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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
Fountainhead AM
Warren,
New Jersey
| USD 364 M | +USD 77.2 M | +27% | 9.53% | 80.4% | 125 | 29.6% | 1.4 |
|
| 3577 |
3577
Valor Management
Chicago,
Illinois
| USD 364 M | -USD 7.58 M | -2% | 1.69% | 14.5% | 4 | 25% | 1.6 |
|
| 3578 |
DI
3578
Diligent Investors
Redlands,
California
| USD 364 M | +USD 36.5 M | +11% | 11.4% | 82.2% | 324 | 8.95% | 4 |
|
| 3579 |
VCM
3579
V3 Capital Management
Dallas,
Texas
| USD 364 M | +USD 104 M | +40% | 11.2% | 20.5% | 13 | 38.46% | 1 |
|
| 3580 |
3580
Bedell Frazier Investment Counselling
Walnut Creek,
California
| USD 363 M | +USD 28.8 M | +9% | 10.3% | 72.5% | 99 | 23.23% | 2.9 |
|
| 3581 |
3581
Paragon Wealth Strategies
Jacksonville,
Florida
| USD 363 M | +USD 28 M | +8% | 10.6% | 59.8% | 46 | 30.43% | 1.6 |
|
| 3582 |
3582
Old Second National Bank of Aurora
Aurora,
Illinois
| USD 363 M | +USD 34.5 M | +10% | 10.2% | 93.7% | 360 | 8.06% | 5.8 |
|
| 3583 |
3583
Blueprint Investment Partners
Greensboro,
North Carolina
| USD 363 M | +USD 51.9 M | +17% | 9.61% | 91.9% | 153 | 39.87% | 1.2 |
|
| 3584 |
3584
Steginsky Capital
Port Washington,
New York
| USD 363 M | +USD 37.6 M | +12% | 11.3% | 99.4% | 7 | 0% | 6.9 |
|
| 3585 |
3585
Greenspring Advisors
Towson,
Maryland
| USD 363 M | +USD 46.2 M | +15% | 10.3% | – | 84 | 15.48% | 1.5 |
|
| 3586 |
LCM
3586
Lionstone Capital Management
New York
| USD 363 M | +USD 42.2 M | +13% | 18.3% | 74.1% | 12 | 0% | 4 |
|
| 3587 |
3587
Turiya Advisors Asia
Hong Kong
| USD 363 M | +USD 124 M | +52% | 16.4% | 247% | 4 | 0% | 0.9 |
|
| 3588 |
3588
Shelter Mutual Insurance
Columbia,
Missouri
| USD 363 M | +USD 4.09 M | +1% | 8.12% | 51.2% | 60 | 3.33% | 5.2 |
|
| 3589 |
3589
Carderock Capital Management
Chevy Chase,
Maryland
| USD 362 M | +USD 64.2 M | +22% | 12.1% | 97.6% | 62 | 9.68% | 5.9 |
|
| 3590 |
3590
GenWealth Group
Maplewood,
New Jersey
| USD 362 M | +USD 32.4 M | +10% | 11.1% | 73.9% | 73 | 12.33% | 4 |
|
| 3591 |
JHCM
3591
Juniper Hill Capital Management
Menlo Park,
California
| USD 362 M | +USD 54.8 M | +18% | 7.92% | 33.6% | 4 | 0% | 1.6 |
|
| 3592 |
3592
Luminus Management
Houston,
Texas
| USD 362 M | +USD 37.4 M | +12% | 19% | 8.7% | 34 | 52.94% | 1.8 |
|
| 3593 |
3593
Canal Insurance Company
Greenville,
South Carolina
| USD 362 M | +USD 12.5 M | +4% | 5.47% | 114% | 93 | 16.13% | 5.2 |
|
| 3594 |
3594
Trifecta Capital Advisors
Northbrook,
Illinois
| USD 362 M | +USD 50.5 M | +16% | 13.8% | 149% | 468 | 16.88% | 0.9 |
|
| 3595 |
3595
Herold Advisors
New York
| USD 361 M | +USD 32.8 M | +10% | 10.2% | 90.2% | 266 | 15.79% | 1.6 |
|
| 3596 |
AA
3596
Ashford Advisors
Pittsford,
New York
| USD 361 M | +USD 43.1 M | +14% | 11.2% | 75.4% | 16 | 6.25% | 2.3 |
|
| 3597 |
3597
Parkside Advisors
Berkeley,
California
| USD 361 M | +USD 39.3 M | +12% | 9.37% | 36.7% | 83 | 10.84% | 3.7 |
|
| 3598 |
BCA
3598
Bray Capital Advisors
Naples,
Florida
| USD 361 M | +USD 32.7 M | +10% | 10.5% | 36.6% | 264 | 4.92% | 5.6 |
|
| 3599 |
3599
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| USD 361 M | +USD 63.7 M | +21% | 11.3% | 100% | 261 | 25.29% | 3.1 |
|
| 3600 |
SC
3600
Saybrook Capital
Winston Salem,
North Carolina
| USD 360 M | +USD 28.6 M | +9% | 7.91% | 72.5% | 50 | 8% | 7.6 |
|