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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1551 |
1551
Cat Rock Capital Management
Greenwich,
Connecticut
| USD 963 M | +USD 16.1 M | +2% | 8.9% | 66.7% | 14 | 42.86% | 1.2 |
|
| 1552 |
1552
CBIZ Investment Advisory Services
Independence,
Ohio
| USD 962 M | +USD 54.4 M | +6% | 5.72% | 48.7% | 110 | 0% | 0.7 |
|
| 1553 |
1553
Altium Wealth Management
Purchase,
New York
| USD 962 M | +USD 71.9 M | +8% | 7.77% | 24.9% | 352 | 10.51% | 1.6 |
|
| 1554 |
1554
Next Century Growth Investors
Plymouth,
Minnesota
| USD 961 M | +USD 82.3 M | +9% | 25% | 447% | 133 | 12.03% | 2.1 |
|
| 1555 |
IFLIT
1555
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| USD 960 M | +USD 67.8 M | +8% | 11% | 45.7% | 21 | 23.81% | 3.6 |
|
| 1556 |
1556
BOK Financial Private Wealth
Denver,
Colorado
| USD 960 M | +USD 4.06 M | +0.4% | 7.49% | 61.8% | 179 | 16.76% | 2.5 |
|
| 1557 |
1557
Avity Investment Management
Greenwich,
Connecticut
| USD 960 M | +USD 69 M | +8% | 8.99% | 119% | 73 | 8.22% | 4.6 |
|
| 1558 |
1558
Petrus Trust Company
Dallas,
Texas
| USD 959 M | +USD 101 M | +12% | 7.73% | 36.9% | 404 | 72.52% | 0.8 |
|
| 1559 |
1559
O'Shares Investment Advisers
Boston,
Massachusetts
| USD 959 M | +USD 162 M | +20% | 11.8% | 71.8% | 353 | 49.01% | 0.9 |
|
| 1560 |
1560
SouthState Corp
Winter Haven,
Florida
| USD 958 M | +USD 142 M | +17% | 8.45% | 90.3% | 351 | 35.33% | 3.3 |
|
| 1561 |
1561
Avenir Corporation
Alexandria,
Virginia
| USD 958 M | +USD 80.2 M | +9% | 10.1% | 34.4% | 70 | 11.43% | 4.2 |
|
| 1562 |
1562
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| USD 958 M | +USD 961 k | +0.1% | 9.73% | 70.2% | 448 | 81.92% | 3.7 |
|
| 1563 |
1563
Capital Growth Management
Boston,
Massachusetts
| USD 957 M | +USD 96.5 M | +11% | 33% | 422% | 69 | 73.91% | 0.2 |
|
| 1564 |
1564
CGM Trust
Boston,
Massachusetts
| USD 957 M | – | – | 33% | – | 46 | – | 0 |
|
| 1565 |
1565
6 Meridian
Wichita,
Kansas
| USD 957 M | +USD 13.3 M | +1% | 3.47% | 45.7% | 420 | 55.95% | 1.2 |
|
| 1566 |
1566
Venrock Management VI
Palo Alto,
California
| USD 957 M | +USD 93.1 M | +11% | 39.6% | – | 3 | 66.67% | 0.1 |
|
| 1567 |
1567
Cumberland Partners
Toronto,
Ontario, Canada
| USD 956 M | -USD 7.47 M | -0.8% | 9.34% | 101% | 168 | 18.45% | 2.1 |
|
| 1568 |
1568
Guinness Asset Management
London,
United Kingdom
| USD 955 M | +USD 110 M | +13% | 6.85% | 83.6% | 110 | 26.36% | 4.4 |
|
| 1569 |
1569
World Asset Management
Detroit,
Michigan
| USD 955 M | +USD 56.9 M | +6% | 10.4% | 85% | 817 | 7.71% | 5.3 |
|
| 1570 |
1570
Summit Securities Group
New York
| USD 954 M | +USD 150 M | +19% | 10.2% | 149% | 539 | 59.37% | 0.5 |
|
| 1571 |
1571
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| USD 953 M | +USD 47.4 M | +5% | 6.36% | 135% | 151 | 9.93% | 3.7 |
|
| 1572 |
1572
CPWM LLC
Seattle,
Washington
| USD 952 M | +USD 72.4 M | +8% | 10.4% | 36.6% | 280 | 9.64% | 3.4 |
|
| 1573 |
1573
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| USD 951 M | +USD 305 M | +47% | 9.52% | 135% | 376 | 65.43% | 0.7 |
|
| 1574 |
1574
RWA Wealth Partners
Newton,
Massachusetts
| USD 951 M | +USD 133 M | +16% | 7.53% | 58.4% | 235 | 20% | 2.3 |
|
| 1575 |
1575
Caxton Associates (New York)
New York
| USD 950 M | -USD 195 M | -17% | 7.77% | 73.9% | 594 | 76.6% | 0.2 |
|