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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
Peninsula Wealth
San Francisco,
California
| USD 485 M | +USD 57.6 M | +13% | 13.8% | 30% | 89 | 12.36% | 2.2 |
|
| 3027 |
3027
Kapitalo Investimentos
Sao Paulo,
Brazil
| USD 485 M | -USD 251 M | -34% | 7.53% | 66.5% | 757 | 60.63% | 0.3 |
|
| 3028 |
TC
3028
Torno Capital
Cohasset,
Massachusetts
| USD 485 M | – | – | 8.83% | – | 222 | – | 0 |
|
| 3029 |
3029
PAX Financial Group
San Antonio,
Texas
| USD 484 M | +USD 45.9 M | +10% | 9.53% | 61.5% | 254 | 31.89% | 2.1 |
|
| 3030 |
3030
Thrive Capital Management (New York)
New York
| USD 484 M | +USD 93.8 M | +24% | 27.1% | 150% | 6 | 16.67% | 1.8 |
|
| 3031 |
3031
Rempart Asset Management
Montreal,
Canada
| USD 484 M | +USD 35.1 M | +8% | 11.6% | 70.5% | 39 | 0% | 2.6 |
|
| 3032 |
3032
Alpha Capital Management
Austin,
Texas
| USD 484 M | +USD 56.7 M | +13% | 11.7% | 88% | 117 | 10.26% | 4 |
|
| 3033 |
3033
Chemung Canal Trust
Elmira,
New York
| USD 484 M | +USD 48.2 M | +11% | 11.2% | 93.4% | 122 | 6.56% | 6.6 |
|
| 3034 |
3034
Squadra Investments
Rio De Janeiro,
Brazil
| USD 484 M | +USD 178 M | +58% | 19.7% | 1.55% | 4 | 50% | 1.7 |
|
| 3035 |
3035
OEP Capital Advisors
New York
| USD 484 M | -USD 46.1 M | -9% | 8.28% | 23.2% | 2 | 0% | 3 |
|
| 3036 |
3036
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| USD 483 M | -USD 72.5 M | -13% | 9.29% | 81.5% | 31 | 25.81% | 1.2 |
|
| 3037 |
3037
Occidental Asset Management
Burlingame,
California
| USD 482 M | +USD 50.3 M | +12% | 9.55% | 97.4% | 218 | 12.39% | 3.5 |
|
| 3038 |
3038
Family Management
New York
| USD 482 M | +USD 41.4 M | +9% | 8.47% | 76% | 186 | 27.42% | 2.6 |
|
| 3039 |
3039
Formidable Asset Management
Cincinnati,
Ohio
| USD 482 M | +USD 30.1 M | +7% | 7.54% | 62.2% | 338 | 26.33% | 2.7 |
|
| 3040 |
3040
First Trust Investment Solutions
Naples,
Florida
| USD 481 M | – | – | 11% | – | 232 | – | 0 |
|
| 3041 |
3041
Glen Eagle Advisors
Kingston,
New Jersey
| USD 481 M | +USD 50.1 M | +12% | 10.4% | 68.5% | 1,064 | 6.11% | 3.9 |
|
| 3042 |
3042
Knollwood Investment Advisory
Hunt Valley,
Maryland
| USD 481 M | +USD 267 M | +125% | 14.6% | 178% | 207 | 60.87% | 0.4 |
|
| 3043 |
3043
Dimension Capital Management
Coral Gables,
Florida
| USD 481 M | +USD 52.6 M | +12% | 8.24% | 65.5% | 115 | 23.48% | 3.2 |
|
| 3044 |
3044
HeadInvest LLC
Portland,
Maine
| USD 481 M | +USD 20.4 M | +4% | 9.76% | 59.1% | 751 | 69.24% | 5.3 |
|
| 3045 |
ECM
3045
EagleClaw Capital Management
Boston,
Massachusetts
| USD 480 M | +USD 39.6 M | +9% | 9.54% | 109% | 128 | 4.69% | 6.2 |
|
| 3046 |
3046
Colonial Trust
Spartanburg,
South Carolina
| USD 480 M | +USD 75.4 M | +19% | 10.1% | 83.6% | 1,022 | 12.72% | 0.9 |
|
| 3047 |
3047
Moss Adams Wealth Advisors
Seattle,
Washington
| USD 480 M | +USD 187 M | +64% | 10.1% | 79.6% | 182 | 42.86% | 0.7 |
|
| 3048 |
HM
3048
HCEP Management
Hong Kong
| USD 480 M | +USD 93.9 M | +24% | 13.9% | 175% | 18 | 27.78% | 0.8 |
|
| 3049 |
3049
Crestview Partners II
New York
| USD 480 M | -USD 199 M | -29% | 5.47% | 157% | 3 | 0% | 5.2 |
|
| 3050 |
3050
Farmers Trust Company
Youngstown,
Ohio
| USD 479 M | +USD 46.1 M | +11% | 10.2% | 73.5% | 166 | 8.43% | 6 |
|