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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
LaFleur & Godfrey
Grand Rapids,
Michigan
| USD 826 M | +USD 1.16 M | +0.1% | 3.53% | 98.2% | 150 | 8.67% | 4.9 |
|
| 2702 |
2702
Triata Capital
Hong Kong
| USD 825 M | -USD 31.7 M | -4% | 12.8% | – | 15 | 0% | 0.8 |
|
| 2703 |
2703
De Burlo Group
Boston,
Massachusetts
| USD 824 M | -USD 5.98 M | -0.7% | 4.71% | 164% | 83 | 10.84% | 3.9 |
|
| 2704 |
2704
Octagon Capital Advisors
New York
| USD 824 M | +USD 164 M | +25% | 53.7% | 2,969% | 35 | 45.71% | 1.1 |
|
| 2705 |
2705
Ovata Capital Management
Hong Kong
| USD 823 M | +USD 323 M | +65% | 0.61% | 69.1% | 64 | 53.13% | 0.5 |
|
| 2706 |
2706
Jamison Private Wealth Management
Milton,
Georgia
| USD 823 M | +USD 33.6 M | +4% | 4.77% | 130% | 213 | 2.82% | 1.9 |
|
| 2707 |
BPIM
2707
Brant Point Investment Management
New York
| USD 823 M | -USD 102 M | -11% | 3.43% | 169% | 154 | 37.01% | 2.9 |
|
| 2708 |
2708
RTD Financial Advisors
Philadelphia,
Pennsylvania
| USD 820 M | -USD 12.6 M | -2% | 1.5% | 51.5% | 116 | 10.34% | 3.1 |
|
| 2709 |
2709
Ally Financial
Detroit,
Michigan
| USD 819 M | +USD 9.14 M | +1% | 1.1% | 9.28% | 117 | 16.24% | 2.2 |
|
| 2710 |
2710
One Wealth Advisors
San Francisco,
California
| USD 818 M | +USD 21.5 M | +3% | 2.5% | 66% | 334 | 18.86% | 2 |
|
| 2711 |
2711
BDF Gestion
Paris,
France
| USD 818 M | -USD 26.8 M | -3% | 3.88% | – | 156 | 14.1% | 1.2 |
|
| 2712 |
F1I
2712
Fund 1 Investments
Rincon,
Puerto Rico
| USD 818 M | -USD 82.4 M | -9% | 10.8% | 128% | 76 | 53.95% | 0.8 |
|
| 2713 |
2713
Lake Street Private Wealth
Chicago,
Illinois
| USD 817 M | +USD 41.7 M | +5% | 1.52% | 105% | 291 | 9.28% | 3.4 |
|
| 2714 |
2714
KPS Global Asset Management (UK)
London,
United Kingdom
| USD 817 M | +USD 28.2 M | +4% | 5.34% | 373% | 4 | 0% | 5.6 |
|
| 2715 |
2715
Syquant Capital SAS
Paris,
France
| USD 817 M | +USD 469 M | +135% | 0.36% | 160% | 45 | 80% | 0.1 |
|
| 2716 |
2716
Inspirion Wealth Advisors
Libertyville,
Illinois
| USD 817 M | +USD 102 M | +14% | 0.79% | 52.5% | 183 | 25.68% | 4.5 |
|
| 2717 |
2717
Alpha Wave Global
New York
| USD 816 M | -USD 172 M | -17% | 24% | 226% | 32 | 43.75% | 1.7 |
|
| 2718 |
2718
Embree Financial Group
Chicago,
Illinois
| USD 816 M | +USD 69.5 M | +9% | 2.77% | 87.6% | 260 | 14.23% | 1.4 |
|
| 2719 |
2719
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
| USD 815 M | -USD 11.3 M | -1% | 3.3% | – | 885 | 12.66% | 1.4 |
|
| 2720 |
2720
Cache Advisors
San Francisco,
California
| USD 814 M | +USD 241 M | +42% | 1.57% | – | 125 | 21.6% | 0.7 |
|
| 2721 |
2721
Strategic Wealth Investment Group
Louisville,
Kentucky
| USD 814 M | -USD 375 M | -32% | 2.19% | – | 134 | 33.58% | 2.1 |
|
| 2722 |
2722
Arista Wealth Management
Las Vegas,
Nevada
| USD 813 M | +USD 9.44 M | +1% | 2.59% | 67% | 323 | 39.32% | 0.8 |
|
| 2723 |
2723
City Holding Co
Charleston,
West Virginia
| USD 813 M | +USD 17.5 M | +2% | 3.08% | 89.2% | 643 | 18.82% | 5.9 |
|
| 2724 |
2724
Kera Capital Partners
San Jose,
California
| USD 811 M | +USD 144 M | +22% | 4.04% | – | 597 | 36.52% | 0.4 |
|
| 2725 |
2725
Mass General Brigham
Somerville,
Massachusetts
| USD 810 M | – | – | 5.22% | – | 7 | – | 0.5 |
|