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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
2626
Rodgers Brothers
Harmony,
Pennsylvania
| USD 369 M | +USD 53.8 M | +17% | 19.3% | 108% | 199 | 13.07% | 4.4 |
|
| 2627 |
2627
Bell Asset Management
Melbourne,
Australia
| USD 369 M | +USD 47.9 M | +15% | 20.5% | 45.3% | 63 | 7.94% | 1.8 |
|
| 2628 |
2628
Shepherd Financial Partners
Winchester,
Massachusetts
| USD 369 M | +USD 79.9 M | +28% | 20.9% | 88.4% | 130 | 16.15% | 2.1 |
|
| 2629 |
GWI
2629
Grace & White Inc
Ny,
New York
| USD 368 M | +USD 84.1 M | +30% | 26.3% | 59.6% | 128 | 6.25% | 5.3 |
|
| 2630 |
2630
Penn Davis McFarland
Dallas,
Texas
| USD 368 M | +USD 80.3 M | +28% | 21.8% | 100% | 48 | 14.58% | 2.9 |
|
| 2631 |
2631
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| USD 368 M | +USD 66.2 M | +22% | 19.7% | 134% | 238 | 18.91% | 1.6 |
|
| 2632 |
2632
Krensavage Asset Management
New York
| USD 368 M | +USD 56.7 M | +18% | 19.5% | 124% | 13 | 15.38% | 2.6 |
|
| 2633 |
2633
Northwest Bancshares
Warren,
Pennsylvania
| USD 367 M | +USD 166 M | +83% | 16.5% | 84.8% | 228 | 47.81% | 1.2 |
|
| 2634 |
2634
Asset Dedication LLC
San Francisco,
California
| USD 367 M | +USD 31 M | +9% | 17.1% | 71.9% | 727 | 16.09% | 2.5 |
|
| 2635 |
2635
Tikehau Investment Management
Paris,
France
| USD 367 M | -USD 419 M | -53% | 15% | 102% | 19 | 36.84% | 1 |
|
| 2636 |
2636
Columbus Macro
New Castle,
Pennsylvania
| USD 367 M | +USD 21.6 M | +6% | 10.8% | 48.7% | 161 | 22.36% | 1.5 |
|
| 2637 |
2637
New England Private Wealth Advisors
Wellesley,
Massachusetts
| USD 366 M | +USD 72.1 M | +25% | 17.3% | 55.8% | 84 | 11.9% | 4.3 |
|
| 2638 |
2638
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| USD 366 M | +USD 186 M | +104% | 23.4% | 159% | 221 | 51.13% | 1.8 |
|
| 2639 |
2639
Omega Fund Management
Boston,
Massachusetts
| USD 366 M | +USD 124 M | +51% | 92.5% | 106% | 16 | 6.25% | 2.5 |
|
| 2640 |
2640
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| USD 366 M | +USD 98.6 M | +37% | 25.3% | 151% | 129 | 9.3% | 4.1 |
|
| 2641 |
2641
University of Notre Dame du Lac
South Bend,
Indiana
| USD 365 M | +USD 40.8 M | +13% | 30.9% | – | 63 | 65.08% | 1.2 |
|
| 2642 |
IR
2642
IAT Reinsurance
New York
| USD 365 M | +USD 11.7 M | +3% | 14.7% | 60.2% | 97 | 19.59% | 3.3 |
|
| 2643 |
2643
Meristem Family Wealth
Minnetonka,
Minnesota
| USD 365 M | +USD 39.5 M | +12% | 19.5% | 67.7% | 203 | 11.33% | 2.8 |
|
| 2644 |
2644
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| USD 364 M | +USD 210 M | +136% | 102% | 172% | 4 | 25% | 0.6 |
|
| 2645 |
2645
Montecito Bank & Trust
Santa Barbara,
California
| USD 364 M | +USD 59.1 M | +19% | 17.4% | – | 207 | 12.08% | 3.8 |
|
| 2646 |
CANC
2646
Culbertson A N & Co
Charlottesville,
Virginia
| USD 364 M | +USD 55 M | +18% | 18% | 87.5% | 109 | 3.67% | 5.3 |
|
| 2647 |
CPH
2647
C Partners Holding
Zurich,
Switzerland
| USD 364 M | -USD 27.2 M | -7% | 27.1% | 25.6% | 23 | 0% | 2.7 |
|
| 2648 |
2648
Well Done LLC
Holland,
Michigan
| USD 364 M | +USD 33.4 M | +10% | 14.9% | 80.4% | 159 | 23.9% | 2.3 |
|
| 2649 |
2649
Arbor Investment Advisors
Winston Salem,
North Carolina
| USD 363 M | +USD 60.3 M | +20% | 16% | 48.5% | 85 | 16.47% | 3.2 |
|
| 2650 |
2650
August Capital Management V
San Francisco,
California
| USD 363 M | +USD 98.4 M | +37% | 164% | – | 1 | 0% | 0.5 |
|