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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
CEI
2076
Clark Estates Inc
New York
| USD 612 M | +USD 40.1 M | +7% | 5.41% | 34.5% | 106 | 17.92% | 1.9 |
|
| 2077 |
2077
Callahan Advisors
Houston,
Texas
| USD 612 M | +USD 47.5 M | +8% | 9.96% | 87.7% | 136 | 10.29% | 4.5 |
|
| 2078 |
2078
Cantor Fitzgerald Investment Advisors
New York
| USD 611 M | -USD 864 k | -0.1% | 5.61% | 73.4% | 59 | 0% | 2.3 |
|
| 2079 |
2079
Campbell Wealth Management
Alexandria,
Virginia
| USD 611 M | +USD 37.4 M | +7% | 6.12% | 11.2% | 379 | 83.91% | 1.3 |
|
| 2080 |
2080
Sage Financial Group
W. Conshohocken,
Pennsylvania
| USD 611 M | +USD 56.2 M | +10% | 7.61% | 67% | 72 | 8.33% | 3.4 |
|
| 2081 |
2081
Marble Harbor Investment Counsel
Boston,
Massachusetts
| USD 611 M | +USD 35.8 M | +6% | 6.51% | 80.2% | 167 | 4.79% | 4.7 |
|
| 2082 |
AIC
2082
AWM Investment Company
New York
| USD 610 M | +USD 39.9 M | +7% | 27.8% | 778% | 98 | 23.47% | 2.3 |
|
| 2083 |
MIM
2083
Marco Investment Management
Atlanta,
Georgia
| USD 610 M | +USD 64.1 M | +12% | 10.5% | 131% | 179 | 10.61% | 5 |
|
| 2084 |
2084
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
| USD 610 M | +USD 296 M | +94% | 25.8% | 283% | 78 | 32.05% | 0.4 |
|
| 2085 |
2085
Bath Savings Trust
Bath,
Maine
| USD 610 M | +USD 56.5 M | +10% | 11.2% | 57.8% | 127 | 4.72% | 4.8 |
|
| 2086 |
2086
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| USD 609 M | +USD 56.1 M | +10% | 9.04% | 34% | 91 | 4.4% | 4.6 |
|
| 2087 |
2087
Caldwell Trust
Venice,
Florida
| USD 608 M | +USD 11.3 M | +2% | 8.58% | 97.5% | 776 | 9.28% | 0.7 |
|
| 2088 |
2088
Wesleyan Assurance Society
Birmingham,
United Kingdom
| USD 608 M | +USD 38.5 M | +7% | 7.95% | 102% | 94 | 6.38% | 1.3 |
|
| 2089 |
2089
Hill Path Capital
New York
| USD 607 M | +USD 175 M | +41% | 30.9% | 5.23% | 3 | 33.33% | 2.1 |
|
| 2090 |
2090
NWAM LLC
Mercer Island,
Washington
| USD 606 M | -USD 108 M | -15% | 10.1% | 126% | 446 | 50.22% | 3.7 |
|
| 2091 |
2091
Adventist Health System West
Roseville,
California
| USD 606 M | +USD 136 M | +29% | 6.58% | 60.2% | 5 | 20% | 1 |
|
| 2092 |
2092
Circle Wealth Management
Summit,
New Jersey
| USD 605 M | +USD 34.4 M | +6% | 9.59% | 71.8% | 216 | 14.81% | 1.5 |
|
| 2093 |
2093
Laurel Wealth Advisors (California)
Solana Beach,
California
| USD 605 M | +USD 59 M | +11% | 9.93% | 33% | 418 | 17.22% | 2.5 |
|
| 2094 |
2094
Summit Financial
Parsippany,
New Jersey
| USD 605 M | +USD 39.9 M | +7% | 7.63% | 81.8% | 37 | 13.51% | 1.2 |
|
| 2095 |
2095
Forward Management
San Francisco,
California
| USD 603 M | +USD 57.1 M | +10% | 4.53% | 36.9% | 42 | 35.71% | 3.1 |
|
| 2096 |
CI
2096
CPMG Inc
Dallas,
Texas
| USD 601 M | -USD 148 M | -20% | 7.49% | 878% | 18 | 22.22% | 1.6 |
|
| 2097 |
PS
2097
Presima Securities
Montreal,
Quebec, Canada
| USD 601 M | +USD 71.1 M | +13% | 1.32% | 10.3% | 44 | 22.73% | 2.2 |
|
| 2098 |
2098
NBT Bank
Norwich,
New York
| USD 601 M | +USD 39.9 M | +7% | 7.87% | 77% | 223 | 6.73% | 4.9 |
|
| 2099 |
PAM
2099
Private Asset Management
San Diego,
California
| USD 601 M | +USD 38 M | +7% | 8.76% | 38.2% | 143 | 9.79% | 4.2 |
|
| 2100 |
2100
Cypress Capital Group
Palm Beach,
Florida
| USD 600 M | +USD 54.8 M | +10% | 7.79% | 111% | 271 | 17.34% | 3.7 |
|