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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1826 |
1826
Klingman & Associates
New York
| USD 743 M | +USD 89.2 M | +14% | 6.17% | 64.9% | 146 | 18.49% | 2.9 |
|
| 1827 |
1827
TCV Trust & Wealth Management
Richmond,
Virginia
| USD 743 M | +USD 37.8 M | +5% | 5.8% | 75.3% | 179 | 4.47% | 5 |
|
| 1828 |
1828
Nachman Norwood & Parrott
Greenville,
South Carolina
| USD 743 M | +USD 139 M | +23% | 6.4% | – | 1,195 | 80.08% | 0.3 |
|
| 1829 |
SCM
1829
Somerset Capital Management
London,
United Kingdom
| USD 742 M | +USD 10.4 M | +1% | 24% | 7.5% | 17 | 5.88% | 3.7 |
|
| 1830 |
1830
ATP Life Science Ventures
New York
| USD 742 M | +USD 215 M | +41% | 36.4% | – | 2 | 0% | 0.8 |
|
| 1831 |
1831
Flagship Harbor Advisors
Boston,
Massachusetts
| USD 741 M | +USD 59.4 M | +9% | 10.4% | 75.7% | 2,270 | 16.04% | 2 |
|
| 1832 |
1832
Blackhill Capital
Morristown,
New Jersey
| USD 740 M | +USD 60.1 M | +9% | 9.95% | 212% | 57 | 1.75% | 5.9 |
|
| 1833 |
1833
Evensky & Katz
Coral Gables,
Florida
| USD 738 M | +USD 45 M | +6% | 6.95% | 61.1% | 89 | 11.24% | 3.6 |
|
| 1834 |
1834
Odey Asset Management Group
London,
United Kingdom
| USD 738 M | +USD 156 M | +27% | 8.24% | 259% | 113 | 44.25% | 1.5 |
|
| 1835 |
1835
Blueshift Asset Management
Red Bank,
New Jersey
| USD 735 M | +USD 119 M | +19% | 9.2% | 38.8% | 835 | 70.42% | 0.1 |
|
| 1836 |
1836
Provident Investment Management
Novi,
Michigan
| USD 734 M | +USD 47.9 M | +7% | 9.03% | 90.8% | 51 | 19.61% | 3.7 |
|
| 1837 |
1837
One Capital Management
Westlake Village,
California
| USD 734 M | +USD 36.8 M | +5% | 5.68% | 50.5% | 181 | 16.57% | 4.3 |
|
| 1838 |
1838
Front Barnett Associates
Chicago,
Illinois
| USD 734 M | +USD 87 M | +13% | 14.9% | 40.5% | 112 | 5.36% | 5.9 |
|
| 1839 |
1839
Kayak Investment Partners
San Francisco,
California
| USD 732 M | +USD 493 M | +207% | 19.5% | 27% | 31 | 38.71% | 0.8 |
|
| 1840 |
1840
FAS Wealth Partners
Leawood,
Kansas
| USD 732 M | +USD 53.4 M | +8% | 6.35% | 72.3% | 333 | 9.61% | 2.7 |
|
| 1841 |
1841
Lone Star Global Acquisitions
Hamilton,
Bermuda
| USD 732 M | -USD 88.6 M | -11% | 3.64% | 380% | 2 | 0% | 3.6 |
|
| 1842 |
1842
Baldwin Wealth Partners
Marion,
Massachusetts
| USD 731 M | +USD 49.4 M | +7% | 9.31% | 94.5% | 563 | 7.99% | 3.4 |
|
| 1843 |
1843
Caprock Group
Boise,
Idaho
| USD 731 M | +USD 65.1 M | +10% | 10.2% | – | 468 | 22.44% | 2.3 |
|
| 1844 |
1844
Csenge Advisory Group
Clearwater,
Florida
| USD 730 M | +USD 33.2 M | +5% | 7.4% | 72.3% | 446 | 28.92% | 1 |
|
| 1845 |
1845
Leuthold Group
Minneapolis,
Minnesota
| USD 729 M | +USD 57.9 M | +9% | 10.2% | 138% | 186 | 28.49% | 1.4 |
|
| 1846 |
AA
1846
Ancient Art
Austin,
Texas
| USD 729 M | +USD 184 M | +34% | 28.3% | 168% | 23 | 30.43% | 1.5 |
|
| 1847 |
1847
Mirabella Financial Services
London,
United Kingdom
| USD 729 M | +USD 313 M | +75% | 7.19% | 86.2% | 447 | 84.79% | 0.1 |
|
| 1848 |
1848
Stephens Group Asset Management
Little Rock,
Arkansas
| USD 728 M | +USD 68.6 M | +10% | 6.39% | 51.4% | 24 | 0% | 1.7 |
|
| 1849 |
1849
First Financial Bank - Trust Division
Hamilton,
Ohio
| USD 728 M | +USD 46.6 M | +7% | 7.87% | 68.6% | 182 | 7.14% | 5.1 |
|
| 1850 |
1850
Wintrust Investments
Chicago,
Illinois
| USD 728 M | +USD 12.7 M | +2% | 6.89% | 27.5% | 377 | 15.12% | 2.3 |
|