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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
Chai Trust Company
Chicago,
Illinois
| USD 714 M | -USD 68.7 M | -9% | 8.07% | 12.7% | 22 | 0% | 3 |
|
| 1877 |
1877
RFG Advisory
Birmingham,
Alabama
| USD 713 M | +USD 69.6 M | +11% | 6.25% | 57% | 428 | 14.02% | 1.6 |
|
| 1878 |
1878
Main Management
San Francisco,
California
| USD 712 M | +USD 80 M | +13% | 7.66% | 64.1% | 133 | 14.29% | 2.2 |
|
| 1879 |
1879
Pictet North America Advisors
Geneva 73,
Switzerland
| USD 711 M | +USD 13.3 M | +2% | 8.31% | 67.7% | 127 | 6.3% | 3 |
|
| 1880 |
1880
Novare Capital Management
Charlotte,
North Carolina
| USD 710 M | +USD 41.2 M | +6% | 7.3% | 76.5% | 140 | 10.71% | 3.5 |
|
| 1881 |
1881
Visionary Wealth Advisors
O'fallon,
Illinois
| USD 710 M | +USD 53.1 M | +8% | 6.87% | 75.4% | 271 | 22.51% | 0.5 |
|
| 1882 |
1882
James Hambro & Partners
London,
United Kingdom
| USD 709 M | +USD 63 M | +10% | 8.49% | 97% | 62 | 19.35% | 1.5 |
|
| 1883 |
1883
Alpha Omega Wealth Management
Richmond,
Virginia
| USD 709 M | +USD 50.8 M | +8% | 6.49% | 65.9% | 204 | 8.82% | 3.1 |
|
| 1884 |
BCH
1884
Berkshire Capital Holdings
San Jose,
California
| USD 707 M | +USD 156 M | +28% | 39.5% | 2,748% | 71 | 16.9% | 1 |
|
| 1885 |
1885
Cornercap Investment Counsel
Atlanta,
Georgia
| USD 707 M | +USD 87.9 M | +14% | 3.51% | 55.4% | 566 | 38.16% | 1.1 |
|
| 1886 |
1886
McDaniel Terry & Co
Austin,
Texas
| USD 707 M | +USD 50.1 M | +8% | 11.3% | 76.6% | 83 | 6.02% | 3.9 |
|
| 1887 |
1887
Beese Fulmer Investment Management
Canton,
Ohio
| USD 706 M | +USD 27.5 M | +4% | 9.66% | 124% | 609 | 68.47% | 4.3 |
|
| 1888 |
1888
Vestor Capital
Chicago,
Illinois
| USD 706 M | – | – | 12.2% | 200% | 133 | – | 3.1 |
|
| 1889 |
1889
Grassi Investment Management
Santa Clara,
California
| USD 706 M | +USD 11.8 M | +2% | 9.25% | 170% | 136 | 10.29% | 3.9 |
|
| 1890 |
1890
ThornTree Capital Partners
Boston,
Massachusetts
| USD 705 M | +USD 71.8 M | +11% | 26.8% | 217% | 32 | 34.38% | 0.8 |
|
| 1891 |
1891
Vicus Capital
State College,
Pennsylvania
| USD 705 M | +USD 46.8 M | +7% | 5.55% | 67% | 224 | 14.73% | 3.3 |
|
| 1892 |
1892
Zions Bancorporation
Salt Lake City,
Utah
| USD 704 M | +USD 16.1 M | +2% | 7.34% | 22.9% | 1,076 | 13.85% | 1.6 |
|
| 1893 |
1893
Investure LLC
Charlottesville,
Virginia
| USD 702 M | +USD 128 M | +22% | 7.09% | 65.9% | 13 | 0% | 1.2 |
|
| 1894 |
1894
Lannebo Fonder
Stockholm,
Sweden
| USD 702 M | +USD 114 M | +19% | 10.9% | 49.8% | 39 | 5.13% | 2.6 |
|
| 1895 |
1895
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| USD 702 M | -USD 20.3 M | -3% | 8.53% | 56.1% | 123 | 17.07% | 1.4 |
|
| 1896 |
1896
Mount Yale Investment Advisors
Denver,
Colorado
| USD 702 M | +USD 144 M | +26% | 10.3% | 92.1% | 387 | 23.77% | 1.4 |
|
| 1897 |
1897
Strategy Capital
Los Altos,
California
| USD 702 M | +USD 81.5 M | +13% | 24.6% | 316% | 8 | 12.5% | 1.4 |
|
| 1898 |
1898
Avior Wealth Management
Omaha,
Nebraska
| USD 701 M | +USD 62.4 M | +10% | 7.93% | 71.4% | 1,063 | 12.04% | 2.4 |
|
| 1899 |
ECG
1899
EPIQ Capital Group
San Francisco,
California
| USD 699 M | +USD 105 M | +18% | 17.7% | 6.25% | 48 | 14.58% | 0.6 |
|
| 1900 |
1900
Essex Investment Management
Boston,
Massachusetts
| USD 699 M | +USD 88.7 M | +15% | 27.9% | 370% | 519 | 26.4% | 1.9 |
|