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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
3876
Caldera Capital
Dallas,
Texas
| USD 157 M | +USD 46.5 M | +42% | 23.6% | 84.5% | 24 | 45.83% | 0.6 |
|
| 3877 |
3877
Prentiss Smith & Co
Brattleboro,
Vermont
| USD 157 M | -USD 1.52 M | -1% | 14.9% | 67.4% | 66 | 15.15% | 4 |
|
| 3878 |
3878
WealthBridge Capital Management
Westerville,
Ohio
| USD 157 M | +USD 25.8 M | +20% | 13.1% | 89.4% | 1,120 | 20.54% | 0.2 |
|
| 3879 |
3879
Bellecapital
Zurich,
Switzerland
| USD 157 M | +USD 16.9 M | +12% | 14.2% | 152% | 125 | 24% | 1.5 |
|
| 3880 |
3880
Forefront Analytics
West Conshohocken,
Pennsylvania
| USD 157 M | -USD 23.5 M | -13% | 8.23% | 50.9% | 42 | 4.76% | 1.1 |
|
| 3881 |
3881
Cooper/Haims Advisors
Victor,
New York
| USD 157 M | +USD 12.2 M | +8% | 10.7% | 58.8% | 62 | 12.9% | 1 |
|
| 3882 |
3882
Quilter Investors
London,
United Kingdom
| USD 157 M | +USD 8.81 M | +6% | 14.7% | – | 21 | 0% | 0.3 |
|
| 3883 |
SM
3883
Saya Management
New York
| USD 157 M | -USD 5.32 M | -3% | 18.4% | 34.8% | 15 | 66.67% | 0.5 |
|
| 3884 |
3884
Courant Investment Management
Franklin,
Tennessee
| USD 157 M | +USD 19 M | +14% | 9.2% | 35.2% | 13 | 7.69% | 1.4 |
|
| 3885 |
3885
Bedel Financial Consulting
Indianapolis,
Indiana
| USD 157 M | +USD 17.8 M | +13% | 12.3% | 97.4% | 748 | 6.95% | 0.9 |
|
| 3886 |
3886
North Run Capital
Boston,
Massachusetts
| USD 157 M | +USD 23.8 M | +18% | 21.5% | 19.4% | 28 | 53.57% | 1 |
|
| 3887 |
1C
3887
1060 Capital
Denver,
Colorado
| USD 157 M | -USD 60.4 M | -28% | 17.7% | 301% | 33 | 78.79% | 0.1 |
|
| 3888 |
PGF
3888
Pelham Global Financials
London,
United Kingdom
| USD 157 M | +USD 1.18 M | +0.8% | 42.5% | 24.5% | 9 | 22.22% | 0.9 |
|
| 3889 |
3889
Parisi Gray Wealth Management
Mendham,
New Jersey
| USD 157 M | +USD 8.98 M | +6% | 13.9% | 137% | 601 | 15.31% | 1.1 |
|
| 3890 |
3890
Neumann Capital Management
Foster City,
California
| USD 156 M | +USD 23.6 M | +18% | 12.1% | 89.9% | 73 | 4.11% | 3.7 |
|
| 3891 |
3891
Totem Point Management
New York
| USD 156 M | +USD 23.1 M | +17% | 29.2% | 577% | 19 | 31.58% | 0.2 |
|
| 3892 |
3892
Ellenbecker Investment Group
Waukesha,
Wisconsin
| USD 156 M | +USD 27.7 M | +22% | 11.4% | 56.3% | 55 | 12.73% | 1 |
|
| 3893 |
3893
HHM Wealth Advisors
Chattanooga,
Tennessee
| USD 156 M | +USD 19.9 M | +15% | 12.6% | 70.6% | 74 | 17.57% | 0.2 |
|
| 3894 |
3894
Kingfisher Capital
Charlotte,
North Carolina
| USD 156 M | +USD 15.7 M | +11% | 11.2% | 58.5% | 140 | 19.29% | 2.8 |
|
| 3895 |
3895
Quantinno Capital Management
New York
| USD 156 M | +USD 33.3 M | +27% | 19% | 119% | 506 | 61.86% | 0.1 |
|
| 3896 |
RCM
3896
RVB Capital Management
Great Neck,
New York
| USD 156 M | +USD 12.4 M | +9% | 15.7% | 10.4% | 51 | 56.86% | 0.4 |
|
| 3897 |
3897
Sage Capital Advisors
Sioux Falls,
South Dakota
| USD 156 M | +USD 23 M | +17% | 11.6% | 105% | 100 | 21% | 1.2 |
|
| 3898 |
3898
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| USD 156 M | +USD 20.1 M | +15% | 12.6% | 68% | 69 | 20.29% | 1.3 |
|
| 3899 |
3899
North Peak Capital Management
New York
| USD 155 M | +USD 36.2 M | +30% | 33.8% | 301% | 15 | 53.33% | 0.2 |
|
| 3900 |
3900
Schoolcraft Capital
Boulder,
Colorado
| USD 155 M | – | – | 12.7% | 58.7% | 45 | – | 0 |
|