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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2426 |
2426
Hudson Valley Investment Advisors
Goshen,
New York
| USD 464 M | +USD 34 M | +8% | 9.95% | 102% | 169 | 11.24% | 4.6 |
|
| 2427 |
2427
SlateStone Wealth
Jupiter,
Florida
| USD 463 M | +USD 15.9 M | +4% | 11% | 79.1% | 192 | 17.71% | 1.1 |
|
| 2428 |
PA
2428
Paracle Advisors
Mercer Island,
Washington
| USD 463 M | +USD 34 M | +8% | 6.4% | 30.9% | 87 | 5.75% | 2.3 |
|
| 2429 |
2429
Darwin Wealth Management
Tampa,
Florida
| USD 463 M | +USD 70.2 M | +18% | 10.5% | 61.4% | 181 | 29.28% | 1.9 |
|
| 2430 |
2430
Vector Capital Management
San Francisco,
California
| USD 463 M | +USD 208 M | +82% | 88% | 42.7% | 5 | 20% | 0.4 |
|
| 2431 |
2431
Seven Eight Capital
New York
| USD 463 M | +USD 326 M | +239% | 13.3% | 13.6% | 694 | 79.97% | 0.1 |
|
| 2432 |
2432
Baxter Bros Inc
Riverside,
Connecticut
| USD 462 M | +USD 36.3 M | +9% | 10.4% | 84.1% | 119 | 6.72% | 4.9 |
|
| 2433 |
2433
Carlson Capital Management
Northfield,
Minnesota
| USD 462 M | +USD 15.8 M | +4% | 7.19% | 9.85% | 127 | 7.87% | 3.5 |
|
| 2434 |
2434
Thrive Capital Management (New York)
New York
| USD 462 M | +USD 404 M | +692% | 30.8% | 205% | 4 | 50% | 0.3 |
|
| 2435 |
2435
GFI Investment Counsel
Toronto,
Ontario, Canada
| USD 462 M | +USD 48.7 M | +12% | 12.5% | 41.8% | 16 | 6.25% | 2.1 |
|
| 2436 |
2436
TwinBeech Capital
Purchase,
New York
| USD 461 M | +USD 5 M | +1% | 7.62% | 5.7% | 628 | 82.32% | 0.1 |
|
| 2437 |
2437
Biondo Investment Advisors
Milford,
Pennsylvania
| USD 461 M | +USD 65.2 M | +16% | 14.3% | 83.4% | 85 | 11.76% | 2.9 |
|
| 2438 |
2438
Kemper
Chicago,
Illinois
| USD 461 M | -USD 10 M | -2% | 7.25% | 28.6% | 45 | 0% | 2.6 |
|
| 2439 |
2439
Focused Wealth Management
Newburgh,
New York
| USD 460 M | +USD 29 M | +7% | 7.01% | 80.9% | 917 | 20.83% | 3.4 |
|
| 2440 |
CPF
2440
Context Partners Fund
La Jolla,
California
| USD 460 M | – | – | 2.1% | – | 164 | – | 0.1 |
|
| 2441 |
2441
Context Capital Management
Lajolla,
California
| USD 460 M | +USD 203 M | +79% | 2.1% | 3.83% | 197 | 62.44% | 0.3 |
|
| 2442 |
2442
Myriad Asset Management
North Point,
Hong Kong
| USD 460 M | -USD 79.4 M | -15% | 13% | 149% | 80 | 66.25% | 0.2 |
|
| 2443 |
2443
Foresite Capital Management II
Larkspur,
California
| USD 460 M | -USD 49.1 M | -10% | 37.7% | 66.2% | 4 | 25% | 2.4 |
|
| 2444 |
2444
Quadrant Capital Group
Cincinnati,
Ohio
| USD 459 M | +USD 7.06 M | +2% | 9.03% | 118% | 2,404 | 11.56% | 3.1 |
|
| 2445 |
2445
Stillwater Capital Advisors
Devon,
Pennsylvania
| USD 459 M | +USD 43.9 M | +11% | 9.08% | 121% | 68 | 10.29% | 4 |
|
| 2446 |
2446
Academy Capital Management
Waco,
Texas
| USD 459 M | +USD 20.1 M | +5% | 9.38% | 85% | 35 | 5.71% | 4 |
|
| 2447 |
2447
Navellier & Associates
Reno,
Nevada
| USD 458 M | +USD 37.6 M | +9% | 15.7% | 361% | 273 | 32.23% | 1.5 |
|
| 2448 |
2448
Duncker Streett & Co
St. Louis,
Missouri
| USD 458 M | +USD 37.8 M | +9% | 9.18% | 102% | 534 | 5.99% | 3.4 |
|
| 2449 |
2449
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| USD 457 M | +USD 38.5 M | +9% | 10.1% | 83.8% | 153 | 8.5% | 4.4 |
|
| 2450 |
2450
Barber Financial Group
Lenexa,
Kansas
| USD 457 M | +USD 39.1 M | +9% | 5.45% | 39% | 139 | 16.55% | 2.1 |
|