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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
St Louis Trust
Saint Louis,
Missouri
| USD 498 M | +USD 27.3 M | +6% | 5.49% | 77.2% | 102 | 1.96% | 3.6 |
|
| 2702 |
2702
Ascent Wealth Partners
New Hartford,
New York
| USD 498 M | +USD 32.6 M | +7% | 6.84% | 105% | 152 | 10.53% | 3.7 |
|
| 2703 |
2703
Amarillo National Bank
Amarillo,
Texas
| USD 497 M | +USD 65.9 M | +15% | 5.4% | 63.5% | 100 | 6% | 5.3 |
|
| 2704 |
2704
Fund Management at Engine No 1
San Francisco,
California
| USD 497 M | +USD 88.7 M | +22% | 10.6% | – | 409 | 11.25% | 0.8 |
|
| 2705 |
2705
Integral Health Asset Management
New York
| USD 496 M | +USD 20 M | +4% | 7.36% | 564% | 92 | 56.52% | 0.6 |
|
| 2706 |
HVM
2706
Harvest Volatility Management
Norwalk,
Connecticut
| USD 496 M | +USD 706 k | +0.1% | 22.9% | 24.3% | 134 | 2.99% | 1.8 |
|
| 2707 |
CI
2707
CPMG Inc
Dallas,
Texas
| USD 496 M | +USD 97.5 M | +24% | 64.6% | 878% | 5 | 20% | 2.8 |
|
| 2708 |
2708
Evermay Wealth Management
Arlington,
Virginia
| USD 496 M | +USD 4.38 M | +0.9% | 5.05% | 61.1% | 592 | 13.51% | 2.5 |
|
| 2709 |
2709
Moody Aldrich Partners
Marblehead,
Massachusetts
| USD 495 M | +USD 1.95 M | +0.4% | 8.36% | 312% | 182 | 29.67% | 1.4 |
|
| 2710 |
FAG
2710
Financial Advisory Group
Houston,
Texas
| USD 495 M | +USD 24.2 M | +5% | 7.12% | 20.6% | 95 | 15.79% | 4.8 |
|
| 2711 |
2711
Bensler
Bellevue,
Washington
| USD 495 M | +USD 45.4 M | +10% | 8.24% | 109% | 164 | 12.8% | 1 |
|
| 2712 |
2712
9258 Wealth Management
Blue Ash,
Ohio
| USD 495 M | +USD 33 M | +7% | 7.53% | 49.6% | 339 | 9.44% | 2.9 |
|
| 2713 |
2713
Arkos Global Advisors
Houston,
Texas
| USD 495 M | +USD 103 M | +26% | 3.88% | 47.8% | 100 | 15% | 2.4 |
|
| 2714 |
2714
Tarbox Family Office
Newport Beach,
California
| USD 495 M | +USD 38.7 M | +8% | 5.23% | 66.4% | 101 | 7.92% | 6.5 |
|
| 2715 |
2715
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| USD 495 M | -USD 16.7 M | -3% | 9.34% | 159% | 277 | 28.88% | 2.4 |
|
| 2716 |
CCM
2716
Cohen Capital Management
Corte Madera,
California
| USD 495 M | +USD 3.07 M | +0.6% | 5.06% | 91.5% | 140 | 4.29% | 6 |
|
| 2717 |
2717
Biondo Investment Advisors
Milford,
Pennsylvania
| USD 495 M | +USD 45.7 M | +10% | 10.4% | 83.4% | 80 | 13.75% | 5.1 |
|
| 2718 |
2718
Index Venture Growth Associates III
St. Helier, Channel Islands,
Jersey
| USD 494 M | +USD 76.3 M | +18% | 46.2% | 740% | 3 | 0% | 1.3 |
|
| 2719 |
2719
Passaic Partners
Newark,
New Jersey
| USD 494 M | +USD 15.8 M | +3% | 6.57% | 60.1% | 8 | 12.5% | 1 |
|
| 2720 |
2720
Focused Wealth Management
Newburgh,
New York
| USD 494 M | +USD 2.3 M | +0.5% | 7.37% | 80.9% | 1,173 | 18.24% | 4.2 |
|
| 2721 |
SA
2721
Strategic Advisors
New York
| USD 494 M | +USD 44.9 M | +10% | 9.91% | 106% | 213 | 13.62% | 3.7 |
|
| 2722 |
2722
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| USD 493 M | -USD 251 M | -34% | 6.88% | 97.3% | 496 | 19.96% | 3.5 |
|
| 2723 |
2723
Camden National Bank
Camden,
Maine
| USD 493 M | +USD 13.7 M | +3% | 4.24% | 58.2% | 127 | 10.24% | 4.1 |
|
| 2724 |
2724
Crosslink Capital
Menlo Park,
California
| USD 493 M | +USD 77.9 M | +19% | 30.2% | 135% | 20 | 25% | 3.6 |
|
| 2725 |
2725
Exchange Capital Management
Ann Arbor,
Michigan
| USD 492 M | +USD 36.4 M | +8% | 6.4% | 57.8% | 171 | 7.02% | 5 |
|