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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
Perennial Advisors
New York
| USD 318 M | +USD 34 M | +12% | 3.73% | – | 303 | 19.8% | 1 |
|
| 3527 |
3527
Horst & Graben Wealth Management
Portland,
Oregon
| USD 318 M | +USD 27.6 M | +10% | 2.97% | 62.2% | 134 | 19.4% | 0.7 |
|
| 3528 |
CIM
3528
CIM Investment Management
Pittsburgh,
Pennsylvania
| USD 318 M | +USD 9.7 M | +3% | 7.51% | 123% | 336 | 26.49% | 2.1 |
|
| 3529 |
3529
Three Peaks Capital Management
Castle Rock,
Colorado
| USD 317 M | +USD 5.44 M | +2% | 8.91% | 84.5% | 145 | 31.72% | 1.3 |
|
| 3530 |
3530
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
| USD 317 M | – | – | 3.62% | 66.3% | 70 | – | 0 |
|
| 3531 |
3531
Cadence Bank NA
Houston,
Texas
| USD 317 M | +USD 33.8 M | +12% | 8.37% | 33.3% | 210 | 10% | 3.7 |
|
| 3532 |
3532
Apella Capital
West Hartford,
Connecticut
| USD 317 M | +USD 32.2 M | +11% | 3.64% | 48.6% | 130 | 4.62% | 0.9 |
|
| 3533 |
SHCM
3533
Shelter Haven Capital Management
Summit,
New Jersey
| USD 317 M | +USD 32.6 M | +11% | 15.1% | – | 23 | 78.26% | 0.3 |
|
| 3534 |
3534
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 317 M | +USD 7.94 M | +3% | 3.52% | 51.8% | 22 | 27.27% | 1.6 |
|
| 3535 |
3535
Bridgeworth
Birmingham,
Alabama
| USD 317 M | +USD 15 M | +5% | 7.34% | 19.3% | 134 | 11.19% | 2.4 |
|
| 3536 |
3536
ESL Trust Services
Rochester,
New York
| USD 317 M | +USD 44.5 M | +16% | 6.29% | 53.9% | 24 | 8.33% | 1 |
|
| 3537 |
3537
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| USD 317 M | +USD 70.5 M | +29% | 9.12% | 52.1% | 107 | 7.48% | 5 |
|
| 3538 |
3538
Johnson Bixby & Associates
Vancouver,
Washington
| USD 316 M | +USD 14.1 M | +5% | 3.78% | 48.7% | 81 | 8.64% | 0.2 |
|
| 3539 |
3539
Stratos Investment Management
Beachwood,
Ohio
| USD 316 M | -USD 1.68 M | -0.5% | 5.18% | 58.2% | 122 | 8.2% | 1.3 |
|
| 3540 |
LAM
3540
LifePro Asset Management
San Diego,
California
| USD 316 M | -USD 5.91 M | -2% | 5.67% | 49% | 94 | 20.21% | 0.4 |
|
| 3541 |
3541
Insight Advisors
Newtown,
Pennsylvania
| USD 316 M | +USD 51.5 M | +19% | 5.13% | 74% | 350 | 28.86% | 0.2 |
|
| 3542 |
RHFI
3542
Reilly Herbert Faulkner III
| USD 316 M | +USD 12.1 M | +4% | 2.63% | 80.6% | 56 | 5.36% | 4.7 |
|
| 3543 |
3543
Nepsis Inc
Minneapolis,
Minnesota
| USD 316 M | +USD 40.7 M | +15% | 9.77% | 131% | 32 | 6.25% | 2.9 |
|
| 3544 |
3544
South Street Advisors
New York
| USD 315 M | -USD 156 M | -33% | 6.12% | 169% | 64 | 51.56% | 3.8 |
|
| 3545 |
3545
Accel Growth Fund V Associates
Palo Alto,
California
| USD 315 M | +USD 140 M | +80% | 11.3% | 1.17% | 2 | 100% | 0 |
|
| 3546 |
3546
BHZ Capital Management
San Jose,
California
| USD 315 M | +USD 19.4 M | +7% | 29.2% | 3.24% | 151 | 18.54% | 2.6 |
|
| 3547 |
3547
Black Swift Group
Boulder,
Colorado
| USD 315 M | +USD 163 M | +108% | 8.6% | 139% | 266 | 59.02% | 0.4 |
|
| 3548 |
3548
GenWealth Group
Maplewood,
New Jersey
| USD 315 M | +USD 13.1 M | +4% | 1.73% | 73.9% | 74 | 16.22% | 2.4 |
|
| 3549 |
3549
White Pine Capital
Bloomington,
Minnesota
| USD 315 M | +USD 32.1 M | +11% | 13.7% | 155% | 246 | 13.41% | 4.5 |
|
| 3550 |
3550
Capital City Trust
Tallahassee,
Florida
| USD 314 M | +USD 28.1 M | +10% | 3.81% | 98.5% | 119 | 3.36% | 4.8 |
|