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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
3051
Capital Advisors Wealth Management
Yakima,
Washington
| USD 543 M | +USD 36.9 M | +7% | 5.39% | 70.5% | 174 | 12.07% | 1.9 |
|
| 3052 |
3052
Euro Pacific Asset Management
Dorado,
Puerto Rico
| USD 543 M | +USD 37.7 M | +7% | 11.9% | 172% | 75 | 9.33% | 2.9 |
|
| 3053 |
DCM
3053
Divisar Capital Management
San Francisco,
California
| USD 542 M | +USD 14.3 M | +3% | 4.21% | 173% | 34 | 8.82% | 3.6 |
|
| 3054 |
CSNH
3054
Crow's Nest Holdings
Richmond,
Virginia
| USD 542 M | +USD 97 M | +22% | 11.4% | 103% | 10 | 30% | 1.6 |
|
| 3055 |
3055
Speece Thorson Capital Group
Minnetonka,
Minnesota
| USD 541 M | +USD 52.4 M | +11% | 10% | 38.5% | 42 | 0% | 7.3 |
|
| 3056 |
3056
Fortis Group Advisors
Westwood,
New Jersey
| USD 541 M | +USD 37.5 M | +7% | 6.4% | 102% | 526 | 10.65% | 1.3 |
|
| 3057 |
3057
IAG Wealth Partners
Waukesha,
Wisconsin
| USD 541 M | +USD 43.3 M | +9% | 6.04% | 54.1% | 536 | 15.49% | 2.9 |
|
| 3058 |
3058
Winslow Asset Management
Beachwood,
Ohio
| USD 541 M | +USD 33.1 M | +7% | 8.95% | 101% | 81 | 9.88% | 7 |
|
| 3059 |
3059
Hudson Edge Investment Partners
Jersey City,
New Jersey
| USD 541 M | +USD 23.2 M | +4% | 5.94% | 67.9% | 199 | 5.53% | 3.6 |
|
| 3060 |
3060
Geometric Wealth Advisors
Washington,
District of Columbia
| USD 541 M | +USD 53.8 M | +11% | 6.55% | 68.3% | 66 | 12.12% | 1.4 |
|
| 3061 |
3061
HeadInvest LLC
Portland,
Maine
| USD 540 M | +USD 32.6 M | +6% | 6.49% | 59.1% | 246 | 10.98% | 5.6 |
|
| 3062 |
3062
Vanderbilt University
Nashville,
Tennessee
| USD 540 M | +USD 62.5 M | +13% | 10.3% | 76.4% | 80 | 23.75% | 1.1 |
|
| 3063 |
3063
Blue Grotto Capital
Atlanta,
Georgia
| USD 538 M | +USD 40.7 M | +8% | 19.4% | 296% | 30 | 40% | 0.9 |
|
| 3064 |
3064
Dimension Capital Management
Coral Gables,
Florida
| USD 538 M | +USD 46.6 M | +9% | 7.07% | 65.5% | 108 | 11.11% | 3.8 |
|
| 3065 |
3065
Rempart Asset Management
Montreal,
Canada
| USD 538 M | +USD 30.7 M | +6% | 5.85% | 70.5% | 42 | 14.29% | 3.3 |
|
| 3066 |
3066
Lathrop Investment Management
Little Rock,
Arkansas
| USD 538 M | +USD 26.7 M | +5% | 7.27% | 80.8% | 86 | 5.81% | 6.2 |
|
| 3067 |
3067
Drexel Morgan & Co
Radnor,
Pennsylvania
| USD 538 M | +USD 71.5 M | +15% | 7.95% | 62.4% | 55 | 3.64% | 7.2 |
|
| 3068 |
3068
West Oak Capital
Westlake Village,
California
| USD 538 M | +USD 290 M | +116% | 17% | 110% | 341 | 11.14% | 6.1 |
|
| 3069 |
3069
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| USD 538 M | +USD 9.45 M | +2% | 6.19% | 81.8% | 77 | 5.19% | 7.1 |
|
| 3070 |
CEI
3070
Clark Estates Inc
New York
| USD 537 M | +USD 4.8 M | +0.9% | 13.5% | 47.8% | 94 | 12.77% | 2.2 |
|
| 3071 |
3071
North Growth Management
Vancouver,
British Columbia, Canada
| USD 537 M | +USD 30.9 M | +6% | 7.22% | 243% | 48 | 6.25% | 3.5 |
|
| 3072 |
3072
Bricktown Capital
Detroit,
Michigan
| USD 537 M | +USD 45.8 M | +9% | 5.35% | 46.2% | 51 | 47.06% | 1.1 |
|
| 3073 |
3073
Farmers Trust Company
Youngstown,
Ohio
| USD 536 M | +USD 43.7 M | +9% | 9.78% | 73.5% | 193 | 7.77% | 5.7 |
|
| 3074 |
3074
Coerente Capital Management
Toronto,
Ontario, Canada
| USD 536 M | +USD 23.9 M | +5% | 6.05% | 54.7% | 46 | 4.35% | 2.6 |
|
| 3075 |
SA
3075
Strategic Advisors
New York
| USD 536 M | +USD 20.7 M | +4% | 5.69% | 106% | 215 | 12.56% | 4.6 |
|