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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
3926
Capital City Trust
Tallahassee,
Florida
| USD 437 M | -USD 12.3 M | -3% | 0.12% | 98.5% | 118 | 8.47% | 7.2 |
|
| 3927 |
3927
Bank of New Hampshire
Laconia,
New Hampshire
| USD 437 M | -USD 7.47 M | -2% | 0.16% | 96.5% | 569 | 23.55% | 3 |
|
| 3928 |
3928
3Chopt Investment Partners
Richmond,
Virginia
| USD 437 M | -USD 9.25 M | -2% | 0.16% | 128% | 257 | 16.73% | 1.3 |
|
| 3929 |
3929
Siemens Pension Trust
Munich Germany,
Germany
| USD 437 M | -USD 191 M | -30% | 30.4% | 66.6% | 1 | 0% | 3.3 |
|
| 3930 |
3930
Beck Capital Management
Austin,
Texas
| USD 437 M | +USD 16.8 M | +4% | 8.67% | 291% | 137 | 27.01% | 2.2 |
|
| 3931 |
3931
von Borstel & Associates
The Dalles,
Oregon
| USD 437 M | +USD 10.4 M | +2% | 0.66% | – | 43 | 9.3% | 1.3 |
|
| 3932 |
3932
TIFF Advisory Services
Radnor,
Pennsylvania
| USD 437 M | -USD 144 M | -25% | 1.88% | 86.3% | 30 | 36.67% | 1.6 |
|
| 3933 |
3933
Mason & Associates (Virginia)
Newport News,
Virginia
| USD 437 M | -USD 3.12 M | -0.7% | 2.13% | – | 45 | 15.56% | 1.4 |
|
| 3934 |
3934
Trails Edge Capital Partners
Atlanta,
Georgia
| USD 437 M | +USD 31.8 M | +8% | 17.4% | – | 35 | 57.14% | 0.1 |
|
| 3935 |
3935
Anchorage Capital Group
New York
| USD 436 M | +USD 348 M | +393% | 33.8% | 24.9% | 3 | 33.33% | 2.9 |
|
| 3936 |
VDBMI
3936
Van Den Berg Management I
Austin,
Texas
| USD 436 M | -USD 300 k | -0.1% | 6.72% | 187% | 140 | 15% | 3 |
|
| 3937 |
3937
Napier Financial
Braintree,
Massachusetts
| USD 436 M | +USD 35.6 M | +9% | 1.7% | – | 610 | 91.48% | 0 |
|
| 3938 |
3938
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| USD 436 M | -USD 5.35 M | -1% | 1.36% | 62.3% | 128 | 2.34% | 5.2 |
|
| 3939 |
3939
Seafarer Capital Partners
Larkspur,
California
| USD 436 M | +USD 50.9 M | +13% | 12.2% | 61.3% | 9 | 0% | 3.3 |
|
| 3940 |
SWG
3940
Summit Wealth Group
White River Junction,
Vermont
| USD 436 M | +USD 7.52 M | +2% | 1.26% | 56.7% | 127 | 7.09% | 2 |
|
| 3941 |
3941
MBM Wealth Consultants
Chesterfield,
Missouri
| USD 436 M | +USD 15.1 M | +4% | 0.97% | 57.1% | 387 | 71.58% | 1.2 |
|
| 3942 |
3942
Stewardship Advisors
Mount Joy,
Pennsylvania
| USD 435 M | +USD 2.61 M | +0.6% | 0.78% | 46.1% | 175 | 11.43% | 1.8 |
|
| 3943 |
3943
Tempus Wealth Planning
Irvine,
California
| USD 435 M | -USD 1.25 M | -0.3% | 0.97% | 95% | 297 | 16.5% | 2.7 |
|
| 3944 |
3944
Great Point Partners
Greenwich,
Connecticut
| USD 435 M | +USD 127 M | +41% | 28.7% | 710% | 50 | 58% | 0.4 |
|
| 3945 |
3945
Integris Wealth Management
Monterey,
California
| USD 435 M | -USD 4.32 M | -1% | 1.04% | 60.3% | 128 | 8.59% | 2.2 |
|
| 3946 |
GDS
3946
Gimbel Daniel Scott
| USD 435 M | +USD 153 M | +54% | 54.5% | 57.1% | 2 | 0% | 5.3 |
|
| 3947 |
3947
JPL Wealth Management
Highlands Ranch,
Colorado
| USD 435 M | +USD 24.2 M | +6% | 0.16% | – | 1,555 | 92.67% | 0.1 |
|
| 3948 |
DCPAL
3948
Div Capital Phoenix Assets Ltd
Georgetown,
| USD 434 M | +USD 39.4 M | +10% | 7.86% | – | 16 | 50% | 0.2 |
|
| 3949 |
3949
Old Port Advisors
Portland,
Maine
| USD 434 M | +USD 27 M | +7% | 5.83% | 114% | 251 | 12.75% | 4.6 |
|
| 3950 |
3950
Cornerstone Wealth Advisors
Edina,
Minnesota
| USD 434 M | +USD 4.3 M | +1% | 2.03% | 46.1% | 51 | 3.92% | 3.8 |
|