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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
BIM
2226
Bridgecreek Investment Management
Tulsa,
Oklahoma
| USD 659 M | +USD 89.4 M | +16% | 17% | 48.4% | 101 | 10.89% | 3.6 |
|
| 2227 |
WCM
2227
Wallace Capital Management
Dallas,
Texas
| USD 659 M | +USD 88.6 M | +16% | 19.3% | 62.3% | 69 | 11.59% | 3.7 |
|
| 2228 |
2228
Trust Asset Management
Houston,
Texas
| USD 658 M | +USD 98.6 M | +18% | 12.1% | 104% | 157 | 26.75% | 0.7 |
|
| 2229 |
2229
Bracebridge Capital LLC
Boston,
Massachusetts
| USD 658 M | +USD 33.9 M | +5% | 17.3% | 156% | 16 | 31.25% | 0.7 |
|
| 2230 |
2230
Howe & Rusling
Rochester,
New York
| USD 658 M | +USD 74.9 M | +13% | 13.6% | 82% | 1,036 | 29.15% | 2.7 |
|
| 2231 |
2231
NBT Bank
Norwich,
New York
| USD 657 M | +USD 56.5 M | +9% | 13.1% | 77% | 236 | 10.59% | 4.9 |
|
| 2232 |
2232
Richard C. Young & Co
Newport,
Rhode Island
| USD 657 M | +USD 36.4 M | +6% | 9.88% | 152% | 71 | 5.63% | 3.3 |
|
| 2233 |
2233
Think Investments
San Francisco,
California
| USD 657 M | +USD 115 M | +21% | 27.8% | 285% | 29 | 37.93% | 1.2 |
|
| 2234 |
2234
BIT Capital
Berlin,
Germany
| USD 657 M | +USD 312 M | +90% | 52.5% | 1,240% | 62 | 46.77% | 0.3 |
|
| 2235 |
2235
Toews Corporation
Northfield,
New Jersey
| USD 657 M | +USD 326 M | +99% | 2.11% | 30.7% | 121 | 93.39% | 1 |
|
| 2236 |
2236
Telos Capital Management
San Diego,
California
| USD 656 M | +USD 83.5 M | +15% | 13.3% | 82.3% | 177 | 8.47% | 4.2 |
|
| 2237 |
2237
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| USD 656 M | +USD 57.7 M | +10% | 9.83% | 62.2% | 285 | 12.28% | 1.3 |
|
| 2238 |
2238
FORA Capital
Miami,
Florida
| USD 655 M | +USD 503 M | +330% | 26.6% | 162% | 1,219 | 76.21% | 0.2 |
|
| 2239 |
2239
CDAM (UK)
London,
United Kingdom
| USD 655 M | +USD 57.7 M | +10% | 19.9% | 18.8% | 13 | 7.69% | 2 |
|
| 2240 |
2240
Efficient Advisors
Mason,
Ohio
| USD 655 M | +USD 111 M | +20% | 11.3% | 30.6% | 60 | 20% | 4.7 |
|
| 2241 |
2241
Tang Capital Management
San Diego,
California
| USD 655 M | +USD 102 M | +19% | 95.5% | 493% | 24 | 70.83% | 1.4 |
|
| 2242 |
2242
Phocas Financial Corp
Alameda,
California
| USD 654 M | +USD 71.8 M | +12% | 36.9% | – | 210 | 19.52% | 2.1 |
|
| 2243 |
2243
Crosslink Capital
Menlo Park,
California
| USD 654 M | +USD 185 M | +39% | 40.5% | 135% | 27 | 22.22% | 2.2 |
|
| 2244 |
2244
McAdam LLC
Philadelphia,
Pennsylvania
| USD 653 M | +USD 127 M | +24% | 13.1% | 65.4% | 174 | 24.14% | 1.4 |
|
| 2245 |
2245
Deltec Asset Management
New York
| USD 653 M | +USD 94.2 M | +17% | 24.2% | 127% | 300 | 54.67% | 1.8 |
|
| 2246 |
2246
King Street Capital Management
New York
| USD 653 M | -USD 276 M | -30% | 34.9% | 140% | 30 | 60% | 0.4 |
|
| 2247 |
2247
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
| USD 653 M | +USD 80.5 M | +14% | 9.38% | 72.3% | 247 | 26.32% | 1.1 |
|
| 2248 |
2248
J.V. Bruni & Co
Colorado Springs,
Colorado
| USD 652 M | +USD 150 M | +30% | 34.1% | 113% | 29 | 3.45% | 3.8 |
|
| 2249 |
2249
Cabot Wealth Management
Salem,
Massachusetts
| USD 651 M | +USD 101 M | +18% | 18% | 75.9% | 147 | 12.24% | 3.5 |
|
| 2250 |
2250
Connable Office Inc
Kalamazoo,
Michigan
| USD 651 M | +USD 116 M | +22% | 17.5% | 75.1% | 234 | 19.66% | 2.5 |
|