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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1601 |
1601
Quest Investment Management
Lake Oswego,
Oregon
| USD 1110 M | +USD 64.6 M | +6% | 11.3% | 105% | 108 | 7.41% | 3.8 |
|
| 1602 |
1602
Impala Asset Management
Palm Beach,
Florida
| USD 1110 M | +USD 118 M | +12% | 34.2% | 68.3% | 69 | 60.87% | 0.8 |
|
| 1603 |
1603
Jag Capital Management
St Louis,
Missouri
| USD 1109 M | +USD 141 M | +15% | 17.6% | 269% | 204 | 16.18% | 2.2 |
|
| 1604 |
1604
MIG Capital
Newport Beach,
California
| USD 1105 M | +USD 125 M | +13% | 19% | 118% | 26 | 23.08% | 1.8 |
|
| 1605 |
1605
Azora Capital LP
Miami,
Florida
| USD 1103 M | +USD 309 M | +39% | 38.8% | 175% | 65 | 60% | 0.4 |
|
| 1606 |
1606
Column Group
San Francisco,
California
| USD 1102 M | – | – | 44.6% | 95.1% | 7 | – | 0 |
|
| 1607 |
1607
SteelPeak Wealth
Woodland Hills,
California
| USD 1100 M | +USD 169 M | +18% | 12.1% | 140% | 374 | 34.76% | 0.6 |
|
| 1608 |
1608
Trustmark National Bank Trust Department
Jackson,
Mississippi
| USD 1100 M | +USD 99.4 M | +10% | 10.4% | 62.9% | 255 | 10.98% | 4.5 |
|
| 1609 |
1609
Portolan Capital Management
Boston,
Massachusetts
| USD 1100 M | +USD 216 M | +24% | 37.3% | 738% | 203 | 50.74% | 0.7 |
|
| 1610 |
1610
Clearstead Advisors
Cleveland,
Ohio
| USD 1100 M | +USD 167 M | +18% | 15.3% | 79.5% | 1,045 | 19.33% | 1.2 |
|
| 1611 |
1611
Twin Capital Management
Mcmurray,
Pennsylvania
| USD 1100 M | -USD 5.07 M | -0.5% | 13.7% | 148% | 321 | 25.55% | 2.8 |
|
| 1612 |
IC
1612
Immersion Capital
London,
United Kingdom
| USD 1099 M | +USD 103 M | +10% | 16% | 63.4% | 14 | 50% | 0.7 |
|
| 1613 |
1613
Sageworth Trust
Lancaster,
Pennsylvania
| USD 1098 M | +USD 170 M | +18% | 14.5% | 72% | 223 | 24.66% | 1.6 |
|
| 1614 |
1614
CPWM LLC
Seattle,
Washington
| USD 1098 M | +USD 146 M | +15% | 14.4% | 36.6% | 314 | 14.97% | 3.2 |
|
| 1615 |
1615
Calamos Wealth Management
Naperville,
Illinois
| USD 1095 M | +USD 221 M | +25% | 17.3% | 119% | 291 | 15.12% | 2.4 |
|
| 1616 |
1616
Sandhill Capital Partners
Buffalo,
New York
| USD 1094 M | +USD 102 M | +10% | 15.1% | 77.4% | 91 | 17.58% | 3.2 |
|
| 1617 |
1617
Third Security
Radford,
Virginia
| USD 1094 M | +USD 611 M | +126% | 165% | 28.2% | 17 | 52.94% | 2.1 |
|
| 1618 |
SGCIA
1618
Smith Graham & Co Investment Advisors
Houston,
Texas
| USD 1087 M | +USD 209 M | +24% | 32.7% | 56.9% | 142 | 2.82% | 5.2 |
|
| 1619 |
1619
Goelzer Investment Management
Carmel,
Indiana
| USD 1086 M | +USD 5 M | +0.5% | 17.2% | 97.2% | 254 | 25.98% | 4.6 |
|
| 1620 |
1620
Davidson Investment Advisors
Great Falls,
Montana
| USD 1085 M | +USD 145 M | +15% | 15.8% | 79% | 98 | 6.12% | 4.1 |
|
| 1621 |
1621
Sargent Bickham Lagudis
Boulder,
Colorado
| USD 1083 M | +USD 88.2 M | +9% | 11.7% | 19.1% | 942 | 16.77% | 2.8 |
|
| 1622 |
1622
Money Concepts Capital
Palm Beach Gardens,
Florida
| USD 1083 M | – | – | 13.9% | 84.1% | 658 | – | 0 |
|
| 1623 |
1623
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| USD 1083 M | +USD 212 M | +24% | 17.9% | 86% | 70 | 11.43% | 1.8 |
|
| 1624 |
1624
QVR
San Francisco,
California
| USD 1081 M | +USD 906 M | +518% | 7.49% | – | 153 | 98.04% | 0 |
|
| 1625 |
1625
CBIZ Investment Advisory Services
Independence,
Ohio
| USD 1080 M | +USD 118 M | +12% | 11.3% | 53.1% | 109 | 0% | 0.9 |
|