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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
Daymark Wealth Partners
Cincinnati,
Ohio
| USD 2366 M | +USD 4.14 M | +0.2% | 2.43% | 109% | 532 | 11.09% | 1.4 |
|
| 1252 |
1252
Sand Hill Global Advisors
Palo Alto,
California
| USD 2363 M | -USD 8.83 M | -0.4% | 0.42% | 58.6% | 203 | 11.33% | 4.2 |
|
| 1253 |
1253
Venture Visionary Partners
Sylvania,
Ohio
| USD 2360 M | +USD 57.8 M | +3% | 2.67% | 95.4% | 587 | 14.14% | 3 |
|
| 1254 |
1254
Permira Holdings
St. Peter Port,
Guernsey
| USD 2352 M | -USD 603 M | -20% | 3.17% | – | 2 | 0% | 1 |
|
| 1255 |
1255
NZS Capital
Denver,
Colorado
| USD 2350 M | -USD 215 M | -8% | 3.22% | 134% | 63 | 14.29% | 2 |
|
| 1256 |
1256
Edgestream Partners
Princeton,
New Jersey
| USD 2348 M | +USD 73.6 M | +3% | 0.83% | 44.5% | 1,146 | 56.72% | 0.6 |
|
| 1257 |
1257
Paralel Advisors
Denver,
Colorado
| USD 2345 M | +USD 55.9 M | +2% | 1.67% | 73.3% | 111 | 5.41% | 1.4 |
|
| 1258 |
1258
Heck Capital Advisors
Rhinelander,
Wisconsin
| USD 2341 M | +USD 1474 M | +170% | 1.29% | 67% | 823 | 76.67% | 0.8 |
|
| 1259 |
1259
Capital Counsel
New York
| USD 2340 M | +USD 15.2 M | +0.7% | 1.92% | 94.9% | 56 | 3.57% | 6.8 |
|
| 1260 |
1260
Pallas Capital Advisors
Braintree,
Massachusetts
| USD 2336 M | -USD 1.14 M | -0% | 2.32% | 71.8% | 643 | 16.64% | 1.4 |
|
| 1261 |
1261
Nantahala Capital Management
New Canaan,
Connecticut
| USD 2329 M | +USD 352 M | +18% | 16% | 341% | 157 | 23.57% | 1.9 |
|
| 1262 |
1262
SageView Advisory Group
Newport Beach,
California
| USD 2323 M | +USD 353 M | +18% | 1.13% | 52.3% | 613 | 20.88% | 0.8 |
|
| 1263 |
1263
Granite Investment Partners
El Segundo,
California
| USD 2313 M | -USD 22.9 M | -1% | 5.05% | 138% | 275 | 16% | 4.8 |
|
| 1264 |
1264
Dynamic Advisor Solutions
Phoenix,
Arizona
| USD 2312 M | -USD 1021 M | -31% | 0.49% | 70.9% | 965 | 36.58% | 3.4 |
|
| 1265 |
1265
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| USD 2308 M | -USD 91.6 M | -4% | 0.24% | 46.4% | 29 | 3.45% | 7.2 |
|
| 1266 |
1266
Beacon Investment Advisory Services
Morristown,
New Jersey
| USD 2308 M | -USD 96.4 M | -4% | 0.17% | 95.8% | 263 | 7.98% | 5 |
|
| 1267 |
1267
Applied Finance Capital Management
San Juan,
Puerto Rico
| USD 2301 M | -USD 40.6 M | -2% | 0.94% | 106% | 335 | 22.39% | 0.8 |
|
| 1268 |
1268
Toyota Motor Corp
Japan
| USD 2300 M | +USD 312 M | +16% | 26.4% | 34.7% | 4 | 0% | 3.3 |
|
| 1269 |
1269
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| USD 2299 M | +USD 126 M | +6% | 4.63% | 102% | 304 | 12.83% | 3.1 |
|
| 1270 |
1270
GenTrust
Miami,
Florida
| USD 2297 M | +USD 254 M | +12% | 0.31% | 58.9% | 234 | 26.92% | 1.9 |
|
| 1271 |
1271
Harbor Capital Advisors
Chicago,
Illinois
| USD 2292 M | -USD 8.88 M | -0.4% | 3.33% | 128% | 1,370 | 5.99% | 0.7 |
|
| 1272 |
1272
Thematics Asset Management
Paris,
France
| USD 2292 M | -USD 237 M | -9% | 2.23% | 113% | 139 | 8.63% | 1.7 |
|
| 1273 |
1273
Carlson Capital Management
Northfield,
Minnesota
| USD 2291 M | -USD 64.1 M | -3% | 4.3% | 9.85% | 118 | 7.63% | 5.3 |
|
| 1274 |
1274
Shell Asset Management
The Hague,
Netherlands
| USD 2289 M | +USD 17 M | +0.7% | 4.04% | – | 1,284 | 3.82% | 6 |
|
| 1275 |
1275
Howland Capital Management
Boston,
Massachusetts
| USD 2283 M | -USD 23.4 M | -1% | 0.84% | 84.1% | 296 | 10.81% | 5.4 |
|