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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2676 |
2676
Brasada Capital Management
Houston,
Texas
| USD 357 M | +USD 77.9 M | +28% | 20.1% | 76.5% | 156 | 37.18% | 1.2 |
|
| 2677 |
2677
De Burlo Group
Boston,
Massachusetts
| USD 357 M | +USD 3 k | +0% | 22.9% | 164% | 68 | 0% | 3.7 |
|
| 2678 |
2678
Wealth Architects
Mountain View,
California
| USD 357 M | +USD 68.4 M | +24% | 20.6% | 85.1% | 154 | 24.68% | 3.3 |
|
| 2679 |
2679
Pacific Global Investment Management
Glendale,
California
| USD 356 M | +USD 40.9 M | +13% | 23.4% | 48% | 180 | 12.78% | 4.9 |
|
| 2680 |
2680
Mizuho Securities
Tokyo,
Japan
| USD 356 M | +USD 300 M | +537% | 13.5% | – | 77 | 46.75% | 0.7 |
|
| 2681 |
2681
Buffington Mohr McNeal
Boise,
Idaho
| USD 355 M | +USD 54.8 M | +18% | 18.2% | 29.3% | 118 | 13.56% | 3.4 |
|
| 2682 |
SAM
2682
Skyline Asset Management
Chicago,
Illinois
| USD 355 M | +USD 54.3 M | +18% | 27.5% | 26.1% | 57 | 3.51% | 3.9 |
|
| 2683 |
2683
Howard Capital Management
Roswell,
Georgia
| USD 355 M | +USD 119 M | +50% | 26.4% | 144% | 54 | 62.96% | 0.3 |
|
| 2684 |
2684
Sound View Wealth Advisors Group
Savannah,
Georgia
| USD 355 M | +USD 65.6 M | +23% | 15.6% | 73% | 247 | 15.79% | 0.8 |
|
| 2685 |
2685
Parkman Healthcare Partners
Stamford,
Connecticut
| USD 355 M | +USD 139 M | +64% | 55.5% | 306% | 89 | 37.08% | 0.3 |
|
| 2686 |
GIM
2686
Greylin Investment Management
Orange,
Virginia
| USD 354 M | +USD 32.8 M | +10% | 14.3% | 52.1% | 73 | 20.55% | 3.9 |
|
| 2687 |
2687
Tanglewood Wealth Management
Houston,
Texas
| USD 353 M | -USD 162 M | -31% | 17.3% | 64.6% | 20 | 15% | 2.6 |
|
| 2688 |
2688
Pensionfund Sabic
Sittard,
Netherlands
| USD 353 M | +USD 59.3 M | +20% | 19.3% | 63.6% | 209 | 5.74% | 2.8 |
|
| 2689 |
2689
SOL Capital Management
Rockville,
Maryland
| USD 353 M | +USD 50.8 M | +17% | 20.6% | 56.6% | 221 | 7.69% | 5.1 |
|
| 2690 |
BHG
2690
Blue Harbour Group
Greenwich,
Connecticut
| USD 353 M | -USD 209 M | -37% | 17.3% | 5.15% | 10 | 60% | 1.2 |
|
| 2691 |
JPC
2691
Jabodon PT Co
Reno,
Nevada
| USD 353 M | +USD 2.14 M | +0.6% | 21.3% | 61.9% | 55 | 76.36% | 0.2 |
|
| 2692 |
2692
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| USD 353 M | +USD 22.6 M | +7% | 6.85% | 26.4% | 1 | 0% | 0.8 |
|
| 2693 |
2693
Bremer Bank National Association
St Paul,
Minnesota
| USD 353 M | +USD 2.15 M | +0.6% | 19.7% | 37.4% | 207 | 17.87% | 1.1 |
|
| 2694 |
2694
Pier 88 Investment Partners
San Francisco,
California
| USD 352 M | +USD 77.8 M | +28% | 15.3% | 40.3% | 122 | 26.23% | 1 |
|
| 2695 |
2695
KLCM Advisors
Milwaukee,
Wisconsin
| USD 352 M | +USD 35.8 M | +11% | 15.7% | 122% | 100 | 11% | 3.6 |
|
| 2696 |
2696
BlueSky Wealth Advisors
New Bern,
North Carolina
| USD 350 M | +USD 78.5 M | +29% | 13.5% | 45.9% | 58 | 24.14% | 2.5 |
|
| 2697 |
2697
Redwood Investment Management
Scottsdale,
Arizona
| USD 350 M | +USD 192 M | +122% | 19.4% | 62.5% | 282 | 68.79% | 0.4 |
|
| 2698 |
TAM
2698
Tradition Asset Management
Richmond,
Virginia
| USD 350 M | +USD 50.6 M | +17% | 18.7% | – | 196 | 16.84% | 0.9 |
|
| 2699 |
JC
2699
Joho Capital
New York
| USD 349 M | -USD 36.4 M | -9% | 21.2% | 80.2% | 10 | 20% | 1.9 |
|
| 2700 |
2700
East Coast Asset Management
Essex,
Massachusetts
| USD 349 M | +USD 92.3 M | +36% | 22.8% | 167% | 64 | 10.94% | 5.7 |
|