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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1501 |
1501
WealthPLAN Partners
Omaha,
Nebraska
| USD 1026 M | +USD 60.1 M | +6% | 9% | 71.6% | 339 | 15.34% | 2.2 |
|
| 1502 |
1502
Parsons Capital Management
Providence,
Rhode Island
| USD 1025 M | +USD 86.4 M | +9% | 10.7% | 97.4% | 355 | 7.89% | 4.6 |
|
| 1503 |
1503
Hillsdale Investment Management
Toronto,
Ontario, Canada
| USD 1019 M | -USD 78.5 M | -7% | 14.1% | 278% | 690 | 37.1% | 1.6 |
|
| 1504 |
1504
Sphera Funds Management
Tel Aviv,
Israel
| USD 1018 M | -USD 45.6 M | -4% | 6.27% | 245% | 126 | 54.76% | 0.6 |
|
| 1505 |
1505
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| USD 1017 M | +USD 108 M | +12% | 9.18% | 67.9% | 57 | 3.51% | 4.9 |
|
| 1506 |
1506
Cassaday & Co
Mclean,
Virginia
| USD 1017 M | +USD 48.7 M | +5% | 7.86% | 62.7% | 37 | 2.7% | 3.8 |
|
| 1507 |
1507
Cooperman Leon G
| USD 1017 M | +USD 143 M | +16% | 11.9% | 147% | 47 | 27.66% | 2.2 |
|
| 1508 |
1508
Graticule Asia Macro Advisors
New York
| USD 1017 M | +USD 154 M | +18% | 17.9% | – | 112 | 91.96% | 0.1 |
|
| 1509 |
1509
Brahman Capital
New York
| USD 1014 M | -USD 20.3 M | -2% | 9.22% | 16.6% | 27 | 29.63% | 1.1 |
|
| 1510 |
1510
E.S. Barr & Co
Lexington,
Kentucky
| USD 1013 M | +USD 41 M | +4% | 8.19% | 72.1% | 84 | 5.95% | 5.3 |
|
| 1511 |
1511
Lincluden Management
Mississauga,
Ontario, Canada
| USD 1012 M | +USD 58.8 M | +6% | 2.04% | 67.7% | 77 | 7.79% | 4.7 |
|
| 1512 |
1512
Moody Lynn & Lieberson
Boston,
Massachusetts
| USD 1009 M | +USD 88.5 M | +10% | 12.5% | 142% | 214 | 22.9% | 3.2 |
|
| 1513 |
1513
SVA Wealth Management
Madison,
Wisconsin
| USD 1009 M | +USD 72.6 M | +8% | 7.74% | 44.5% | 216 | 11.11% | 3.9 |
|
| 1514 |
1514
HHR Asset Management
Berkeley Heights,
New Jersey
| USD 1005 M | -USD 17.7 M | -2% | 17.5% | 76.3% | 39 | 10.26% | 1.9 |
|
| 1515 |
1515
Gladius Capital Management
Chicago,
Illinois
| USD 1005 M | +USD 426 M | +74% | 11.7% | 85% | 182 | 97.25% | 0.1 |
|
| 1516 |
1516
Patten & Patten
Chattanooga,
Tennessee
| USD 1004 M | +USD 89.5 M | +10% | 11.4% | 85.7% | 246 | 7.32% | 4.7 |
|
| 1517 |
SCI
1517
S&CO Inc
Boston,
Massachusetts
| USD 1003 M | +USD 92.8 M | +10% | 9.57% | 80% | 176 | 4.55% | 4.8 |
|
| 1518 |
1518
Edge Capital Group
Atlanta,
Georgia
| USD 1001 M | +USD 45 M | +5% | 7.64% | 27.7% | 258 | 18.99% | 1.2 |
|
| 1519 |
1519
Trustmark National Bank Trust Department
Jackson,
Mississippi
| USD 1001 M | +USD 34.2 M | +4% | 4.41% | 62.9% | 252 | 12.3% | 4.5 |
|
| 1520 |
1520
IHT Wealth Management
Chicago,
Illinois
| USD 996 M | +USD 267 M | +37% | 9.53% | 74.8% | 697 | 22.24% | 1.8 |
|
| 1521 |
1521
Stack Financial Management
Whitefish,
Montana
| USD 996 M | +USD 117 M | +13% | 9.9% | 70% | 54 | 18.52% | 3.9 |
|
| 1522 |
IC
1522
Immersion Capital
London,
United Kingdom
| USD 996 M | +USD 27.4 M | +3% | 15.3% | 63.4% | 9 | 22.22% | 1.3 |
|
| 1523 |
1523
BLB&B Advisors
Montgomeryville,
Pennsylvania
| USD 995 M | +USD 72.3 M | +8% | 7.23% | 82% | 251 | 7.17% | 5.3 |
|
| 1524 |
1524
Sargent Bickham Lagudis
Boulder,
Colorado
| USD 995 M | +USD 62.5 M | +7% | 7.15% | 19.1% | 859 | 10.48% | 2.9 |
|
| 1525 |
1525
Sandler Capital Management
New York
| USD 995 M | -USD 55.8 M | -5% | 23.3% | 325% | 99 | 44.44% | 0.8 |
|