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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6651 |
6651
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| USD 176 M | +USD 10.5 M | +6% | 2.12% | 88.8% | 8 | 25% | 2.7 |
|
| 6652 |
6652
SummerHaven Investment Management
Stamford,
Connecticut
| USD 176 M | +USD 4.52 M | +3% | 8.69% | 150% | 198 | 3.03% | 1.2 |
|
| 6653 |
6653
Swisher Financial Concepts
Westerville,
Ohio
| USD 176 M | +USD 9.31 M | +6% | 2.67% | – | 100 | 15% | 1.2 |
|
| 6654 |
6654
EJF Capital
Arlington,
Virginia
| USD 176 M | +USD 3.91 M | +2% | 7.94% | 127% | 83 | 20.48% | 2.2 |
|
| 6655 |
MCS
6655
Mercuria Capital Strategies
Houston,
Texas
| USD 176 M | +USD 100 M | +132% | 3.26% | – | 35 | 91.43% | 0.1 |
|
| 6656 |
WFG
6656
Wormser Freres Gestion
Paris,
France
| USD 176 M | -USD 3.78 M | -2% | 4.12% | 67.4% | 49 | 10.2% | 1.7 |
|
| 6657 |
6657
Ausbil Investment Management
Sydney,
Australia
| USD 176 M | -USD 11.6 M | -6% | 2.88% | 115% | 78 | 23.08% | 1.2 |
|
| 6658 |
6658
Burrus Financial Services
Salt Lake City,
Utah
| USD 176 M | -USD 42.1 M | -19% | 1.1% | 31.3% | 15 | 53.33% | 1.7 |
|
| 6659 |
MG
6659
McHugh Group
Bratenahl,
Ohio
| USD 176 M | +USD 8.61 M | +5% | 3.45% | – | 83 | 9.64% | 0.8 |
|
| 6660 |
6660
Strategic Financial Planning
Plano,
Texas
| USD 176 M | +USD 3.18 M | +2% | 0.8% | 47.5% | 39 | 2.56% | 4.5 |
|
| 6661 |
6661
Archon Capital Management
Seattle,
Washington
| USD 176 M | +USD 7.86 M | +5% | 12.9% | 222% | 57 | 35.09% | 1.2 |
|
| 6662 |
6662
Ehrlich Financial Group
Laguna Niguel,
California
| USD 176 M | +USD 7.24 M | +4% | 2.18% | 56.2% | 121 | 18.18% | 1.3 |
|
| 6663 |
6663
Golden Road Advisors
Tampa,
Florida
| USD 176 M | +USD 2.86 M | +2% | 2.27% | – | 55 | 14.55% | 1.5 |
|
| 6664 |
6664
Gridiron Partners
Wexford,
Pennsylvania
| USD 176 M | -USD 462 k | -0.3% | 0.19% | 15.5% | 67 | 11.94% | 2 |
|
| 6665 |
6665
Gross & Hartman Investments
Leola,
Pennsylvania
| USD 175 M | – | – | 1.27% | – | 71 | – | 0 |
|
| 6666 |
6666
Birch Financial Group
Keene,
New Hampshire
| USD 175 M | +USD 5.59 M | +3% | 2.31% | – | 147 | 19.05% | 0.7 |
|
| 6667 |
6667
Teca Partners
Austin,
Texas
| USD 175 M | +USD 16.8 M | +11% | 1.5% | 66% | 14 | 35.71% | 1.1 |
|
| 6668 |
TDB
6668
Thompson David Blair
| USD 175 M | – | – | 2.19% | – | 172 | – | 0.5 |
|
| 6669 |
6669
Echo45 Advisors
Walnut Creek,
California
| USD 175 M | +USD 4.65 M | +3% | 1.31% | 53.6% | 76 | 26.32% | 2 |
|
| 6670 |
6670
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| USD 175 M | +USD 809 k | +0.5% | 1.44% | 61.1% | 139 | 10.79% | 6.4 |
|
| 6671 |
6671
Kellett Wealth Advisors
Cincinnati,
Ohio
| USD 175 M | +USD 9.37 M | +6% | 2.21% | 76.3% | 84 | 15.48% | 2.2 |
|
| 6672 |
6672
Lepercq De Neuflize Asset Management
New York
| USD 175 M | +USD 1.6 M | +0.9% | 2.45% | – | 19 | 63.16% | 0.3 |
|
| 6673 |
QAM
6673
QSM Asset Management
London,
United Kingdom
| USD 175 M | +USD 34.8 M | +25% | 3.11% | – | 22 | 13.64% | 0.7 |
|
| 6674 |
6674
LAM Group
Lake Oswego,
Oregon
| USD 175 M | +USD 13.4 M | +8% | 2.76% | 61.8% | 75 | 5.33% | 2.7 |
|
| 6675 |
6675
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| USD 175 M | +USD 4.07 M | +2% | 2.49% | 70.9% | 506 | 2.37% | 0.5 |
|