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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
Evanson Asset Management
Carmel,
California
| USD 677 M | +USD 48.4 M | +8% | 3.39% | 66.6% | 295 | 15.25% | 3.9 |
|
| 2302 |
2302
Maple Capital Management
Montpelier,
Vermont
| USD 676 M | +USD 27.5 M | +4% | 4.33% | 114% | 104 | 10.58% | 4.3 |
|
| 2303 |
2303
Lutz Financial Services
Omaha,
Nebraska
| USD 676 M | +USD 67 M | +11% | 6.82% | 37.2% | 57 | 1.75% | 2.6 |
|
| 2304 |
2304
Renaissance Capital
Stamford,
Connecticut
| USD 675 M | -USD 57.2 M | -8% | 1.89% | 392% | 63 | 23.81% | 0.2 |
|
| 2305 |
2305
Marks Group Wealth Management
Minnetonka,
Minnesota
| USD 675 M | +USD 33 M | +5% | 4.88% | 71.4% | 277 | 16.25% | 1 |
|
| 2306 |
2306
Mayflower Financial Advisors
Boston,
Massachusetts
| USD 675 M | +USD 94.9 M | +16% | 7.24% | 68.7% | 318 | 13.21% | 0.2 |
|
| 2307 |
2307
Adventist Health System West
Roseville,
California
| USD 673 M | +USD 30.9 M | +5% | 5.8% | 60.2% | 5 | 20% | 1.4 |
|
| 2308 |
2308
American Financial Advisors
Marietta,
Georgia
| USD 673 M | -USD 27.5 M | -4% | 2.73% | 52.7% | 131 | 9.16% | 1.5 |
|
| 2309 |
2309
Thomas White International
Chicago,
Illinois
| USD 673 M | +USD 32.9 M | +5% | 2.99% | 34.9% | 331 | 10.27% | 2.4 |
|
| 2310 |
2310
Manchester Capital Management
Manchester,
Vermont
| USD 672 M | +USD 26.6 M | +4% | 4.28% | 86.7% | 837 | 30.59% | 3.9 |
|
| 2311 |
2311
Deltec Asset Management
New York
| USD 671 M | +USD 17.5 M | +3% | 0.99% | 127% | 349 | 52.72% | 1.4 |
|
| 2312 |
2312
Capital Asset Advisory Services
Williamston,
Michigan
| USD 671 M | +USD 108 M | +19% | 4.88% | 56.8% | 1,680 | 62.38% | 1.1 |
|
| 2313 |
2313
Mission Creek Capital Partners
San Francisco,
California
| USD 671 M | +USD 344 M | +105% | 5.63% | 138% | 239 | 16.74% | 0.9 |
|
| 2314 |
2314
Matrix Asset Advisors
White Plains,
New York
| USD 670 M | +USD 77.6 M | +13% | 8.69% | 84.9% | 96 | 16.67% | 3.7 |
|
| 2315 |
2315
Wexford Capital
West Palm Beach,
Florida
| USD 670 M | +USD 31.1 M | +5% | 12.9% | 128% | 412 | 79.85% | 0.3 |
|
| 2316 |
2316
Oracle Investment Management
Greenwich,
Connecticut
| USD 668 M | -USD 130 M | -16% | 0.26% | 865% | 33 | 48.48% | 2.6 |
|
| 2317 |
2317
Mark Asset Management
New York
| USD 667 M | -USD 168 M | -20% | 5.44% | 325% | 80 | 47.5% | 2.1 |
|
| 2318 |
2318
Jackson Wealth Management
Lake Mary,
Florida
| USD 667 M | -USD 66.2 M | -9% | 4.64% | 72.1% | 157 | 43.31% | 1.6 |
|
| 2319 |
2319
Galibier Capital Management
Toronto,
Ontario, Canada
| USD 666 M | +USD 87.7 M | +15% | 7.54% | 66.8% | 39 | 2.56% | 1.5 |
|
| 2320 |
2320
HITE Hedge Asset Management
Braintree,
Massachusetts
| USD 666 M | +USD 236 M | +55% | 10.6% | 54.4% | 193 | 53.89% | 0.5 |
|
| 2321 |
2321
Oslo Pensjonsforsikring
Oslo,
| USD 665 M | +USD 90.9 M | +16% | 11.6% | 79% | 16 | 6.25% | 2.8 |
|
| 2322 |
MPAM
2322
Monarch Partners Asset Management
Boston,
Massachusetts
| USD 665 M | +USD 91.9 M | +16% | 29.7% | 136% | 210 | 49.52% | 0.7 |
|
| 2323 |
2323
Harbor Investment Advisory
Lutherville,
Maryland
| USD 664 M | +USD 40.1 M | +6% | 5% | 97.5% | 1,343 | 12.21% | 0.9 |
|
| 2324 |
2324
EAM Investors
Solana Beach,
California
| USD 664 M | +USD 53.7 M | +9% | 47.6% | 6,012% | 488 | 74.18% | 0.2 |
|
| 2325 |
OHM
2325
Ordinal Holdings ManageCo
New York
| USD 663 M | +USD 126 M | +23% | 23.4% | 19.5% | 1 | 0% | 3.3 |
|