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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1576 |
1576
venBio Partners
San Francisco,
California
| USD 1133 M | +USD 475 M | +72% | 97.6% | 564% | 8 | 12.5% | 1.1 |
|
| 1577 |
1577
Altium Wealth Management
Purchase,
New York
| USD 1131 M | +USD 169 M | +18% | 13.6% | 24.9% | 368 | 12.23% | 1.7 |
|
| 1578 |
1578
Value Partners Investments
Winnipeg,
Manitoba, Canada
| USD 1131 M | +USD 145 M | +15% | 15.9% | 50.7% | 72 | 31.94% | 0.5 |
|
| 1579 |
1579
Atalan Capital Partners
New York
| USD 1130 M | -USD 15.7 M | -1% | 18.2% | 319% | 15 | 26.67% | 1.3 |
|
| 1580 |
1580
Kepos Capital
New York
| USD 1128 M | +USD 188 M | +20% | 16.5% | 25.1% | 413 | 53.03% | 0.4 |
|
| 1581 |
1581
Focus Financial Network
Minneapolis,
Minnesota
| USD 1128 M | +USD 56.8 M | +5% | 13.6% | 106% | 486 | 22.43% | 1.2 |
|
| 1582 |
1582
RWA Wealth Partners
Newton,
Massachusetts
| USD 1127 M | +USD 177 M | +19% | 10.6% | 58.4% | 241 | 17.01% | 2.3 |
|
| 1583 |
1583
Sphera Funds Management
Tel Aviv,
Israel
| USD 1127 M | +USD 109 M | +11% | 26.7% | 245% | 140 | 52.86% | 0.6 |
|
| 1584 |
1584
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| USD 1127 M | +USD 173 M | +18% | 28.2% | 135% | 150 | 9.33% | 3.7 |
|
| 1585 |
1585
Beaumont Financial Advisors
Needham,
Massachusetts
| USD 1126 M | +USD 79.2 M | +8% | 12% | 93.3% | 365 | 24.38% | 2.4 |
|
| 1586 |
1586
Oakmont Corp
Los Angeles,
California
| USD 1126 M | +USD 162 M | +17% | 20% | 96% | 30 | 13.33% | 1.8 |
|
| 1587 |
1587
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| USD 1126 M | +USD 214 M | +23% | 12.2% | 65.6% | 454 | 23.79% | 2.1 |
|
| 1588 |
1588
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| USD 1124 M | +USD 166 M | +17% | 11.8% | 70.2% | 91 | 14.29% | 3.5 |
|
| 1589 |
1589
Keel Point
Huntsville,
Alabama
| USD 1123 M | +USD 21.4 M | +2% | 10% | 76.4% | 262 | 20.61% | 1.9 |
|
| 1590 |
SCI
1590
S&CO Inc
Boston,
Massachusetts
| USD 1120 M | +USD 117 M | +12% | 13.3% | 80% | 183 | 5.46% | 4.9 |
|
| 1591 |
1591
Cowen and Company
New York
| USD 1119 M | +USD 507 M | +83% | 18.2% | 120% | 669 | 77.13% | 0.2 |
|
| 1592 |
1592
3EDGE Asset Management
Naples,
Florida
| USD 1117 M | +USD 237 M | +27% | 9.07% | 47.9% | 49 | 32.65% | 0.6 |
|
| 1593 |
1593
Cumberland Partners
Toronto,
Ontario, Canada
| USD 1116 M | +USD 159 M | +17% | 14.4% | 101% | 180 | 25% | 2 |
|
| 1594 |
1594
Angelo Gordon & Co
New York
| USD 1116 M | +USD 226 M | +25% | 12.1% | 90.1% | 132 | 62.12% | 0.5 |
|
| 1595 |
1595
Strategic Financial Services
Utica,
New York
| USD 1115 M | +USD 141 M | +15% | 12.2% | 61.5% | 135 | 8.15% | 3.9 |
|
| 1596 |
1596
Belpointe Asset Management
Reno,
Nevada
| USD 1114 M | +USD 216 M | +24% | 13.2% | 88.6% | 999 | 27.13% | 1.2 |
|
| 1597 |
1597
Bernzott Capital Advisors
Camarillo,
California
| USD 1114 M | +USD 60.1 M | +6% | 26.8% | 46.2% | 45 | 11.11% | 4 |
|
| 1598 |
MRG
1598
Milestone Resources Group
Road Town Tortola,
British Virgin Islands
| USD 1112 M | +USD 767 M | +222% | 4.16% | 100% | 23 | 17.39% | 0.7 |
|
| 1599 |
1599
James Investment Research
Alpha,
Ohio
| USD 1112 M | +USD 28.9 M | +3% | 13.1% | 110% | 564 | 26.42% | 3 |
|
| 1600 |
1600
Marcho Partners
London,
United Kingdom
| USD 1111 M | +USD 589 M | +113% | 34.9% | 104% | 25 | 52% | 0.3 |
|