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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
General Pension Society PZU Joint Stock
Warsaw,
Poland
| USD 151 M | -USD 128 M | -46% | 16.6% | 116% | 24 | 33.33% | 0.4 |
|
| 2977 |
2977
RiverPark Advisors
New York
| USD 151 M | +USD 16.5 M | +12% | 12.9% | 87.5% | 52 | 9.62% | 0.5 |
|
| 2978 |
2978
Aurora Investment Counsel
Atlanta,
Georgia
| USD 151 M | +USD 13.8 M | +10% | 10.1% | 31.7% | 112 | 22.32% | 0.4 |
|
| 2979 |
2979
Lenox Wealth Management
Cincinnati,
Ohio
| USD 151 M | – | – | 6.66% | 24.7% | 186 | – | 0 |
|
| 2980 |
CCM
2980
CrestPoint Capital Management
Four Seasons,
Missouri
| USD 151 M | – | – | 10.6% | 42.6% | 202 | – | 0 |
|
| 2981 |
2981
First National Bank of Hutchinson
Hutchinson,
Kansas
| USD 151 M | +USD 6.2 M | +4% | 6.78% | 121% | 83 | 14.46% | 0.4 |
|
| 2982 |
2982
Genesee Valley Trust
Pittsford,
New York
| USD 151 M | +USD 15.2 M | +11% | 9.34% | 30.2% | 343 | 25.95% | 0.4 |
|
| 2983 |
2983
Eads & Heald Wealth Management
Atlanta,
Georgia
| USD 151 M | +USD 10.7 M | +8% | 9.87% | 93.3% | 114 | 4.39% | 0.5 |
|
| 2984 |
2984
Destrier Capital Management
New York
| USD 151 M | – | – | 11.5% | 5.28% | 29 | – | 0 |
|
| 2985 |
2985
Capital Advisors Ltd
Shaker Heights,
Ohio
| USD 151 M | – | – | 6.86% | 61.1% | 314 | – | 0 |
|
| 2986 |
2986
Fernwood Investment Management
Quincy,
Massachusetts
| USD 151 M | – | – | 9.12% | 83.4% | 142 | – | 0 |
|
| 2987 |
2987
Axis Capital Holdings
Pembroke,
| USD 151 M | +USD 12.8 M | +9% | 9.4% | 76% | 6 | 0% | 0.5 |
|
| 2988 |
2988
Polaris Venture Management Co IV
Boston,
Massachusetts
| USD 151 M | – | – | 69.8% | 52.2% | 3 | – | 0 |
|
| 2989 |
2989
IDG-Accel China Growth Fund Associates
Central,
Hong Kong
| USD 150 M | – | – | 34.9% | – | 3 | – | 0 |
|
| 2990 |
2990
Bank Pictet & Cie (Asia)
Singapore
| USD 150 M | – | – | 10.5% | 30.4% | 47 | – | 0 |
|
| 2991 |
SFG
2991
Sather Financial Group
Victoria,
Texas
| USD 150 M | +USD 11 M | +8% | 7.32% | 82.3% | 63 | 25.4% | 0.4 |
|
| 2992 |
BSWMG
2992
Barrington Strategic Wealth Management Group
Chicago,
Illinois
| USD 150 M | +USD 37.2 M | +33% | 7.38% | 17.9% | 96 | 13.54% | 0.4 |
|
| 2993 |
GCM
2993
Garland Capital Management
Bellevue,
Washington
| USD 150 M | +USD 31.8 M | +27% | 6.99% | 55.7% | 43 | 20.93% | 0.4 |
|
| 2994 |
2994
Sigma Investment Management
Portland,
Oregon
| USD 150 M | +USD 7.43 M | +5% | 5.6% | 8.4% | 30 | 26.67% | 0.4 |
|
| 2995 |
2995
Naples Global Advisors
Naples,
Florida
| USD 150 M | – | – | 6.41% | 111% | 255 | – | 0 |
|
| 2996 |
2996
Aspen Investment Management
Grand Rapids,
Michigan
| USD 150 M | +USD 8.76 M | +6% | 5.31% | 92.6% | 127 | 13.39% | 0.4 |
|
| 2997 |
VST
2997
Van Strum & Towne
San Francisco,
California
| USD 150 M | +USD 15.9 M | +12% | 10.6% | 72.3% | 55 | 3.64% | 0.5 |
|
| 2998 |
2998
Northeast Financial Consultants
Westport,
Connecticut
| USD 149 M | – | – | 7.91% | 63.8% | 99 | – | 0 |
|
| 2999 |
PIM
2999
Parasol Investment Management
Westmont,
Illinois
| USD 149 M | +USD 17.6 M | +13% | 4.29% | 20.9% | 261 | 88.89% | 0 |
|
| 3000 |
3000
Harbour Investment Management
Edmonds,
Washington
| USD 149 M | +USD 5.84 M | +4% | 8.85% | 58.8% | 82 | 9.76% | 0.5 |
|