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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
Tetrad Corporation
Omaha,
Nebraska
| USD 397 M | +USD 46.9 M | +13% | 13.6% | 45.6% | 3 | 0% | 9.5 |
|
| 3027 |
3027
Evolution Wealth Advisors
Aventura,
Florida
| USD 397 M | +USD 32.1 M | +9% | 3.11% | 96% | 130 | 25.38% | 1.7 |
|
| 3028 |
3028
Principal Street Partners
Memphis,
Tennessee
| USD 397 M | +USD 21.7 M | +6% | 8.69% | 91% | 247 | 25.51% | 1.7 |
|
| 3029 |
3029
Huber Capital Management
El Segundo,
California
| USD 396 M | +USD 39.6 M | +11% | 10.3% | 70.4% | 108 | 24.07% | 4.7 |
|
| 3030 |
3030
Point72 Europe
London,
United Kingdom
| USD 396 M | -USD 260 M | -40% | 13.3% | 95.4% | 70 | 58.57% | 0.5 |
|
| 3031 |
3031
Inspire Advisors
Meridian,
Idaho
| USD 396 M | +USD 32 M | +9% | 6.53% | 60.2% | 212 | 39.15% | 0.5 |
|
| 3032 |
MTC
3032
Matrix Trust Company
Denver,
Colorado
| USD 395 M | +USD 44.3 M | +13% | 8.48% | 51.4% | 51 | 5.88% | 1.5 |
|
| 3033 |
3033
Heritage Financial Services
Westwood,
Massachusetts
| USD 395 M | +USD 230 M | +140% | 5.44% | 38.3% | 79 | 27.85% | 0.7 |
|
| 3034 |
3034
Sagefield Capital
Dallas,
Texas
| USD 394 M | +USD 79 M | +25% | 24% | 115% | 151 | 46.36% | 0.7 |
|
| 3035 |
3035
York Capital Management Global Advisors
New York
| USD 394 M | -USD 50.3 M | -11% | 15% | 74.1% | 10 | 10% | 1.2 |
|
| 3036 |
3036
Liquid Strategies
Atlanta,
Georgia
| USD 394 M | +USD 6.57 M | +2% | 5.5% | 52.4% | 8 | 25% | 2.5 |
|
| 3037 |
3037
YorkBridge Wealth Partners
New York
| USD 394 M | +USD 6.33 M | +2% | 9.01% | 36.5% | 286 | 14.69% | 3.5 |
|
| 3038 |
3038
PAX Financial Group
San Antonio,
Texas
| USD 394 M | +USD 2.79 M | +0.7% | 7.85% | 56% | 218 | 30.28% | 1.5 |
|
| 3039 |
3039
Strategy Asset Managers
Pasadena,
California
| USD 394 M | +USD 25.3 M | +7% | 12.5% | 115% | 255 | 5.88% | 2.1 |
|
| 3040 |
3040
Human Investing
Lake Oswego,
Oregon
| USD 393 M | +USD 796 k | +0.2% | 8.75% | 56.9% | 117 | 22.22% | 2.1 |
|
| 3041 |
3041
Arkos Global Advisors
Houston,
Texas
| USD 392 M | +USD 57.6 M | +17% | 6.09% | 43.6% | 98 | 19.39% | 2.2 |
|
| 3042 |
KNB
3042
Khazanah Nasional Berhad
Kuala Lumpur,
| USD 392 M | -USD 104 M | -21% | 8.29% | 73.6% | 7 | 42.86% | 0.4 |
|
| 3043 |
3043
GCM Grosvenor Holdings
Chicago,
Illinois
| USD 392 M | -USD 30.3 M | -7% | 11.8% | 78.7% | 18 | 27.78% | 0.3 |
|
| 3044 |
3044
NBW Capital
Boston,
Massachusetts
| USD 391 M | +USD 18.4 M | +5% | 8.12% | 86% | 109 | 26.61% | 3.3 |
|
| 3045 |
3045
Great Lakes Retirement
Sandusky,
Ohio
| USD 391 M | – | – | 7.52% | 118% | 136 | – | 1.7 |
|
| 3046 |
3046
Icon Advisers
Greenwood Village,
Colorado
| USD 391 M | +USD 25.2 M | +7% | 13.1% | 114% | 164 | 27.44% | 2.3 |
|
| 3047 |
3047
Capricorn Fund Managers
London,
United Kingdom
| USD 391 M | +USD 72.2 M | +23% | 12.5% | 173% | 108 | 44.44% | 0.5 |
|
| 3048 |
3048
B.O.S.S. Retirement Advisors
Lehi,
Utah
| USD 391 M | – | – | 9.77% | 78.2% | 210 | – | 0 |
|
| 3049 |
3049
Arch Venture Management
Chicago,
Illinois
| USD 390 M | -USD 381 M | -49% | 27.7% | 228% | 10 | 20% | 0.8 |
|
| 3050 |
3050
Synergy Asset Management
Vancouver,
Washington
| USD 390 M | +USD 19.8 M | +5% | 5.9% | 113% | 137 | 44.53% | 0.6 |
|