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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4576 |
4576
Lagoda Investment Management
New York
| USD 201 M | -USD 13.9 M | -6% | 6.5% | 250% | 39 | 2.56% | 3.8 |
|
| 4577 |
4577
Shoker Investment Counsel
Oxford,
Ohio
| USD 201 M | +USD 239 k | +0.1% | 1.13% | 88.9% | 99 | 8.08% | 4.3 |
|
| 4578 |
4578
Spotlight Asset Group
Oakbrook Terrace,
Illinois
| USD 201 M | -USD 59 M | -23% | 0.96% | – | 134 | 14.93% | 1.4 |
|
| 4579 |
SRAM
4579
Spouting Rock Asset Management
Bryn Mawr,
Pennsylvania
| USD 201 M | -USD 125 M | -38% | 0.16% | 74.7% | 223 | 63.23% | 0.8 |
|
| 4580 |
KCM
4580
Knoll Capital Management
Miami,
Florida
| USD 201 M | +USD 9.03 M | +5% | 19.6% | 258% | 43 | 9.3% | 1.6 |
|
| 4581 |
4581
GSI Capital Advisors
Newport Beach,
California
| USD 200 M | -USD 16.4 M | -8% | 0.11% | 41.1% | 35 | 37.14% | 1.1 |
|
| 4582 |
4582
Stoneridge Investment Partners
Radnor,
Pennsylvania
| USD 200 M | -USD 5.3 M | -3% | 2.68% | 44.2% | 138 | 44.2% | 1.3 |
|
| 4583 |
4583
United Fire Group
Cedar Rapids,
Iowa
| USD 200 M | +USD 4 M | +2% | 1.31% | 27.4% | 52 | 7.69% | 6.7 |
|
| 4584 |
4584
Blueprint Investment Partners
Greensboro,
North Carolina
| USD 200 M | +USD 75.2 M | +60% | 0.14% | 91.9% | 183 | 60.66% | 0.4 |
|
| 4585 |
CP
4585
CPV Partners
Stamford,
Connecticut
| USD 200 M | -USD 56.8 M | -22% | 17.8% | 105% | 4 | 25% | 1.4 |
|
| 4586 |
WPEP
4586
Walnut Private Equity Partners
Omaha,
Nebraska
| USD 200 M | +USD 8.41 M | +4% | 4.73% | 48% | 17 | 0% | 5.1 |
|
| 4587 |
4587
Moseley Investment Management
Bradenton,
Florida
| USD 200 M | -USD 3.04 M | -1% | 1.42% | 96.6% | 182 | 8.79% | 1.6 |
|
| 4588 |
4588
Prudent Investors Network
Lake Forest,
California
| USD 200 M | +USD 2.61 M | +1% | 0.77% | – | 35 | 11.43% | 1.1 |
|
| 4589 |
4589
PRW Wealth Management
Quincy,
Massachusetts
| USD 200 M | -USD 141 M | -41% | 1.57% | 42.3% | 311 | 87.14% | 0.7 |
|
| 4590 |
4590
Turiya Advisors Asia
Hong Kong
| USD 200 M | -USD 228 M | -53% | 6.95% | 188% | 7 | 57.14% | 0.4 |
|
| 4591 |
4591
FSB Premier Wealth Management
Waterloo,
Iowa
| USD 200 M | +USD 4.27 M | +2% | 0.99% | 61% | 109 | 11.93% | 0.6 |
|
| 4592 |
AMC
4592
Asset Management Corp
Northbrook,
Illinois
| USD 199 M | +USD 25.4 M | +15% | 2.41% | 57.1% | 208 | 24.04% | 1 |
|
| 4593 |
4593
Round Hill Asset Management
Pasadena,
California
| USD 199 M | -USD 4.73 M | -2% | 0.58% | 51.6% | 58 | 0% | 3.7 |
|
| 4594 |
4594
Cape Ann Asset Management
London,
United Kingdom
| USD 199 M | -USD 16.4 M | -8% | 1.11% | 244% | 9 | 0% | 1.3 |
|
| 4595 |
4595
Sound Financial Strategies Group
Madison,
Mississippi
| USD 199 M | -USD 1.53 M | -0.8% | 0.71% | 27.1% | 87 | 6.9% | 0.7 |
|
| 4596 |
4596
First Bankers Trust
Louisville,
Kentucky
| USD 199 M | -USD 6.41 M | -3% | 0.47% | 89.6% | 118 | 5.08% | 5.7 |
|
| 4597 |
4597
American Securities
New York
| USD 199 M | -USD 38.1 M | -16% | 16.1% | – | 1 | 0% | 4.8 |
|
| 4598 |
ITIM
4598
Indiana Trust & Investment Management
Mishawaka,
Indiana
| USD 199 M | +USD 16.2 M | +9% | 0.84% | 114% | 124 | 14.52% | 6 |
|
| 4599 |
4599
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| USD 199 M | +USD 469 k | +0.2% | 0.96% | 13% | 52 | 13.46% | 3.5 |
|
| 4600 |
FP
4600
Financial Perspectives
Minneapolis,
Minnesota
| USD 199 M | -USD 6.94 M | -3% | 0.56% | 104% | 670 | 7.01% | 1.4 |
|