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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
Fort Baker Capital Management
Larkspur,
California
| USD 621 M | +USD 13.9 M | +2% | 1.36% | 46.3% | 93 | 54.84% | 0.4 |
|
| 2902 |
2902
III Capital Management
Boca Raton,
Florida
| USD 621 M | -USD 740 M | -54% | 0.72% | 28.7% | 76 | 59.21% | 0.9 |
|
| 2903 |
2903
Dimension Capital Management
Coral Gables,
Florida
| USD 620 M | +USD 82.1 M | +15% | 0.36% | 65.5% | 113 | 15.04% | 3.5 |
|
| 2904 |
2904
M Holdings Securities
Portland,
Oregon
| USD 620 M | +USD 223 M | +56% | 2.35% | 94.1% | 140 | 40% | 1.9 |
|
| 2905 |
2905
Arkansas Financial Group
Little Rock,
Arkansas
| USD 619 M | +USD 8.65 M | +1% | 0.54% | 41.4% | 79 | 6.33% | 4.5 |
|
| 2906 |
VC
2906
Vision Capital
Toronto,
Ontario, Canada
| USD 619 M | -USD 913 k | -0.1% | 4.98% | 13.9% | 27 | 55.56% | 0.4 |
|
| 2907 |
2907
Towercrest Capital Management
Newtown,
Pennsylvania
| USD 619 M | -USD 1.78 M | -0.3% | 1.46% | 42.6% | 108 | 11.11% | 5 |
|
| 2908 |
2908
First National Advisers
Omaha,
Nebraska
| USD 618 M | -USD 8.64 M | -1% | 0.89% | 101% | 225 | 26.67% | 1.7 |
|
| 2909 |
2909
Bank Hapoalim BM
Tel Aviv,
Israel
| USD 618 M | -USD 41.6 M | -6% | 1.25% | 80.5% | 133 | 9.02% | 4.6 |
|
| 2910 |
2910
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| USD 618 M | +USD 97.7 M | +19% | 0.72% | 48.8% | 112 | 50.89% | 0.8 |
|
| 2911 |
2911
Canal Capital Management
Richmond,
Virginia
| USD 618 M | -USD 8.46 M | -1% | 0.6% | 69.5% | 183 | 21.86% | 3.8 |
|
| 2912 |
2912
Makena Capital Management
Menlo Park,
California
| USD 616 M | +USD 200 M | +48% | 1.33% | 85.5% | 46 | 26.09% | 1.1 |
|
| 2913 |
2913
Nextech Invest
Zurich,
Switzerland
| USD 616 M | -USD 95.9 M | -13% | 15.3% | 982% | 15 | 0% | 1.7 |
|
| 2914 |
2914
Wealth Management Nebraska
Norfolk,
Nebraska
| USD 615 M | – | – | 2.17% | – | 71 | – | 0 |
|
| 2915 |
BC
2915
Belmont Capital
Los Angeles,
California
| USD 615 M | +USD 12.9 M | +2% | 10.1% | 182% | 173 | 33.53% | 2.4 |
|
| 2916 |
2916
Strategic Point Investment Advisors
Providence,
Rhode Island
| USD 614 M | +USD 7.34 M | +1% | 0.16% | 58.2% | 36 | 11.11% | 4.2 |
|
| 2917 |
2917
RBO & Co
Saint Helena,
California
| USD 613 M | -USD 20.9 M | -3% | 2.14% | 33.5% | 53 | 1.89% | 7.5 |
|
| 2918 |
2918
Marquette Asset Management
Minneapolis,
Minnesota
| USD 613 M | -USD 18 M | -3% | 0.2% | 69.6% | 237 | 22.78% | 3.2 |
|
| 2919 |
2919
Destiny Wealth Partners
Tavares,
Florida
| USD 612 M | +USD 41.9 M | +7% | 4.64% | 70.4% | 177 | 14.12% | 2.5 |
|
| 2920 |
2920
Academy Capital Management
Waco,
Texas
| USD 612 M | +USD 34.5 M | +6% | 4.33% | 85% | 41 | 21.95% | 3.3 |
|
| 2921 |
2921
Sargent Investment Group
Bethesda,
Maryland
| USD 611 M | +USD 54.9 M | +10% | 10.9% | 135% | 255 | 22.35% | 3 |
|
| 2922 |
2922
Herald Investment Management
London,
United Kingdom
| USD 611 M | +USD 30.5 M | +5% | 12.2% | 493% | 98 | 8.16% | 5.3 |
|
| 2923 |
2923
Concord Wealth Partners
Abingdon,
Virginia
| USD 611 M | +USD 11.2 M | +2% | 0% | 71.1% | 992 | 10.69% | 1.8 |
|
| 2924 |
2924
Formidable Asset Management
Cincinnati,
Ohio
| USD 609 M | -USD 17.1 M | -3% | 0.07% | 62.2% | 400 | 14.75% | 2.6 |
|
| 2925 |
2925
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
| USD 609 M | -USD 121 M | -17% | 0.09% | 165% | 41 | 31.71% | 2.6 |
|