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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1251 |
1251
Ninety One North America
New York
| USD 1732 M | +USD 101 M | +6% | 6% | 70.6% | 112 | 10.71% | 2 |
|
| 1252 |
1252
First Horizon Advisors
Memphis,
Tennessee
| USD 1731 M | +USD 241 M | +16% | 7.8% | 55.2% | 2,101 | 28.42% | 2.8 |
|
| 1253 |
1253
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| USD 1729 M | +USD 30.5 M | +2% | 6.43% | 28.5% | 295 | 42.71% | 1 |
|
| 1254 |
1254
NS Partners
London,
United Kingdom
| USD 1727 M | +USD 14.5 M | +0.8% | 2.24% | 127% | 74 | 6.76% | 3.7 |
|
| 1255 |
1255
Walleye Capital
New York
| USD 1726 M | +USD 229 M | +15% | 7.88% | 135% | 1,617 | 72.29% | 0.2 |
|
| 1256 |
1256
Mission Wealth Management
Santa Barbara,
California
| USD 1723 M | +USD 125 M | +8% | 5.12% | 92.1% | 459 | 14.38% | 2.4 |
|
| 1257 |
1257
MUFG Securities (Canada)
New York
| USD 1720 M | +USD 1004 M | +140% | 12.6% | 112% | 44 | 0% | 0.3 |
|
| 1258 |
1258
Hennessy Advisors Inc
Novato,
California
| USD 1719 M | +USD 162 M | +10% | 19% | 191% | 354 | 50.85% | 2.6 |
|
| 1259 |
1259
Arvest Bank Trust Division
Dewey,
Oklahoma
| USD 1719 M | +USD 109 M | +7% | 8.13% | – | 160 | 19.38% | 3.2 |
|
| 1260 |
CCA
1260
Castle Creek Arbitrage
Avon,
Colorado
| USD 1718 M | +USD 74.2 M | +5% | 2.53% | 17.2% | 651 | 71.89% | 0.2 |
|
| 1261 |
1261
Rubric Capital Management (New York)
New York
| USD 1712 M | +USD 351 M | +26% | 20.3% | 251% | 83 | 50.6% | 0.7 |
|
| 1262 |
1262
Coldstream Capital Management
Bellevue,
Washington
| USD 1708 M | +USD 49.9 M | +3% | 6% | 83.8% | 469 | 18.98% | 2.3 |
|
| 1263 |
BPIH
1263
Broad Peak Investment Holdings
Singapore
| USD 1704 M | +USD 29.5 M | +2% | 5.32% | 52.2% | 20 | 25% | 1.2 |
|
| 1264 |
1264
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| USD 1701 M | +USD 56.5 M | +3% | 13.9% | 85.6% | 89 | 24.72% | 2.8 |
|
| 1265 |
1265
Locust Wood Capital Advisers
New York
| USD 1700 M | -USD 56.6 M | -3% | 7.09% | 113% | 62 | 43.55% | 2.1 |
|
| 1266 |
1266
American Family Insurance Mutual Holding
Madison,
Wisconsin
| USD 1695 M | +USD 116 M | +7% | 0.8% | 2.63% | 12 | 25% | 0.7 |
|
| 1267 |
1267
Northeast Investment Management
Boston,
Massachusetts
| USD 1692 M | +USD 48.8 M | +3% | 4.07% | 110% | 194 | 7.73% | 4.6 |
|
| 1268 |
1268
Oak Associates
Akron,
Ohio
| USD 1691 M | +USD 36.1 M | +2% | 8.55% | 152% | 141 | 7.09% | 4.2 |
|
| 1269 |
1269
Brighton Jones LLC
Seattle,
Washington
| USD 1688 M | +USD 69.5 M | +4% | 2.8% | 114% | 452 | 17.48% | 2.4 |
|
| 1270 |
1270
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| USD 1688 M | +USD 223 M | +15% | 6.63% | 58% | 445 | 22.47% | 2 |
|
| 1271 |
1271
Independent Advisor Alliance
Charlotte,
North Carolina
| USD 1686 M | +USD 213 M | +14% | 6.79% | 149% | 668 | 25% | 1.8 |
|
| 1272 |
1272
Prospera Financial Services
Dallas,
Texas
| USD 1685 M | +USD 234 M | +16% | 6.17% | 109% | 789 | 21.17% | 1.7 |
|
| 1273 |
1273
Leonteq Securities AG
Zurich,
Switzerland
| USD 1684 M | -USD 185 M | -10% | 5.55% | 102% | 1,157 | 32.76% | 0.2 |
|
| 1274 |
SC
1274
Shellback Capital
Boston,
Massachusetts
| USD 1683 M | +USD 433 M | +35% | 18.4% | 198% | 134 | 44.03% | 0.7 |
|
| 1275 |
1275
HBK Sorce Advisory
Erie,
Pennsylvania
| USD 1677 M | +USD 58.2 M | +4% | 6.28% | 63.9% | 562 | 14.77% | 2.5 |
|