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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
Vestal Point Capital
New York
| USD 3577 M | +USD 636 M | +22% | 5.05% | – | 113 | 53.1% | 0.6 |
|
| 1027 |
1027
WCG Wealth Advisors
Las Vegas,
Nevada
| USD 3574 M | +USD 6.03 M | +0.2% | 1.31% | 69.6% | 554 | 15.52% | 1.3 |
|
| 1028 |
1028
Sanibel Captiva Trust Company
Sanibel,
Florida
| USD 3572 M | -USD 48.8 M | -1% | 0.95% | 99.6% | 452 | 11.73% | 1.8 |
|
| 1029 |
1029
Robertson Stephens Wealth Management
San Francisco,
California
| USD 3569 M | -USD 268 M | -7% | 2.86% | 109% | 689 | 15.82% | 2.8 |
|
| 1030 |
1030
Addenda Capital
Montreal,
Quebec, Canada
| USD 3551 M | +USD 143 M | +4% | 4.25% | 100% | 133 | 9.02% | 6.4 |
|
| 1031 |
1031
Arax Advisory Partners
Denver,
Colorado
| USD 3542 M | +USD 107 M | +3% | 0.71% | 64.7% | 4,474 | 24.77% | 1.6 |
|
| 1032 |
1032
Avior Wealth Management
Omaha,
Nebraska
| USD 3526 M | +USD 317 M | +10% | 0.93% | 71.4% | 866 | 19.4% | 4.8 |
|
| 1033 |
1033
Texas Yale Capital Corp
St. Petersburg,
Florida
| USD 3524 M | +USD 225 M | +7% | 8.54% | 175% | 519 | 8.67% | 6.8 |
|
| 1034 |
1034
Plancorp LLC
Saint Louis,
Missouri
| USD 3516 M | +USD 209 M | +6% | 0.61% | 73.1% | 396 | 12.37% | 4.3 |
|
| 1035 |
1035
TCTC Holdings
Dallas,
Texas
| USD 3514 M | +USD 167 M | +5% | 8.21% | 98.3% | 618 | 64.56% | 8.2 |
|
| 1036 |
1036
Anchor Capital Advisors
Boston,
Massachusetts
| USD 3513 M | +USD 61.6 M | +2% | 4.17% | 62.3% | 270 | 14.07% | 5.5 |
|
| 1037 |
1037
Aspiriant LLC
Los Angeles,
California
| USD 3511 M | +USD 30.4 M | +0.9% | 0.73% | 52.7% | 355 | 14.93% | 5 |
|
| 1038 |
1038
BDT Capital Partners
Chicago,
Illinois
| USD 3511 M | +USD 334 M | +11% | 1.51% | 25.5% | 4 | 50% | 1.1 |
|
| 1039 |
1039
Intact Investment Management
Montreal,
Quebec, Canada
| USD 3509 M | +USD 31.3 M | +0.9% | 7.64% | 85.8% | 343 | 30.32% | 4.4 |
|
| 1040 |
1040
TCG Crossover Management
Palo Alto,
California
| USD 3495 M | +USD 474 M | +16% | 25.7% | 3,013% | 54 | 29.63% | 1.1 |
|
| 1041 |
1041
Dai-ichi Life Insurance Company
Tokyo,
Japan
| USD 3490 M | -USD 393 M | -10% | 0.49% | 128% | 504 | 10.12% | 6.1 |
|
| 1042 |
1042
Kedalion Capital Management
London,
United Kingdom
| USD 3481 M | -USD 592 M | -15% | 4.61% | – | 4 | 50% | 0.6 |
|
| 1043 |
1043
Aquatic Capital Management
Chicago,
Illinois
| USD 3480 M | -USD 39.8 M | -1% | 0.26% | 51.9% | 1,900 | 59.89% | 0.5 |
|
| 1044 |
1044
Reinhart Partners
Mequon,
Wisconsin
| USD 3479 M | +USD 140 M | +4% | 3.51% | 110% | 77 | 12.99% | 4.3 |
|
| 1045 |
1045
Zevenbergen Capital Investments
Edmonds,
Washington
| USD 3478 M | -USD 1019 M | -23% | 8.2% | 273% | 115 | 13.04% | 4.7 |
|
| 1046 |
1046
MUFG Securities (Canada)
New York
| USD 3477 M | -USD 118 M | -3% | 6% | – | 43 | 0% | 2.2 |
|
| 1047 |
1047
Private Management Group
Irvine,
California
| USD 3473 M | +USD 38.2 M | +1% | 1.44% | 51.3% | 323 | 8.05% | 3.5 |
|
| 1048 |
1048
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
| USD 3459 M | -USD 1064 M | -24% | 5.34% | 40% | 191 | 32.46% | 1.2 |
|
| 1049 |
DAM
1049
Davis Asset Management
Sausalito,
California
| USD 3456 M | +USD 664 M | +24% | 7.93% | 97.3% | 86 | 66.28% | 2.1 |
|
| 1050 |
1050
Lincoln National Corp
Radnor,
Pennsylvania
| USD 3454 M | +USD 33.2 M | +1% | 1.09% | 46.2% | 20 | 5% | 7.4 |
|