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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
Ninety One
Cape Town,
South Africa
| USD 209 M | +USD 4.81 M | +2% | 21.1% | 232% | 116 | 29.31% | 1.8 |
|
| 3577 |
DCM
3577
DeGreen Capital Management
Scottsdale,
Arizona
| USD 209 M | +USD 28.2 M | +16% | 15% | 28.5% | 23 | 4.35% | 1.9 |
|
| 3578 |
AC
3578
Aperimus Capital
Marina Del Rey,
California
| USD 209 M | +USD 54.6 M | +36% | 22.2% | 44% | 5 | 40% | 7 |
|
| 3579 |
3579
Point View Wealth Management
Summit,
New Jersey
| USD 208 M | +USD 25.9 M | +14% | 18.1% | 27% | 270 | 10.74% | 4.1 |
|
| 3580 |
KS
3580
Karpas Strategies
Litchfield,
Connecticut
| USD 208 M | +USD 23.6 M | +13% | 13.2% | 16.1% | 120 | 6.67% | 5.2 |
|
| 3581 |
HA
3581
Hamel Associates
Chatham,
New Jersey
| USD 208 M | +USD 18.3 M | +10% | 14.2% | 59.4% | 69 | 10.14% | 4.9 |
|
| 3582 |
3582
First PREMIER Bank
Sioux Falls,
South Dakota
| USD 208 M | +USD 28.3 M | +16% | 12.6% | 63% | 355 | 15.49% | 2.6 |
|
| 3583 |
3583
Armor Advisors
New York
| USD 207 M | -USD 94.6 M | -31% | 31.4% | 78.5% | 17 | 35.29% | 0.4 |
|
| 3584 |
3584
Lunia Capital
Dallas,
Texas
| USD 207 M | -USD 88.5 M | -30% | 28.5% | 115% | 46 | 56.52% | 0.8 |
|
| 3585 |
3585
United Fire Group
Cedar Rapids,
Iowa
| USD 207 M | +USD 691 k | +0.3% | 10.8% | 27.4% | 121 | 5.79% | 5.5 |
|
| 3586 |
3586
Pettinga Financial Advisors
Evansville,
Indiana
| USD 207 M | +USD 58.8 M | +40% | 18.7% | 78.1% | 85 | 24.71% | 1.1 |
|
| 3587 |
3587
Nepsis Inc
Minneapolis,
Minnesota
| USD 207 M | +USD 57.2 M | +38% | 29.4% | 131% | 39 | 25.64% | 2.2 |
|
| 3588 |
SF
3588
Symphony Financial
Houston,
Texas
| USD 207 M | +USD 61.7 M | +42% | 17.9% | 95.7% | 143 | 41.26% | 0.2 |
|
| 3589 |
3589
Tower House Partners
London,
United Kingdom
| USD 207 M | +USD 71 M | +52% | 37.5% | 21.4% | 6 | 50% | 0.4 |
|
| 3590 |
3590
Private Vista
Chicago,
Illinois
| USD 207 M | -USD 58.1 M | -22% | 14.2% | 10.1% | 152 | 32.89% | 2.1 |
|
| 3591 |
AWAM
3591
Appian Way Asset Management
New York
| USD 206 M | +USD 69.9 M | +51% | 28.5% | 49.4% | 74 | 81.08% | 0.1 |
|
| 3592 |
3592
IAG Wealth Partners
Waukesha,
Wisconsin
| USD 206 M | +USD 56.4 M | +38% | 17.8% | 54.1% | 451 | 14.41% | 0.4 |
|
| 3593 |
3593
Evergreen Advisors
Chattanooga,
Tennessee
| USD 206 M | +USD 28 M | +16% | 14.1% | – | 12 | 16.67% | 0.9 |
|
| 3594 |
3594
PCJ Investment Counsel
Toronto,
Ontario, Canada
| USD 206 M | +USD 61.3 M | +42% | 39.1% | 164% | 83 | 48.19% | 1.8 |
|
| 3595 |
3595
Iron Gate Global Advisors
Nsl,
Utah
| USD 206 M | +USD 58.8 M | +40% | 20.1% | 106% | 97 | 51.55% | 1 |
|
| 3596 |
3596
Argus Investors Counsel
New York
| USD 206 M | +USD 38 M | +23% | 19.3% | 132% | 69 | 1.45% | 4.5 |
|
| 3597 |
3597
AIP LLC
New York
| USD 206 M | +USD 65.2 M | +46% | 46.3% | 54.9% | 1 | 0% | 2.5 |
|
| 3598 |
3598
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| USD 206 M | +USD 22.3 M | +12% | 16.2% | 84.7% | 143 | 12.59% | 4.2 |
|
| 3599 |
3599
Mattern Wealth Management
Lawrence,
Kansas
| USD 206 M | +USD 67.1 M | +48% | 15.2% | 62.2% | 144 | 25.69% | 0.4 |
|
| 3600 |
3600
Silver Heights Capital Management
Toronto,
Ontario, Canada
| USD 206 M | +USD 67.7 M | +49% | 38.5% | 39.8% | 7 | 14.29% | 3 |
|