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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4801 |
4801
Madrona Financial Services
Everett,
Washington
| USD 175 M | +USD 12.8 M | +8% | 5.64% | 85.1% | 86 | 24.42% | 2.6 |
|
| 4802 |
4802
Banco BTG Pactual
Rio De Janeiro,
Brazil
| USD 175 M | -USD 5.55 M | -3% | 0.3% | 137% | 195 | 68.21% | 0.2 |
|
| 4803 |
4803
HMS Capital Management
Nashville,
Tennessee
| USD 175 M | +USD 9.9 M | +6% | 7.96% | 140% | 121 | 24.79% | 2.3 |
|
| 4804 |
4804
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| USD 175 M | +USD 6.13 M | +4% | 6.65% | 44.1% | 50 | 20% | 0.8 |
|
| 4805 |
4805
Peterson Wealth Services
South Ogden,
Utah
| USD 175 M | +USD 33.5 M | +24% | 9.49% | 160% | 95 | 16.84% | 0.8 |
|
| 4806 |
4806
Eastover Investment Advisors
Charlotte,
North Carolina
| USD 175 M | +USD 14 M | +9% | 9.62% | 105% | 47 | 4.26% | 2.2 |
|
| 4807 |
4807
Adaptive Financial Consulting
Beachwood,
Ohio
| USD 174 M | +USD 14.7 M | +9% | 4.2% | 37% | 16 | 0% | 2.9 |
|
| 4808 |
4808
Daily Journal Corp
Los Angeles,
California
| USD 174 M | +USD 11 M | +7% | 7.04% | 109% | 5 | 20% | 7.2 |
|
| 4809 |
4809
DHJJ Financial Advisors
Naperville,
Illinois
| USD 174 M | +USD 3.12 M | +2% | 7.54% | 62.5% | 136 | 8.82% | 1.6 |
|
| 4810 |
AH
4810
Aviva Holdings
New Providence,
Bahamas
| USD 174 M | -USD 102 M | -37% | 34.4% | 36.5% | 5 | 20% | 3.8 |
|
| 4811 |
4811
Compass Advisory Group
Melville,
New York
| USD 174 M | -USD 4.07 M | -2% | 7.2% | 54.8% | 71 | 15.49% | 1.3 |
|
| 4812 |
4812
Game Creek Capital
Boston,
Massachusetts
| USD 174 M | +USD 9.6 M | +6% | 9.4% | 177% | 71 | 18.31% | 2.5 |
|
| 4813 |
4813
IRON Financial
Northbrook,
Illinois
| USD 174 M | -USD 7.94 M | -4% | 3.41% | 60.6% | 106 | 20.75% | 2.7 |
|
| 4814 |
CPA
4814
Capital Performance Advisors
Walnut Creek,
California
| USD 174 M | +USD 19.2 M | +12% | 10.1% | 77.1% | 54 | 20.37% | 0.8 |
|
| 4815 |
NERM
4815
New England Research & Management
Chicago,
Illinois
| USD 174 M | +USD 15.3 M | +10% | 11.1% | 65% | 180 | 28.33% | 3.3 |
|
| 4816 |
4816
Susquehanna Capital Management
Bala Cynwyd,
Pennsylvania
| USD 174 M | -USD 36.9 M | -17% | 8.1% | 40.8% | 2 | 0% | 1 |
|
| 4817 |
4817
Voce Capital Management
San Francisco,
California
| USD 174 M | +USD 20 M | +13% | 15.4% | 69.2% | 10 | 0% | 3.3 |
|
| 4818 |
4818
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| USD 174 M | +USD 19.2 M | +12% | 7.33% | 13.1% | 96 | 15.63% | 2.7 |
|
| 4819 |
4819
Wynnefield Capital
New York
| USD 174 M | -USD 15.7 M | -8% | 7.16% | 52.1% | 23 | 17.39% | 4 |
|
| 4820 |
4820
Lipe & Dalton
Syracuse,
New York
| USD 174 M | +USD 14.4 M | +9% | 13.2% | 101% | 107 | 11.21% | 4.7 |
|
| 4821 |
4821
Aegon USA Investment Management
Cedar Rapids,
Iowa
| USD 174 M | +USD 2.34 M | +1% | 3.29% | 44.9% | 49 | 16.33% | 1.7 |
|
| 4822 |
4822
Clarity Wealth Advisors
San Jose,
California
| USD 174 M | +USD 7.6 M | +5% | 6.17% | 94.1% | 71 | 18.31% | 2.2 |
|
| 4823 |
4823
Tejara Capital
London,
United Kingdom
| USD 174 M | – | – | 16.4% | 7.93% | 95 | – | 0 |
|
| 4824 |
4824
Harbour Investment Management
Edmonds,
Washington
| USD 174 M | +USD 13.8 M | +9% | 10.4% | 58.8% | 73 | 4.11% | 6.7 |
|
| 4825 |
ACM
4825
Aljian Capital Management
Carson City,
Nevada
| USD 173 M | -USD 8.68 M | -5% | 0.39% | 162% | 54 | 14.81% | 3.1 |
|