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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
HCP
2751
Holt Capital Partners
Fort Worth,
Texas
| USD 559 M | +USD 48.7 M | +10% | 9.81% | 69.5% | 158 | 6.96% | 6.1 |
|
| 2752 |
2752
Battery Management Corp
Boston,
Massachusetts
| USD 559 M | +USD 178 M | +47% | 3.77% | 45.1% | 5 | 0% | 2.2 |
|
| 2753 |
2753
Towercrest Capital Management
Newtown,
Pennsylvania
| USD 559 M | +USD 45 M | +9% | 8.16% | 42.6% | 107 | 3.74% | 4.4 |
|
| 2754 |
2754
D'Orazio & Associates
Falls Church,
Virginia
| USD 558 M | +USD 113 M | +25% | 11% | 66.7% | 194 | 22.68% | 3.3 |
|
| 2755 |
2755
Synergy Asset Management
Vancouver,
Washington
| USD 558 M | +USD 54 M | +11% | 8.01% | 113% | 177 | 48.59% | 0.7 |
|
| 2756 |
2756
Skaana Management
Brooklyn,
New York
| USD 558 M | +USD 152 M | +37% | 1.91% | 269% | 241 | 22.41% | 0.7 |
|
| 2757 |
2757
Financial Partners Group (Kansas)
Overland Park,
Kansas
| USD 558 M | +USD 72.7 M | +15% | 9.42% | 76.7% | 173 | 10.4% | 2.5 |
|
| 2758 |
2758
Monograph Wealth Advisors
Manhattan Beach,
California
| USD 557 M | +USD 51.6 M | +10% | 10.9% | 68% | 139 | 30.94% | 1.3 |
|
| 2759 |
2759
Exchange Capital Management
Ann Arbor,
Michigan
| USD 557 M | +USD 27.2 M | +5% | 11.5% | 57.8% | 186 | 8.06% | 5.2 |
|
| 2760 |
2760
Zevin Asset Management
Boston,
Massachusetts
| USD 557 M | +USD 59.5 M | +12% | 8.74% | 71.7% | 94 | 11.7% | 5 |
|
| 2761 |
2761
Hazelview Securities
Toronto,
Ontario, Canada
| USD 557 M | +USD 6.6 M | +1% | 16.5% | – | 53 | 49.06% | 1.4 |
|
| 2762 |
2762
Covenant Asset Management
Chester,
New Jersey
| USD 557 M | +USD 177 M | +47% | 15.6% | 177% | 167 | 11.98% | 3.7 |
|
| 2763 |
2763
Cynosure Group
Salt Lake City,
Utah
| USD 556 M | +USD 230 M | +71% | 9.74% | 63% | 158 | 17.72% | 0.8 |
|
| 2764 |
2764
Moody Aldrich Partners
Marblehead,
Massachusetts
| USD 556 M | +USD 28.1 M | +5% | 17.6% | 312% | 230 | 31.74% | 1.1 |
|
| 2765 |
2765
StepStone Group
La Jolla,
California
| USD 556 M | +USD 132 M | +31% | 34.9% | 107% | 28 | 42.86% | 1.5 |
|
| 2766 |
2766
CFS Investment Advisory Services
Totowa,
New Jersey
| USD 555 M | -USD 72.2 M | -12% | 8.55% | 59.7% | 177 | 24.86% | 1.3 |
|
| 2767 |
2767
Inspirion Wealth Advisors
Libertyville,
Illinois
| USD 555 M | +USD 42.1 M | +8% | 8.34% | 52.5% | 148 | 12.16% | 3.9 |
|
| 2768 |
2768
Sompo Asset Management
Tokyo,
Japan
| USD 554 M | +USD 97.8 M | +21% | 12.7% | 84.7% | 203 | 15.76% | 2.7 |
|
| 2769 |
2769
Redwood Capital Management
New York
| USD 552 M | +USD 19.9 M | +4% | 17.1% | 313% | 22 | 13.64% | 4.2 |
|
| 2770 |
2770
TrinityPoint Wealth
Milford,
Connecticut
| USD 552 M | +USD 50 M | +10% | 10.5% | 28.4% | 303 | 7.26% | 2.9 |
|
| 2771 |
JC
2771
Joho Capital
New York
| USD 552 M | +USD 107 M | +24% | 16.6% | 80.2% | 19 | 31.58% | 1.4 |
|
| 2772 |
2772
Total Wealth Planning
Cincinnati,
Ohio
| USD 551 M | +USD 62 M | +13% | 8.48% | 37.2% | 92 | 8.7% | 2.5 |
|
| 2773 |
2773
Dillon & Associates
Jackson,
Michigan
| USD 551 M | +USD 31.7 M | +6% | 10% | 117% | 80 | 6.25% | 6.9 |
|
| 2774 |
2774
Iridian Asset Management
Westport,
Connecticut
| USD 551 M | +USD 57.4 M | +12% | 9.93% | 88.4% | 53 | 7.55% | 2.9 |
|
| 2775 |
CIA
2775
Covington Investment Advisors
Ligonier,
Pennsylvania
| USD 551 M | +USD 62.9 M | +13% | 11.6% | 100% | 77 | 9.09% | 6.3 |
|