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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
3826
Stelac Advisory Services
New York
| USD 271 M | -USD 116 M | -30% | 6.37% | 84.9% | 276 | 26.45% | 1.6 |
|
| 3827 |
3827
Blue Grotto Capital
Atlanta,
Georgia
| USD 271 M | +USD 10.4 M | +4% | 15.1% | 296% | 27 | 44.44% | 0.6 |
|
| 3828 |
MCL
3828
MIK Capital LP
New York
| USD 271 M | +USD 26.9 M | +11% | 23.2% | – | 88 | 80.68% | 0.1 |
|
| 3829 |
3829
Muhlenkamp & Co
Wexford,
Pennsylvania
| USD 270 M | +USD 21.9 M | +9% | 13% | 107% | 38 | 15.79% | 2.8 |
|
| 3830 |
3830
13D Management
New York
| USD 270 M | +USD 28.1 M | +12% | 13.5% | 157% | 33 | 15.15% | 1.6 |
|
| 3831 |
3831
Buckley Wealth Management
Las Vegas,
Nevada
| USD 270 M | +USD 25.9 M | +11% | 7.51% | 88% | 131 | 12.98% | 2.4 |
|
| 3832 |
3832
Albar Capital
London,
United Kingdom
| USD 270 M | +USD 59 M | +28% | 24.6% | 163% | 33 | 72.73% | 0.2 |
|
| 3833 |
3833
3G Capital Partners
New York
| USD 269 M | +USD 150 M | +126% | 17.5% | 351% | 16 | 18.75% | 0.9 |
|
| 3834 |
3834
White Pine Investment Company
Livonia,
Michigan
| USD 269 M | +USD 22.4 M | +9% | 7.37% | 73.3% | 59 | 13.56% | 3.7 |
|
| 3835 |
3835
Summit Wealth & Retirement Planning
San Ramon,
California
| USD 269 M | +USD 5.44 M | +2% | 2.91% | 67.6% | 128 | 35.94% | 1.4 |
|
| 3836 |
3836
Zeal Asset Management
Central,
Hong Kong
| USD 269 M | -USD 244 M | -48% | 9.4% | 26.9% | 8 | 12.5% | 0.7 |
|
| 3837 |
3837
Doliver Advisors
Houston,
Texas
| USD 269 M | +USD 42.8 M | +19% | 13.1% | 92.3% | 158 | 29.75% | 1.6 |
|
| 3838 |
3838
NEPC LLC
Boston,
Massachusetts
| USD 269 M | +USD 94.4 M | +54% | 2.5% | 21.3% | 39 | 35.9% | 0.8 |
|
| 3839 |
3839
American Money Management
Rancho Santa Fe,
California
| USD 269 M | +USD 12.9 M | +5% | 7.75% | 65% | 91 | 12.09% | 3.4 |
|
| 3840 |
3840
FNY Investment Advisers
New York
| USD 268 M | -USD 98.4 M | -27% | 2.97% | 386% | 1,195 | 65.02% | 0.3 |
|
| 3841 |
3841
Keystone Financial Planning
Cleveland,
Ohio
| USD 268 M | +USD 27.2 M | +11% | 10.5% | 46% | 46 | 6.52% | 4.7 |
|
| 3842 |
3842
M. Kulyk & Associates
Decatur,
Georgia
| USD 268 M | +USD 87.6 M | +49% | 5.14% | 63.3% | 73 | 31.51% | 0.2 |
|
| 3843 |
3843
First Wilshire Securities Management
Pasadena,
California
| USD 268 M | +USD 19.3 M | +8% | 17.6% | 135% | 87 | 14.94% | 3.6 |
|
| 3844 |
3844
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| USD 268 M | +USD 22.2 M | +9% | 6.42% | 130% | 93 | 30.11% | 0.8 |
|
| 3845 |
FVCM
3845
F&V Capital Management
Boca Raton,
Florida
| USD 268 M | +USD 35.9 M | +15% | 15.3% | 123% | 65 | 15.38% | 4 |
|
| 3846 |
3846
Bullseye Asset Management
Denver,
Colorado
| USD 268 M | -USD 582 k | -0.2% | 6.78% | 81% | 110 | 27.27% | 0.8 |
|
| 3847 |
BCM
3847
Birmingham Capital Management
Birmingham,
Alabama
| USD 267 M | +USD 25.4 M | +10% | 13.1% | 103% | 102 | 2.94% | 5.9 |
|
| 3848 |
3848
Moerus Capital Management
New York
| USD 267 M | +USD 12 M | +5% | 14.4% | 220% | 13 | 0% | 2 |
|
| 3849 |
3849
SV Health Investors
Boston,
Massachusetts
| USD 267 M | +USD 59.4 M | +29% | 22.4% | 97.4% | 10 | 30% | 2.8 |
|
| 3850 |
3850
RP Management
New York
| USD 266 M | -USD 59.6 M | -18% | 17.4% | 208% | 5 | 0% | 1.9 |
|