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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
Sepio Capital
Salt Lake City,
Utah
| USD 1159 M | +USD 238 M | +26% | 13.5% | 92% | 401 | 31.92% | 1.1 |
|
| 1552 |
1552
BFAM Partners
Northpoint, Hong Kong,
Hong Kong
| USD 1158 M | +USD 282 M | +32% | 0.44% | 36.4% | 25 | 40% | 0.3 |
|
| 1553 |
1553
Leavell Investment Management
Mobile,
Alabama
| USD 1158 M | +USD 6.65 M | +0.6% | 12.2% | 92% | 381 | 5.77% | 5.1 |
|
| 1554 |
1554
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| USD 1157 M | +USD 139 M | +14% | 15.9% | 67.9% | 59 | 5.08% | 5.1 |
|
| 1555 |
1555
Formation8
Los Altos,
California
| USD 1156 M | – | – | 9.03% | – | 1 | – | 0 |
|
| 1556 |
1556
Harvest Fund Management
Beijing,
China
| USD 1155 M | -USD 52.2 M | -4% | 22.2% | 304% | 687 | 40.03% | 0.8 |
|
| 1557 |
1557
Neville Rodie & Shaw
New York
| USD 1155 M | +USD 94.9 M | +9% | 12.8% | 125% | 265 | 9.06% | 5.2 |
|
| 1558 |
1558
Roffman Miller Associates
Philadelphia,
Pennsylvania
| USD 1154 M | +USD 121 M | +12% | 12.9% | 83.5% | 75 | 0% | 4.6 |
|
| 1559 |
1559
E.S. Barr & Co
Lexington,
Kentucky
| USD 1151 M | +USD 138 M | +14% | 17.8% | 72.1% | 87 | 11.49% | 5.1 |
|
| 1560 |
1560
AJ Wealth Strategies
New York
| USD 1150 M | +USD 168 M | +17% | 13.5% | 32.2% | 255 | 18.82% | 1.4 |
|
| 1561 |
1561
Patten & Patten
Chattanooga,
Tennessee
| USD 1148 M | +USD 144 M | +14% | 13.9% | 85.7% | 263 | 9.89% | 4.6 |
|
| 1562 |
1562
Greenwich Wealth Management
Greenwich,
Connecticut
| USD 1147 M | +USD 589 M | +105% | 23.4% | 214% | 201 | 9.45% | 3.9 |
|
| 1563 |
1563
SVA Wealth Management
Madison,
Wisconsin
| USD 1147 M | +USD 138 M | +14% | 15.3% | 44.5% | 234 | 12.39% | 3.8 |
|
| 1564 |
1564
Brahman Capital
New York
| USD 1145 M | +USD 131 M | +13% | 22.2% | 16.6% | 29 | 55.17% | 0.9 |
|
| 1565 |
1565
Bragg Financial Advisors
Charlotte,
North Carolina
| USD 1143 M | +USD 167 M | +17% | 16.6% | 101% | 286 | 8.04% | 4.9 |
|
| 1566 |
1566
Compass Capital Management
Minneapolis,
Minnesota
| USD 1142 M | +USD 109 M | +11% | 11.2% | 65.5% | 42 | 9.52% | 5.2 |
|
| 1567 |
KPF
1567
K2 Principal Fund
Toronto,
Ontario, Canada
| USD 1141 M | +USD 472 M | +71% | 11.8% | 76.5% | 444 | 73.87% | 0.2 |
|
| 1568 |
1568
Wedbush Securities
Los Angeles,
California
| USD 1141 M | +USD 97.6 M | +9% | 13.8% | 114% | 1,047 | 27.98% | 3.1 |
|
| 1569 |
1569
GenTrust
Miami,
Florida
| USD 1140 M | +USD 52.7 M | +5% | 12.3% | 58.9% | 189 | 87.3% | 0.4 |
|
| 1570 |
CA
1570
Cornerstone Advisors
Asheville,
North Carolina
| USD 1140 M | +USD 25.4 M | +2% | 9.94% | 126% | 212 | 38.68% | 1.7 |
|
| 1571 |
1571
Capital Analysts LLC
Fort Washington,
Pennsylvania
| USD 1139 M | +USD 86.6 M | +8% | 10.3% | 51.3% | 842 | 22.21% | 2.8 |
|
| 1572 |
1572
Versor Investments
New York
| USD 1138 M | -USD 39.9 M | -3% | 31.4% | 240% | 316 | 78.16% | 0.5 |
|
| 1573 |
1573
Oak Ridge Investments
Chicago,
Illinois
| USD 1135 M | -USD 150 M | -12% | 17% | 223% | 183 | 4.92% | 2.6 |
|
| 1574 |
1574
Stack Financial Management
Whitefish,
Montana
| USD 1135 M | +USD 139 M | +14% | 10.1% | 70% | 51 | 9.8% | 3.8 |
|
| 1575 |
MP
1575
MFN Partners
Boston,
Massachusetts
| USD 1134 M | -USD 89.4 M | -7% | 24.6% | 103% | 16 | 12.5% | 0.8 |
|