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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
North Growth Management
Vancouver,
British Columbia, Canada
| USD 602 M | +USD 34.5 M | +6% | 13.8% | 243% | 57 | 26.32% | 2.4 |
|
| 2702 |
2702
KWB Wealth
Redlands,
California
| USD 602 M | +USD 38.7 M | +7% | 5.78% | 54.8% | 91 | 6.59% | 0.9 |
|
| 2703 |
2703
WealthShield Partners
Cary,
North Carolina
| USD 601 M | +USD 227 M | +61% | 7.38% | 71% | 308 | 33.77% | 1.5 |
|
| 2704 |
2704
Aviance Capital Partners
Naples,
Florida
| USD 600 M | +USD 34.1 M | +6% | 10.1% | 109% | 267 | 11.61% | 4.1 |
|
| 2705 |
2705
Biondo Investment Advisors
Milford,
Pennsylvania
| USD 600 M | +USD 17.4 M | +3% | 7.51% | 101% | 88 | 10.23% | 3.9 |
|
| 2706 |
2706
Portland Global Advisors
Portland,
Maine
| USD 600 M | +USD 59.1 M | +11% | 6.11% | 48.8% | 161 | 5.59% | 4.4 |
|
| 2707 |
2707
Voleon Capital Management
Berkeley,
California
| USD 599 M | +USD 505 M | +539% | 2.52% | – | 23 | 100% | 0 |
|
| 2708 |
2708
Biltmore Capital Advisors
Princeton,
New Jersey
| USD 599 M | +USD 56.8 M | +10% | 9.47% | 80.4% | 192 | 38.02% | 1.1 |
|
| 2709 |
2709
City Holding Co
Charleston,
West Virginia
| USD 599 M | +USD 13.8 M | +2% | 8.98% | 89.2% | 531 | 10.55% | 4.8 |
|
| 2710 |
2710
Eclipse Ventures
Palo Alto,
California
| USD 599 M | – | – | 30.6% | – | 3 | – | 0 |
|
| 2711 |
2711
Arcadia Investment Management
Kalamazoo,
Michigan
| USD 598 M | +USD 56.8 M | +10% | 12.1% | 83.5% | 299 | 10.7% | 4.1 |
|
| 2712 |
2712
Advocacy Wealth Management Services
Atlanta,
Georgia
| USD 598 M | +USD 43.6 M | +8% | 4.89% | 51.4% | 201 | 6.97% | 2.2 |
|
| 2713 |
2713
Isthmus Partners
Madison,
Wisconsin
| USD 597 M | +USD 45 M | +8% | 9.48% | 73.7% | 155 | 6.45% | 2.9 |
|
| 2714 |
2714
Absher Wealth Management
Chapel Hill,
North Carolina
| USD 596 M | +USD 55.7 M | +10% | 7.99% | 65.3% | 64 | 12.5% | 1.7 |
|
| 2715 |
2715
Atom Investors
Austin,
Texas
| USD 596 M | -USD 639 M | -52% | 0.21% | 83.4% | 455 | 76.04% | 0.3 |
|
| 2716 |
2716
Avitas Wealth Management
Los Angeles,
California
| USD 596 M | +USD 47 M | +9% | 11.2% | 56.2% | 204 | 19.61% | 1.9 |
|
| 2717 |
2717
Cambria Investment Management
Manhattan Beach,
California
| USD 596 M | +USD 50.1 M | +9% | 6.88% | 72% | 280 | 23.93% | 1.7 |
|
| 2718 |
2718
Distillate Capital Partners
Chicago,
Illinois
| USD 596 M | +USD 220 M | +59% | 14.2% | 9.94% | 128 | 29.69% | 0.6 |
|
| 2719 |
2719
Sandia Investment Management
Boston,
Massachusetts
| USD 596 M | – | – | 0.56% | 20.5% | 254 | – | 0 |
|
| 2720 |
2720
Greatmark Investment Partners
Columbus,
Georgia
| USD 596 M | +USD 61.6 M | +12% | 12.4% | 72.5% | 142 | 8.45% | 4.8 |
|
| 2721 |
2721
ARS Wealth Advisors Group
St. Petersburg,
Florida
| USD 596 M | +USD 44.6 M | +8% | 7.89% | 89.5% | 145 | 9.66% | 0.2 |
|
| 2722 |
2722
Barometer Capital Management
Toronto,
Ontario, Canada
| USD 595 M | +USD 76.8 M | +15% | 14.6% | 354% | 164 | 48.78% | 0.7 |
|
| 2723 |
2723
EFG Asset Management (Americas)
Miami,
Florida
| USD 595 M | +USD 33.6 M | +6% | 9.12% | 112% | 138 | 6.52% | 2.8 |
|
| 2724 |
2724
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| USD 595 M | +USD 51.6 M | +10% | 9.58% | 81.9% | 506 | 4.74% | 0.5 |
|
| 2725 |
2725
True North Advisors
Dallas,
Texas
| USD 592 M | +USD 84.1 M | +17% | 10.6% | 82.9% | 246 | 16.26% | 1.3 |
|