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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
Tran Capital Management
San Rafael,
California
| USD 835 M | -USD 1.73 M | -0.2% | 2.43% | 173% | 78 | 15.38% | 2.7 |
|
| 2677 |
2677
Makena Capital Management
Menlo Park,
California
| USD 834 M | -USD 134 M | -14% | 1.18% | 85.5% | 27 | 14.81% | 1.9 |
|
| 2678 |
2678
Bay Colony Advisors
Concord,
Massachusetts
| USD 834 M | -USD 11.2 M | -1% | 3.37% | 91.8% | 553 | 16.82% | 3 |
|
| 2679 |
2679
BSW Wealth Partners
Boulder,
Colorado
| USD 833 M | +USD 30.5 M | +4% | 3.18% | 75.4% | 343 | 11.66% | 3.8 |
|
| 2680 |
2680
Brookwood Investment Group
Phoenix,
Arizona
| USD 833 M | +USD 58.5 M | +8% | 3.01% | – | 578 | 29.24% | 0.5 |
|
| 2681 |
2681
Sloy Dahl & Holst
Vancouver,
Washington
| USD 833 M | -USD 111 M | -12% | 3.17% | 132% | 122 | 10.66% | 2.8 |
|
| 2682 |
2682
Occidental Asset Management
Burlingame,
California
| USD 832 M | +USD 35.6 M | +4% | 3.27% | 97.4% | 318 | 20.75% | 3.4 |
|
| 2683 |
2683
Hanson & Doremus Investment Management
Burlington,
Vermont
| USD 832 M | +USD 37.5 M | +5% | 3.23% | 86.3% | 524 | 12.21% | 6.4 |
|
| 2684 |
WAM
2684
Warberg Asset Management
Winnetka,
Illinois
| USD 831 M | +USD 204 M | +33% | 0.69% | 61.5% | 241 | 48.13% | 0.8 |
|
| 2685 |
2685
Alta Park Capital
San Francisco,
California
| USD 831 M | -USD 314 M | -27% | 16% | 1,071% | 50 | 52% | 1.1 |
|
| 2686 |
2686
Baker Ellis Asset Management
Vancouver,
Washington
| USD 831 M | +USD 19 M | +2% | 3.28% | 91.9% | 270 | 11.48% | 5.2 |
|
| 2687 |
MO
2687
McMillan Office
St. Clair Shores,
Michigan
| USD 831 M | – | – | 8.09% | – | 490 | – | 0 |
|
| 2688 |
2688
Titan Investment Solutions
London,
| USD 831 M | – | – | 4.42% | – | 57 | – | 0 |
|
| 2689 |
WCM
2689
Wallace Capital Management
Dallas,
Texas
| USD 830 M | +USD 25.8 M | +3% | 5.68% | 62.3% | 81 | 12.35% | 5.4 |
|
| 2690 |
2690
Sprucegrove Investment Management
Toronto,
Ontario, Canada
| USD 830 M | -USD 416 M | -33% | 9.59% | 45.5% | 42 | 7.14% | 5.1 |
|
| 2691 |
2691
Trustees of Columbia University in the City of New York
New York
| USD 830 M | +USD 174 M | +27% | 2.35% | – | 10 | 80% | 1.3 |
|
| 2692 |
KWMG
2692
King Wealth Management Group
Naples,
Florida
| USD 830 M | +USD 33.8 M | +4% | 2.42% | 103% | 174 | 13.22% | 5.8 |
|
| 2693 |
2693
Numerai
San Francisco,
California
| USD 830 M | +USD 121 M | +17% | 0.15% | 52.7% | 788 | 53.55% | 0.3 |
|
| 2694 |
2694
Vision Capital Management
Portland,
Oregon
| USD 830 M | +USD 18.9 M | +2% | 3.73% | 78.4% | 150 | 5.33% | 4.4 |
|
| 2695 |
2695
Pine Grove Financial Group
Woodbury,
Minnesota
| USD 829 M | – | – | 1.64% | – | 192 | – | 0 |
|
| 2696 |
2696
Managed Asset Portfolios
Rochester,
Michigan
| USD 828 M | +USD 20.4 M | +3% | 5.04% | 108% | 65 | 26.15% | 3.3 |
|
| 2697 |
2697
Oak Root LLC
Santa Barbara,
California
| USD 827 M | -USD 36.3 M | -4% | 2.92% | 75.4% | 11 | 0% | 2 |
|
| 2698 |
2698
Biondo Investment Advisors
Milford,
Pennsylvania
| USD 827 M | +USD 28.6 M | +4% | 7.61% | 83.4% | 90 | 6.67% | 5.8 |
|
| 2699 |
2699
FORA Capital
Miami,
Florida
| USD 827 M | +USD 261 M | +46% | 4.23% | 162% | 687 | 73.8% | 0.2 |
|
| 2700 |
2700
Mayflower Financial Advisors
Boston,
Massachusetts
| USD 827 M | +USD 30 M | +4% | 3.12% | 77.7% | 441 | 13.61% | 3.1 |
|