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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
Horst & Graben Wealth Management
Portland,
Oregon
| USD 655 M | +USD 50.7 M | +8% | 7.3% | 62.2% | 183 | 7.65% | 2.9 |
|
| 3027 |
3027
Insight Advisors
Newtown,
Pennsylvania
| USD 655 M | +USD 30.8 M | +5% | 6.29% | 74% | 302 | 8.61% | 3.2 |
|
| 3028 |
3028
Essex Investment Management
Boston,
Massachusetts
| USD 653 M | +USD 103 M | +19% | 26.7% | 370% | 327 | 17.43% | 3.9 |
|
| 3029 |
3029
Marquette Asset Management
Minneapolis,
Minnesota
| USD 653 M | +USD 56.8 M | +10% | 7% | 69.6% | 701 | 81.17% | 0.9 |
|
| 3030 |
3030
ThornTree Capital Partners
Boston,
Massachusetts
| USD 653 M | +USD 52.7 M | +9% | 10.8% | 217% | 20 | 25% | 1.6 |
|
| 3031 |
3031
Security National Bank
Omaha,
Nebraska
| USD 653 M | +USD 75.2 M | +13% | 9% | 125% | 393 | 23.66% | 2.1 |
|
| 3032 |
3032
von Borstel & Associates
The Dalles,
Oregon
| USD 652 M | +USD 273 M | +72% | 6.28% | – | 171 | 76.61% | 0.2 |
|
| 3033 |
3033
Acorn Financial Advisory Services
Reston,
Virginia
| USD 652 M | +USD 41.8 M | +7% | 5.97% | 108% | 214 | 10.28% | 3.5 |
|
| 3034 |
3034
Affinity Capital Advisors
Berkeley,
California
| USD 651 M | +USD 69.5 M | +12% | 8.15% | 72.7% | 166 | 12.05% | 3.5 |
|
| 3035 |
3035
Greenup Street Wealth Management
Ann Arbor,
Michigan
| USD 651 M | +USD 76.3 M | +13% | 6.79% | 69.8% | 147 | 33.33% | 1.3 |
|
| 3036 |
3036
Summit Asset Management
Memphis,
Tennessee
| USD 650 M | +USD 36.5 M | +6% | 5.34% | 53.4% | 179 | 9.5% | 6.3 |
|
| 3037 |
3037
MAK Capital One
New York
| USD 650 M | -USD 47.9 M | -7% | 6.87% | 200% | 19 | 42.11% | 2.3 |
|
| 3038 |
3038
Globeflex Capital
San Diego,
California
| USD 650 M | -USD 558 M | -46% | 16% | 186% | 477 | 27.25% | 2.1 |
|
| 3039 |
3039
McMorgan & Co
San Francisco,
California
| USD 649 M | -USD 28.9 M | -4% | 3.95% | 30.1% | 60 | 6.67% | 2.6 |
|
| 3040 |
3040
Arcadia Investment Management
Kalamazoo,
Michigan
| USD 649 M | +USD 23.3 M | +4% | 7.69% | 83.5% | 267 | 8.99% | 6 |
|
| 3041 |
HA
3041
Harbor Advisors
West Palm Beach,
Florida
| USD 648 M | +USD 37.3 M | +6% | 8.06% | 125% | 200 | 10% | 4.9 |
|
| 3042 |
3042
Front Street Capital Management
Missoula,
Montana
| USD 648 M | +USD 126 M | +24% | 17.5% | 316% | 78 | 17.95% | 5.1 |
|
| 3043 |
3043
Almanack Investment Partners
Wayne,
Pennsylvania
| USD 647 M | +USD 18.2 M | +3% | 8.61% | 82.2% | 247 | 36.84% | 2.3 |
|
| 3044 |
3044
Tolleson Wealth Management
Dallas,
Texas
| USD 646 M | +USD 61.3 M | +10% | 6.58% | 56.2% | 90 | 6.67% | 3.9 |
|
| 3045 |
AIM
3045
Aigen Investment Management
New York
| USD 646 M | -USD 83.4 M | -11% | 6.16% | 55.5% | 1,138 | 66.96% | 0.3 |
|
| 3046 |
3046
Point72 Asia (Singapore)
Singapore
| USD 646 M | +USD 82.8 M | +15% | 16.2% | – | 1,302 | 68.13% | 0.2 |
|
| 3047 |
3047
Valley National Advisers
Bethlehem,
Pennsylvania
| USD 646 M | +USD 33 M | +5% | 8% | 87.2% | 913 | 19.17% | 5.2 |
|
| 3048 |
3048
Greystone Financial Group
Bloomfield Hills,
Michigan
| USD 645 M | +USD 38.2 M | +6% | 5.61% | 79.3% | 107 | 18.69% | 1.7 |
|
| 3049 |
3049
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| USD 645 M | +USD 87.8 M | +16% | 6.63% | 71.4% | 182 | 8.79% | 4.1 |
|
| 3050 |
3050
Noesis Capital Mangement
Boca Raton,
Florida
| USD 644 M | +USD 68.4 M | +12% | 11.3% | 139% | 136 | 10.29% | 4.7 |
|