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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
2601
Tran Capital Management
San Rafael,
California
| USD 837 M | -USD 13 M | -2% | 7.59% | 173% | 74 | 12.16% | 2.6 |
|
| 2602 |
2602
Cypress Capital Group
Palm Beach,
Florida
| USD 836 M | +USD 32.8 M | +4% | 9.2% | 111% | 233 | 7.3% | 6.6 |
|
| 2603 |
2603
Per Stirling Capital Management
Austin,
Texas
| USD 836 M | +USD 70.2 M | +9% | 6.03% | 63.1% | 303 | 16.83% | 1.7 |
|
| 2604 |
2604
Condire Management
Dallas,
Texas
| USD 835 M | +USD 141 M | +20% | 47.8% | 187% | 28 | 32.14% | 1.7 |
|
| 2605 |
2605
Greatmark Investment Partners
Columbus,
Georgia
| USD 834 M | +USD 37.5 M | +5% | 5.64% | 72.5% | 151 | 5.3% | 6.1 |
|
| 2606 |
2606
Revolve Wealth Partners
Hackensack,
New Jersey
| USD 834 M | +USD 64 M | +8% | 6.55% | 67.4% | 248 | 14.52% | 2.1 |
|
| 2607 |
2607
IAG Wealth Partners
Waukesha,
Wisconsin
| USD 833 M | +USD 76.8 M | +10% | 5.84% | 54.1% | 538 | 12.64% | 3.3 |
|
| 2608 |
PCM
2608
Prime Capital Management
Hong Kong
| USD 832 M | +USD 627 M | +305% | 23% | 569% | 6 | 50% | 0.4 |
|
| 2609 |
2609
RTD Financial Advisors
Philadelphia,
Pennsylvania
| USD 832 M | +USD 50.5 M | +6% | 6.04% | 51.5% | 109 | 2.75% | 3.1 |
|
| 2610 |
2610
Morgan Stanley Institutional Investment Advisors
Greenwood Village,
Colorado
| USD 832 M | +USD 23.5 M | +3% | 5.34% | – | 3 | 0% | 0.8 |
|
| 2611 |
2611
Goehring & Rozencwajg Associates
New York
| USD 831 M | +USD 177 M | +27% | 26.8% | 148% | 42 | 2.38% | 2.5 |
|
| 2612 |
2612
Passaic Partners
Newark,
New Jersey
| USD 831 M | +USD 3.8 M | +0.5% | 6.76% | 53.2% | 11 | 9.09% | 2.1 |
|
| 2613 |
2613
De Burlo Group
Boston,
Massachusetts
| USD 830 M | +USD 70.8 M | +9% | 5.94% | 164% | 84 | 11.9% | 3.8 |
|
| 2614 |
2614
Catalyst Financial Partners
Boston,
Massachusetts
| USD 829 M | -USD 87 M | -9% | 9.91% | 110% | 327 | 11.01% | 1.8 |
|
| 2615 |
VH
2615
V3 Holding
Rye,
New York
| USD 829 M | +USD 363 M | +78% | 163% | – | 1 | 0% | 0.8 |
|
| 2616 |
2616
Euro Pacific Asset Management
Dorado,
Puerto Rico
| USD 829 M | +USD 209 M | +34% | 33.7% | 172% | 91 | 9.89% | 3.2 |
|
| 2617 |
2617
Patton Albertson Miller Group
Chattanooga,
Tennessee
| USD 828 M | +USD 68.6 M | +9% | 10.2% | 117% | 225 | 13.33% | 5.7 |
|
| 2618 |
2618
QVR
San Francisco,
California
| USD 827 M | -USD 152 M | -16% | 24.1% | – | 151 | 74.83% | 0.1 |
|
| 2619 |
2619
Viking Fund Management
Minot,
North Dakota
| USD 827 M | +USD 99.4 M | +14% | 8.23% | 105% | 155 | 16.77% | 4.2 |
|
| 2620 |
2620
Kingsway Capital Partners
London,
| USD 827 M | – | – | 0.19% | – | 5 | – | 0 |
|
| 2621 |
2621
Community Bank
Dewitt,
New York
| USD 827 M | +USD 66.4 M | +9% | 8.76% | 86.3% | 510 | 26.86% | 5.5 |
|
| 2622 |
2622
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
| USD 827 M | +USD 42.1 M | +5% | 8.08% | – | 863 | 6.72% | 1.2 |
|
| 2623 |
2623
Curated Wealth Partners
El Segundo,
California
| USD 827 M | -USD 26.1 M | -3% | 2.06% | 39.9% | 172 | 16.28% | 0.9 |
|
| 2624 |
2624
LaFleur & Godfrey
Grand Rapids,
Michigan
| USD 825 M | +USD 23.9 M | +3% | 8.1% | 98.2% | 149 | 6.71% | 4.8 |
|
| 2625 |
2625
MidWestOne Financial Group
Iowa City,
Iowa
| USD 823 M | +USD 53.3 M | +7% | 7.19% | 62.7% | 310 | 7.1% | 3.5 |
|