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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1026 |
1026
Americana Partners
Houston,
Texas
| USD 3643 M | +USD 319 M | +10% | 3.14% | 93.9% | 512 | 17.97% | 2.2 |
|
| 1027 |
1027
MIRAE ASSET SECURITIES (USA) INC.
New York
| USD 3635 M | +USD 357 M | +11% | 1.45% | – | 238 | 59.24% | 0.4 |
|
| 1028 |
1028
WesBanco Bank
Wheeling,
West Virginia
| USD 3631 M | +USD 35.9 M | +1% | 3.16% | 97.3% | 732 | 14.21% | 5.4 |
|
| 1029 |
1029
Hillsdale Investment Management
Toronto,
Ontario, Canada
| USD 3624 M | +USD 312 M | +9% | 10.9% | 271% | 776 | 33.89% | 1.7 |
|
| 1030 |
1030
Sigma Planning Corp
Ann Arbor,
Michigan
| USD 3623 M | +USD 105 M | +3% | 3.09% | 97.5% | 1,414 | 17.19% | 4.2 |
|
| 1031 |
1031
Sanibel Captiva Trust Company
Sanibel,
Florida
| USD 3621 M | +USD 109 M | +3% | 4.02% | 99.6% | 423 | 6.62% | 1.7 |
|
| 1032 |
1032
Evelyn Partners Investment Management
London,
| USD 3619 M | +USD 100 M | +3% | 4.28% | – | 423 | 5.67% | 0.9 |
|
| 1033 |
1033
DJE Kapital
82049 Pullach,
Germany
| USD 3619 M | -USD 499 M | -12% | 4.3% | – | 138 | 45.65% | 0.7 |
|
| 1034 |
1034
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| USD 3619 M | +USD 91.3 M | +3% | 3.44% | 86.6% | 1,768 | 4.41% | 5.4 |
|
| 1035 |
1035
Capital Analysts LLC
Fort Washington,
Pennsylvania
| USD 3614 M | +USD 187 M | +5% | 1.84% | 51.3% | 1,514 | 8.78% | 3.8 |
|
| 1036 |
1036
SurgoCap Partners
New York
| USD 3612 M | +USD 15 M | +0.4% | 8.31% | – | 20 | 35% | 0.8 |
|
| 1037 |
1037
MUFG Securities (Canada)
New York
| USD 3595 M | +USD 18.6 M | +0.5% | 6.94% | – | 44 | 4.55% | 1.9 |
|
| 1038 |
1038
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| USD 3593 M | -USD 1263 M | -26% | 24.6% | 312% | 4 | 25% | 1.2 |
|
| 1039 |
1039
Marsico Capital Management
Denver,
Colorado
| USD 3592 M | -USD 306 M | -8% | 3.19% | 288% | 90 | 32.22% | 2.5 |
|
| 1040 |
1040
Hyperion Asset Management
Brisbane,
Australia
| USD 3578 M | -USD 6.5 M | -0.2% | 4.14% | 151% | 18 | 0% | 5.4 |
|
| 1041 |
1041
Avantax Planning Partners
Dubuque,
Iowa
| USD 3575 M | +USD 87.5 M | +3% | 1.64% | 55.9% | 463 | 11.02% | 4.6 |
|
| 1042 |
1042
Himalaya Capital Management
Seattle,
Washington
| USD 3569 M | +USD 339 M | +10% | 12% | 116% | 10 | 20% | 3.2 |
|
| 1043 |
1043
XN LP
New York
| USD 3568 M | +USD 168 M | +5% | 3.03% | 172% | 27 | 22.22% | 1.3 |
|
| 1044 |
1044
WCG Wealth Advisors
Las Vegas,
Nevada
| USD 3568 M | +USD 1973 M | +124% | 1.79% | 69.6% | 518 | 39% | 1.1 |
|
| 1045 |
1045
JMG Financial Group
Downers Grove,
Illinois
| USD 3558 M | +USD 45.9 M | +1% | 1.73% | 58.7% | 128 | 6.25% | 6.3 |
|
| 1046 |
1046
Edgestream Partners
Princeton,
New Jersey
| USD 3554 M | +USD 132 M | +4% | 0.67% | 41.7% | 1,171 | 49.1% | 0.6 |
|
| 1047 |
1047
DV Trading
Chicago,
Illinois
| USD 3552 M | – | – | 3.25% | – | 1,100 | – | 0 |
|
| 1048 |
1048
Ilex Capital Partners
London,
United Kingdom
| USD 3543 M | +USD 411 M | +13% | 0.87% | – | 174 | 84.48% | 0.2 |
|
| 1049 |
1049
Mitsui Sumitomo Insurance
Tokyo,
Japan
| USD 3543 M | – | – | 8.48% | – | 1 | – | 0 |
|
| 1050 |
1050
Salem Investment Counselors
Winston Salem,
North Carolina
| USD 3541 M | +USD 47.4 M | +1% | 5.11% | 181% | 1,221 | 68.47% | 6.7 |
|