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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
Wela Strategies
Atlanta,
Georgia
| USD 157 M | +USD 19.2 M | +14% | 12.9% | 51.3% | 37 | 13.51% | 1.9 |
|
| 4102 |
4102
Jackson Grant Investment Advisers
Stamford,
Connecticut
| USD 157 M | +USD 21.6 M | +16% | 16.1% | 54.3% | 226 | 9.29% | 3.2 |
|
| 4103 |
4103
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| USD 157 M | +USD 60.1 M | +62% | 5.96% | 2.88% | 8 | 12.5% | 3.2 |
|
| 4104 |
MCA
4104
Mercer Capital Advisers
Little Silver,
New Jersey
| USD 157 M | +USD 21.6 M | +16% | 16.8% | 59.6% | 184 | 10.33% | 4.8 |
|
| 4105 |
SC
4105
Stralem & Co
New York
| USD 157 M | +USD 22.4 M | +17% | 19% | 25.5% | 121 | 6.61% | 1.4 |
|
| 4106 |
4106
Blueprint Investment Partners
Greensboro,
North Carolina
| USD 157 M | +USD 58.6 M | +60% | 13% | 91.9% | 39 | 41.03% | 0.3 |
|
| 4107 |
4107
Seven Springs Wealth Group
Brentwood,
Tennessee
| USD 157 M | +USD 15 M | +11% | 10.7% | 59.2% | 146 | 8.22% | 0.5 |
|
| 4108 |
AMC
4108
Asset Management Corp
Northbrook,
Illinois
| USD 157 M | +USD 45.2 M | +40% | 19.6% | 57.1% | 140 | 20% | 0.4 |
|
| 4109 |
4109
Cowen Investment Management
New York
| USD 157 M | -USD 17.6 M | -10% | 10.5% | 1.87% | 70 | 72.86% | 0.2 |
|
| 4110 |
4110
Brand Asset Management Group
Chesterfield,
Missouri
| USD 157 M | +USD 21.3 M | +16% | 19.4% | 70.2% | 280 | 15% | 1.6 |
|
| 4111 |
SCM
4111
SCW Capital Management
Dallas,
Texas
| USD 157 M | +USD 44.8 M | +40% | 22.7% | 179% | 9 | 22.22% | 1 |
|
| 4112 |
4112
Old North State Trust
Greensboro,
North Carolina
| USD 157 M | +USD 18.4 M | +13% | 12.1% | – | 136 | 26.47% | 1.5 |
|
| 4113 |
4113
Carrhae Capital
London,
United Kingdom
| USD 157 M | +USD 33.1 M | +27% | 29.9% | 182% | 14 | 71.43% | 0.6 |
|
| 4114 |
4114
General Equity Holdings
Brooklyn,
New York
| USD 156 M | +USD 3.1 M | +2% | 43.2% | 775% | 13 | 38.46% | 0.7 |
|
| 4115 |
WAM
4115
Westport Asset Management
Southport,
Connecticut
| USD 156 M | +USD 34.7 M | +29% | 37.4% | 64.2% | 76 | 5.26% | 3.4 |
|
| 4116 |
4116
Blue Grotto Capital
Atlanta,
Georgia
| USD 156 M | +USD 20.2 M | +15% | 52.4% | 296% | 36 | 52.78% | 0.3 |
|
| 4117 |
SLA
4117
Silver Lake Advisory
Cottonwood Heights,
Utah
| USD 156 M | +USD 20.2 M | +15% | 15.6% | 76.7% | 84 | 5.95% | 4.1 |
|
| 4118 |
4118
Astoria Strategic Wealth
Conroe,
Texas
| USD 156 M | +USD 26.2 M | +20% | 12% | 42.1% | 34 | 32.35% | 0.4 |
|
| 4119 |
4119
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| USD 156 M | +USD 39.5 M | +34% | 33.9% | 96.7% | 1 | 0% | 0.5 |
|
| 4120 |
BE
4120
Bonness Enterprises
Washington,
District of Columbia
| USD 156 M | +USD 17.7 M | +13% | 13.9% | 98.6% | 42 | 0% | 6.1 |
|
| 4121 |
4121
Conrad N. Hilton Foundation
Agoura Hills,
California
| USD 156 M | -USD 100 M | -39% | 16.2% | – | 4 | 0% | 2.1 |
|
| 4122 |
ACM
4122
Aljian Capital Management
Carson City,
Nevada
| USD 156 M | +USD 34.1 M | +28% | 33.1% | 162% | 49 | 24.49% | 1.2 |
|
| 4123 |
4123
Phoenician Capital
New York
| USD 156 M | +USD 108 M | +228% | 45% | 41.1% | 17 | 47.06% | 0.8 |
|
| 4124 |
4124
Sage Capital Advisors
Sioux Falls,
South Dakota
| USD 156 M | +USD 33.5 M | +27% | 19.7% | 105% | 105 | 16.19% | 1.8 |
|
| 4125 |
4125
Morgens Waterfall Vintiadis & Co
New York
| USD 156 M | +USD 48.9 M | +46% | 53.7% | 594% | 38 | 39.47% | 1.5 |
|