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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
Glassman Wealth Services
Vienna,
Virginia
| USD 587 M | +USD 44.1 M | +8% | 6.57% | 62.6% | 198 | 11.62% | 4.1 |
|
| 2927 |
2927
Sloy Dahl & Holst
Vancouver,
Washington
| USD 586 M | +USD 110 M | +23% | 18.9% | 132% | 104 | 14.42% | 2.2 |
|
| 2928 |
2928
Portside Wealth Group
Provo,
Utah
| USD 586 M | +USD 61.3 M | +12% | 7% | 90.1% | 413 | 16.71% | 0.9 |
|
| 2929 |
2929
Cadinha & Co
Honolulu,
Hawaii
| USD 585 M | +USD 45.6 M | +8% | 9.25% | 132% | 105 | 13.33% | 6.2 |
|
| 2930 |
2930
JT Stratford LLC
Gainesville,
Georgia
| USD 585 M | +USD 46.5 M | +9% | 6.47% | 103% | 318 | 26.42% | 2.4 |
|
| 2931 |
2931
Biltmore Family Office
Charlotte,
North Carolina
| USD 585 M | +USD 41.5 M | +8% | 6.98% | 99% | 277 | 12.64% | 3.6 |
|
| 2932 |
2932
Main Management Fund Advisors
San Francisco,
California
| USD 583 M | +USD 28.1 M | +5% | 5.04% | 80% | 7 | 42.86% | 1.4 |
|
| 2933 |
2933
FCPM III Services
Naarden,
Netherlands
| USD 582 M | -USD 95.8 M | -14% | 2.91% | – | 7 | 0% | 0.7 |
|
| 2934 |
EEP
2934
Edgehill Endowment Partners
Hamden,
Connecticut
| USD 581 M | -USD 77.7 M | -12% | 5.22% | 11.6% | 6 | 0% | 4.2 |
|
| 2935 |
2935
Kelman-Lazarov Inc
Memphis,
Tennessee
| USD 581 M | +USD 44.9 M | +8% | 6.92% | 51.6% | 111 | 6.31% | 4.7 |
|
| 2936 |
2936
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| USD 581 M | +USD 100 M | +21% | 6.3% | – | 136 | 5.88% | 4.8 |
|
| 2937 |
2937
Kahn Brothers Group
New York
| USD 581 M | -USD 14.4 M | -2% | 0.88% | 53.4% | 55 | 9.09% | 5 |
|
| 2938 |
2938
Herald Investment Management
London,
United Kingdom
| USD 580 M | -USD 29.8 M | -5% | 0.45% | 493% | 97 | 4.12% | 5.4 |
|
| 2939 |
BDWCC
2939
B&D White Capital Company
Lakeway,
Texas
| USD 580 M | +USD 102 M | +21% | 1.97% | 44.2% | 82 | 54.88% | 0.9 |
|
| 2940 |
2940
Insight Advisors
Newtown,
Pennsylvania
| USD 580 M | +USD 26.5 M | +5% | 4.14% | 74% | 310 | 10% | 2.6 |
|
| 2941 |
CT
2941
Chicago Trust
Grayslake,
Illinois
| USD 580 M | +USD 87 M | +18% | 5.92% | 96.7% | 389 | 14.91% | 3.6 |
|
| 2942 |
2942
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| USD 579 M | +USD 31.8 M | +6% | 6.66% | 75.9% | 192 | 7.29% | 4.9 |
|
| 2943 |
2943
Hudock Inc
Williamsport,
Pennsylvania
| USD 579 M | +USD 42.5 M | +8% | 6.43% | 69.7% | 173 | 7.51% | 6.4 |
|
| 2944 |
2944
Mirova
Paris,
France
| USD 579 M | +USD 31.4 M | +6% | 8.85% | 64.6% | 124 | 4.03% | 2.7 |
|
| 2945 |
2945
Capital Investment Counsel (Colorado)
Denver,
Colorado
| USD 578 M | +USD 68 M | +13% | 8.02% | 68.7% | 136 | 12.5% | 0.6 |
|
| 2946 |
2946
Ionic Capital Management
New York
| USD 577 M | -USD 8.48 M | -1% | 15.6% | 163% | 204 | 56.37% | 0.9 |
|
| 2947 |
2947
Academy Capital Management
Waco,
Texas
| USD 577 M | +USD 23.2 M | +4% | 5.45% | 85% | 35 | 11.43% | 3.9 |
|
| 2948 |
2948
Engine Capital Management
New York
| USD 577 M | +USD 43.3 M | +8% | 5.76% | 21.1% | 44 | 31.82% | 1.2 |
|
| 2949 |
2949
Klaas Financial Asset Advisors
Loves Park,
Illinois
| USD 577 M | +USD 31.5 M | +6% | 5.38% | 39.5% | 48 | 0% | 2.7 |
|
| 2950 |
2950
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| USD 577 M | +USD 19.8 M | +4% | 5.17% | 99.9% | 77 | 0% | 5.8 |
|