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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7001 |
7001
Oakview Capital Management
Dallas,
Texas
| USD 95.9 M | -USD 144 M | -60% | 3.51% | 21.2% | 15 | 0% | 2.8 |
|
| 7002 |
PWM
7002
Pinnacle Wealth Management
Roseville,
California
| USD 95.9 M | +USD 8.43 M | +10% | 21.3% | 194% | 47 | 40.43% | 0.7 |
|
| 7003 |
7003
Moulton Wealth Management
Spokane,
Washington
| USD 95.4 M | +USD 17.5 M | +22% | 3.5% | 47.8% | 27 | 37.04% | 1.3 |
|
| 7004 |
7004
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| USD 95.4 M | +USD 8.25 M | +9% | 5.25% | 58.1% | 50 | 12% | 1.6 |
|
| 7005 |
7005
University of Pittsburgh
Pittsburgh,
Pennsylvania
| USD 95.2 M | +USD 1.88 M | +2% | 2.02% | 69.2% | 2 | 0% | 1.3 |
|
| 7006 |
JAIC
7006
Josh Arnold Investment Consultant
Edina,
Minnesota
| USD 95.1 M | -USD 9.6 M | -9% | 2.7% | 272% | 29 | 82.76% | 0.7 |
|
| 7007 |
AIM
7007
Alerce Investment Management
Chicago,
Illinois
| USD 95.1 M | +USD 19.9 M | +27% | 47.8% | 25.1% | 5 | 0% | 3.3 |
|
| 7008 |
7008
Chicago Capital Management
Chicago,
Illinois
| USD 95 M | +USD 32 M | +51% | 5.54% | 270% | 44 | 38.64% | 0.2 |
|
| 7009 |
7009
Smart Portfolios LLC
Seattle,
Washington
| USD 94.9 M | +USD 9.7 M | +11% | 4.66% | 41.3% | 95 | 11.58% | 1 |
|
| 7010 |
7010
Redwood Wealth Management Group
Medford,
New Jersey
| USD 94.4 M | +USD 4.17 M | +5% | 11.4% | 74.1% | 149 | 29.53% | 1.1 |
|
| 7011 |
7011
Provident Company of the Employees of the Hebrew University
Jerusalem,
Israel
| USD 94.3 M | – | – | 9.7% | – | 32 | – | 0 |
|
| 7012 |
7012
Aozora Bank
Tokyo,
Japan
| USD 94.3 M | -USD 70.4 M | -43% | 0.99% | 5.45% | 3 | 33.33% | 2.8 |
|
| 7013 |
7013
Eagle Harbor Asset Management
Seattle,
Washington
| USD 94.3 M | +USD 7.38 M | +8% | 5.75% | 76.2% | 132 | 12.88% | 1.4 |
|
| 7014 |
7014
Point Break Capital Management
Miami,
Florida
| USD 94.1 M | -USD 31.6 M | -25% | 0.66% | – | 17 | 47.06% | 0.7 |
|
| 7015 |
7015
Groesbeck Investment Management
Paramus,
New Jersey
| USD 94 M | +USD 21.7 M | +30% | 14.3% | 155% | 100 | 29% | 4.1 |
|
| 7016 |
7016
Intrinsic Value Partners
Phoenix,
Arizona
| USD 93.8 M | +USD 8.09 M | +9% | 12.8% | 126% | 58 | 12.07% | 1.9 |
|
| 7017 |
7017
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| USD 93.8 M | +USD 2.51 M | +3% | 25% | 161% | 192 | 21.88% | 4.1 |
|
| 7018 |
7018
HPS Investment Partners
New York
| USD 93.6 M | -USD 1.67 M | -2% | 22.6% | 55.9% | 6 | 0% | 2 |
|
| 7019 |
AC
7019
Athos Capital
Hong Kong
| USD 93.5 M | +USD 3.99 M | +4% | 6.44% | 110% | 58 | 51.72% | 0.8 |
|
| 7020 |
7020
FSA Advisors
Troy,
Michigan
| USD 93.3 M | +USD 12.6 M | +16% | 7.12% | – | 138 | 15.94% | 0.2 |
|
| 7021 |
7021
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| USD 92.9 M | +USD 5.98 M | +7% | 12.5% | 82.6% | 42 | 4.76% | 6.9 |
|
| 7022 |
7022
HGI Capital Management
New York
| USD 92.8 M | +USD 4.86 M | +6% | 1.16% | 47% | 58 | 56.9% | 0.4 |
|
| 7023 |
AM
7023
Account Management
Boxford,
Massachusetts
| USD 92.6 M | +USD 9 M | +11% | 11.3% | 88.3% | 25 | 8% | 4.3 |
|
| 7024 |
7024
Compass Rose Asset Management
New York
| USD 92.3 M | -USD 147 M | -61% | 11.3% | 41% | 10 | 90% | 0.1 |
|
| 7025 |
7025
FWG Investments
Lexington,
Kentucky
| USD 92.2 M | +USD 11.7 M | +15% | 6.99% | 67.5% | 123 | 30.89% | 0.2 |
|