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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
Mount Yale Investment Advisors
Denver,
Colorado
| USD 766 M | +USD 53.7 M | +8% | 6.17% | 92.1% | 462 | 26.19% | 1.4 |
|
| 2127 |
2127
RVW Wealth
Los Angeles,
California
| USD 766 M | +USD 84 M | +12% | 6.13% | 65.8% | 105 | 11.43% | 1.2 |
|
| 2128 |
2128
Clear Harbor Asset Management
Stamford,
Connecticut
| USD 765 M | +USD 68.6 M | +10% | 7.44% | 106% | 386 | 32.38% | 2.8 |
|
| 2129 |
2129
NewSquare Capital
Newtown Square,
Pennsylvania
| USD 763 M | +USD 48.8 M | +7% | 6.17% | 82.5% | 380 | 20% | 2.7 |
|
| 2130 |
WCM
2130
Wallace Capital Management
Dallas,
Texas
| USD 763 M | +USD 104 M | +16% | 10.3% | 62.3% | 70 | 7.14% | 3.8 |
|
| 2131 |
2131
Maltese Capital Management
New York
| USD 763 M | +USD 115 M | +18% | 23.5% | 114% | 181 | 33.7% | 2 |
|
| 2132 |
2132
Tensile Capital Management
Larkspur,
California
| USD 762 M | -USD 90.1 M | -11% | 6.28% | 47.7% | 19 | 15.79% | 2.6 |
|
| 2133 |
2133
Dakota Wealth Management
Palm Beach Gardens,
Florida
| USD 762 M | -USD 6.72 M | -0.9% | 5.23% | 112% | 365 | 26.3% | 2 |
|
| 2134 |
2134
Sage Financial Group
W. Conshohocken,
Pennsylvania
| USD 762 M | +USD 33.1 M | +5% | 6.57% | 67% | 71 | 7.04% | 3.8 |
|
| 2135 |
2135
Colonial Trust Advisors
Spartanburg,
South Carolina
| USD 761 M | +USD 40.2 M | +6% | 5.43% | 80% | 181 | 9.39% | 4 |
|
| 2136 |
2136
Summit Financial
Parsippany,
New Jersey
| USD 758 M | +USD 47.1 M | +7% | 6.15% | 81.8% | 57 | 10.53% | 1.1 |
|
| 2137 |
2137
Phocas Financial Corp
Alameda,
California
| USD 758 M | +USD 104 M | +16% | 21.9% | – | 220 | 45.45% | 2 |
|
| 2138 |
PS
2138
Presima Securities
Montreal,
Quebec, Canada
| USD 758 M | +USD 80.2 M | +12% | 8.47% | 10.3% | 56 | 26.79% | 2.1 |
|
| 2139 |
2139
SPC Financial Inc
Rockville,
Maryland
| USD 758 M | +USD 47.2 M | +7% | 9.1% | 65.1% | 175 | 15.43% | 3 |
|
| 2140 |
2140
Blue Whale Capital
London,
United Kingdom
| USD 758 M | +USD 55.4 M | +8% | 0.3% | 409% | 20 | 20% | 1 |
|
| 2141 |
2141
J.L. Bainbridge & Co
Sarasota,
Florida
| USD 758 M | +USD 47.6 M | +7% | 6.68% | 118% | 93 | 16.13% | 1.6 |
|
| 2142 |
2142
E-L Financial Corp
Toronto,
Ontario, Canada
| USD 757 M | +USD 31.8 M | +4% | 6% | 78.5% | 1 | 0% | 4.3 |
|
| 2143 |
2143
Third Avenue Management
New York
| USD 756 M | +USD 43.4 M | +6% | 22% | 113% | 65 | 7.69% | 3.7 |
|
| 2144 |
2144
CDAM (UK)
London,
United Kingdom
| USD 756 M | +USD 100 M | +15% | 10.3% | 7.89% | 14 | 21.43% | 1.9 |
|
| 2145 |
2145
Parker Investment Management
Menlo Park,
California
| USD 756 M | +USD 174 M | +30% | 8.93% | 208% | 52 | 30.77% | 1.5 |
|
| 2146 |
2146
Stonebridge Capital Advisors
St Paul,
Minnesota
| USD 756 M | +USD 95.1 M | +14% | 7.44% | 80.1% | 987 | 80.75% | 0.9 |
|
| 2147 |
2147
St. James Investment Company
Southlake,
Texas
| USD 755 M | -USD 20.3 M | -3% | 4.14% | 43.8% | 38 | 5.26% | 1.8 |
|
| 2148 |
2148
SeaCrest Wealth Management
Purchase,
New York
| USD 755 M | +USD 44 M | +6% | 6.41% | 153% | 696 | 16.09% | 1.9 |
|
| 2149 |
AIM
2149
Aigen Investment Management
New York
| USD 755 M | -USD 11.4 M | -1% | 5.73% | 55.5% | 1,003 | 66.9% | 0.3 |
|
| 2150 |
2150
TD Capital Management
Memphis,
Tennessee
| USD 755 M | +USD 30.1 M | +4% | 3.32% | 40.5% | 339 | 18.29% | 3.2 |
|