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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
Biltmore Family Office
Charlotte,
North Carolina
| USD 703 M | +USD 111 M | +19% | 12.6% | 99% | 300 | 10.33% | 4 |
|
| 2902 |
2902
Physician Wealth Advisors
Midvale,
Utah
| USD 703 M | +USD 65.8 M | +10% | 8.23% | 79.9% | 2,084 | 22.5% | 0.8 |
|
| 2903 |
2903
Stanley-Laman Group
Berwyn,
Pennsylvania
| USD 702 M | +USD 28.5 M | +4% | 11.3% | 114% | 332 | 39.16% | 2.3 |
|
| 2904 |
2904
Sargent Investment Group
Bethesda,
Maryland
| USD 702 M | -USD 37.9 M | -5% | 11.2% | 113% | 237 | 49.79% | 4.3 |
|
| 2905 |
2905
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| USD 701 M | +USD 70.7 M | +11% | 7.45% | 43.7% | 4 | 50% | 4 |
|
| 2906 |
2906
Academy Capital Management
Waco,
Texas
| USD 701 M | +USD 1.31 M | +0.2% | 10.8% | 85% | 41 | 2.44% | 3.8 |
|
| 2907 |
2907
Thames Capital Management
Roseland,
New Jersey
| USD 701 M | +USD 259 M | +59% | 81.3% | 1,177% | 69 | 53.62% | 1.3 |
|
| 2908 |
2908
Capital Advisors Wealth Management
Yakima,
Washington
| USD 701 M | +USD 64.3 M | +10% | 6.77% | 70.5% | 218 | 13.76% | 2.2 |
|
| 2909 |
2909
Regeneron Pharmaceuticals
Tarrytown,
New York
| USD 700 M | -USD 785 M | -53% | 44% | – | 4 | 0% | 0.8 |
|
| 2910 |
2910
Ellevest Inc
New York
| USD 700 M | +USD 73.3 M | +12% | 6.89% | 73.8% | 478 | 28.66% | 3.2 |
|
| 2911 |
2911
Toews Corporation
Northfield,
New Jersey
| USD 700 M | +USD 12.8 M | +2% | 3.73% | 30.7% | 15 | 0% | 1.4 |
|
| 2912 |
2912
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| USD 699 M | +USD 95.4 M | +16% | 15.6% | 140% | 241 | 38.59% | 2.7 |
|
| 2913 |
2913
Cannon Financial Strategists
Athens,
Georgia
| USD 699 M | +USD 65.7 M | +10% | 6.65% | 56.7% | 106 | 7.55% | 3.4 |
|
| 2914 |
2914
Steadview Capital Management
London,
United Kingdom
| USD 698 M | +USD 5.24 M | +0.8% | 39.4% | 839% | 13 | 30.77% | 1.5 |
|
| 2915 |
2915
Proffitt & Goodson
Knoxville,
Tennessee
| USD 697 M | +USD 41 M | +6% | 5.57% | 48.5% | 453 | 44.15% | 3 |
|
| 2916 |
2916
Arvest Investments
Lowell,
Arkansas
| USD 697 M | +USD 32.6 M | +5% | 5.65% | 50% | 186 | 8.06% | 1.3 |
|
| 2917 |
2917
Strategic Point Investment Advisors
Providence,
Rhode Island
| USD 696 M | +USD 47.9 M | +7% | 6.28% | 58.2% | 35 | 5.71% | 4.8 |
|
| 2918 |
2918
Foundation Resource Management
Little Rock,
Arkansas
| USD 696 M | +USD 49.4 M | +8% | 11.7% | 84.5% | 53 | 9.43% | 8.2 |
|
| 2919 |
2919
Wexford Capital
West Palm Beach,
Florida
| USD 696 M | +USD 337 M | +94% | 15.7% | 128% | 481 | 67.57% | 0.4 |
|
| 2920 |
2920
Dimension Capital Management
Coral Gables,
Florida
| USD 695 M | +USD 50.2 M | +8% | 7.7% | 65.5% | 117 | 8.55% | 3.8 |
|
| 2921 |
2921
Abacus Wealth Partners
Santa Monica,
California
| USD 695 M | +USD 39.8 M | +6% | 5.56% | 49.5% | 122 | 23.77% | 2.4 |
|
| 2922 |
2922
Chatham Capital Group
Savannah,
Georgia
| USD 695 M | +USD 39.6 M | +6% | 8.47% | 97% | 202 | 5.45% | 6.1 |
|
| 2923 |
2923
Daido Life Insurance Company
Osaka,
Japan
| USD 695 M | +USD 26.7 M | +4% | 7.74% | 78.3% | 7 | 28.57% | 5.2 |
|
| 2924 |
2924
Pasadena Private Wealth
Pasadena,
California
| USD 695 M | +USD 110 M | +19% | 8.19% | 53% | 226 | 14.16% | 1.9 |
|
| 2925 |
2925
LM Advisors
San Diego,
California
| USD 694 M | -USD 82.7 M | -11% | 9.06% | – | 212 | 15.57% | 1.3 |
|