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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
3101
Montecito Bank & Trust
Santa Barbara,
California
| USD 465 M | +USD 38.2 M | +9% | 9.63% | – | 252 | 5.56% | 5.4 |
|
| 3102 |
SF
3102
Symphony Financial
Houston,
Texas
| USD 465 M | +USD 56.6 M | +14% | 10.7% | 95.7% | 208 | 30.77% | 1.9 |
|
| 3103 |
3103
Vise Technologies
New York
| USD 465 M | +USD 57.8 M | +14% | 9.08% | – | 375 | 18.67% | 1.2 |
|
| 3104 |
3104
JMAC Enterprises
Newtown,
Pennsylvania
| USD 465 M | +USD 59.5 M | +15% | 10.7% | 68.5% | 174 | 9.77% | 1.5 |
|
| 3105 |
3105
Cheviot Value Management
Beverly Hills,
California
| USD 464 M | +USD 12.7 M | +3% | 5.61% | 87% | 76 | 7.89% | 4.9 |
|
| 3106 |
3106
Bracebridge Capital LLC
Boston,
Massachusetts
| USD 464 M | -USD 165 M | -26% | 17.3% | 156% | 59 | 42.37% | 0.8 |
|
| 3107 |
TP
3107
Thunderbird Partners
London,
United Kingdom
| USD 464 M | +USD 64.6 M | +16% | 20.4% | 38% | 13 | 23.08% | 2 |
|
| 3108 |
EWA
3108
ERTS Wealth Advisors
Marquette,
Michigan
| USD 464 M | +USD 48.2 M | +12% | 9.38% | 39.3% | 90 | 12.22% | 3.4 |
|
| 3109 |
3109
EFG Asset Management (Americas)
Miami,
Florida
| USD 463 M | +USD 46.3 M | +11% | 13.3% | 112% | 146 | 10.96% | 3.5 |
|
| 3110 |
3110
Human Investing
Lake Oswego,
Oregon
| USD 463 M | +USD 33.8 M | +8% | 9.5% | 56.9% | 101 | 13.86% | 2.8 |
|
| 3111 |
3111
Act Two Investors
Santa Cruz,
California
| USD 463 M | +USD 89.2 M | +24% | 12.5% | 74.4% | 50 | 34% | 1.8 |
|
| 3112 |
3112
Ratio Wealth Group
Denver,
Colorado
| USD 462 M | +USD 63 M | +16% | 9.33% | – | 79 | 17.72% | 1.9 |
|
| 3113 |
3113
Kelman-Lazarov Inc
Memphis,
Tennessee
| USD 462 M | +USD 39 M | +9% | 8.29% | 51.6% | 105 | 11.43% | 4.3 |
|
| 3114 |
3114
Diversified
Wilmington,
Delaware
| USD 462 M | +USD 76.4 M | +20% | 10.8% | 34.4% | 164 | 19.51% | 1.7 |
|
| 3115 |
3115
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| USD 462 M | +USD 65.5 M | +17% | 4.81% | 48.6% | 8 | 25% | 1 |
|
| 3116 |
3116
Claro Advisors
Boston,
Massachusetts
| USD 462 M | +USD 61.8 M | +15% | 11.4% | 98.8% | 420 | 20.24% | 2.2 |
|
| 3117 |
3117
Crescent Park Management
East Palo Alto,
California
| USD 462 M | +USD 36 M | +8% | 21.1% | 87% | 36 | 13.89% | 1.8 |
|
| 3118 |
PWW
3118
Pettyjohn Wood & White
Lynchburg,
Virginia
| USD 462 M | +USD 38.1 M | +9% | 9.65% | 81.9% | 182 | 3.85% | 6.1 |
|
| 3119 |
3119
Cannell Capital
Alta,
Wyoming
| USD 461 M | +USD 31.5 M | +7% | 19.6% | 127% | 62 | 24.19% | 1.9 |
|
| 3120 |
3120
Manitou Investment Management
Toronto,
Ontario, Canada
| USD 461 M | +USD 39.8 M | +9% | 9.66% | 69.3% | 59 | 6.78% | 2.9 |
|
| 3121 |
3121
ECP ControlCo
Summit,
New Jersey
| USD 461 M | +USD 24.4 M | +6% | 14.1% | 42.5% | 9 | 11.11% | 2.2 |
|
| 3122 |
3122
Red Door Wealth Management
Memphis,
Tennessee
| USD 461 M | +USD 60.4 M | +15% | 10.8% | 117% | 202 | 13.86% | 2.2 |
|
| 3123 |
NG
3123
Northstar Group
New York
| USD 460 M | +USD 38.5 M | +9% | 7.76% | 68.4% | 149 | 8.05% | 5.9 |
|
| 3124 |
3124
Fagan Associates
Troy,
New York
| USD 460 M | +USD 46.4 M | +11% | 11.2% | 127% | 114 | 6.14% | 4.7 |
|
| 3125 |
3125
IBEX Wealth Advisors
Bedminster,
New Jersey
| USD 460 M | +USD 67.2 M | +17% | 13.7% | 234% | 126 | 25.4% | 1.9 |
|