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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
3801
Bard Associates
Chicago,
Illinois
| USD 253 M | +USD 64.8 M | +34% | 48.1% | 247% | 162 | 11.73% | 4.6 |
|
| 3802 |
3802
Broadleaf Partners
Hudson,
Ohio
| USD 253 M | +USD 26.3 M | +12% | 11.9% | 180% | 67 | 5.97% | 2.1 |
|
| 3803 |
3803
Sage Rhino Capital
Menlo Park,
California
| USD 253 M | +USD 46.2 M | +22% | 17.4% | 93.9% | 184 | 11.41% | 1.3 |
|
| 3804 |
H2CM
3804
H/2 Credit Manager
Stamford,
Connecticut
| USD 253 M | – | – | 34.9% | 97.4% | 11 | – | 0 |
|
| 3805 |
3805
Kelly Lawrence W & Associates
Pasadens,
California
| USD 253 M | -USD 83 M | -25% | 16% | 123% | 128 | 24.22% | 4.6 |
|
| 3806 |
3806
Bronson Point Management
Fairfield,
Connecticut
| USD 253 M | +USD 128 M | +103% | 30.8% | 7.56% | 53 | 54.72% | 0.3 |
|
| 3807 |
3807
MBL Wealth
Charlotte,
North Carolina
| USD 253 M | – | – | 10.8% | 52.7% | 124 | – | 0 |
|
| 3808 |
3808
AH Equity Partners III (Parallel)
Menlo Park,
California
| USD 253 M | +USD 79 M | +45% | 75.5% | 33.1% | 2 | 50% | 0.9 |
|
| 3809 |
3809
Triangle Securities Wealth Management
Raleigh,
North Carolina
| USD 253 M | +USD 31.3 M | +14% | 15.4% | 83.6% | 170 | 7.65% | 4.2 |
|
| 3810 |
3810
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| USD 252 M | +USD 25.1 M | +11% | 13.1% | 74% | 72 | 5.56% | 4 |
|
| 3811 |
3811
NKCFO LLC
Geneva,
Illinois
| USD 252 M | +USD 22 M | +10% | 7.91% | 237% | 137 | 45.99% | 0.6 |
|
| 3812 |
3812
American Assets Inc
San Diego,
California
| USD 252 M | +USD 54.1 M | +27% | 21.7% | 49.9% | 12 | 50% | 1.8 |
|
| 3813 |
3813
First PREMIER Bank
Sioux Falls,
South Dakota
| USD 252 M | +USD 25.1 M | +11% | 11.1% | 63% | 335 | 8.06% | 3 |
|
| 3814 |
3814
Poehling Capital Management
Madison,
Wisconsin
| USD 252 M | +USD 57.3 M | +29% | 19.7% | 83% | 139 | 23.02% | 1.4 |
|
| 3815 |
3815
WESPAC Advisors SoCal
Pasadena,
California
| USD 252 M | +USD 41.9 M | +20% | 9.06% | 135% | 82 | 19.51% | 2.5 |
|
| 3816 |
3816
Oakcliff Capital Partners
New York
| USD 252 M | +USD 21 M | +9% | 28.1% | 133% | 12 | 25% | 2.5 |
|
| 3817 |
3817
Siena Capital Partners
Chicago,
Illinois
| USD 252 M | +USD 53.4 M | +27% | 14.5% | 42.5% | 115 | 6.09% | 1.8 |
|
| 3818 |
3818
Day & Ennis
Macon,
Georgia
| USD 252 M | +USD 22 M | +10% | 8.72% | 15.2% | 112 | 10.71% | 2.6 |
|
| 3819 |
3819
Stone Run Capital
New York
| USD 252 M | +USD 32.9 M | +15% | 14.6% | 77.8% | 62 | 4.84% | 5.3 |
|
| 3820 |
3820
Union Square Park Capital Management
New York
| USD 252 M | – | – | 51.6% | 75.8% | 79 | – | 0 |
|
| 3821 |
3821
Farmers National Bank
Danville,
Kentucky
| USD 251 M | – | – | 11% | – | 142 | – | 4.1 |
|
| 3822 |
3822
Fulcrum Equity Management
Plano,
Texas
| USD 251 M | +USD 35.1 M | +16% | 18% | 116% | 181 | 35.91% | 0.6 |
|
| 3823 |
3823
Ibex Investors
Denver,
Colorado
| USD 251 M | +USD 60.8 M | +32% | 33.8% | 1.71% | 64 | 64.06% | 0.6 |
|
| 3824 |
3824
American National Registered Investment Advisor
Galveston,
Texas
| USD 251 M | +USD 31.9 M | +15% | 14.1% | 95.8% | 224 | 4.91% | 4.9 |
|
| 3825 |
3825
Newfleet Asset Management
Hartford,
Connecticut
| USD 251 M | – | – | 4.13% | – | 11 | – | 0 |
|