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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
5126
SWS Partners
Columbus,
Ohio
| USD 145 M | -USD 79.1 M | -35% | 6.39% | 127% | 121 | 38.84% | 1.6 |
|
| 5127 |
5127
Baron Financial Group
Fair Lawn,
New Jersey
| USD 145 M | +USD 20 M | +16% | 3.89% | 55.5% | 256 | 5.86% | 0.5 |
|
| 5128 |
5128
HBC Financial Services
Seattle,
Washington
| USD 145 M | +USD 16.1 M | +12% | 6.46% | 12.6% | 212 | 29.25% | 0.8 |
|
| 5129 |
5129
Arrow Investment Advisors
Laurel,
Maryland
| USD 145 M | +USD 3.69 M | +3% | 6.46% | 38.1% | 68 | 26.47% | 0.9 |
|
| 5130 |
LM
5130
Lasry Marc
| USD 145 M | -USD 118 M | -45% | 4.58% | 14.8% | 8 | 37.5% | 1.8 |
|
| 5131 |
5131
Harvey Partners
Tarrytown,
New York
| USD 145 M | +USD 946 k | +0.7% | 19.4% | 174% | 53 | 37.74% | 1.1 |
|
| 5132 |
5132
Westhampton Capital
Winston-Salem,
North Carolina
| USD 145 M | +USD 10.7 M | +8% | 5.94% | 105% | 111 | 9.01% | 1.5 |
|
| 5133 |
5133
Beaton Management Company
Haverhill,
Massachusetts
| USD 145 M | +USD 9.35 M | +7% | 7.64% | 110% | 129 | 2.33% | 2.7 |
|
| 5134 |
5134
Delphi Management Partners VIII
San Mateo,
California
| USD 145 M | -USD 7.34 M | -5% | 24.3% | – | 5 | 0% | 1.3 |
|
| 5135 |
5135
Costello Asset Management
Feasterville,
Pennsylvania
| USD 145 M | +USD 12.5 M | +9% | 6.5% | 81.5% | 266 | 13.91% | 0.9 |
|
| 5136 |
5136
Tandem Capital Management
Woodcliff Lake,
New Jersey
| USD 145 M | +USD 11.6 M | +9% | 7.47% | 128% | 87 | 12.64% | 1 |
|
| 5137 |
5137
CNB Bank
Clearfield,
Pennsylvania
| USD 145 M | +USD 12.1 M | +9% | 6.33% | 106% | 450 | 17.56% | 2.3 |
|
| 5138 |
5138
Treybourne Wealth Planners
Greenwood,
Indiana
| USD 144 M | +USD 5.46 M | +4% | 6.63% | – | 47 | 19.15% | 0.2 |
|
| 5139 |
5139
Cox Capital Management
Andover,
Massachusetts
| USD 144 M | +USD 13.1 M | +10% | 6.88% | 106% | 89 | 11.24% | 1.9 |
|
| 5140 |
5140
Coyle Financial Counsel
Glenview,
Illinois
| USD 144 M | +USD 7.95 M | +6% | 5.06% | 67.3% | 63 | 19.05% | 1.9 |
|
| 5141 |
5141
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| USD 144 M | +USD 12.6 M | +10% | 9.16% | 62.6% | 385 | 26.49% | 1 |
|
| 5142 |
5142
Bordeaux Wealth Advisors
Menlo Park,
California
| USD 144 M | +USD 11.1 M | +8% | 0.31% | 141% | 62 | 8.06% | 0.2 |
|
| 5143 |
SC
5143
Steph & Co
Marinette,
Wisconsin
| USD 144 M | +USD 13 M | +10% | 7.01% | 61.6% | 243 | 8.23% | 1.1 |
|
| 5144 |
5144
First Financial Corp
Terre Haute,
Indiana
| USD 144 M | +USD 8.43 M | +6% | 8.44% | 95.3% | 368 | 5.43% | 5 |
|
| 5145 |
5145
Axis Capital Holdings
Pembroke,
| USD 144 M | +USD 15 M | +12% | 5.87% | 76% | 3 | 0% | 4.3 |
|
| 5146 |
5146
Quaero Capital
Geneve,
Switzerland
| USD 144 M | +USD 9.7 M | +7% | 22.7% | 62.4% | 60 | 30% | 0.2 |
|
| 5147 |
TWS
5147
Thomas W. Smith
| USD 144 M | -USD 4.1 M | -3% | 22.4% | – | 8 | 0% | 5.9 |
|
| 5148 |
5148
Spreng Capital Management
Bucyrus,
Ohio
| USD 144 M | +USD 17.1 M | +14% | 6.4% | 84.4% | 105 | 13.33% | 1 |
|
| 5149 |
5149
Privium Fund Management (UK)
London,
United Kingdom
| USD 144 M | +USD 14 M | +11% | 13.3% | 34.4% | 90 | 84.44% | 0.1 |
|
| 5150 |
5150
Sunburst Financial Group
Vestavia Hills,
Alabama
| USD 144 M | +USD 10.8 M | +8% | 5.49% | 55.7% | 63 | 6.35% | 1.1 |
|