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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1501 |
1501
Banc Funds Company
Chicago,
Illinois
| USD 1317 M | +USD 260 M | +25% | 20% | 61.7% | 203 | 9.36% | 4.2 |
|
| 1502 |
1502
WFM Asia
Road Town, Tortola,
British Virgin Islands
| USD 1317 M | +USD 107 M | +9% | 4.04% | 89.9% | 9 | 11.11% | 2.1 |
|
| 1503 |
1503
Bingham Osborn & Scarborough
San Francisco,
California
| USD 1317 M | +USD 60.8 M | +5% | 5.08% | 51.7% | 144 | 11.81% | 4.7 |
|
| 1504 |
1504
Comerica Securities
Detroit,
Michigan
| USD 1314 M | +USD 63.2 M | +5% | 5.27% | 25.6% | 529 | 14.74% | 2.8 |
|
| 1505 |
1505
Next Century Growth Investors
Plymouth,
Minnesota
| USD 1312 M | +USD 126 M | +11% | 17.6% | 447% | 139 | 15.11% | 2.2 |
|
| 1506 |
1506
Laird Norton Wetherby Wealth Management
San Francisco,
California
| USD 1312 M | -USD 163 M | -11% | 6.71% | – | 937 | 20.06% | 4.1 |
|
| 1507 |
1507
Northeast Financial Consultants
Westport,
Connecticut
| USD 1308 M | +USD 102 M | +8% | 6.03% | 63.8% | 338 | 8.58% | 2.2 |
|
| 1508 |
1508
Trilogy Capital
Irvine,
California
| USD 1308 M | +USD 85.2 M | +7% | 4.64% | 57.6% | 172 | 25.58% | 1.3 |
|
| 1509 |
1509
Moors & Cabot
Boston,
Massachusetts
| USD 1306 M | +USD 117 M | +10% | 10.9% | 134% | 854 | 22.72% | 3 |
|
| 1510 |
1510
Sphera Funds Management
Tel Aviv,
Israel
| USD 1304 M | +USD 177 M | +16% | 3.32% | 245% | 213 | 68.54% | 0.3 |
|
| 1511 |
1511
Kerrisdale Advisers
Miami,
Florida
| USD 1304 M | +USD 12.6 M | +1% | 5.83% | 78.8% | 82 | 52.44% | 0.6 |
|
| 1512 |
FWM
1512
Frontier Wealth Management
Kansas City,
Missouri
| USD 1303 M | +USD 81.5 M | +7% | 7.83% | 42.8% | 409 | 15.89% | 3 |
|
| 1513 |
1513
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| USD 1302 M | +USD 9.9 M | +0.8% | 10.1% | 85.4% | 30 | 13.33% | 5.2 |
|
| 1514 |
1514
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| USD 1301 M | +USD 74 M | +6% | 6.94% | 173% | 231 | 18.18% | 3.2 |
|
| 1515 |
1515
OEP Capital Advisors
New York
| USD 1300 M | -USD 404 M | -24% | 3.83% | 23.2% | 2 | 0% | 0.3 |
|
| 1516 |
1516
Fullerton Fund Management
Singapore
| USD 1299 M | -USD 62.4 M | -5% | 8.45% | 412% | 96 | 44.79% | 0.6 |
|
| 1517 |
1517
Cannell & Spears
New York
| USD 1294 M | +USD 97.1 M | +8% | 6.15% | 122% | 248 | 14.11% | 3.3 |
|
| 1518 |
1518
Millburn Ridgefield Corp
New York
| USD 1293 M | -USD 18.3 M | -1% | 9.46% | 56.6% | 91 | 0% | 3.3 |
|
| 1519 |
1519
Investment House LLC
Redondo Beach,
California
| USD 1292 M | -USD 131 M | -9% | 4.17% | 137% | 238 | 28.15% | 4.7 |
|
| 1520 |
1520
Pillar Pacific Capital Management
Pacifica,
California
| USD 1292 M | +USD 91.2 M | +8% | 9.36% | 85% | 329 | 10.94% | 4.8 |
|
| 1521 |
1521
Aureus Asset Management
Boston,
Massachusetts
| USD 1289 M | +USD 102 M | +9% | 3.78% | 93.9% | 202 | 20.79% | 3.4 |
|
| 1522 |
1522
WealthPLAN Partners
Omaha,
Nebraska
| USD 1289 M | +USD 112 M | +10% | 6.04% | 71.6% | 358 | 13.13% | 2.4 |
|
| 1523 |
1523
Level Four Advisory Services
Dallas,
Texas
| USD 1288 M | +USD 41.8 M | +3% | 5.84% | 102% | 672 | 19.05% | 2.3 |
|
| 1524 |
1524
Freedom Investment Management
Hartford,
Connecticut
| USD 1287 M | +USD 377 M | +41% | 4.76% | 71.9% | 932 | 44.53% | 2.2 |
|
| 1525 |
1525
Alpha Cubed Investments
Irvine,
California
| USD 1287 M | +USD 116 M | +10% | 5.15% | 126% | 286 | 18.53% | 3.1 |
|