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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1701 |
1701
WealthPLAN Partners
Omaha,
Nebraska
| USD 732 M | +USD 67.3 M | +10% | 1.87% | 71.6% | 254 | 13.39% | 2.4 |
|
| 1702 |
1702
Pictet North America Advisors
Geneva 73,
Switzerland
| USD 731 M | +USD 43.3 M | +6% | 1.6% | 67.7% | 157 | 8.28% | 2.2 |
|
| 1703 |
1703
BTS Asset Management
Lincoln,
Massachusetts
| USD 731 M | +USD 639 M | +694% | 0.1% | 8.8% | 20 | 20% | 0.5 |
|
| 1704 |
1704
Connors Investor Services
Wyomissing,
Pennsylvania
| USD 728 M | -USD 26.3 M | -3% | 0.5% | 125% | 151 | 10.6% | 3.7 |
|
| 1705 |
1705
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| USD 725 M | +USD 21.2 M | +3% | 1.7% | – | 182 | 3.85% | 4.7 |
|
| 1706 |
1706
Doyle Wealth Management
St. Petersburg,
Florida
| USD 724 M | +USD 917 k | +0.1% | 2.34% | 32.3% | 866 | 77.83% | 1.8 |
|
| 1707 |
MFP
1707
Michael F. Price
| USD 723 M | -USD 47.5 M | -6% | 0.83% | 42.6% | 136 | 25.74% | 2.6 |
|
| 1708 |
PIMG
1708
Patriot Investment Management Group
Knoxville,
Tennessee
| USD 723 M | +USD 9.08 M | +1% | 0.66% | 52.9% | 221 | 7.24% | 0.5 |
|
| 1709 |
1709
E-L Financial Corp
Toronto,
Ontario, Canada
| USD 723 M | +USD 14.6 M | +2% | 0.92% | 78.5% | 2 | 0% | 2.8 |
|
| 1710 |
WC
1710
Walthausen & Co
Malta,
New York
| USD 722 M | -USD 34.6 M | -5% | 2.09% | 63.3% | 151 | 18.54% | 2 |
|
| 1711 |
1711
Focus Financial Network
Minneapolis,
Minnesota
| USD 722 M | +USD 46.5 M | +7% | 1.29% | 106% | 396 | 9.85% | 0.5 |
|
| 1712 |
1712
Kimelman & Baird
New York
| USD 721 M | +USD 2.44 M | +0.3% | 1.04% | – | 104 | 4.81% | 4.4 |
|
| 1713 |
1713
Broadwood Capital
New York
| USD 720 M | -USD 79.5 M | -10% | 10.5% | 110% | 7 | 0% | 4.1 |
|
| 1714 |
1714
Savant Capital
Rockford,
Illinois
| USD 720 M | +USD 10.4 M | +1% | 0.41% | 66.5% | 343 | 8.16% | 3.6 |
|
| 1715 |
1715
Main Management
San Francisco,
California
| USD 720 M | +USD 31.9 M | +5% | 0.01% | 64.1% | 93 | 11.83% | 2.4 |
|
| 1716 |
1716
Sapience Investments
Newport Beach,
California
| USD 719 M | -USD 15.2 M | -2% | 0.74% | 54.9% | 92 | 14.13% | 1.7 |
|
| 1717 |
1717
Vicus Capital
State College,
Pennsylvania
| USD 718 M | +USD 5.99 M | +0.8% | 0.64% | 67% | 242 | 11.98% | 3.3 |
|
| 1718 |
1718
Wexford Capital
West Palm Beach,
Florida
| USD 718 M | -USD 142 M | -16% | 6.88% | 155% | 173 | 72.25% | 0.5 |
|
| 1719 |
1719
BOK Financial Private Wealth
Denver,
Colorado
| USD 717 M | +USD 32.9 M | +5% | 0.58% | 68.8% | 137 | 14.6% | 2.8 |
|
| 1720 |
1720
Banco de Sabadell
Miami,
Florida
| USD 717 M | -USD 148 M | -17% | 1.34% | 89.9% | 400 | 30% | 1.2 |
|
| 1721 |
1721
Denali Advisors
San Diego,
California
| USD 715 M | +USD 46.5 M | +7% | 0.81% | 106% | 348 | 27.87% | 1.5 |
|
| 1722 |
1722
Cove Street Capital
El Segundo,
California
| USD 715 M | -USD 60 M | -8% | 3.92% | 84.2% | 106 | 18.87% | 2.8 |
|
| 1723 |
1723
L & S Advisors
Los Angeles,
California
| USD 715 M | -USD 42.9 M | -6% | 2.32% | 231% | 345 | 18.26% | 1.5 |
|
| 1724 |
1724
Ensemble Capital Management
San Francisco,
California
| USD 713 M | +USD 4.18 M | +0.6% | 1.02% | 36.2% | 29 | 13.79% | 3.9 |
|
| 1725 |
1725
Knighthead Capital Management
New York
| USD 713 M | -USD 6.37 M | -0.9% | 44.4% | 74.1% | 11 | 27.27% | 1.7 |
|