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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 |
HIM
4101
Hotaling Investment Management
Wayne,
Pennsylvania
| USD 288 M | +USD 47.3 M | +20% | 12.9% | 52.6% | 138 | 16.67% | 1.8 |
|
| 4102 |
4102
AtonRa Partners
Geneva,
Switzerland
| USD 288 M | -USD 11.3 M | -4% | 0.63% | 49% | 117 | 3.42% | 0.8 |
|
| 4103 |
4103
TIFF Advisory Services
Radnor,
Pennsylvania
| USD 288 M | -USD 28 M | -9% | 2.84% | 84.2% | 18 | 33.33% | 1.3 |
|
| 4104 |
4104
Long Run Wealth Advisors
Lake Placid,
New York
| USD 288 M | – | – | 6.18% | 50.5% | 98 | – | 0 |
|
| 4105 |
4105
Stonebridge Capital Management
Los Angeles,
California
| USD 287 M | +USD 14.9 M | +5% | 11.2% | – | 104 | 6.73% | 6 |
|
| 4106 |
4106
TS Financial Group (TSFG)
Lake Forest,
Illinois
| USD 287 M | +USD 31.2 M | +12% | 11% | 81% | 946 | 8.25% | 2 |
|
| 4107 |
4107
Sharp Capital Gestora de Recursos
Rio De Janeiro,
Brazil
| USD 287 M | +USD 25.6 M | +10% | 16.9% | 61.4% | 20 | 55% | 0.3 |
|
| 4108 |
4108
Pacific Wealth Strategies Group
Santa Barbara,
California
| USD 287 M | +USD 17 M | +6% | 9.34% | 85.3% | 93 | 9.68% | 3 |
|
| 4109 |
4109
Wall Capital Group
Phoenix,
Arizona
| USD 287 M | -USD 6.21 M | -2% | 7.72% | – | 27 | 18.52% | 2.5 |
|
| 4110 |
4110
Muhlenkamp & Co
Wexford,
Pennsylvania
| USD 287 M | +USD 26.5 M | +10% | 13.3% | 128% | 35 | 8.57% | 3.2 |
|
| 4111 |
4111
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| USD 287 M | +USD 38.4 M | +15% | 16.9% | 137% | 38 | 0% | 5.7 |
|
| 4112 |
CAN
4112
Claraphi Advisory Network
Aliso Viejo,
United States
| USD 287 M | +USD 3.6 M | +1% | 9.54% | 88.3% | 341 | 28.74% | 1.7 |
|
| 4113 |
4113
Oak Management Corp
Wilton,
Connecticut
| USD 287 M | -USD 23.5 M | -8% | 29.2% | 96.4% | 4 | 50% | 0.1 |
|
| 4114 |
4114
Gramercy Funds Management
Greenwich,
Connecticut
| USD 287 M | -USD 2.7 M | -0.9% | 8.31% | 87.6% | 2 | 0% | 1.1 |
|
| 4115 |
4115
Ashburton (Jersey)
St Helier,
Jersey
| USD 286 M | +USD 14.8 M | +5% | 9.18% | – | 48 | 12.5% | 2.8 |
|
| 4116 |
4116
High Net Worth Advisory Group
Naples,
Florida
| USD 286 M | – | – | 9.76% | 75.7% | 694 | – | 0 |
|
| 4117 |
4117
Elgethun Capital Management
Sioux Falls,
South Dakota
| USD 286 M | -USD 3.44 M | -1% | 5.15% | 60.7% | 110 | 5.45% | 3.3 |
|
| 4118 |
4118
Ally Bridge Group
New York
| USD 286 M | -USD 54 M | -16% | 10.1% | 844% | 37 | 35.14% | 0.5 |
|
| 4119 |
4119
Avalon Global Asset Management
San Francisco,
California
| USD 286 M | -USD 336 M | -54% | 4.53% | 278% | 58 | 55.17% | 3.8 |
|
| 4120 |
ETI
4120
Enterprise Trust & Investment
Los Gatos,
California
| USD 286 M | +USD 38.9 M | +16% | 13.8% | 58.6% | 233 | 21.46% | 1.8 |
|
| 4121 |
4121
Enterprise Bank & Trust
Lowell,
Massachusetts
| USD 286 M | +USD 32.7 M | +13% | 10.4% | 65.9% | 97 | 3.09% | 2.1 |
|
| 4122 |
4122
Regatta Capital Group
El Segundo,
California
| USD 286 M | – | – | 7.91% | 78.1% | 184 | – | 0 |
|
| 4123 |
4123
AlphaMark Advisors
Ft. Wright,
Kentucky
| USD 286 M | +USD 9.37 M | +3% | 6.6% | 26.4% | 648 | 13.58% | 3.5 |
|
| 4124 |
4124
Northpond Ventures
Bethesda,
Maryland
| USD 286 M | – | – | 14.9% | 67.3% | 4 | – | 0 |
|
| 4125 |
4125
Ramius Advisors
New York
| USD 285 M | +USD 118 M | +70% | 9.24% | 187% | 433 | 62.82% | 0.2 |
|