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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
First Command Bank
Fort Worth,
Texas
| USD 463 M | +USD 54.3 M | +13% | 5.33% | 34.1% | 458 | 22.93% | 2.4 |
|
| 2852 |
2852
First Command Financial Services
Fort Worth,
Texas
| USD 463 M | +USD 54.3 M | +13% | 5.33% | 34.4% | 458 | 22.93% | 2.4 |
|
| 2853 |
2853
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| USD 463 M | -USD 144 M | -24% | 6.8% | 101% | 19 | 42.11% | 0.5 |
|
| 2854 |
2854
Baker Ellis Asset Management
Vancouver,
Washington
| USD 463 M | +USD 43.8 M | +10% | 8.37% | 91.9% | 198 | 14.14% | 4.3 |
|
| 2855 |
2855
Smith Anglin Financial
Dallas,
Texas
| USD 463 M | -USD 95.3 M | -17% | 8.84% | 52.8% | 148 | 14.86% | 0.2 |
|
| 2856 |
BCM
2856
BlueMar Capital Management
Miami,
Florida
| USD 463 M | +USD 57.7 M | +14% | 8.13% | 27.4% | 79 | 46.84% | 0.7 |
|
| 2857 |
2857
Personal CFO Solutions
Chester,
New Jersey
| USD 463 M | +USD 58.5 M | +14% | 4.34% | 98.9% | 453 | 27.81% | 0.8 |
|
| 2858 |
2858
Mattern Capital Management
Lakewood,
Colorado
| USD 462 M | +USD 40.6 M | +10% | 4.17% | 39.8% | 110 | 4.55% | 1.1 |
|
| 2859 |
2859
Brasada Capital Management
Houston,
Texas
| USD 462 M | +USD 25.2 M | +6% | 6.67% | 76.5% | 178 | 35.39% | 1.3 |
|
| 2860 |
2860
Biltmore Capital Advisors
Princeton,
New Jersey
| USD 462 M | +USD 95.9 M | +26% | 3.25% | 80.4% | 144 | 35.42% | 0.7 |
|
| 2861 |
AMG
2861
Asset Management Group
Stamford,
Connecticut
| USD 462 M | +USD 50.6 M | +12% | 6.78% | 57% | 124 | 4.84% | 5.3 |
|
| 2862 |
2862
Wealth Architects
Mountain View,
California
| USD 462 M | +USD 32.1 M | +7% | 7.55% | 85.1% | 173 | 9.25% | 3.5 |
|
| 2863 |
2863
Slow Capital
Greenbrae,
California
| USD 461 M | +USD 42.5 M | +10% | 1.8% | 156% | 181 | 8.84% | 2.3 |
|
| 2864 |
2864
Silverback Asset Management
Chapel Hill,
North Carolina
| USD 461 M | -USD 327 M | -41% | 1.88% | 92.1% | 55 | 29.09% | 0.7 |
|
| 2865 |
2865
Ascent Wealth Partners
New Hartford,
New York
| USD 461 M | +USD 11.1 M | +2% | 4.33% | 105% | 126 | 11.9% | 3.9 |
|
| 2866 |
2866
Formidable Asset Management
Cincinnati,
Ohio
| USD 460 M | +USD 28.5 M | +7% | 5.82% | 62.2% | 326 | 18.71% | 1 |
|
| 2867 |
2867
Hahn Capital Management
Walnut Creek,
California
| USD 460 M | -USD 28.1 M | -6% | 12% | 71.7% | 34 | 2.94% | 5.2 |
|
| 2868 |
2868
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| USD 460 M | +USD 9.07 M | +2% | 4.75% | 64.8% | 125 | 4% | 6.1 |
|
| 2869 |
2869
Intercontinental Wealth Advisors
San Antonio,
Texas
| USD 459 M | +USD 43.2 M | +10% | 6.33% | 46.7% | 285 | 15.44% | 1.7 |
|
| 2870 |
2870
Berger Financial Group
Plymouth,
Minnesota
| USD 459 M | -USD 113 M | -20% | 3.86% | 59.9% | 237 | 32.91% | 0.2 |
|
| 2871 |
2871
ARS Wealth Advisors
St. Petersburg,
Florida
| USD 459 M | -USD 5.37 M | -1% | 4.75% | 62.5% | 140 | 22.14% | 3.3 |
|
| 2872 |
2872
Coerente Capital Management
Toronto,
Ontario, Canada
| USD 457 M | – | – | 6.98% | 54.7% | 41 | – | 0 |
|
| 2873 |
2873
JBJ Investment Partners
Charleston,
South Carolina
| USD 457 M | +USD 17.4 M | +4% | 3.16% | 46.2% | 62 | 4.84% | 1.1 |
|
| 2874 |
VDBMI
2874
Van Den Berg Management I
Austin,
Texas
| USD 457 M | +USD 59.8 M | +15% | 15.5% | 187% | 71 | 14.08% | 1.7 |
|
| 2875 |
2875
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| USD 457 M | +USD 138 M | +43% | 11.7% | 94.6% | 1,008 | 66.17% | 0.1 |
|