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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
3601
Raffa Wealth Management
Washington,
District of Columbia
| USD 282 M | +USD 15.1 M | +6% | 8.32% | 35.8% | 931 | 6.12% | 1.1 |
|
| 3602 |
3602
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| USD 281 M | +USD 158 M | +127% | 126% | 81.3% | 1 | 0% | 3 |
|
| 3603 |
3603
TSP Capital Management Group
Summit,
New Jersey
| USD 281 M | +USD 37 M | +15% | 22.8% | 186% | 54 | 100% | 1.3 |
|
| 3604 |
3604
Southport Capital Management
Chattanooga,
Tennessee
| USD 281 M | +USD 19.2 M | +7% | 13.7% | 80% | 252 | 18.25% | 3.3 |
|
| 3605 |
3605
Hudson Edge Investment Partners
Jersey City,
New Jersey
| USD 281 M | +USD 31.5 M | +13% | 17.8% | 67.9% | 152 | 21.05% | 3.4 |
|
| 3606 |
3606
Builders Union
London,
United Kingdom
| USD 280 M | – | – | 43.6% | – | 9 | – | 0 |
|
| 3607 |
3607
Cedar Mountain Advisors
Lake Oswego,
Oregon
| USD 280 M | +USD 32.9 M | +13% | 14.5% | 57.7% | 284 | 7.75% | 0.9 |
|
| 3608 |
3608
Spectrum Asset Management (California)
Newport Beach,
California
| USD 280 M | +USD 41 M | +17% | 8.59% | 68.3% | 113 | 19.47% | 2 |
|
| 3609 |
3609
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| USD 280 M | +USD 48.3 M | +21% | 10.4% | 40.2% | 93 | 21.51% | 2.4 |
|
| 3610 |
3610
Fairmount Funds Management
West Conshohocken,
Pennsylvania
| USD 280 M | +USD 43.5 M | +18% | 24% | 2,136% | 20 | 25% | 0.7 |
|
| 3611 |
3611
Pettinga Financial Advisors
Evansville,
Indiana
| USD 279 M | +USD 43.6 M | +18% | 12.8% | 78.1% | 98 | 23.47% | 1.3 |
|
| 3612 |
3612
Rothschild Capital Partners
New York
| USD 279 M | +USD 27 M | +11% | 11.3% | 90.8% | 41 | 19.51% | 3.4 |
|
| 3613 |
3613
Norwest Venture Partners XIII
Palo Alto,
California
| USD 279 M | – | – | 19.7% | – | 1 | – | 0 |
|
| 3614 |
3614
Blue Fin Capital
Warren,
Rhode Island
| USD 279 M | +USD 32.2 M | +13% | 9.56% | 147% | 118 | 8.47% | 4.9 |
|
| 3615 |
3615
Princeton Capital Management
Red Bank,
New Jersey
| USD 279 M | +USD 30.9 M | +12% | 13.2% | 206% | 99 | 6.06% | 3.3 |
|
| 3616 |
3616
Half Sky Capital (UK)
London,
United Kingdom
| USD 279 M | -USD 5.26 M | -2% | 19.1% | 13% | 12 | 33.33% | 0.8 |
|
| 3617 |
3617
22NW LP
Seattle,
Washington
| USD 279 M | +USD 82.1 M | +42% | 43% | 115% | 41 | 19.51% | 1.3 |
|
| 3618 |
PLFAM
3618
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| USD 279 M | +USD 32.6 M | +13% | 12.2% | 81.6% | 110 | 12.73% | 4.4 |
|
| 3619 |
PRC
3619
Pearl River Capital
Niles,
Michigan
| USD 279 M | +USD 41.2 M | +17% | 16.2% | 20.3% | 542 | 72.69% | 0.2 |
|
| 3620 |
3620
Wellington Shields & Co
New York
| USD 279 M | +USD 41.2 M | +17% | 24.7% | 127% | 198 | 13.64% | 1.6 |
|
| 3621 |
3621
LexAurum Advisors
Overland Park,
Kansas
| USD 279 M | +USD 35.4 M | +15% | 10.5% | – | 249 | 14.06% | 1.5 |
|
| 3622 |
SF
3622
Symphony Financial
Houston,
Texas
| USD 279 M | +USD 33.5 M | +14% | 8.26% | 95.7% | 160 | 18.75% | 0.5 |
|
| 3623 |
3623
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| USD 278 M | +USD 36 M | +15% | 7.4% | 103% | 40 | 12.5% | 2.9 |
|
| 3624 |
3624
Hoey Investments
Coatesville,
Pennsylvania
| USD 278 M | +USD 30.8 M | +12% | 9.51% | 247% | 203 | 34.48% | 0.5 |
|
| 3625 |
TCPWM
3625
Traverso Chambers Private Wealth Management
Santa Rosa,
California
| USD 278 M | +USD 19.6 M | +8% | 8.2% | 16.4% | 108 | 3.7% | 1.6 |
|