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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 |
JHCM
3576
Juniper Hill Capital Management
Menlo Park,
California
| USD 347 M | +USD 65.4 M | +23% | 0.52% | 33.6% | 8 | 50% | 0.7 |
|
| 3577 |
3577
Rice Partnership
Honolulu,
Hawaii
| USD 347 M | -USD 4.84 M | -1% | 2.85% | 135% | 156 | 23.08% | 2.2 |
|
| 3578 |
3578
Revolve Wealth Partners
Hackensack,
New Jersey
| USD 347 M | -USD 960 k | -0.3% | 4.93% | 67.4% | 160 | 12.5% | 0.2 |
|
| 3579 |
3579
Capital City Trust
Tallahassee,
Florida
| USD 346 M | -USD 5.81 M | -2% | 0.11% | 98.5% | 123 | 4.07% | 5.4 |
|
| 3580 |
3580
Concentric Wealth Management
Lafayette,
California
| USD 346 M | -USD 8.59 M | -2% | 1.82% | 33.4% | 131 | 5.34% | 3.7 |
|
| 3581 |
CAN
3581
Claraphi Advisory Network
Aliso Viejo,
United States
| USD 346 M | +USD 59 M | +21% | 1.24% | 88.3% | 350 | 36.86% | 1.8 |
|
| 3582 |
3582
Souders Financial Advisors
Cincinnati,
Ohio
| USD 346 M | -USD 2.41 M | -0.7% | 4.52% | 59.8% | 153 | 18.3% | 1.3 |
|
| 3583 |
3583
America First Investment Advisors
Omaha,
Nebraska
| USD 346 M | -USD 8.16 M | -2% | 4.63% | 78.2% | 76 | 3.95% | 6.2 |
|
| 3584 |
3584
McIlrath & Eck
Arlington,
Washington
| USD 346 M | -USD 24.2 M | -7% | 5.06% | 44% | 861 | 7.78% | 2.7 |
|
| 3585 |
3585
Advisor OS
Chicago,
Illinois
| USD 345 M | -USD 145 M | -30% | 3.39% | 68.8% | 254 | 28.35% | 1.1 |
|
| 3586 |
3586
Monashee Investment Management
Boston,
Massachusetts
| USD 345 M | -USD 59.3 M | -15% | 5.98% | 460% | 63 | 71.43% | 0.3 |
|
| 3587 |
3587
Blue Fin Capital
Warren,
Rhode Island
| USD 345 M | -USD 16.1 M | -4% | 4.83% | 147% | 137 | 6.57% | 5 |
|
| 3588 |
DI
3588
Diligent Investors
Redlands,
California
| USD 345 M | -USD 13 M | -4% | 3.66% | 82.2% | 290 | 12.41% | 3.3 |
|
| 3589 |
3589
Waterton Global Resource Management
Toronto,
Ontario, Canada
| USD 344 M | +USD 26.5 M | +8% | 8.28% | 21% | 1 | 0% | 3.3 |
|
| 3590 |
3590
Boston Research & Management
Manchester,
Massachusetts
| USD 344 M | -USD 21.8 M | -6% | 2.66% | 53.2% | 117 | 9.4% | 6.3 |
|
| 3591 |
3591
Benjamin Edwards Inc
Clayton,
Missouri
| USD 344 M | +USD 35.2 M | +11% | 2.04% | 66.5% | 778 | 19.02% | 1.2 |
|
| 3592 |
3592
Mount Capital
London,
United Kingdom
| USD 344 M | -USD 17.8 M | -5% | 6.24% | 34.4% | 45 | 35.56% | 0.2 |
|
| 3593 |
3593
Drexel Morgan & Co
Radnor,
Pennsylvania
| USD 344 M | -USD 1.9 M | -0.6% | 3.31% | 50.1% | 49 | 12.24% | 6.3 |
|
| 3594 |
3594
York Capital Management Global Advisors
New York
| USD 343 M | -USD 105 M | -23% | 116% | 74.1% | 9 | 55.56% | 1.4 |
|
| 3595 |
3595
Mount Lucas Management
Newtown,
Pennsylvania
| USD 343 M | -USD 6.6 M | -2% | 2.2% | 110% | 139 | 27.34% | 0.6 |
|
| 3596 |
3596
Fulcrum Asset Management
London,
United Kingdom
| USD 343 M | +USD 138 M | +68% | 2.56% | – | 225 | 0% | 0.6 |
|
| 3597 |
3597
Stokes Capital Advisors
Greenwood,
South Carolina
| USD 343 M | +USD 7.1 M | +2% | 1.53% | 61.3% | 96 | 17.71% | 2.4 |
|
| 3598 |
3598
Bessemer Securities
New York
| USD 343 M | -USD 26.6 M | -7% | 5.4% | 45% | 126 | 7.14% | 2 |
|
| 3599 |
3599
Stanley Capital Management
Houston,
Texas
| USD 343 M | +USD 26.4 M | +8% | 2.18% | 158% | 42 | 4.76% | 3.2 |
|
| 3600 |
GWM
3600
GSB Wealth Management
Guilford,
Connecticut
| USD 343 M | -USD 5.5 M | -2% | 1.94% | 69.8% | 232 | 10.78% | 1.2 |
|