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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
JWBC
2501
J.W. Burns & Co
Dewitt,
New York
| USD 691 M | +USD 52.2 M | +8% | 11% | 95.4% | 188 | 3.72% | 5.4 |
|
| 2502 |
2502
Baxter Bros Inc
Riverside,
Connecticut
| USD 690 M | +USD 65.2 M | +10% | 11.4% | 84.1% | 132 | 5.3% | 4.8 |
|
| 2503 |
2503
De Burlo Group
Boston,
Massachusetts
| USD 688 M | +USD 71.5 M | +12% | 17.2% | 164% | 99 | 13.13% | 3.6 |
|
| 2504 |
2504
Callan Capital
La Jolla,
California
| USD 688 M | +USD 86.5 M | +14% | 6.24% | 20.1% | 134 | 35.82% | 2.5 |
|
| 2505 |
SM
2505
Sabby Management
Miami Beach,
Florida
| USD 688 M | -USD 52 M | -7% | 14.6% | 95.5% | 231 | 38.1% | 0.5 |
|
| 2506 |
2506
Navellier & Associates
Reno,
Nevada
| USD 687 M | +USD 24 M | +4% | 13.7% | 361% | 362 | 27.62% | 1.4 |
|
| 2507 |
2507
MV Capital Management
Bethesda,
Maryland
| USD 687 M | +USD 82.2 M | +14% | 8.66% | 73.3% | 739 | 9.74% | 2.4 |
|
| 2508 |
2508
Burleson & Co
Petaluma,
California
| USD 687 M | +USD 13.5 M | +2% | 7.61% | 49.1% | 419 | 13.13% | 1.3 |
|
| 2509 |
2509
S&T Bank
Indiana,
Pennsylvania
| USD 685 M | +USD 39.7 M | +6% | 9.96% | 193% | 144 | 11.81% | 3.4 |
|
| 2510 |
2510
Bain Capital Credit
Boston,
Massachusetts
| USD 685 M | +USD 138 M | +25% | 0.97% | 14.4% | 21 | 9.52% | 0.9 |
|
| 2511 |
2511
Berkshire Money Management
Dalton,
Massachusetts
| USD 684 M | +USD 53.7 M | +9% | 8.27% | 61.8% | 31 | 25.81% | 2.9 |
|
| 2512 |
CEI
2512
Clark Estates Inc
New York
| USD 683 M | -USD 17.2 M | -2% | 3.3% | 34.5% | 101 | 19.8% | 2 |
|
| 2513 |
2513
Focus Financial Network
Minneapolis,
Minnesota
| USD 683 M | -USD 66.1 M | -9% | 9.74% | 106% | 456 | 34.87% | 1.5 |
|
| 2514 |
2514
V Wealth Advisors
Overland Park,
Kansas
| USD 682 M | +USD 35.7 M | +6% | 9.42% | 36.9% | 576 | 27.26% | 1.4 |
|
| 2515 |
2515
First Command Financial Services
Fort Worth,
Texas
| USD 681 M | +USD 98.3 M | +17% | 8.55% | 34.4% | 507 | 23.47% | 2.9 |
|
| 2516 |
2516
Whitney & Co
Rochester,
New York
| USD 681 M | +USD 55.4 M | +9% | 10.6% | 110% | 139 | 11.51% | 3.9 |
|
| 2517 |
AGM
2517
Alpine Global Management
New York
| USD 680 M | +USD 240 M | +54% | 7.35% | 149% | 890 | 79.78% | 0.2 |
|
| 2518 |
2518
Rockbridge Investment Management
Syracuse,
New York
| USD 679 M | +USD 74.2 M | +12% | 4.29% | 38.6% | 848 | 14.15% | 1.2 |
|
| 2519 |
2519
Torray Investment Partners
Bethesda,
Maryland
| USD 678 M | +USD 24.6 M | +4% | 7.97% | 97.2% | 114 | 20.18% | 3.8 |
|
| 2520 |
2520
Virtue Capital Management
Brentwood,
Tennessee
| USD 678 M | +USD 113 M | +20% | 8.51% | 97.9% | 450 | 25.78% | 0.9 |
|
| 2521 |
2521
Canandaigua National Corp
Canandaigua,
New York
| USD 678 M | +USD 63.5 M | +10% | 10.2% | – | 292 | 9.25% | 1.3 |
|
| 2522 |
2522
Mechanics Bank - Trust Department
Walnut Creek,
California
| USD 677 M | +USD 58.4 M | +9% | 10.3% | 76.8% | 178 | 3.93% | 5.3 |
|
| 2523 |
2523
Nadler Financial Group
Deerfield,
Illinois
| USD 677 M | +USD 63.9 M | +10% | 9.38% | 81.8% | 135 | 8.89% | 4.1 |
|
| 2524 |
2524
Private Capital Management (Florida)
Naples,
Florida
| USD 676 M | -USD 3.82 M | -0.6% | 5.39% | 118% | 93 | 56.99% | 2.5 |
|
| 2525 |
2525
TCI Wealth Advisors
Tucson,
Arizona
| USD 676 M | +USD 21 M | +3% | 7.34% | 68.2% | 2,658 | 19% | 3 |
|