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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1526 |
1526
Washington Trust Bank
Spokane,
Washington
| USD 762 M | +USD 88.3 M | +13% | 12.1% | 89.9% | 703 | 16.07% | 3.3 |
|
| 1527 |
1527
Capital Analysts LLC
Fort Washington,
Pennsylvania
| USD 761 M | -USD 116 M | -13% | 10.2% | 57% | 649 | 20.8% | 2.1 |
|
| 1528 |
1528
Country Club Trust
Kansas City,
Missouri
| USD 761 M | -USD 99.1 M | -12% | 11.2% | 74.1% | 273 | 16.12% | 2.8 |
|
| 1529 |
1529
Broadfin Capital
New York
| USD 761 M | +USD 81 M | +12% | 15.5% | 298% | 63 | 41.27% | 1.6 |
|
| 1530 |
1530
Pillar Pacific Capital Management
Pacifica,
California
| USD 760 M | -USD 163 M | -18% | 15% | 85% | 309 | 10.68% | 4.1 |
|
| 1531 |
1531
RWA Wealth Partners
Newton,
Massachusetts
| USD 760 M | -USD 133 M | -15% | 9.88% | 66.5% | 250 | 22% | 1.3 |
|
| 1532 |
1532
BBR Partners
New York
| USD 760 M | +USD 67.9 M | +10% | 14.3% | 63.4% | 144 | 28.47% | 1.4 |
|
| 1533 |
1533
Giverny Capital
Montreal,
Quebec, Canada
| USD 759 M | -USD 124 M | -14% | 13% | 84% | 36 | 2.78% | 2.4 |
|
| 1534 |
1534
Ledyard National Bank
| USD 758 M | -USD 120 M | -14% | 11.4% | 80.7% | 781 | 14.98% | 3.3 |
|
| 1535 |
1535
Equitable Trust
Nashville,
Tennessee
| USD 756 M | -USD 103 M | -12% | 10.7% | 109% | 307 | 22.15% | 0.4 |
|
| 1536 |
1536
Comerica Securities
Detroit,
Michigan
| USD 756 M | -USD 96.6 M | -11% | 11.4% | 25.6% | 465 | 24.52% | 2.4 |
|
| 1537 |
1537
AT Bancorp
Dubuque,
Iowa
| USD 755 M | -USD 172 M | -19% | 11.6% | 21.8% | 239 | 15.06% | 3.3 |
|
| 1538 |
1538
Reynders McVeigh Capital Management
Boston,
Massachusetts
| USD 754 M | -USD 97.5 M | -11% | 10.9% | 119% | 222 | 16.67% | 3.5 |
|
| 1539 |
LCM
1539
Lomas Capital Management
New York
| USD 752 M | +USD 46.6 M | +7% | 12.4% | 66.3% | 44 | 59.09% | 0.9 |
|
| 1540 |
1540
Bar Harbor Wealth Management
Concord,
New Hampshire
| USD 752 M | -USD 129 M | -15% | 11.2% | 85% | 317 | 15.46% | 4.1 |
|
| 1541 |
1541
Sageworth Trust
Lancaster,
Pennsylvania
| USD 752 M | +USD 13.5 M | +2% | 13% | 72% | 231 | 46.32% | 0.9 |
|
| 1542 |
1542
USCA RIA
Houston,
Texas
| USD 752 M | -USD 230 M | -23% | 11.2% | 60.6% | 497 | 21.33% | 2.8 |
|
| 1543 |
HSC
1543
Harbor Spring Capital
New York
| USD 751 M | -USD 165 M | -18% | 21.5% | – | 30 | 33.33% | 1.2 |
|
| 1544 |
1544
Daruma Capital Management
New York
| USD 751 M | -USD 310 M | -29% | 23.2% | 55.4% | 57 | 24.56% | 1.7 |
|
| 1545 |
1545
Mangrove Partners
Greenwich,
Connecticut
| USD 751 M | -USD 836 M | -53% | 22% | 185% | 59 | 32.2% | 0.7 |
|
| 1546 |
1546
Mizuho Securities USA
New York
| USD 750 M | -USD 566 M | -43% | 6.85% | 112% | 200 | 69% | 0.3 |
|
| 1547 |
1547
Oxbow Advisors
Austin,
Texas
| USD 748 M | -USD 81 M | -10% | 8.93% | 75.5% | 325 | 19.08% | 2.2 |
|
| 1548 |
1548
Rothschild Investment LLC
Chicago,
Illinois
| USD 747 M | -USD 101 M | -12% | 11.6% | 109% | 402 | 12.94% | 3.4 |
|
| 1549 |
1549
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| USD 747 M | -USD 111 M | -13% | 12.3% | 81.2% | 66 | 4.55% | 4 |
|
| 1550 |
1550
Ulysses Management
New York
| USD 747 M | -USD 528 M | -41% | 17% | 51.8% | 64 | 48.44% | 1.3 |
|