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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
3676
Blue Fin Capital
Warren,
Rhode Island
| USD 212 M | +USD 21.2 M | +11% | 10.2% | 147% | 129 | 6.2% | 4.4 |
|
| 3677 |
3677
Peoples Financial Services Corp
Moosic,
Pennsylvania
| USD 212 M | +USD 12 M | +6% | 7.94% | 104% | 364 | 7.42% | 4.6 |
|
| 3678 |
3678
Heard Capital LLC
Chicago,
Illinois
| USD 212 M | – | – | 8.75% | 161% | 29 | – | 0 |
|
| 3679 |
3679
Prentice Capital Management
Greenwich,
Connecticut
| USD 212 M | – | – | 6.2% | 128% | 20 | – | 0 |
|
| 3680 |
3680
Bourgeon Capital Management
Darien,
Connecticut
| USD 212 M | +USD 27.2 M | +15% | 30.8% | 121% | 250 | 10.4% | 1 |
|
| 3681 |
3681
First Command Bank
Fort Worth,
Texas
| USD 211 M | +USD 13.3 M | +7% | 3.53% | 34.1% | 403 | 13.9% | 2.3 |
|
| 3682 |
3682
First Command Financial Services
Fort Worth,
Texas
| USD 211 M | +USD 13.3 M | +7% | 3.53% | 34.4% | 402 | 13.68% | 2.3 |
|
| 3683 |
SVC
3683
Strycker View Capital
New York
| USD 211 M | -USD 40.5 M | -16% | 8.54% | 114% | 23 | 65.22% | 0.3 |
|
| 3684 |
3684
Benefit Street Partners
New York
| USD 211 M | -USD 191 M | -48% | 6.28% | – | 25 | 24% | 1.3 |
|
| 3685 |
SSI
3685
Scott & Selber Inc
Houston,
Texas
| USD 211 M | +USD 15.5 M | +8% | 11% | 202% | 87 | 28.74% | 2.5 |
|
| 3686 |
3686
Frisch Financial Group
Melville,
New York
| USD 211 M | +USD 45.7 M | +28% | 7.77% | 72.9% | 119 | 19.33% | 0.7 |
|
| 3687 |
3687
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| USD 211 M | +USD 13.5 M | +7% | 5.92% | 40.2% | 65 | 10.77% | 2.9 |
|
| 3688 |
3688
RenaissanceRe Holdings
Pembroke,
Bermuda
| USD 211 M | – | – | 26.2% | 40.8% | 5 | – | 0 |
|
| 3689 |
3689
Winch Advisory Services
Appleton,
Wisconsin
| USD 211 M | +USD 18.8 M | +10% | 9.18% | 92.4% | 401 | 13.47% | 2.6 |
|
| 3690 |
3690
WESPAC Advisors SoCal
Pasadena,
California
| USD 211 M | +USD 8.19 M | +4% | 10% | 135% | 86 | 9.3% | 2.3 |
|
| 3691 |
3691
Retirement Capital Strategies
San Jose,
California
| USD 210 M | +USD 11.4 M | +6% | 4.49% | 59% | 54 | 1.85% | 1.9 |
|
| 3692 |
3692
Ostrum Asset Management
Paris,
France
| USD 210 M | +USD 10.5 M | +5% | 7.84% | 107% | 83 | 15.66% | 0.7 |
|
| 3693 |
3693
Sycomore Asset Management
Paris,
France
| USD 210 M | +USD 21.4 M | +11% | 7.57% | 163% | 42 | 35.71% | 0.7 |
|
| 3694 |
3694
IRON Financial
Northbrook,
Illinois
| USD 210 M | +USD 75.6 M | +56% | 3.45% | 60.6% | 127 | 28.35% | 1.7 |
|
| 3695 |
LCM
3695
Lionstone Capital Management
New York
| USD 210 M | -USD 4.99 M | -2% | 8.18% | 74.1% | 19 | 26.32% | 2.5 |
|
| 3696 |
3696
Spotlight Asset Group
Oakbrook Terrace,
Illinois
| USD 210 M | – | – | 7.42% | – | 128 | – | 0 |
|
| 3697 |
SHCM
3697
Shelter Haven Capital Management
Summit,
New Jersey
| USD 209 M | – | – | 19.9% | – | 9 | – | 0 |
|
| 3698 |
3698
Ecofin Advisors
London,
United Kingdom
| USD 209 M | -USD 11.4 M | -5% | 1.22% | 77% | 35 | 8.57% | 2 |
|
| 3699 |
3699
Biltmore Wealth Management
Tempe,
Arizona
| USD 209 M | +USD 4.27 M | +2% | 4.52% | 59.8% | 51 | 7.84% | 1.5 |
|
| 3700 |
3700
Certuity
North Palm Beach,
Florida
| USD 209 M | – | – | 9.37% | 197% | 194 | – | 0 |
|