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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5776 |
5776
Provident Wealth Management
Brentwood,
Tennessee
| USD 90.4 M | +USD 4.26 M | +5% | 8.16% | 61.1% | 77 | 32.47% | 0.8 |
|
| 5777 |
5777
Lesa Sroufe & Co
Seattle,
Washington
| USD 90 M | +USD 6.36 M | +8% | 11.3% | – | 75 | 17.33% | 3.4 |
|
| 5778 |
5778
Boundary Creek Advisors
New York
| USD 90 M | – | – | 12.3% | 15% | 13 | – | 0 |
|
| 5779 |
GBA
5779
Garrison Bradford & Associates
New York
| USD 89.7 M | +USD 7.62 M | +9% | 6.13% | 62.2% | 55 | 9.09% | 4.2 |
|
| 5780 |
5780
W.L. Ross & Co
Dallas,
Texas
| USD 89.7 M | +USD 30.1 M | +51% | 50.6% | – | 1 | 0% | 1.3 |
|
| 5781 |
5781
Riverview Trust Company
Vancouver,
Washington
| USD 89.6 M | -USD 797 k | -0.9% | 6.69% | 87.6% | 225 | 1.33% | 2.1 |
|
| 5782 |
5782
Lead Edge Capital Management
New York
| USD 89.6 M | +USD 9 M | +11% | 7.59% | 20.2% | 4 | 75% | 0.2 |
|
| 5783 |
5783
Credit Capital Investments
Livingston,
New Jersey
| USD 89.1 M | +USD 11.7 M | +15% | 13.6% | 500% | 32 | 28.13% | 1.1 |
|
| 5784 |
5784
Oppenheimer & Close
New York
| USD 88.8 M | -USD 3.5 M | -4% | 11.4% | 148% | 52 | 15.38% | 3.6 |
|
| 5785 |
5785
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| USD 88.5 M | -USD 24.7 M | -22% | 6.75% | 32% | 87 | 28.74% | 0.6 |
|
| 5786 |
TI
5786
Telemetry Investments
New York
| USD 88.5 M | +USD 29.3 M | +49% | 7.48% | 77.4% | 152 | 58.55% | 0.5 |
|
| 5787 |
5787
Indie Asset Partners
Carmel,
Indiana
| USD 87.9 M | +USD 1.96 M | +2% | 6.7% | 119% | 128 | 21.88% | 0.8 |
|
| 5788 |
5788
Mayar Capital
London,
United Kingdom
| USD 87.8 M | – | – | 11.6% | 14.7% | 13 | – | 0 |
|
| 5789 |
5789
Relaxing Retirement Coach
Wellesley,
Massachusetts
| USD 87.5 M | -USD 4.01 M | -4% | 6.88% | 28.6% | 46 | 10.87% | 2.8 |
|
| 5790 |
5790
MU Investments Company
Tokyo,
Japan
| USD 87.4 M | -USD 24.7 M | -22% | 5.84% | 40.4% | 24 | 0% | 4.2 |
|
| 5791 |
5791
Alpha DNA Investment Management
Columbia,
Maryland
| USD 87 M | -USD 6.82 M | -7% | 13.6% | 134% | 838 | 33.65% | 0.2 |
|
| 5792 |
5792
Future Financial Wealth Management
Cincinnati,
Ohio
| USD 87 M | +USD 292 k | +0.3% | 6.84% | 65.2% | 133 | 22.56% | 0.2 |
|
| 5793 |
5793
Mayo Clinic
Rochester,
Minnesota
| USD 86.9 M | +USD 3.74 M | +5% | 17.1% | – | 10 | 30% | 0.9 |
|
| 5794 |
ARIS
5794
Advanced Research Investment Solutions
Los Angeles,
California
| USD 86.4 M | +USD 19.6 M | +29% | 4.08% | 13.1% | 71 | 7.04% | 0.5 |
|
| 5795 |
5795
Marathon Asset Management (New York)
New York
| USD 86.1 M | +USD 35.4 M | +70% | 4.04% | 490% | 26 | 76.92% | 0.5 |
|
| 5796 |
5796
DCM Hybrid RMB Fund International
Menlo Park,
California
| USD 85.8 M | – | – | 14.2% | – | 2 | – | 4.3 |
|
| 5797 |
5797
Freestate Advisors
Overland Park,
Kansas
| USD 85.7 M | -USD 8.16 M | -9% | 3.45% | – | 12 | 75% | 0.2 |
|
| 5798 |
5798
Steinberg Asset Management
New York
| USD 85.3 M | +USD 3.79 M | +5% | 7.39% | 108% | 34 | 14.71% | 3.4 |
|
| 5799 |
5799
Goodwin Investment Advisory
Woodstock,
Georgia
| USD 85 M | +USD 3.25 M | +4% | 6.52% | 60.8% | 153 | 47.06% | 0.1 |
|
| 5800 |
WGA
5800
Weather Gauge Advisory
Williamsburg,
Virginia
| USD 84.8 M | -USD 1.36 M | -2% | 7.9% | 39.9% | 82 | 6.1% | 2.1 |
|