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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
3276
Francisco Partners Management
San Francisco,
California
| USD 573 M | -USD 145 M | -20% | 1.97% | 14.3% | 5 | 40% | 4.6 |
|
| 3277 |
3277
CIBC Capital Markets (Europe)
Luxembourg
| USD 573 M | +USD 305 M | +114% | 3.63% | – | 10 | 0% | 0.8 |
|
| 3278 |
3278
Manitou Investment Management
Toronto,
Ontario, Canada
| USD 573 M | +USD 47.4 M | +9% | 10.9% | 69.3% | 63 | 12.7% | 3.2 |
|
| 3279 |
3279
Decheng Capital
Menlo Park,
California
| USD 573 M | +USD 177 M | +45% | 59.3% | – | 25 | 8% | 1.3 |
|
| 3280 |
3280
Cache Advisors
San Francisco,
California
| USD 573 M | +USD 203 M | +55% | 14.5% | – | 112 | 20.54% | 0.5 |
|
| 3281 |
3281
Peak Asset Management
Louisville,
Colorado
| USD 573 M | +USD 27.1 M | +5% | 6.21% | 70.1% | 156 | 7.69% | 6 |
|
| 3282 |
3282
LJI Wealth Management
Indianapolis,
Indiana
| USD 573 M | -USD 1.52 M | -0.3% | 7.75% | 68.8% | 208 | 21.63% | 1.8 |
|
| 3283 |
RI
3283
RPTC Inc
Jackson,
Wyoming
| USD 573 M | +USD 3.77 M | +0.7% | 5.66% | 66.4% | 7 | 0% | 5.8 |
|
| 3284 |
3284
Banc Funds Company
Chicago,
Illinois
| USD 572 M | -USD 89.6 M | -14% | 4.5% | 61.7% | 119 | 10.08% | 6.5 |
|
| 3285 |
3285
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
| USD 572 M | +USD 52.6 M | +10% | 5.07% | 44.5% | 130 | 14.62% | 2.2 |
|
| 3286 |
3286
Lebenthal Global Advisors
Hauppauge,
New York
| USD 572 M | +USD 36 M | +7% | 6.01% | 57.2% | 212 | 18.4% | 1.9 |
|
| 3287 |
3287
Rather & Kittrell
Knoxville,
Tennessee
| USD 571 M | +USD 66.2 M | +13% | 5.53% | 43.8% | 102 | 15.69% | 2.3 |
|
| 3288 |
3288
Martel Wealth Advisors
Vancouver,
Washington
| USD 571 M | +USD 31.4 M | +6% | 4.97% | 43.4% | 73 | 8.22% | 3.5 |
|
| 3289 |
3289
Oxbow Capital Management (HK)
Hong Kong
| USD 571 M | +USD 176 M | +45% | 47.8% | 2,244% | 14 | 42.86% | 0.4 |
|
| 3290 |
3290
Dividend Assets Capital
Ridgeland,
South Carolina
| USD 570 M | +USD 19.7 M | +4% | 3.64% | 69.7% | 144 | 3.47% | 7.3 |
|
| 3291 |
TWP
3291
Tyche Wealth Partners
Plano,
Texas
| USD 570 M | +USD 72.1 M | +14% | 8.49% | 84.2% | 332 | 13.55% | 1.3 |
|
| 3292 |
3292
Personal CFO Solutions
Chester,
New Jersey
| USD 570 M | +USD 29.4 M | +5% | 8.72% | 98.9% | 532 | 16.54% | 2.5 |
|
| 3293 |
3293
Advisors Management Group
La Crosse,
Wisconsin
| USD 570 M | +USD 38.6 M | +7% | 8.08% | 132% | 157 | 5.73% | 4.8 |
|
| 3294 |
3294
Nitorum Capital
New York
| USD 569 M | -USD 105 M | -16% | 7.08% | 87.1% | 28 | 3.57% | 4.3 |
|
| 3295 |
3295
Amarillo National Bank
Amarillo,
Texas
| USD 569 M | +USD 30.8 M | +6% | 7.2% | 63.5% | 81 | 6.17% | 7 |
|
| 3296 |
3296
Machina Capital
Paris,
France
| USD 568 M | +USD 87.7 M | +18% | 1.55% | 42.5% | 442 | 60.18% | 0.4 |
|
| 3297 |
PCP
3297
Perbak Capital Partners
London,
United Kingdom
| USD 568 M | +USD 126 M | +28% | 5.18% | – | 394 | 57.11% | 0.2 |
|
| 3298 |
3298
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| USD 568 M | +USD 161 M | +39% | 6.4% | 56.7% | 476 | 32.77% | 2.1 |
|
| 3299 |
3299
Mountain Capital Investment Advisors
Westminster,
Colorado
| USD 568 M | +USD 47.5 M | +9% | 8.16% | 70.1% | 89 | 23.6% | 1.6 |
|
| 3300 |
3300
USA Financial Formulas
Ada,
Michigan
| USD 568 M | -USD 18.4 M | -3% | 8.7% | 104% | 343 | 55.1% | 0.9 |
|