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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
5001
Silicon Hills Wealth Management
Austin,
Texas
| USD 96.8 M | +USD 13.3 M | +16% | 7.43% | 30.9% | 75 | 6.67% | 0.6 |
|
| 5002 |
5002
Essex Private Wealth Management
Topsfield,
Massachusetts
| USD 96.7 M | +USD 10.5 M | +12% | 6.91% | 29.3% | 62 | 8.06% | 0.6 |
|
| 5003 |
5003
Atlas Venture Associates IX
Boston,
Massachusetts
| USD 96.7 M | +USD 3.16 M | +3% | 30.8% | 89.8% | 6 | 0% | 2.9 |
|
| 5004 |
ECT
5004
Ebor Charitable Trust
Jackson,
Wyoming
| USD 96.6 M | +USD 6.78 M | +8% | 7.58% | 66.1% | 2 | 0% | 0.8 |
|
| 5005 |
5005
Capital Square
Chattanooga,
Tennessee
| USD 96.5 M | +USD 2.99 M | +3% | 5.72% | 62.5% | 147 | 11.56% | 0.6 |
|
| 5006 |
QGA
5006
Q Global Advisors
Fort Worth,
Texas
| USD 96.4 M | +USD 31.2 M | +48% | 14.4% | 79% | 71 | 19.72% | 0.3 |
|
| 5007 |
5007
Aldebaran Financial
| USD 96.2 M | +USD 11.1 M | +13% | 8.87% | 115% | 89 | 22.47% | 4.4 |
|
| 5008 |
5008
Strategic Financial Planning
Plano,
Texas
| USD 96.1 M | +USD 6.32 M | +7% | 6.11% | 47.5% | 29 | 0% | 0.7 |
|
| 5009 |
5009
Stonepine Capital Management
Bend,
Oregon
| USD 96.1 M | +USD 44.5 M | +86% | 0.58% | 231% | 19 | 42.11% | 1.3 |
|
| 5010 |
5010
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| USD 96.1 M | +USD 70.2 M | +271% | 9.85% | 94.2% | 27 | 70.37% | 1.4 |
|
| 5011 |
5011
Vigilare Wealth Management
Scottsdale,
Arizona
| USD 96 M | -USD 2.54 M | -3% | 10.4% | 59.5% | 147 | 22.45% | 0.5 |
|
| 5012 |
5012
Banco BTG Pactual
Rio De Janeiro,
Brazil
| USD 95.9 M | -USD 146 M | -60% | 5.66% | 135% | 88 | 64.77% | 0.4 |
|
| 5013 |
DIS
5013
Diversified Investment Strategies
Baton Rouge,
Louisiana
| USD 95.9 M | +USD 2.22 M | +2% | 5.31% | 93.8% | 43 | 13.95% | 3.2 |
|
| 5014 |
5014
Vaughan & Co Securities
Ridgewood,
New Jersey
| USD 95.8 M | +USD 4.9 M | +5% | 5.41% | 70.7% | 52 | 9.62% | 0.7 |
|
| 5015 |
5015
Cynosure Group
Salt Lake City,
Utah
| USD 95.7 M | +USD 10.6 M | +12% | 10.9% | 63% | 15 | 6.67% | 1.3 |
|
| 5016 |
SV
5016
Stilwell Value
New York
| USD 95.6 M | +USD 1.3 M | +1% | 7.44% | 87.9% | 43 | 16.28% | 2.5 |
|
| 5017 |
CCA
5017
Covey Capital Advisors
Atlanta,
Georgia
| USD 95.5 M | +USD 16 M | +20% | 18.1% | 118% | 34 | 23.53% | 2.4 |
|
| 5018 |
5018
Koch Industries
Wichita,
Kansas
| USD 95.5 M | +USD 699 k | +0.7% | 0.82% | 56.9% | 2 | 0% | 3.8 |
|
| 5019 |
5019
Accel Growth Fund IV Associates
Palo Alto,
California
| USD 95.4 M | -USD 74.6 M | -44% | 8.15% | 61.4% | 2 | 0% | 0.8 |
|
| 5020 |
AFA
5020
Alta Fundamental Advisers
New York
| USD 95.2 M | +USD 13.8 M | +17% | 16.3% | 340% | 18 | 38.89% | 1.3 |
|
| 5021 |
5021
Vienna Insurance Group
Warsaw,
Poland
| USD 94.8 M | -USD 4.37 M | -4% | 12.3% | 230% | 15 | 20% | 0.7 |
|
| 5022 |
5022
LifeSteps Financial
Claremont,
California
| USD 94.8 M | +USD 8.17 M | +9% | 8.29% | 98.4% | 79 | 10.13% | 0.6 |
|
| 5023 |
BC
5023
Breakline Capital
New York
| USD 94.6 M | -USD 10.8 M | -10% | 14.9% | – | 62 | 59.68% | 0.5 |
|
| 5024 |
5024
HCSF Management
San Francisco,
California
| USD 94.5 M | -USD 2.35 M | -2% | 7.3% | 58.8% | 11 | 18.18% | 2.6 |
|
| 5025 |
5025
Cairn Investment Group
Vancouver,
Washington
| USD 94.4 M | +USD 12.1 M | +15% | 4.48% | 67.4% | 75 | 14.67% | 0.7 |
|