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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
1901
Hartford Funds Management
Wayne,
Pennsylvania
| USD 907 M | +USD 211 M | +30% | 1.53% | 26.8% | 5 | 40% | 1.7 |
|
| 1902 |
1902
Evensky & Katz
Coral Gables,
Florida
| USD 904 M | +USD 96 M | +12% | 6.83% | 61.1% | 81 | 12.35% | 3.9 |
|
| 1903 |
1903
One Capital Management
Westlake Village,
California
| USD 904 M | +USD 72.5 M | +9% | 5.72% | 50.5% | 173 | 10.98% | 4.2 |
|
| 1904 |
1904
2Xideas
Kusnacht,
Switzerland
| USD 904 M | +USD 102 M | +13% | 0.92% | 40.6% | 67 | 1.49% | 0.2 |
|
| 1905 |
1905
Provident Investment Management
Novi,
Michigan
| USD 903 M | +USD 51.6 M | +6% | 7.62% | 90.8% | 56 | 5.36% | 3.3 |
|
| 1906 |
1906
Alpine Woods Capital Investors
Purchase,
New York
| USD 901 M | +USD 81.1 M | +10% | 7.62% | 105% | 241 | 12.86% | 3.3 |
|
| 1907 |
1907
Main Management
San Francisco,
California
| USD 900 M | +USD 119 M | +15% | 6.36% | 64.1% | 146 | 20.55% | 2.4 |
|
| 1908 |
1908
Front Barnett Associates
Chicago,
Illinois
| USD 899 M | +USD 56.3 M | +7% | 6.56% | 40.5% | 109 | 0.92% | 6.1 |
|
| 1909 |
1909
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| USD 898 M | -USD 12 M | -1% | 7.55% | 70.8% | 10 | 20% | 0.2 |
|
| 1910 |
1910
ATP Life Science Ventures
New York
| USD 898 M | -USD 397 M | -31% | 25.5% | – | 3 | 0% | 0.9 |
|
| 1911 |
1911
B. Riley Financial
Los Angeles,
California
| USD 898 M | +USD 281 M | +46% | 62.1% | 682% | 42 | 59.52% | 0.6 |
|
| 1912 |
1912
YCG LLC
Austin,
Texas
| USD 896 M | +USD 25.7 M | +3% | 5.03% | 27% | 46 | 2.17% | 4.4 |
|
| 1913 |
1913
BTC Capital Management
Des Moines,
Iowa
| USD 896 M | +USD 57.4 M | +7% | 5.97% | – | 243 | 13.58% | 2.5 |
|
| 1914 |
ECG
1914
EPIQ Capital Group
San Francisco,
California
| USD 896 M | +USD 264 M | +42% | 13.9% | 6.25% | 52 | 11.54% | 0.9 |
|
| 1915 |
AIC
1915
AWM Investment Company
New York
| USD 895 M | +USD 108 M | +14% | 21.6% | 778% | 123 | 30.89% | 1.9 |
|
| 1916 |
1916
Cornercap Investment Counsel
Atlanta,
Georgia
| USD 895 M | +USD 193 M | +28% | 15.8% | 55.4% | 730 | 70.14% | 0.9 |
|
| 1917 |
1917
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| USD 894 M | +USD 90.4 M | +11% | 6.26% | 56.1% | 120 | 19.17% | 1.6 |
|
| 1918 |
1918
First Financial Bank - Trust Division
Hamilton,
Ohio
| USD 894 M | +USD 42.3 M | +5% | 8.36% | 68.6% | 190 | 3.68% | 5.2 |
|
| 1919 |
1919
NXG Investment Management
Dallas,
Texas
| USD 894 M | -USD 7.51 M | -0.8% | 13.7% | 121% | 145 | 33.1% | 1.9 |
|
| 1920 |
1920
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| USD 891 M | +USD 100 M | +13% | 15.2% | 138% | 35 | 25.71% | 3 |
|
| 1921 |
1921
Nottingham Advisors
Amherst,
New York
| USD 890 M | +USD 202 M | +29% | 3.23% | 47.6% | 153 | 14.38% | 2.9 |
|
| 1922 |
MI
1922
Markston International
White Plains,
New York
| USD 889 M | +USD 39.1 M | +5% | 8.32% | 109% | 153 | 3.27% | 5.8 |
|
| 1923 |
1923
Bank of the West
Monterey Park,
California
| USD 889 M | +USD 31.8 M | +4% | 6.53% | 35.4% | 227 | 11.45% | 5.1 |
|
| 1924 |
1924
Kopernik Global Investors
Tampa,
Florida
| USD 889 M | +USD 164 M | +23% | 23.6% | 128% | 24 | 8.33% | 4 |
|
| 1925 |
1925
Middleton & Co
Boston,
Massachusetts
| USD 887 M | +USD 41.9 M | +5% | 3.25% | 81.8% | 158 | 12.03% | 5.1 |
|