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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6676 |
6676
Starfox Financial Services
The Woodlands,
Texas
| USD 118 M | +USD 9.8 M | +9% | 6.6% | – | 32 | 12.5% | 1.5 |
|
| 6677 |
6677
Pangea Capital Gestao de Recursos
Rio De Janeiro,
| USD 118 M | +USD 17.9 M | +18% | 17.9% | 54.4% | 3 | 0% | 1.3 |
|
| 6678 |
6678
Steinberg Asset Management
New York
| USD 118 M | +USD 4.61 M | +4% | 6.65% | 108% | 47 | 14.89% | 3.7 |
|
| 6679 |
6679
Clearfield Capital Management
New York
| USD 118 M | +USD 3.06 M | +3% | 9.68% | 421% | 14 | 42.86% | 0.4 |
|
| 6680 |
6680
Mount Vernon Associates
Baltimore,
Maryland
| USD 118 M | +USD 15.9 M | +16% | 11.8% | 136% | 54 | 5.56% | 7.1 |
|
| 6681 |
6681
Aegis Financial
Mc Lean,
Virginia
| USD 118 M | -USD 47.3 M | -29% | 2.87% | 226% | 32 | 18.75% | 2.4 |
|
| 6682 |
MCM
6682
Magnolia Capital Management
Cold Spring,
New York
| USD 118 M | +USD 8.16 M | +7% | 8.35% | 85.9% | 69 | 1.45% | 3.1 |
|
| 6683 |
6683
BCU Wealth Advisors
Vernon Hills,
Illinois
| USD 118 M | +USD 25.7 M | +28% | 6.67% | 57.7% | 49 | 28.57% | 0.2 |
|
| 6684 |
6684
Invera Wealth Advisors
Bend,
Oregon
| USD 118 M | -USD 42.1 M | -26% | 12% | 102% | 95 | 37.89% | 0.2 |
|
| 6685 |
6685
Channing Global Advisors
Miami,
Florida
| USD 118 M | -USD 10.4 M | -8% | 13.2% | 128% | 52 | 21.15% | 1.3 |
|
| 6686 |
6686
Clayton Partners
Berkeley,
California
| USD 118 M | -USD 5.77 M | -5% | 6.62% | 109% | 42 | 33.33% | 1.6 |
|
| 6687 |
NVIM
6687
New Vernon Investment Management
Highland Park,
Illinois
| USD 118 M | +USD 30.9 M | +36% | 19.1% | 83.1% | 39 | 15.38% | 3.6 |
|
| 6688 |
6688
Cascade Wealth Advisors
Wenatchee,
Washington
| USD 118 M | – | – | 6.2% | – | 49 | – | 0 |
|
| 6689 |
6689
Tevis Investment Management
Plano,
Texas
| USD 118 M | +USD 9.04 M | +8% | 8.71% | 69.1% | 92 | 7.61% | 1.7 |
|
| 6690 |
6690
Madrona Venture Group
Seattle,
Washington
| USD 117 M | -USD 310 M | -72% | 15% | 233% | 6 | 33.33% | 2.7 |
|
| 6691 |
LM
6691
Lasry Marc
| USD 117 M | +USD 49.7 M | +73% | 6.33% | 14.8% | 12 | 25% | 1.3 |
|
| 6692 |
6692
Schubert & Co
Mckinney,
Texas
| USD 117 M | +USD 6.93 M | +6% | 11.6% | 65.2% | 35 | 17.14% | 1.8 |
|
| 6693 |
MGM
6693
Miura Global Management
New York
| USD 117 M | -USD 61.6 M | -34% | 26.7% | 375% | 30 | 43.33% | 1.3 |
|
| 6694 |
AIM
6694
Aquila Investment Management
New York
| USD 117 M | +USD 1.63 M | +1% | 10.9% | 53.3% | 83 | 21.69% | 1.3 |
|
| 6695 |
6695
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
| USD 117 M | +USD 4.63 M | +4% | 3.79% | – | 100 | 19% | 0.2 |
|
| 6696 |
6696
Addis & Hill
Wayne,
Pennsylvania
| USD 117 M | +USD 4.69 M | +4% | 6.76% | 65.1% | 28 | 21.43% | 0.2 |
|
| 6697 |
6697
Cultivar Capital
Denton,
Texas
| USD 117 M | +USD 3.44 M | +3% | 2.03% | 38.3% | 31 | 3.23% | 0.2 |
|
| 6698 |
6698
Providence Wealth Advisors
Frankfort,
Illinois
| USD 117 M | +USD 6.4 M | +6% | 15% | 121% | 85 | 11.76% | 4 |
|
| 6699 |
SFC
6699
Sprinkle Financial Consultants
Littleton,
Colorado
| USD 117 M | +USD 18.9 M | +19% | 7.63% | 64.1% | 68 | 19.12% | 0.2 |
|
| 6700 |
6700
Arrow Investment Advisors
Laurel,
Maryland
| USD 117 M | +USD 1.26 M | +1% | 4.92% | 38.1% | 59 | 30.51% | 1.1 |
|