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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
TL
4451
TowerView LLC
New York
| USD 130 M | +USD 10.9 M | +9% | 8.32% | 16.3% | 28 | 35.71% | 2.9 |
|
| 4452 |
4452
Caprin Asset Management
Henrico,
Virginia
| USD 130 M | +USD 1.94 M | +2% | 2.77% | 7.87% | 20 | 0% | 3.2 |
|
| 4453 |
4453
New England Professional Planning Group
Westerly,
Rhode Island
| USD 129 M | +USD 21.6 M | +20% | 18.2% | 64.1% | 45 | 11.11% | 3.3 |
|
| 4454 |
FFG
4454
Fortem Financial Group
Palm Desert,
California
| USD 129 M | +USD 19.7 M | +18% | 21.3% | 183% | 160 | 37.5% | 0.9 |
|
| 4455 |
4455
Legacy Financial Strategies
Overland Park,
Kansas
| USD 129 M | +USD 24.2 M | +23% | 20.1% | 76.7% | 63 | 20.63% | 1.7 |
|
| 4456 |
CCM
4456
Castine Capital Management
Boston,
Massachusetts
| USD 129 M | -USD 53.5 M | -29% | 16.4% | 13.9% | 37 | 51.35% | 2.5 |
|
| 4457 |
4457
Detalus Advisors
St. Louis,
Missouri
| USD 129 M | +USD 20.6 M | +19% | 16.6% | 75.7% | 96 | 13.54% | 0.4 |
|
| 4458 |
4458
Cowbird Capital
New York
| USD 129 M | +USD 30.1 M | +30% | 54.4% | 21.3% | 12 | 50% | 0.6 |
|
| 4459 |
4459
Sterling Investment Management
Tucson,
Arizona
| USD 129 M | +USD 14.7 M | +13% | 11.2% | 45.3% | 66 | 16.67% | 3.1 |
|
| 4460 |
4460
Wealth CMT
Cherry Hill,
New Jersey
| USD 129 M | +USD 21.5 M | +20% | 17.6% | 25% | 19 | 0% | 0.4 |
|
| 4461 |
4461
Diametric Capital
Boston,
Massachusetts
| USD 129 M | +USD 46.8 M | +57% | 43.7% | 175% | 203 | 64.04% | 0.3 |
|
| 4462 |
4462
IMS Capital Management
Portland,
Oregon
| USD 129 M | +USD 30.7 M | +31% | 29.4% | 119% | 133 | 30.83% | 2.9 |
|
| 4463 |
4463
Karani Asset Management
New York
| USD 129 M | +USD 35.4 M | +38% | 43.3% | – | 64 | 26.56% | 0.4 |
|
| 4464 |
4464
Van Leeuwen & Company
Princeton,
New Jersey
| USD 129 M | +USD 24.7 M | +24% | 21.8% | 75.4% | 90 | 48.89% | 1 |
|
| 4465 |
4465
Oldfather Financial Services
Kearney,
Nebraska
| USD 129 M | +USD 23.6 M | +22% | 19.4% | 60.8% | 58 | 3.45% | 0.5 |
|
| 4466 |
4466
Kelly Financial Services
Braintree,
Massachusetts
| USD 129 M | +USD 47.8 M | +59% | 15.3% | 64.3% | 624 | 9.78% | 1 |
|
| 4467 |
EP
4467
Elkhorn Partners
Omaha,
Nebraska
| USD 129 M | +USD 8.15 M | +7% | 8.54% | 33.1% | 41 | 7.32% | 4.8 |
|
| 4468 |
4468
Pathway Capital Management
Irvine,
California
| USD 129 M | +USD 13.8 M | +12% | 70.3% | 659% | 4 | 75% | 0.5 |
|
| 4469 |
4469
Palmer Knight Company
Jacksonville,
Florida
| USD 129 M | +USD 24.6 M | +24% | 24.3% | 90.5% | 26 | 0% | 1.3 |
|
| 4470 |
WA1
4470
Wimmer Associates 1
Pasadena,
California
| USD 129 M | +USD 21.1 M | +20% | 20.4% | 92.7% | 104 | 9.62% | 3.6 |
|
| 4471 |
DI
4471
Disciplined Investments
Tulsa,
Oklahoma
| USD 129 M | +USD 23.4 M | +22% | 16% | 54.1% | 462 | 12.99% | 0.5 |
|
| 4472 |
4472
Polaris Venture Management Co V
Boston,
Massachusetts
| USD 128 M | +USD 18 M | +16% | 14.6% | 281% | 11 | 18.18% | 3.8 |
|
| 4473 |
4473
Lexington Partners
New York
| USD 128 M | -USD 43.9 M | -25% | 27.8% | 24.5% | 5 | 60% | 0.7 |
|
| 4474 |
4474
Ironwood Investment Management
Boston,
Massachusetts
| USD 128 M | +USD 28.5 M | +28% | 31% | 163% | 164 | 10.98% | 4.4 |
|
| 4475 |
4475
Harrington Investments
Napa,
California
| USD 128 M | +USD 21.6 M | +20% | 24.5% | 109% | 77 | 5.19% | 2.5 |
|