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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
3126
Compound Global Advisors
Mercer Island,
Washington
| USD 393 M | +USD 42.2 M | +12% | 10.9% | – | 42 | 26.19% | 0.2 |
|
| 3127 |
3127
Icon Advisers
Greenwood Village,
Colorado
| USD 393 M | +USD 2.57 M | +0.7% | 2.58% | 119% | 168 | 29.17% | 2.1 |
|
| 3128 |
3128
Colonial Trust
Spartanburg,
South Carolina
| USD 393 M | +USD 27.2 M | +7% | 5.85% | 83.6% | 951 | 10.52% | 0.3 |
|
| 3129 |
3129
Ninety One
Cape Town,
South Africa
| USD 393 M | +USD 85.6 M | +28% | 5.51% | 232% | 77 | 11.69% | 3.1 |
|
| 3130 |
3130
Revolve Wealth Partners
Hackensack,
New Jersey
| USD 393 M | +USD 43.7 M | +13% | 7.62% | 67.4% | 152 | 11.18% | 1 |
|
| 3131 |
GCMG
3131
Gyroscope Capital Management Group
Naples,
Florida
| USD 392 M | +USD 62.7 M | +19% | 4.29% | 24.8% | 183 | 37.16% | 1.8 |
|
| 3132 |
3132
Conversant Capital
Summit,
New Jersey
| USD 392 M | -USD 43.2 M | -10% | 0.3% | 178% | 28 | 67.86% | 0.5 |
|
| 3133 |
3133
Martel Wealth Advisors
Vancouver,
Washington
| USD 392 M | +USD 22.9 M | +6% | 5.26% | 43.4% | 52 | 13.46% | 3.2 |
|
| 3134 |
3134
Armbruster Capital Management
Pittsford,
New York
| USD 391 M | +USD 5.69 M | +1% | 2.11% | 66.7% | 105 | 4.76% | 4.5 |
|
| 3135 |
3135
Intercontinental Wealth Advisors
San Antonio,
Texas
| USD 391 M | +USD 55.1 M | +16% | 9.2% | 46.7% | 314 | 19.11% | 2.8 |
|
| 3136 |
3136
5AM Venture Management
San Francisco,
California
| USD 391 M | +USD 18.9 M | +5% | 8.58% | 546% | 26 | 26.92% | 1.4 |
|
| 3137 |
3137
Leelyn Smith
Geneva,
Illinois
| USD 391 M | +USD 26.6 M | +7% | 5.41% | 86% | 464 | 76.72% | 2.7 |
|
| 3138 |
3138
Cambridge Advisors
Omaha,
Nebraska
| USD 391 M | +USD 18.1 M | +5% | 5.06% | 58.6% | 187 | 6.42% | 5.1 |
|
| 3139 |
3139
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| USD 391 M | +USD 23.3 M | +6% | 2.96% | 95.4% | 34 | 2.94% | 5.8 |
|
| 3140 |
3140
Thrive Wealth Management
Audubon,
Pennsylvania
| USD 390 M | +USD 41 M | +12% | 7.05% | 84.1% | 179 | 15.64% | 0.9 |
|
| 3141 |
NG
3141
Northstar Group
New York
| USD 390 M | +USD 37.2 M | +11% | 7.46% | 68.4% | 146 | 8.9% | 5.4 |
|
| 3142 |
3142
Barometer Capital Management
Toronto,
Ontario, Canada
| USD 390 M | +USD 50.8 M | +15% | 15.2% | 354% | 171 | 66.08% | 0.3 |
|
| 3143 |
3143
Systelligence LLC
Bloomington,
Minnesota
| USD 390 M | +USD 5.82 M | +2% | 2.46% | 58.3% | 50 | 22% | 1 |
|
| 3144 |
3144
Cedar Brook Financial Partners
Cleveland,
Ohio
| USD 389 M | +USD 34.4 M | +10% | 6.85% | 47% | 411 | 14.84% | 2.4 |
|
| 3145 |
3145
Summit Wealth Partners
Orlando,
Florida
| USD 389 M | +USD 12.3 M | +3% | 4.32% | 44.9% | 194 | 13.92% | 2 |
|
| 3146 |
3146
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| USD 389 M | +USD 73.8 M | +23% | 4.4% | 61.6% | 146 | 14.38% | 0.2 |
|
| 3147 |
3147
Artemis Wealth Advisors
New York
| USD 389 M | +USD 59.8 M | +18% | 23.6% | 180% | 95 | 35.79% | 1.9 |
|
| 3148 |
3148
Miramar Capital
Northbrook,
Illinois
| USD 389 M | +USD 7.4 M | +2% | 2.5% | 47.3% | 88 | 7.95% | 2.3 |
|
| 3149 |
JC
3149
Joho Capital
New York
| USD 389 M | +USD 79.7 M | +26% | 15% | 80.2% | 18 | 22.22% | 1.4 |
|
| 3150 |
3150
Martin & Co
Knoxville,
Tennessee
| USD 389 M | +USD 9.6 M | +3% | 5.38% | 72.3% | 109 | 2.75% | 7.9 |
|