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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 |
PAM
2226
Private Asset Management
San Diego,
California
| USD 715 M | +USD 47.6 M | +7% | 5.35% | 38.2% | 161 | 12.42% | 4.1 |
|
| 2227 |
2227
Investure LLC
Charlottesville,
Virginia
| USD 714 M | +USD 25.1 M | +4% | 7.26% | 65.9% | 13 | 7.69% | 1.8 |
|
| 2228 |
2228
Baker Hughes Holdings
Houston,
Texas
| USD 714 M | -USD 788 M | -52% | 52.3% | 38.6% | 3 | 33.33% | 0.3 |
|
| 2229 |
2229
Citizens Business Bank
Ontario,
California
| USD 713 M | +USD 34.5 M | +5% | 8.57% | 120% | 252 | 9.52% | 4.4 |
|
| 2230 |
2230
Stairway Partners
Chicago,
Illinois
| USD 713 M | +USD 53 M | +8% | 5.53% | 48.1% | 10 | 0% | 7 |
|
| 2231 |
2231
Nicolet Advisory Services
Green Bay,
Wisconsin
| USD 713 M | -USD 410 k | -0.1% | 4.2% | 62.7% | 196 | 17.35% | 1.6 |
|
| 2232 |
2232
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| USD 712 M | +USD 41.5 M | +6% | 4.57% | 73.7% | 141 | 6.38% | 3 |
|
| 2233 |
2233
Charter Oak Capital Management
Portsmouth,
New Hampshire
| USD 712 M | +USD 52.7 M | +8% | 3.14% | 39.2% | 878 | 14.69% | 0.2 |
|
| 2234 |
2234
CSM Advisors
Warrendale,
Pennsylvania
| USD 711 M | – | – | 13.7% | 105% | 89 | – | 0 |
|
| 2235 |
2235
Inherent Group
New York
| USD 709 M | +USD 241 M | +52% | 7.55% | 61.7% | 51 | 60.78% | 0.3 |
|
| 2236 |
2236
McAdam LLC
Philadelphia,
Pennsylvania
| USD 709 M | +USD 56 M | +9% | 5.47% | 65.4% | 173 | 13.29% | 1.6 |
|
| 2237 |
2237
Cabot Wealth Management
Salem,
Massachusetts
| USD 709 M | +USD 57.8 M | +9% | 5.7% | 75.9% | 167 | 18.56% | 3.3 |
|
| 2238 |
2238
Capital Investment Advisory Services
Raleigh,
North Carolina
| USD 708 M | +USD 34.7 M | +5% | 4.7% | 75.7% | 780 | 16.41% | 1.8 |
|
| 2239 |
2239
Tygh Capital Management
Portland,
Oregon
| USD 707 M | +USD 64.7 M | +10% | 13.2% | 251% | 100 | 25% | 1.2 |
|
| 2240 |
2240
Anderson Hoagland & Co
St Louis,
Missouri
| USD 707 M | +USD 76.6 M | +12% | 8.06% | 104% | 113 | 13.27% | 2.1 |
|
| 2241 |
2241
Orgel Wealth Management
Altoona,
Wisconsin
| USD 706 M | +USD 219 M | +45% | 6.83% | 39.6% | 58 | 18.97% | 2 |
|
| 2242 |
2242
Arctis Global
San Juan,
Puerto Rico
| USD 705 M | +USD 242 M | +52% | 36.9% | 69.5% | 20 | 35% | 0.2 |
|
| 2243 |
HSC
2243
Harbor Spring Capital
New York
| USD 705 M | -USD 354 M | -33% | 2.9% | – | 27 | 22.22% | 2.3 |
|
| 2244 |
2244
Cypress Capital Group
Palm Beach,
Florida
| USD 705 M | +USD 40.9 M | +6% | 4.69% | 111% | 295 | 16.27% | 3.7 |
|
| 2245 |
2245
Teton Advisors
Rye,
New York
| USD 704 M | -USD 7.45 M | -1% | 14.9% | 139% | 407 | 8.6% | 4.8 |
|
| 2246 |
2246
Benefit Street Partners
New York
| USD 704 M | +USD 16 M | +2% | 31.7% | – | 48 | 33.33% | 0.9 |
|
| 2247 |
2247
Cantor Fitzgerald Investment Advisors
New York
| USD 703 M | -USD 822 k | -0.1% | 3.31% | 73.4% | 67 | 0% | 2.4 |
|
| 2248 |
2248
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| USD 703 M | +USD 55.1 M | +9% | 11.4% | 127% | 521 | 4.61% | 4.3 |
|
| 2249 |
2249
Elm Partners Management
Philadelphia,
Pennsylvania
| USD 703 M | +USD 33.9 M | +5% | 4.97% | 46.9% | 42 | 2.38% | 1.9 |
|
| 2250 |
2250
CRV LLC
Palo Alto,
California
| USD 703 M | -USD 525 M | -43% | 8.41% | – | 8 | 0% | 0.3 |
|