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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1326 |
1326
QCI Asset Management
Pittsford,
New York
| USD 1595 M | +USD 34.3 M | +2% | 5.36% | 53.4% | 157 | 11.46% | 4.5 |
|
| 1327 |
1327
First American Bank
Dundee,
Illinois
| USD 1595 M | +USD 100 M | +7% | 3.24% | 114% | 268 | 5.6% | 3.6 |
|
| 1328 |
1328
Jordan Park Group
San Francisco,
California
| USD 1594 M | +USD 7.47 M | +0.5% | 0.69% | 47.8% | 79 | 60.76% | 0.7 |
|
| 1329 |
1329
Great Mountain Partners
New Haven,
Connecticut
| USD 1593 M | -USD 267 M | -14% | 14.3% | 98.7% | 1 | 0% | 0.8 |
|
| 1330 |
1330
Global Endowment Management
Charlotte,
North Carolina
| USD 1593 M | +USD 81.7 M | +5% | 3.73% | 46.1% | 138 | 31.16% | 2.3 |
|
| 1331 |
1331
Adelante Capital Management
Alameda,
California
| USD 1592 M | +USD 128 M | +9% | 8.98% | 43.2% | 43 | 27.91% | 3.3 |
|
| 1332 |
1332
Texas Yale Capital Corp
St. Petersburg,
Florida
| USD 1592 M | +USD 103 M | +7% | 11.8% | 175% | 459 | 10.46% | 4.7 |
|
| 1333 |
1333
JHL Capital Group
Chicago,
Illinois
| USD 1589 M | +USD 60 M | +4% | 11.8% | – | 1 | 0% | 0.3 |
|
| 1334 |
1334
Guinness Asset Management
London,
United Kingdom
| USD 1587 M | +USD 207 M | +15% | 6.37% | 83.6% | 98 | 1.02% | 4.1 |
|
| 1335 |
1335
Boston Common Asset Management
Boston,
Massachusetts
| USD 1585 M | +USD 152 M | +11% | 6.87% | 61.6% | 261 | 10.34% | 2.9 |
|
| 1336 |
1336
Heartland Advisors
Milwaukee,
Wisconsin
| USD 1582 M | +USD 182 M | +13% | 15.9% | 83.7% | 252 | 26.59% | 2 |
|
| 1337 |
1337
Wilkinson Global Asset Management
New York
| USD 1581 M | – | – | 4.32% | 96.8% | 87 | – | 0 |
|
| 1338 |
1338
Bramshill Investments
Naples,
Florida
| USD 1580 M | +USD 132 M | +9% | 0.7% | 3.6% | 205 | 40.98% | 0.9 |
|
| 1339 |
1339
Quinn Opportunity Partners
Charlottesville,
Virginia
| USD 1580 M | +USD 402 M | +34% | 17.1% | 83.1% | 288 | 34.72% | 1.1 |
|
| 1340 |
1340
Choreo LLC
Rockford,
Illinois
| USD 1567 M | +USD 156 M | +11% | 6.61% | 83.8% | 215 | 12.09% | 4.3 |
|
| 1341 |
1341
Aspiriant LLC
Los Angeles,
California
| USD 1565 M | +USD 99.4 M | +7% | 6.06% | 52.7% | 207 | 6.28% | 3.3 |
|
| 1342 |
1342
ConocoPhillips
Houston,
Texas
| USD 1564 M | +USD 308 M | +25% | 24.5% | 74.7% | 1 | 0% | 3.3 |
|
| 1343 |
1343
Ghisallo Capital Management
Boston,
Massachusetts
| USD 1562 M | +USD 1447 M | +1,259% | 4.02% | 122% | 246 | 96.34% | 0 |
|
| 1344 |
1344
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| USD 1562 M | +USD 97.4 M | +7% | 9.18% | 70.5% | 134 | 11.19% | 2.6 |
|
| 1345 |
1345
Summit Global Investments
Bountiful,
Utah
| USD 1561 M | +USD 560 M | +56% | 1.82% | 68.4% | 591 | 62.94% | 0.5 |
|
| 1346 |
1346
Polaris Wealth Advisory Group
San Rafael,
California
| USD 1560 M | +USD 221 M | +17% | 14.4% | 64% | 214 | 38.79% | 1.5 |
|
| 1347 |
SAI
1347
Systematic Alpha Investments
Princeton,
New Jersey
| USD 1557 M | +USD 639 M | +70% | 7.88% | 117% | 248 | 25.4% | 0.2 |
|
| 1348 |
1348
Summitry LLC
Foster City,
California
| USD 1555 M | +USD 189 M | +14% | 8.34% | 68.1% | 91 | 13.19% | 4 |
|
| 1349 |
1349
Aequim Alternative Investments
Mill Valley,
California
| USD 1550 M | +USD 194 M | +14% | 2.89% | 32.3% | 109 | 28.44% | 0.6 |
|
| 1350 |
1350
Kepos Capital
New York
| USD 1548 M | +USD 420 M | +37% | 1.66% | 21.1% | 557 | 63.91% | 0.3 |
|