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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
Peak Financial Management
Wellesley,
Massachusetts
| USD 334 M | +USD 16.7 k | +0% | 0.46% | 58.2% | 108 | 21.3% | 4 |
|
| 4102 |
RIM
4102
Rovida Investment Management
Grand Cayman,
Cayman Islands
| USD 334 M | +USD 14 M | +4% | 4% | – | 19 | 15.79% | 0.2 |
|
| 4103 |
4103
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| USD 334 M | -USD 10.5 M | -3% | 3.04% | 26.4% | 1 | 0% | 5.5 |
|
| 4104 |
4104
Mach-1 Financial Group
Rogers,
Arkansas
| USD 334 M | +USD 278 M | +501% | 0.94% | 85.3% | 256 | 84.77% | 0.4 |
|
| 4105 |
4105
Old Mission Investment Co
Traverse City,
Michigan
| USD 333 M | -USD 2.45 M | -0.7% | 1.71% | 82% | 125 | 6.4% | 3.8 |
|
| 4106 |
4106
Bridge City Capital
Lake Oswego,
Oregon
| USD 333 M | -USD 41.9 M | -11% | 7.85% | 120% | 111 | 8.11% | 4.2 |
|
| 4107 |
4107
LongView Wealth Management
Atlanta,
Georgia
| USD 333 M | +USD 5.3 M | +2% | 0.87% | 60.8% | 212 | 9.43% | 1.1 |
|
| 4108 |
4108
Proem Advisors
Dallas,
Texas
| USD 333 M | -USD 42.2 M | -11% | 5.84% | – | 45 | 53.33% | 0.7 |
|
| 4109 |
4109
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| USD 333 M | -USD 30.9 M | -8% | 6.38% | 137% | 38 | 5.26% | 8 |
|
| 4110 |
4110
Mattson Financial Services
Kentwood,
Michigan
| USD 333 M | +USD 18.1 M | +6% | 2.18% | – | 444 | 47.3% | 0.5 |
|
| 4111 |
4111
Delta Air Lines
Atlanta,
Georgia
| USD 332 M | -USD 192 M | -37% | 36.2% | 40.7% | 2 | 0% | 2.8 |
|
| 4112 |
4112
Boxer Capital Management
San Diego,
California
| USD 332 M | -USD 842 M | -72% | 6.27% | – | 62 | 58.06% | 0.2 |
|
| 4113 |
4113
ETF Portfolio Partners
Leawood,
Kansas
| USD 332 M | -USD 694 k | -0.2% | 1.67% | 50.2% | 64 | 15.63% | 4 |
|
| 4114 |
4114
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| USD 332 M | +USD 1.11 M | +0.3% | 0.09% | 92% | 153 | 4.58% | 4.9 |
|
| 4115 |
4115
Weaver Consulting Group
Huntington Beach,
California
| USD 332 M | +USD 6.9 M | +2% | 0.93% | 56.4% | 231 | 8.66% | 3.4 |
|
| 4116 |
4116
Keating Investment Counselors
Delray Beach,
Florida
| USD 332 M | +USD 11.4 M | +4% | 6.54% | 50% | 69 | 8.7% | 6.4 |
|
| 4117 |
4117
Palo Duro Investment Partners
Chicago,
Illinois
| USD 331 M | -USD 11.3 M | -3% | 5.67% | 62.8% | 24 | 37.5% | 0.7 |
|
| 4118 |
4118
Nikulski Financial
Bettendorf,
Iowa
| USD 331 M | -USD 9.33 M | -3% | 2.79% | 107% | 140 | 7.14% | 4 |
|
| 4119 |
4119
Apeiron RIA
Dallas,
Texas
| USD 331 M | -USD 26.7 M | -7% | 0.33% | 68.5% | 217 | 13.82% | 2.1 |
|
| 4120 |
4120
Steamboat Capital Partners
Rye,
New York
| USD 331 M | +USD 6.85 M | +2% | 1.12% | 280% | 60 | 15% | 1.8 |
|
| 4121 |
4121
Whitcomb & Hess
Ashland,
Ohio
| USD 330 M | +USD 6.46 M | +2% | 2.31% | 54% | 57 | 8.77% | 2.5 |
|
| 4122 |
4122
Wakefield Asset Management
Englewood,
Colorado
| USD 330 M | +USD 33.9 M | +11% | 3.06% | 147% | 234 | 54.7% | 1 |
|
| 4123 |
4123
G2 Capital Management
Columbus,
Ohio
| USD 330 M | -USD 9.06 M | -3% | 2.97% | 55.1% | 65 | 6.15% | 2.2 |
|
| 4124 |
4124
Beacon Financial Advisory
Cleveland,
Ohio
| USD 330 M | +USD 22.6 M | +7% | 1.24% | 76.8% | 340 | 15.29% | 2.3 |
|
| 4125 |
4125
Radcliff Management
New York
| USD 330 M | +USD 65.3 M | +25% | 24.7% | 47.6% | 1 | 0% | 3.3 |
|