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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
2151
Nelson Capital Management
Menlo Park,
California
| USD 572 M | +USD 113 M | +25% | 8.03% | 141% | 99 | 11.11% | 4 |
|
| 2152 |
2152
Jacobi Capital Management
Pittston,
Pennsylvania
| USD 570 M | +USD 35.1 M | +7% | 7.63% | 83.4% | 1,343 | 9.31% | 2.5 |
|
| 2153 |
WCM
2153
Wallace Capital Management
Dallas,
Texas
| USD 570 M | +USD 22.6 M | +4% | 7.43% | 62.3% | 65 | 7.69% | 3.8 |
|
| 2154 |
2154
Bell Bank
Fargo,
North Dakota
| USD 569 M | +USD 31.1 M | +6% | 8.54% | 71% | 158 | 10.76% | 3.5 |
|
| 2155 |
BIM
2155
Bridgecreek Investment Management
Tulsa,
Oklahoma
| USD 569 M | +USD 35.3 M | +7% | 10.7% | 48.4% | 96 | 13.54% | 3.7 |
|
| 2156 |
2156
Suncoast Equity Management
Tampa,
Florida
| USD 569 M | +USD 26.6 M | +5% | 11.5% | 96.1% | 41 | 14.63% | 3 |
|
| 2157 |
KFS
2157
Kurt F. Somerville
| USD 568 M | +USD 25.6 M | +5% | 7.5% | 92.9% | 114 | 7.89% | 4.7 |
|
| 2158 |
2158
Bronte Capital Management
Bondi Junction,
Australia
| USD 568 M | -USD 2.26 M | -0.4% | 7.62% | 123% | 15 | 40% | 1 |
|
| 2159 |
2159
Main Management ETF Advisors
San Francisco,
California
| USD 567 M | +USD 37 M | +7% | 10.3% | 97.2% | 13 | 0% | 1.6 |
|
| 2160 |
HAM
2160
Hillcrest Asset Management
Plano,
Texas
| USD 566 M | +USD 18.4 M | +3% | 5.07% | 97.2% | 60 | 11.67% | 1.8 |
|
| 2161 |
2161
Canandaigua National Corp
Canandaigua,
New York
| USD 566 M | +USD 21 M | +4% | 8.13% | – | 281 | 10.68% | 0.2 |
|
| 2162 |
2162
Proficio Capital Partners
Newton,
Massachusetts
| USD 565 M | +USD 75.6 M | +15% | 7.94% | 97% | 196 | 23.47% | 1.9 |
|
| 2163 |
2163
BTR Capital Management
Oakland,
California
| USD 565 M | +USD 32.5 M | +6% | 9.06% | 35% | 159 | 6.29% | 4.5 |
|
| 2164 |
2164
Sapience Investments
Newport Beach,
California
| USD 564 M | +USD 19.9 M | +4% | 3.87% | 54.9% | 95 | 10.53% | 1.9 |
|
| 2165 |
2165
Intrust Bank
Wichita,
Kansas
| USD 563 M | +USD 59.8 M | +12% | 9.25% | 102% | 361 | 15.79% | 3.7 |
|
| 2166 |
2166
Kovack Advisors
Ft. Lauderdale,
Florida
| USD 562 M | +USD 48.3 M | +9% | 8.83% | 118% | 592 | 23.65% | 1.9 |
|
| 2167 |
2167
Blue Chip Partners
Farmington Hills,
Michigan
| USD 562 M | +USD 51.4 M | +10% | 9.42% | 81.2% | 143 | 14.69% | 3.6 |
|
| 2168 |
2168
Peconic Partners
New York
| USD 561 M | +USD 202 M | +56% | 24.4% | 300% | 73 | 56.16% | 1.6 |
|
| 2169 |
2169
Parsifal Capital Management
Greenwich,
Connecticut
| USD 560 M | +USD 223 M | +66% | 32.5% | 154% | 22 | 54.55% | 0.3 |
|
| 2170 |
2170
Professional Advisory Services
Vero Beach,
Florida
| USD 560 M | +USD 40.4 M | +8% | 8.49% | 69.3% | 67 | 7.46% | 4.3 |
|
| 2171 |
2171
Trust Asset Management
Houston,
Texas
| USD 560 M | +USD 34.1 M | +6% | 8.07% | 104% | 116 | 37.07% | 0.7 |
|
| 2172 |
KL
2172
KGH Ltd
Nassau,
Bahamas
| USD 560 M | +USD 34.6 M | +7% | 7.46% | 139% | 41 | 48.78% | 0.8 |
|
| 2173 |
2173
Deltec Asset Management
New York
| USD 559 M | +USD 81.4 M | +17% | 10.5% | 127% | 246 | 34.15% | 1.8 |
|
| 2174 |
2174
Beacon Financial Group
Dallas,
Texas
| USD 559 M | +USD 40.2 M | +8% | 6.44% | 66.6% | 186 | 3.76% | 3.8 |
|
| 2175 |
2175
Bleichroeder LP
New York
| USD 559 M | -USD 6.54 M | -1% | 5.53% | 202% | 77 | 6.49% | 0.5 |
|