 19.05% | 2.1 |
|
| 3454 |
3454
Seven Eight Capital
New York
| USD 115 M | +USD 30.1 M | +35% | 12.5% | 13.6% | 792 | 67.17% | 0.2 |
|
| 3455 |
3455
Hedeker Wealth
Lincolnshire,
Illinois
| USD 115 M | -USD 9.29 M | -7% | 8.34% | 161% | 188 | 54.79% | 0.6 |
|
| 3456 |
3456
Financial Consulate
Hunt Valley,
Maryland
| USD 115 M | -USD 20.6 M | -15% | 6.94% | 61.4% | 65 | 21.54% | 0.6 |
|
| 3457 |
3457
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| USD 115 M | -USD 106 M | -48% | 20.7% | 125% | 37 | 75.68% | 0.2 |
|
| 3458 |
PC
3458
Palo Capital
Newport Beach,
California
| USD 115 M | -USD 12.9 M | -10% | 6.94% | 34.6% | 157 | 33.76% | 0.5 |
|
| 3459 |
3459
RK Asset Management
Grosse Pointe Farms,
Michigan
| USD 115 M | -USD 12.2 M | -10% | 6.92% | 47.6% | 16 | 12.5% | 1.3 |
|
| 3460 |
3460
AMI Investment Management
Kendallville,
Indiana
| USD 115 M | -USD 6.24 M | -5% | 6.19% | 52% | 45 | 11.11% | 1.5 |
|
| 3461 |
3461
Peloton Wealth Strategists
Indianapolis,
Indiana
| USD 114 M | -USD 11.1 M | -9% | 9.64% | 58.1% | 79 | 13.92% | 1.4 |
|
| 3462 |
3462
Fernwood Investment Management
Quincy,
Massachusetts
| USD 114 M | -USD 13.3 M | -10% | 9.84% | 83.4% | 125 | 14.4% | 1.4 |
|
| 3463 |
3463
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| USD 114 M | -USD 9.6 M | -8% | 4.78% | 92.4% | 486 | 33.95% | 1 |
|
| 3464 |
CIA
3464
CSat Investment Advisory
Detroit,
Michigan
| USD 114 M | -USD 100 M | -47% | 1.09% | 87.4% | 22 | 13.64% | 0.6 |
|
| 3465 |
3465
Western Asset Management Company
Pasadena,
California
| USD 114 M | -USD 10.1 M | -8% | 9.86% | 2.29% | 35 | 62.86% | 0.7 |
|
| 3466 |
3466
ASA Gold & Precious Metals
Portland,
Maine
| USD 114 M | -USD 34 M | -23% | 22% | 7.34% | 21 | 4.76% | 1.9 |
|
| 3467 |
3467
Archon Capital Management
Seattle,
Washington
| USD 114 M | +USD 11.6 M | +11% | 16.3% | 222% | 30 | 63.33% | 0.6 |
|
| 3468 |
3468
Cornerstone Advisors (Washington)
Bellevue,
Washington
| USD 114 M | -USD 8.47 M | -7% | 6.03% | 24.3% | 955 | 26.81% | 1.2 |
|
| 3469 |
3469
Boardman Bay Capital Management
New York
| USD 113 M | -USD 18.4 M | -14% | 9.68% | 145% | 68 | 58.82% | 0.4 |
|
| 3470 |
3470
Trees Investment Counsel
Chicago,
Illinois
| USD 113 M | -USD 12.3 M | -10% | 8.38% | – | 55 | 0% | 2 |
|
| 3471 |
3471
Seven Post Investment Office
San Francisco,
California
| USD 113 M | -USD 13.7 M | -11% | 15.8% | 44.4% | 8 | 12.5% | 1.9 |
|
| 3472 |
3472
Valentine Capital Asset Management
Danville,
California
| USD 113 M | -USD 35.5 M | -24% | 12.4% | – | 92 | 33.7% | 0.9 |
|
| 3473 |
3473
Park Avenue Institutional Advisers
New York
| USD 113 M | -USD 11.2 M | -9% | 5.76% | – | 518 | 5.21% | 0.2 |
|
| 3474 |
BOC
3474
Barbara Oil Co
Chicago,
Illinois
| USD 113 M | -USD 7.22 M | -6% | 7.15% | 76.9% | 84 | 8.33% | 1.5 |
|
| 3475 |
3475
Terra Nova Asset Management
New York
| USD 113 M | -USD 9.23 M | -8% | 3.35% | 172% | 132 | 24.24% | 0.4 |
|