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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
Pembroke Management
Montreal,
Quebec, Canada
| USD 691 M | -USD 277 M | -29% | 0.78% | 105% | 106 | 21.7% | 2.1 |
|
| 3002 |
3002
Gratus Wealth Advisors
Virginia Beach,
Virginia
| USD 691 M | -USD 29.9 M | -4% | 2.17% | 65.2% | 140 | 10% | 1.8 |
|
| 3003 |
3003
South Street Advisors
New York
| USD 690 M | -USD 21.9 M | -3% | 1.33% | 169% | 84 | 14.29% | 3.6 |
|
| 3004 |
3004
Wexford Capital
West Palm Beach,
Florida
| USD 690 M | +USD 172 M | +33% | 11.4% | 128% | 419 | 72.79% | 0.9 |
|
| 3005 |
3005
Warwick Investment Management
Bryan,
Texas
| USD 690 M | +USD 41 M | +6% | 0.65% | 69.9% | 163 | 24.54% | 1.9 |
|
| 3006 |
3006
Larch Capital Partners
Miami,
Florida
| USD 690 M | -USD 39.1 M | -5% | 9.22% | – | 56 | 44.64% | 0.1 |
|
| 3007 |
3007
Southernsun Asset Management
Memphis,
Tennessee
| USD 690 M | -USD 26.5 M | -4% | 6.34% | 54.7% | 32 | 3.13% | 5.2 |
|
| 3008 |
3008
Alpha Capital Management
Austin,
Texas
| USD 690 M | -USD 20 M | -3% | 1.4% | 88% | 125 | 15.2% | 4.9 |
|
| 3009 |
3009
Crews Bank & Trust
Wauchula,
Florida
| USD 690 M | -USD 9.02 M | -1% | 1.35% | – | 683 | 10.25% | 1.1 |
|
| 3010 |
3010
Chatham Capital Group
Savannah,
Georgia
| USD 689 M | -USD 13.5 M | -2% | 1.81% | 97% | 205 | 6.83% | 6.2 |
|
| 3011 |
PPI
3011
Platinum Paramount Investment
Nassau,
| USD 689 M | -USD 118 M | -15% | 11.3% | – | 2 | 0% | 0.3 |
|
| 3012 |
3012
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| USD 689 M | -USD 3.71 M | -0.5% | 1.54% | 58.1% | 141 | 11.35% | 2.9 |
|
| 3013 |
BBES
3013
Buffalo Business & Estate Services
Orchard Park,
New York
| USD 689 M | -USD 6.92 M | -1% | 2.24% | – | 109 | 27.52% | 0.2 |
|
| 3014 |
3014
KPP Advisory Services
Louisville,
Kentucky
| USD 689 M | +USD 13.4 k | +0% | 1.28% | 87.9% | 364 | 14.01% | 1.5 |
|
| 3015 |
3015
Eagle Rock Investment Company
Atlanta,
Georgia
| USD 688 M | -USD 20.6 M | -3% | 1.66% | 121% | 167 | 8.38% | 2.9 |
|
| 3016 |
3016
Sierra Summit Advisors
Incline Village,
Nevada
| USD 688 M | +USD 35.9 M | +5% | 3.08% | 302% | 228 | 46.05% | 1.1 |
|
| 3017 |
3017
Strategic Point Investment Advisors
Providence,
Rhode Island
| USD 688 M | -USD 35.2 M | -5% | 2.07% | 58.2% | 37 | 5.41% | 5.1 |
|
| 3018 |
3018
Lebenthal Global Advisors
Hauppauge,
New York
| USD 688 M | +USD 39.7 M | +6% | 2.06% | 57.2% | 206 | 17.96% | 2.2 |
|
| 3019 |
3019
Alpine Bank Wealth Management
Grand Junction,
Colorado
| USD 688 M | -USD 19 M | -3% | 1.36% | – | 165 | 12.12% | 1.2 |
|
| 3020 |
3020
Maridea Wealth Management
Brooklyn,
New York
| USD 688 M | +USD 21.7 M | +3% | 0.23% | – | 512 | 32.03% | 0.6 |
|
| 3021 |
3021
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| USD 687 M | -USD 20 M | -3% | 0.83% | 94.2% | 388 | 40.46% | 0.8 |
|
| 3022 |
3022
Security National Bank
Omaha,
Nebraska
| USD 687 M | -USD 10.8 M | -2% | 0.49% | 125% | 438 | 20.78% | 2.2 |
|
| 3023 |
3023
Human Investing
Lake Oswego,
Oregon
| USD 687 M | -USD 21.5 M | -3% | 1.7% | 56.9% | 100 | 9% | 3.9 |
|
| 3024 |
3024
Estabrook Capital Management
New York
| USD 685 M | +USD 4.21 M | +0.6% | 4.17% | 87.2% | 383 | 15.4% | 7 |
|
| 3025 |
3025
Tolleson Wealth Management
Dallas,
Texas
| USD 685 M | -USD 7.63 M | -1% | 2.22% | 56.2% | 94 | 4.26% | 4.3 |
|