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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
Cabot Wealth Management
Salem,
Massachusetts
| USD 550 M | +USD 48.6 M | +10% | 12.7% | 75.9% | 144 | 15.97% | 3.5 |
|
| 2202 |
2202
Transcend Capital Advisors
Madison,
New Jersey
| USD 550 M | +USD 242 M | +79% | 13.5% | 71.6% | 272 | 59.19% | 0.3 |
|
| 2203 |
2203
Cevian Capital II
St. Helier,
Jersey
| USD 549 M | +USD 93.6 M | +21% | 18.3% | 105% | 2 | 0% | 2.3 |
|
| 2204 |
2204
Whitegate Investment Counselors
Concord,
New Hampshire
| USD 548 M | +USD 48.2 M | +10% | 7.65% | 51% | 205 | 7.8% | 4 |
|
| 2205 |
2205
Bristlecone Advisors
Bellevue,
Washington
| USD 548 M | +USD 54.2 M | +11% | 9.02% | 103% | 197 | 21.83% | 2.2 |
|
| 2206 |
2206
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| USD 547 M | +USD 47.7 M | +10% | 11% | 602% | 32 | 43.75% | 1 |
|
| 2207 |
2207
Red Cedar Investment Management
Grand Rapids,
Michigan
| USD 547 M | +USD 120 M | +28% | 9.04% | 88.8% | 92 | 33.7% | 0.5 |
|
| 2208 |
2208
Landscape Capital Management
Englewood,
New Jersey
| USD 547 M | -USD 57.1 M | -9% | 13.7% | 92.5% | 403 | 56.08% | 0.6 |
|
| 2209 |
2209
Versant Venture Management
San Francisco,
California
| USD 546 M | -USD 150 M | -22% | 3.64% | 409% | 13 | 23.08% | 2.3 |
|
| 2210 |
2210
Estabrook Capital Management
New York
| USD 545 M | +USD 18.6 M | +4% | 6.87% | 87.2% | 342 | 4.09% | 5.4 |
|
| 2211 |
2211
Apriem Advisors
Irvine,
California
| USD 545 M | +USD 58.1 M | +12% | 10.1% | 74.3% | 129 | 10.08% | 4.1 |
|
| 2212 |
2212
Efficient Advisors
Mason,
Ohio
| USD 545 M | +USD 4.33 M | +0.8% | 3.06% | 30.6% | 49 | 2.04% | 5.7 |
|
| 2213 |
SC
2213
Serenity Capital
Palo Alto,
California
| USD 544 M | +USD 115 M | +27% | 23% | – | 7 | 14.29% | 1.9 |
|
| 2214 |
2214
Torray Investment Partners
Bethesda,
Maryland
| USD 544 M | +USD 13.5 M | +3% | 5.27% | 97.2% | 102 | 5.88% | 3.6 |
|
| 2215 |
2215
JLB & Associates
Plymouth,
Michigan
| USD 544 M | +USD 43 M | +9% | 11.6% | 69.9% | 70 | 2.86% | 5.2 |
|
| 2216 |
2216
United Asset Strategies
Garden City,
New York
| USD 544 M | +USD 36.2 M | +7% | 7.59% | 111% | 205 | 15.12% | 2.2 |
|
| 2217 |
2217
Point Break Capital Management
Miami,
Florida
| USD 543 M | +USD 290 M | +115% | 35.6% | – | 32 | 50% | 0.5 |
|
| 2218 |
AH
2218
Allen Holding
New York
| USD 542 M | -USD 10.6 M | -2% | 12.1% | 185% | 10 | 20% | 5.3 |
|
| 2219 |
2219
Forte Capital
Rochester,
New York
| USD 542 M | +USD 66.1 M | +14% | 11.9% | 98.3% | 194 | 11.34% | 2 |
|
| 2220 |
2220
Think Investments
San Francisco,
California
| USD 542 M | +USD 136 M | +33% | 26.8% | 285% | 29 | 55.17% | 1.1 |
|
| 2221 |
2221
Jaffetilchin Investment Partners
Tampa,
Florida
| USD 542 M | +USD 87.8 M | +19% | 9.47% | 88.1% | 260 | 35.38% | 1.5 |
|
| 2222 |
2222
Thomas White International
Chicago,
Illinois
| USD 541 M | +USD 36.9 M | +7% | 10.1% | 34.9% | 313 | 13.74% | 2.3 |
|
| 2223 |
2223
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
| USD 541 M | +USD 73.4 M | +16% | 10.2% | 47.5% | 320 | 18.44% | 1.6 |
|
| 2224 |
2224
Lisanti Capital Growth
New York
| USD 540 M | +USD 49.5 M | +10% | 30.1% | 1,588% | 155 | 53.55% | 0.6 |
|
| 2225 |
2225
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| USD 540 M | +USD 65.3 M | +14% | 17.3% | 282% | 35 | 14.29% | 1.5 |
|