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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
Fir Tree Capital Management
New York
| USD 1259 M | -USD 683 M | -35% | 1.95% | 17.3% | 392 | 41.84% | 0.9 |
|
| 1502 |
1502
Smith Salley Wealth Management
Greensboro,
North Carolina
| USD 1257 M | +USD 88.1 M | +8% | 7.93% | 121% | 237 | 10.55% | 4.9 |
|
| 1503 |
1503
Bar Harbor Wealth Management
Concord,
New Hampshire
| USD 1256 M | +USD 3.86 M | +0.3% | 4.34% | 85% | 260 | 8.08% | 6 |
|
| 1504 |
1504
Roffman Miller Associates
Philadelphia,
Pennsylvania
| USD 1254 M | +USD 41.1 M | +3% | 5.4% | 83.5% | 75 | 1.33% | 6.5 |
|
| 1505 |
1505
Meeder Asset Management
Dublin,
Ohio
| USD 1253 M | +USD 111 M | +10% | 8.37% | 156% | 878 | 40.55% | 2.2 |
|
| 1506 |
1506
Corda Investment Management
Houston,
Texas
| USD 1251 M | +USD 23.2 M | +2% | 1.38% | 85% | 64 | 7.81% | 5.4 |
|
| 1507 |
1507
Independent Financial Group
San Diego,
California
| USD 1250 M | +USD 86.7 M | +7% | 12.3% | 149% | 892 | 18.95% | 1.7 |
|
| 1508 |
1508
Eisler Capital (US)
New York
| USD 1250 M | +USD 1050 M | +526% | 14.4% | – | 228 | 95.18% | 0 |
|
| 1509 |
BFS
1509
Bard Financial Services
Branford,
Connecticut
| USD 1249 M | +USD 72.1 M | +6% | 5.29% | 90.1% | 332 | 8.43% | 1.8 |
|
| 1510 |
1510
Centaurus Financial
Anaheim,
California
| USD 1249 M | +USD 185 M | +17% | 6.9% | 83.5% | 956 | 18.41% | 2.4 |
|
| 1511 |
BFO
1511
Boston Family Office
Boston,
Massachusetts
| USD 1248 M | +USD 44.1 M | +4% | 8.31% | 53.4% | 275 | 8.36% | 6.6 |
|
| 1512 |
1512
BOK Financial Private Wealth
Denver,
Colorado
| USD 1245 M | +USD 41.1 M | +3% | 6.38% | 61.8% | 480 | 27.08% | 1.9 |
|
| 1513 |
1513
Parsons Capital Management
Providence,
Rhode Island
| USD 1243 M | +USD 47.6 M | +4% | 5.47% | 97.4% | 435 | 7.59% | 5.7 |
|
| 1514 |
1514
Koch Industries
Wichita,
Kansas
| USD 1242 M | -USD 332 M | -21% | 5.97% | 56.9% | 12 | 16.67% | 1.8 |
|
| 1515 |
1515
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| USD 1240 M | +USD 23.4 M | +2% | 10.9% | 86% | 103 | 18.45% | 2.4 |
|
| 1516 |
1516
Partners Group Holding
Baar-Zug,
Switzerland
| USD 1239 M | -USD 68.7 M | -5% | 4.43% | 23.3% | 90 | 43.33% | 3.7 |
|
| 1517 |
1517
Evensky & Katz
Coral Gables,
Florida
| USD 1239 M | +USD 130 M | +12% | 5.64% | 61.1% | 91 | 8.79% | 4.5 |
|
| 1518 |
OCM
1518
Opti Capital Management
New York
| USD 1237 M | +USD 77.5 M | +7% | 0.01% | 0.01% | 54 | 1.85% | 0.8 |
|
| 1519 |
1519
Lowe Brockenbrough & Co
Richmond,
Virginia
| USD 1234 M | +USD 84.8 M | +7% | 5.88% | 87.3% | 269 | 5.58% | 5.9 |
|
| 1520 |
1520
Vigilant Capital Management
Portland,
Maine
| USD 1232 M | +USD 61.8 M | +5% | 4.42% | 48.8% | 533 | 25.14% | 3.6 |
|
| 1521 |
YC
1521
Yarbrough Capital
Franklin,
Tennessee
| USD 1229 M | -USD 29.8 M | -2% | 22.4% | 183% | 259 | 34.75% | 0.9 |
|
| 1522 |
1522
Arete Wealth Advisors
Chicago,
Illinois
| USD 1229 M | +USD 85.6 M | +7% | 5.4% | 94.6% | 731 | 23.8% | 1.9 |
|
| 1523 |
1523
Foster & Motley
Cincinnati,
Ohio
| USD 1229 M | +USD 57.3 M | +5% | 4.33% | 68.8% | 396 | 8.84% | 3.8 |
|
| 1524 |
1524
H&F Corporate Investors X
San Francisco,
California
| USD 1227 M | +USD 125 M | +11% | 11.4% | – | 1 | 0% | 1 |
|
| 1525 |
1525
Rational Advisors
Huntington,
New York
| USD 1225 M | +USD 18 M | +1% | 4.7% | 39.2% | 308 | 35.06% | 1.2 |
|