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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
Avidian Wealth Enterprises
Houston,
Texas
| USD 2748 M | +USD 92.6 M | +3% | 1.94% | 71.7% | 608 | 9.87% | 3.2 |
|
| 1252 |
1252
Integrity Alliance
Urbandale,
Iowa
| USD 2742 M | +USD 615 M | +29% | 1.81% | – | 829 | 37.27% | 0.5 |
|
| 1253 |
1253
GLOBALT Investments
Atlanta,
Georgia
| USD 2740 M | +USD 1.13 M | +0% | 3.32% | 76.3% | 215 | 8.84% | 1.7 |
|
| 1254 |
1254
Oberweis Asset Management
Lisle,
Illinois
| USD 2735 M | +USD 123 M | +5% | 11.1% | 485% | 204 | 22.55% | 1.9 |
|
| 1255 |
1255
Ingalls & Snyder LLC
New York
| USD 2723 M | -USD 335 M | -11% | 6.29% | 217% | 493 | 7.51% | 5.9 |
|
| 1256 |
1256
GC Wealth Management RIA
Cambridge,
Massachusetts
| USD 2723 M | -USD 316 M | -10% | 0.79% | 91.5% | 872 | 42.43% | 1 |
|
| 1257 |
1257
Sowell Financial Services
North Little Rock,
Arkansas
| USD 2722 M | +USD 116 M | +4% | 2.72% | 95.6% | 1,178 | 15.45% | 1.6 |
|
| 1258 |
1258
Hamilton Capital Partners (Canada)
Toronto,
| USD 2721 M | +USD 305 M | +13% | 4.08% | 143% | 224 | 5.8% | 1.7 |
|
| 1259 |
1259
EverSource Wealth Advisors
Birmingham,
Alabama
| USD 2718 M | +USD 190 M | +8% | 2.58% | 98.1% | 4,507 | 9.39% | 2.2 |
|
| 1260 |
1260
BIT Capital
Berlin,
Germany
| USD 2718 M | -USD 204 M | -7% | 4.26% | 1,162% | 145 | 52.41% | 1.1 |
|
| 1261 |
1261
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Phoenix,
Arizona
| USD 2717 M | -USD 191 M | -7% | 0.91% | – | 27 | 66.67% | 0.5 |
|
| 1262 |
1262
Delta Accumulation LLC
Sausalito,
California
| USD 2714 M | +USD 1116 M | +70% | 2.1% | 135% | 214 | 16.36% | 1.5 |
|
| 1263 |
1263
Potomac Fund Management
Miami,
Florida
| USD 2713 M | +USD 352 M | +15% | 2.05% | – | 117 | 19.66% | 0.7 |
|
| 1264 |
1264
GeoWealth Management
Chicago,
Illinois
| USD 2713 M | -USD 28 M | -1% | 1.92% | 58% | 833 | 15.97% | 2.1 |
|
| 1265 |
1265
Brighton Jones LLC
Seattle,
Washington
| USD 2711 M | -USD 1459 M | -35% | 3.04% | 114% | 1,026 | 94.74% | 6.6 |
|
| 1266 |
1266
Soleus Capital Management
Greenwich,
Connecticut
| USD 2711 M | +USD 724 M | +36% | 57.1% | 508% | 120 | 47.5% | 1 |
|
| 1267 |
1267
Eagle Global Advisors
Houston,
Texas
| USD 2704 M | +USD 94.6 M | +4% | 2.91% | 106% | 300 | 16% | 4.7 |
|
| 1268 |
1268
Elm Partners Management
Philadelphia,
Pennsylvania
| USD 2702 M | +USD 227 M | +9% | 1.46% | 46.9% | 162 | 12.96% | 1.6 |
|
| 1269 |
1269
First Merchants Corp
Muncie,
Indiana
| USD 2700 M | +USD 47.7 M | +2% | 2.33% | 55.6% | 390 | 9.49% | 4.7 |
|
| 1270 |
ROIC
1270
Route One Investment Company
San Francisco,
California
| USD 2692 M | -USD 9.7 M | -0.4% | 6.17% | 80.9% | 20 | 35% | 4.6 |
|
| 1271 |
1271
North Dakota State Investment Board
Bismarck,
North Dakota
| USD 2687 M | – | – | 3.42% | – | 826 | – | 0 |
|
| 1272 |
1272
TPG GP A
Fort Worth,
Texas
| USD 2687 M | +USD 851 M | +46% | 16.2% | 101% | 10 | 10% | 2.7 |
|
| 1273 |
1273
Laurion Capital Management
New York
| USD 2686 M | -USD 3133 M | -54% | 21% | 180% | 425 | 73.41% | 0.6 |
|
| 1274 |
1274
Tandem Investment Advisors
Charleston,
South Carolina
| USD 2685 M | -USD 244 M | -8% | 0.5% | 18.7% | 89 | 19.1% | 4 |
|
| 1275 |
1275
Partners Capital Investment Group
Boston,
Massachusetts
| USD 2684 M | +USD 167 M | +7% | 2.13% | 47.5% | 174 | 12.64% | 2.5 |
|