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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
Sabal Trust
St. Petersburg,
Florida
| USD 1386 M | +USD 39.2 M | +3% | 5.28% | 18.4% | 155 | 9.03% | 4.5 |
|
| 1527 |
1527
Simmons Bank
Pine Bluff,
Arkansas
| USD 1384 M | +USD 59.4 M | +4% | 6.11% | 103% | 383 | 9.4% | 3.5 |
|
| 1528 |
1528
Alpha Cubed Investments
Irvine,
California
| USD 1384 M | +USD 97.2 M | +8% | 6.79% | 126% | 282 | 13.83% | 3.2 |
|
| 1529 |
1529
BLB&B Advisors
Montgomeryville,
Pennsylvania
| USD 1383 M | +USD 111 M | +9% | 6.74% | 82% | 264 | 8.33% | 5.2 |
|
| 1530 |
1530
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| USD 1382 M | +USD 80.5 M | +6% | 9.74% | 85.4% | 28 | 3.57% | 5.2 |
|
| 1531 |
1531
HGC Investment Management
Toronto,
Ontario, Canada
| USD 1382 M | +USD 59.6 M | +5% | 0.06% | 33.2% | 357 | 44.82% | 0.3 |
|
| 1532 |
SRFM
1532
Shannon River Fund Management
New York
| USD 1381 M | -USD 100 M | -7% | 12.5% | 554% | 73 | 46.58% | 0.5 |
|
| 1533 |
1533
Fidelity National Financial
Jacksonville,
Florida
| USD 1380 M | -USD 7.7 M | -0.6% | 2.92% | 21.4% | 33 | 15.15% | 3.2 |
|
| 1534 |
1534
Corient Capital Partners
Newport Beach,
California
| USD 1369 M | +USD 201 M | +17% | 10% | 39.2% | 688 | 12.06% | 1.9 |
|
| 1535 |
1535
Altium Wealth Management
Purchase,
New York
| USD 1365 M | +USD 118 M | +9% | 6.41% | 24.9% | 388 | 4.9% | 2 |
|
| 1536 |
1536
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| USD 1363 M | +USD 368 M | +37% | 7.41% | 86% | 96 | 33.33% | 1.5 |
|
| 1537 |
1537
Banc Funds Company
Chicago,
Illinois
| USD 1362 M | +USD 44.7 M | +3% | 2.35% | 61.7% | 205 | 8.78% | 4.2 |
|
| 1538 |
1538
Cantor Fitzgerald Investment Advisors
New York
| USD 1360 M | +USD 657 M | +93% | 4.68% | 73.4% | 154 | 56.49% | 1.2 |
|
| 1539 |
1539
Trilogy Capital
Irvine,
California
| USD 1360 M | +USD 51.3 M | +4% | 5.08% | 57.6% | 195 | 37.44% | 1.5 |
|
| 1540 |
1540
Integrated Advisors Network
Dallas,
Texas
| USD 1359 M | +USD 264 M | +24% | 5.76% | 107% | 616 | 18.99% | 0.9 |
|
| 1541 |
1541
WFM Asia
Road Town, Tortola,
British Virgin Islands
| USD 1358 M | +USD 41 M | +3% | 15.5% | 89.9% | 10 | 10% | 2.1 |
|
| 1542 |
1542
Lake Street Advisors Group
Portsmouth,
New Hampshire
| USD 1354 M | +USD 125 M | +10% | 5.86% | 16% | 356 | 14.61% | 2 |
|
| 1543 |
1543
Brahman Capital
New York
| USD 1354 M | +USD 173 M | +15% | 10.6% | 16.6% | 32 | 31.25% | 1 |
|
| 1544 |
1544
Great Valley Advisor Group
Wilmington,
Delaware
| USD 1352 M | +USD 313 M | +30% | 6.04% | 80.6% | 561 | 14.97% | 1.3 |
|
| 1545 |
1545
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| USD 1348 M | +USD 140 M | +12% | 9.22% | 67.9% | 59 | 8.47% | 5.1 |
|
| 1546 |
1546
Kepos Capital
New York
| USD 1346 M | -USD 202 M | -13% | 1.38% | 21.1% | 587 | 51.11% | 0.4 |
|
| 1547 |
1547
Chicago Partners Investment Group
Chicago,
Illinois
| USD 1346 M | +USD 133 M | +11% | 7.49% | 81.4% | 571 | 15.76% | 2.6 |
|
| 1548 |
1548
Belvedere Trading
Chicago,
Illinois
| USD 1344 M | +USD 129 M | +11% | 30.9% | 548% | 508 | 83.86% | 0.1 |
|
| 1549 |
1549
Freedom Investment Management
Hartford,
Connecticut
| USD 1343 M | +USD 55.6 M | +4% | 6.88% | 71.9% | 929 | 16.58% | 2.3 |
|
| 1550 |
1550
Myriad Asset Management
North Point,
Hong Kong
| USD 1342 M | +USD 378 M | +39% | 5.63% | 149% | 180 | 50% | 0.2 |
|