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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
BW Gestao de Investimentos
Sao Paulo,
Brazil
| USD 472 M | +USD 128 M | +37% | 4.51% | 95.1% | 60 | 63.33% | 0.7 |
|
| 3002 |
3002
First National Corp
Rockland,
Massachusetts
| USD 472 M | +USD 24.5 M | +5% | 3.85% | 56.3% | 173 | 13.87% | 2.1 |
|
| 3003 |
3003
One Day In July LLC
Burlington,
Vermont
| USD 472 M | -USD 4.43 M | -0.9% | 5.68% | 48.2% | 82 | 10.98% | 1.8 |
|
| 3004 |
3004
Data Collective IV
Palo Alto,
California
| USD 471 M | -USD 270 M | -36% | 35.1% | 317% | 5 | 0% | 0.3 |
|
| 3005 |
3005
Certified Advisory Corp
Altamonte Springs,
Florida
| USD 471 M | +USD 17.3 M | +4% | 3.32% | 62.9% | 268 | 25.75% | 2.9 |
|
| 3006 |
3006
Windham Capital Management
Boston,
Massachusetts
| USD 470 M | -USD 17 M | -3% | 4.94% | 8.3% | 82 | 6.1% | 2.9 |
|
| 3007 |
3007
Blue Grotto Capital
Atlanta,
Georgia
| USD 469 M | +USD 40.5 M | +9% | 7.17% | 296% | 26 | 42.31% | 0.8 |
|
| 3008 |
3008
Brio Consultants
San Francisco,
California
| USD 469 M | +USD 43.4 M | +10% | 5.82% | 42.7% | 80 | 16.25% | 2.1 |
|
| 3009 |
3009
TBH Global Asset Management
Brentwood,
Tennessee
| USD 469 M | -USD 14 M | -3% | 2.49% | 83.3% | 204 | 25.49% | 1.5 |
|
| 3010 |
3010
Kelly Lawrence W & Associates
Pasadens,
California
| USD 468 M | -USD 37.2 M | -7% | 5.73% | 123% | 172 | 9.3% | 3.6 |
|
| 3011 |
PWW
3011
Pettyjohn Wood & White
Lynchburg,
Virginia
| USD 468 M | -USD 17.2 M | -4% | 1.87% | 70.9% | 163 | 4.91% | 5.6 |
|
| 3012 |
CM
3012
Capital Management
Glen Allen,
Virginia
| USD 468 M | -USD 14 M | -3% | 1.19% | 63.6% | 86 | 11.63% | 3.5 |
|
| 3013 |
MRCM
3013
M&R Capital Management
Summit,
New Jersey
| USD 468 M | -USD 15.3 M | -3% | 2.25% | 52.6% | 459 | 10.89% | 4.9 |
|
| 3014 |
3014
Capital Planning Advisors
Roseville,
California
| USD 468 M | -USD 57.6 M | -11% | 4.52% | 64.2% | 168 | 8.33% | 2.9 |
|
| 3015 |
3015
Speece Thorson Capital Group
Minnetonka,
Minnesota
| USD 467 M | -USD 55.7 M | -11% | 0.68% | 34.2% | 49 | 24.49% | 5.9 |
|
| 3016 |
3016
Biltmore Family Office
Charlotte,
North Carolina
| USD 467 M | -USD 58.4 M | -11% | 3.04% | 99% | 243 | 16.46% | 2.5 |
|
| 3017 |
3017
St Louis Trust
Saint Louis,
Missouri
| USD 467 M | -USD 6.85 M | -1% | 5.1% | 77.2% | 105 | 8.57% | 3.3 |
|
| 3018 |
3018
Cowen Investment Management
New York
| USD 467 M | +USD 3.03 M | +0.7% | 4.1% | 1.87% | 304 | 31.91% | 0.6 |
|
| 3019 |
3019
Nine Masts Capital
Central,
Hong Kong
| USD 466 M | +USD 243 M | +109% | 8.24% | 88.1% | 55 | 38.18% | 0.5 |
|
| 3020 |
3020
RMR Wealth Builders
Montclair,
New Jersey
| USD 466 M | +USD 118 M | +34% | 4.94% | 91.7% | 212 | 45.75% | 0.9 |
|
| 3021 |
3021
Accenture
Dublin,
Ireland
| USD 466 M | -USD 171 M | -27% | 26.5% | – | 2 | 50% | 1.3 |
|
| 3022 |
3022
Aflac Inc
Columbus,
Georgia
| USD 466 M | – | – | 23% | 13.4% | 2 | – | 0 |
|
| 3023 |
3023
Farmers Trust Company
Youngstown,
Ohio
| USD 466 M | -USD 20.1 M | -4% | 2.87% | 73.5% | 171 | 7.6% | 5.2 |
|
| 3024 |
3024
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| USD 466 M | +USD 3.45 M | +0.7% | 2.92% | 99.9% | 71 | 11.27% | 4.4 |
|
| 3025 |
CT
3025
Chicago Trust
Grayslake,
Illinois
| USD 466 M | -USD 36.7 M | -7% | 1.5% | 96.7% | 364 | 17.03% | 2.8 |
|