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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
3976
Essex Savings Bank
Essex,
Connecticut
| USD 168 M | +USD 28 M | +20% | 18.7% | 95.2% | 168 | 14.88% | 1.3 |
|
| 3977 |
CCM
3977
Consolidated Capital Management
Burbank,
California
| USD 168 M | +USD 40.9 M | +32% | 26.5% | 166% | 34 | 11.76% | 2.4 |
|
| 3978 |
3978
Equinox Partners Investment Management
Stamford,
Connecticut
| USD 168 M | +USD 88.3 M | +110% | 87.4% | 241% | 12 | 25% | 0.8 |
|
| 3979 |
3979
Marlowe Partners
New York
| USD 168 M | +USD 20.5 M | +14% | 34.3% | 16.3% | 19 | 26.32% | 0.8 |
|
| 3980 |
3980
Ostrum Asset Management
Paris,
France
| USD 168 M | +USD 23 M | +16% | 24% | 107% | 80 | 36.25% | 0.7 |
|
| 3981 |
3981
FC Advisory
West Chester,
Pennsylvania
| USD 168 M | +USD 23.7 M | +16% | 15.7% | 46.6% | 55 | 7.27% | 3.5 |
|
| 3982 |
3982
Clare Market Investments
Dallas,
Texas
| USD 168 M | +USD 50 M | +42% | 39% | – | 104 | 42.31% | 0.9 |
|
| 3983 |
3983
Marino Stram & Associates
Braintree,
Massachusetts
| USD 168 M | +USD 38.3 M | +29% | 16.2% | 72.2% | 108 | 14.81% | 1.7 |
|
| 3984 |
3984
Sitrin Capital Management
Century City,
California
| USD 168 M | -USD 879 k | -0.5% | 25.2% | 139% | 38 | 23.68% | 2.1 |
|
| 3985 |
3985
Hamilton Wealth
Encino,
California
| USD 168 M | +USD 33.8 M | +25% | 14% | 108% | 49 | 36.73% | 0.8 |
|
| 3986 |
3986
Advisor OS
Chicago,
Illinois
| USD 168 M | – | – | 15.1% | 68.8% | 141 | – | 0 |
|
| 3987 |
ETI
3987
Enterprise Trust & Investment
Los Gatos,
California
| USD 168 M | +USD 24.9 M | +17% | 21.8% | 58.6% | 196 | 8.67% | 0.9 |
|
| 3988 |
3988
Quaker Wealth Management
Moorestown,
New Jersey
| USD 168 M | +USD 26.8 M | +19% | 12.4% | – | 50 | 20% | 0.4 |
|
| 3989 |
3989
NEPC LLC
Boston,
Massachusetts
| USD 167 M | -USD 13.8 M | -8% | 11.9% | 21.3% | 31 | 19.35% | 0.4 |
|
| 3990 |
WR
3990
Watson Rebecca
| USD 167 M | +USD 22.7 M | +16% | 12.8% | – | 387 | 80.36% | 0.1 |
|
| 3991 |
3991
Radnor Financial Advisors
Wayne,
Pennsylvania
| USD 167 M | +USD 49.3 M | +42% | 20.9% | 3.04% | 18 | 5.56% | 0.4 |
|
| 3992 |
PGF
3992
Pelham Global Financials
London,
United Kingdom
| USD 167 M | +USD 100 M | +150% | 34.5% | 24.5% | 9 | 33.33% | 0.6 |
|
| 3993 |
3993
BCS Wealth Management
Johnson City,
Tennessee
| USD 167 M | +USD 24.2 M | +17% | 12.8% | 51% | 127 | 17.32% | 0.4 |
|
| 3994 |
3994
Soundwatch Capital
Rowayton,
Connecticut
| USD 166 M | +USD 24.6 M | +17% | 20.9% | 79.6% | 24 | 66.67% | 0.1 |
|
| 3995 |
3995
Mirsky Financial Management
Rochester,
New York
| USD 166 M | +USD 24.7 M | +17% | 10% | 39.3% | 36 | 22.22% | 1.2 |
|
| 3996 |
3996
Mizuho Trust & Banking
Tokyo,
Japan
| USD 166 M | +USD 114 M | +219% | 18.8% | 36.1% | 12 | 33.33% | 0.5 |
|
| 3997 |
3997
Shah Capital Management
Raleigh,
North Carolina
| USD 166 M | +USD 39.6 M | +31% | 77% | 287% | 16 | 31.25% | 2.8 |
|
| 3998 |
3998
Marcho Partners
London,
United Kingdom
| USD 166 M | -USD 62.5 M | -27% | 88.8% | 115% | 9 | 44.44% | 0.5 |
|
| 3999 |
3999
Biltmore Family Office
Charlotte,
North Carolina
| USD 166 M | +USD 13.9 M | +9% | 19.6% | 99% | 186 | 13.44% | 1.7 |
|
| 4000 |
4000
Oak Grove Capital
North Hampton,
New Hampshire
| USD 166 M | +USD 11.4 M | +7% | 27.6% | 470% | 72 | 33.33% | 1.1 |
|