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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
2576
Atlas Capital Advisors
Jackson,
Wyoming
| USD 875 M | -USD 23.2 M | -3% | 1.24% | – | 1,044 | 12.45% | 3.3 |
|
| 2577 |
2577
Parthenon LLC
Louisville,
Kentucky
| USD 875 M | -USD 52 M | -6% | 1.52% | 93.3% | 131 | 3.05% | 8.7 |
|
| 2578 |
PAI
2578
Power Alpha Investment
Road Town, Tortola,
British Virgin Islands
| USD 874 M | -USD 98.6 M | -10% | 4.56% | – | 5 | 0% | 0.3 |
|
| 2579 |
2579
Archford Capital Strategies
Swansea,
Illinois
| USD 873 M | +USD 15.4 M | +2% | 0.66% | 87.4% | 378 | 21.43% | 4 |
|
| 2580 |
2580
Novem Group
Rochester,
New York
| USD 873 M | +USD 3.43 M | +0.4% | 0.67% | – | 477 | 20.13% | 0.9 |
|
| 2581 |
JWBC
2581
J.W. Burns & Co
Dewitt,
New York
| USD 873 M | -USD 30.5 M | -3% | 2.09% | 95.4% | 190 | 7.37% | 7.9 |
|
| 2582 |
2582
Genus Capital Management
Vancouver,
British Columbia, Canada
| USD 873 M | +USD 14.1 M | +2% | 9.68% | – | 237 | 37.97% | 0.6 |
|
| 2583 |
SA
2583
SoftVest Advisors
Abilene,
Texas
| USD 872 M | +USD 417 M | +92% | 56.9% | 178% | 5 | 40% | 2.8 |
|
| 2584 |
2584
Private Capital Advisors
Darien,
Connecticut
| USD 872 M | -USD 107 M | -11% | 6.13% | 132% | 84 | 22.62% | 5.8 |
|
| 2585 |
F1I
2585
Fund 1 Investments
Rincon,
Puerto Rico
| USD 872 M | +USD 54.4 M | +7% | 7.07% | 128% | 91 | 69.23% | 0.6 |
|
| 2586 |
2586
Boulay Financial Advisors
Eden Prairie,
Minnesota
| USD 871 M | +USD 20.8 M | +2% | 0.65% | – | 6 | 33.33% | 0.6 |
|
| 2587 |
2587
Twin Focus Capital Partners
Boston,
Massachusetts
| USD 871 M | +USD 3.22 M | +0.4% | 2.96% | 92.5% | 199 | 22.61% | 4.3 |
|
| 2588 |
WCM
2588
Wallace Capital Management
Dallas,
Texas
| USD 871 M | +USD 40.4 M | +5% | 2.28% | 62.3% | 78 | 7.69% | 5.6 |
|
| 2589 |
2589
River Wealth Advisors
Camp Hill,
Pennsylvania
| USD 871 M | -USD 21 M | -2% | 1.76% | 90.5% | 214 | 7.01% | 6.5 |
|
| 2590 |
2590
Pacific Life Fund Advisors
Newport Beach,
California
| USD 871 M | -USD 100 M | -10% | 0.5% | 47.6% | 21 | 4.76% | 1.8 |
|
| 2591 |
2591
Philip James Wealth Mangement
Milton,
Georgia
| USD 870 M | +USD 6.5 M | +0.8% | 13.7% | 76% | 175 | 13.14% | 1.4 |
|
| 2592 |
2592
Cabot Wealth Management
Salem,
Massachusetts
| USD 869 M | -USD 35.1 M | -4% | 3.07% | 75.9% | 145 | 8.97% | 5.9 |
|
| 2593 |
2593
Hanson & Doremus Investment Management
Burlington,
Vermont
| USD 869 M | +USD 37.3 M | +4% | 1.23% | 86.3% | 560 | 18.21% | 5.9 |
|
| 2594 |
2594
HHM Wealth Advisors
Chattanooga,
Tennessee
| USD 869 M | +USD 19.3 M | +2% | 0.6% | 70.6% | 928 | 14.01% | 3.2 |
|
| 2595 |
2595
IDG China Capital Fund III Associates
Central Hong Kong,
China
| USD 868 M | +USD 67.2 M | +8% | 19.9% | – | 2 | 0% | 1 |
|
| 2596 |
2596
Blue Grotto Capital
Atlanta,
Georgia
| USD 868 M | -USD 105 M | -11% | 4.07% | 296% | 32 | 59.38% | 0.7 |
|
| 2597 |
2597
L. Roy Papp & Associates
Phoenix,
Arizona
| USD 867 M | -USD 37.1 M | -4% | 1.53% | 80.1% | 191 | 6.81% | 7.5 |
|
| 2598 |
2598
Northcape Capital
Sydney,
Australia
| USD 867 M | -USD 264 k | -0% | 2.51% | – | 8 | 0% | 8.9 |
|
| 2599 |
HP
2599
Havemeyer Place
Greenwich,
Connecticut
| USD 867 M | +USD 359 M | +71% | 2.19% | – | 728 | 62.36% | 0.1 |
|
| 2600 |
2600
RMG Wealth Management
Platteville,
Wisconsin
| USD 866 M | +USD 94.2 M | +12% | 1.84% | – | 727 | 57.91% | 0.3 |
|