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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
Covalis Capital
London,
United Kingdom
| USD 252 M | +USD 163 M | +182% | 0.07% | 37.9% | 17 | 82.35% | 0.2 |
|
| 3352 |
3352
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| USD 252 M | +USD 22.4 M | +10% | 9.14% | 96.4% | 84 | 8.33% | 2.8 |
|
| 3353 |
3353
Eudaimonia Partners
Winchester,
Tennessee
| USD 252 M | – | – | 6.57% | – | 676 | – | 0 |
|
| 3354 |
3354
Advisors Management Group
La Crosse,
Wisconsin
| USD 252 M | +USD 9.8 M | +4% | 3.38% | 132% | 94 | 7.45% | 2.8 |
|
| 3355 |
3355
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| USD 252 M | +USD 25.7 M | +11% | 7.11% | 59.2% | 74 | 9.46% | 2 |
|
| 3356 |
3356
Wind River Trust Company
Jackson,
Wyoming
| USD 252 M | +USD 16.5 M | +7% | 7.45% | 62.1% | 9 | 0% | 5 |
|
| 3357 |
3357
Machina Capital
Paris,
France
| USD 252 M | +USD 32.8 M | +15% | 6.96% | 42.5% | 458 | 60.92% | 0.3 |
|
| 3358 |
3358
Western Asset Management Company
Pasadena,
California
| USD 252 M | +USD 66.3 M | +36% | 3.46% | 2.29% | 24 | 4.17% | 1.1 |
|
| 3359 |
3359
Financial Planning & Information Services
De Pere,
Wisconsin
| USD 251 M | +USD 15.3 M | +6% | 6.35% | 13% | 51 | 1.96% | 3.8 |
|
| 3360 |
3360
Institutional Venture Management XVI
Menlo Park,
California
| USD 251 M | – | – | 1.8% | 523% | 2 | – | 0 |
|
| 3361 |
3361
First National Bank of Hutchinson
Hutchinson,
Kansas
| USD 251 M | +USD 84.6 M | +51% | 7.44% | 121% | 108 | 19.44% | 2.6 |
|
| 3362 |
3362
Shine Investment Advisory Services
Lone Tree,
Colorado
| USD 251 M | +USD 39.9 M | +19% | 7.69% | 29% | 790 | 12.53% | 1.9 |
|
| 3363 |
CBTWT
3363
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| USD 251 M | +USD 18.1 M | +8% | 9.84% | 124% | 138 | 8.7% | 3.2 |
|
| 3364 |
3364
180 Wealth Advisors
Federal Way,
Washington
| USD 251 M | +USD 24.7 M | +11% | 7.56% | 165% | 286 | 19.58% | 1.4 |
|
| 3365 |
3365
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| USD 251 M | -USD 21.7 M | -8% | 2.69% | 52.1% | 158 | 8.23% | 4.2 |
|
| 3366 |
3366
Bar Harbor Trust Services
Ellsworth,
Maine
| USD 251 M | +USD 71.2 M | +40% | 8.14% | 86.4% | 129 | 56.59% | 1.7 |
|
| 3367 |
3367
Richard P. Slaughter Associates
Austin,
Texas
| USD 251 M | – | – | 9.15% | 55.7% | 109 | – | 0 |
|
| 3368 |
PWS
3368
Private Wealth Strategies
New Albany,
Ohio
| USD 251 M | – | – | 5.89% | 18.8% | 73 | – | 0 |
|
| 3369 |
3369
Rock Creek Group
Washington,
District of Columbia
| USD 251 M | +USD 40.3 M | +19% | 9.54% | 38.5% | 135 | 34.81% | 0.5 |
|
| 3370 |
3370
HT Partners
Centerbrook,
Connecticut
| USD 250 M | +USD 12.9 M | +5% | 5.38% | 71.1% | 33 | 9.09% | 3 |
|
| 3371 |
CCM
3371
CWH Capital Management
Spokane,
Washington
| USD 250 M | -USD 1.77 M | -0.7% | 7.8% | 29.9% | 49 | 2.04% | 3.5 |
|
| 3372 |
3372
Private Advisory Group
Redmond,
Washington
| USD 250 M | +USD 22.5 M | +10% | 9.05% | 187% | 134 | 36.57% | 1 |
|
| 3373 |
3373
EAM Global Investors
Solana Beach,
California
| USD 250 M | +USD 44.5 M | +22% | 73.4% | 2,399% | 172 | 70.93% | 0.3 |
|
| 3374 |
3374
Cooper Financial Group
Irvine,
California
| USD 250 M | +USD 28.1 M | +13% | 6.43% | 87.2% | 166 | 19.28% | 0.7 |
|
| 3375 |
FCA
3375
FLC Capital Advisors
Palm Desert,
California
| USD 250 M | +USD 14 M | +6% | 5.85% | 59.3% | 133 | 9.02% | 0.8 |
|