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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1851 |
1851
AdamCapital Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 728 M | +USD 109 M | +18% | 4.11% | 10.7% | 17 | 17.65% | 1.1 |
|
| 1852 |
1852
L & S Advisors
Los Angeles,
California
| USD 727 M | +USD 56.7 M | +8% | 15% | 231% | 349 | 30.95% | 1.7 |
|
| 1853 |
1853
American Financial Group
Cincinnati,
Ohio
| USD 726 M | -USD 19.8 M | -3% | 2.71% | 32.5% | 124 | 10.48% | 3.6 |
|
| 1854 |
1854
SFMG Wealth Advisors
Plano,
Texas
| USD 725 M | +USD 23.2 M | +3% | 5.58% | 76.1% | 192 | 16.67% | 2.5 |
|
| 1855 |
1855
Elite Wealth Management
Kirkland,
Washington
| USD 724 M | +USD 384 M | +113% | 11.4% | 182% | 50 | 32% | 2.3 |
|
| 1856 |
CAM
1856
Coltrane Asset Management
New York
| USD 724 M | +USD 583 M | +412% | 6.87% | 50.3% | 7 | 85.71% | 0.1 |
|
| 1857 |
1857
Executive Wealth Management
Brighton,
Michigan
| USD 723 M | +USD 57.4 M | +9% | 7.52% | 18.4% | 156 | 17.95% | 1.1 |
|
| 1858 |
1858
Centaurus Financial
Anaheim,
California
| USD 722 M | +USD 45.8 M | +7% | 7.34% | 83.5% | 718 | 24.51% | 1.4 |
|
| 1859 |
1859
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| USD 722 M | +USD 54 M | +8% | 9.62% | 70% | 58 | 5.17% | 4.8 |
|
| 1860 |
1860
Krilogy Financial
St. Louis,
Missouri
| USD 721 M | +USD 68.4 M | +10% | 6.61% | 79% | 244 | 13.52% | 2.4 |
|
| 1861 |
1861
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| USD 721 M | +USD 101 M | +16% | 10.1% | 115% | 453 | 6.18% | 5.1 |
|
| 1862 |
KAS
1862
Kemnay Advisory Services
New York
| USD 721 M | +USD 45 M | +7% | 12.1% | 167% | 106 | 46.23% | 2.4 |
|
| 1863 |
1863
LBMC Investment Advisors
Brentwood,
Tennessee
| USD 721 M | +USD 86.1 M | +14% | 6.05% | 52.8% | 121 | 17.36% | 3.5 |
|
| 1864 |
1864
St. James Investment Company
Southlake,
Texas
| USD 720 M | +USD 66.7 M | +10% | 6.59% | 43.8% | 34 | 8.82% | 1.6 |
|
| 1865 |
1865
CreativeOne Wealth
Overland Park,
Kansas
| USD 720 M | +USD 76.8 M | +12% | 4.68% | 67.6% | 284 | 21.13% | 1 |
|
| 1866 |
1866
Portfolio Solutions
Royal Oak,
Michigan
| USD 720 M | +USD 19.5 M | +3% | 6.18% | 11.6% | 53 | 9.43% | 2.5 |
|
| 1867 |
1867
Third Avenue Management
New York
| USD 719 M | +USD 5.84 M | +0.8% | 9.15% | 113% | 67 | 7.46% | 3.3 |
|
| 1868 |
1868
Regents of the University of California
Oakland,
California
| USD 719 M | +USD 6.6 M | +0.9% | 1.1% | 76.6% | 35 | 28.57% | 3.7 |
|
| 1869 |
1869
Antara Capital
New York
| USD 719 M | -USD 180 M | -20% | 7.57% | 39.8% | 99 | 68.69% | 0.3 |
|
| 1870 |
1870
BTC Capital Management
Des Moines,
Iowa
| USD 717 M | +USD 62.8 M | +10% | 8.68% | – | 203 | 14.29% | 2.6 |
|
| 1871 |
1871
Bramshill Investments
Naples,
Florida
| USD 715 M | +USD 82.3 M | +13% | 3.73% | 3.6% | 144 | 31.94% | 1.1 |
|
| 1872 |
1872
Perigon Wealth Management
San Francisco,
California
| USD 715 M | +USD 84.6 M | +13% | 12% | 104% | 401 | 14.21% | 2 |
|
| 1873 |
1873
Eagle Ridge Investment Management
Stamford,
Connecticut
| USD 715 M | +USD 54.7 M | +8% | 6.15% | 28.2% | 146 | 18.49% | 3.4 |
|
| 1874 |
MAM
1874
Mastrapasqua Asset Management
Nashville,
Tennessee
| USD 715 M | +USD 65.1 M | +10% | 11.7% | 54.9% | 150 | 12.67% | 3.1 |
|
| 1875 |
1875
Connors Investor Services
Wyomissing,
Pennsylvania
| USD 714 M | +USD 40.6 M | +6% | 9.34% | 125% | 148 | 11.49% | 4 |
|