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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
Marble Harbor Investment Counsel
Boston,
Massachusetts
| USD 731 M | +USD 51.7 M | +8% | 7.55% | 80.2% | 189 | 4.76% | 4.5 |
|
| 2202 |
2202
Lenox Wealth Advisors
New York
| USD 729 M | +USD 26.2 M | +4% | 6.44% | 35.7% | 794 | 26.07% | 1.8 |
|
| 2203 |
2203
Efficient Advisors
Mason,
Ohio
| USD 729 M | +USD 74 M | +11% | 4.92% | 30.6% | 60 | 1.67% | 5 |
|
| 2204 |
2204
Campbell Wealth Management
Alexandria,
Virginia
| USD 729 M | +USD 43.5 M | +6% | 2.52% | 11.2% | 69 | 5.8% | 1.6 |
|
| 2205 |
2205
United Bank (Virginia)
Vienna,
Virginia
| USD 728 M | +USD 59.5 M | +9% | 9.65% | 76.1% | 186 | 17.74% | 2.4 |
|
| 2206 |
2206
First Midwest Bank Trust Division
Joliet,
Illinois
| USD 727 M | +USD 37.2 M | +5% | 9.6% | 107% | 394 | 14.72% | 4.2 |
|
| 2207 |
CCMD
2207
Cypress Capital Management (Delaware)
Greenville,
Delaware
| USD 727 M | -USD 7.03 M | -1% | 9.98% | 25.6% | 176 | 6.25% | 3.3 |
|
| 2208 |
RPGK
2208
Retirement Planning Group (Kansas)
Leawood,
Kansas
| USD 726 M | +USD 35.9 M | +5% | 4.12% | 54.7% | 65 | 10.77% | 4.2 |
|
| 2209 |
2209
Technology Crossover Management IX
Menlo Park,
California
| USD 725 M | -USD 11.6 M | -2% | 7.66% | 6.24% | 4 | 0% | 2.3 |
|
| 2210 |
2210
American Assets Investment Management
San Diego,
California
| USD 725 M | +USD 110 M | +18% | 12.6% | 520% | 149 | 17.45% | 3.8 |
|
| 2211 |
2211
Hodges Capital Management
Dallas,
Texas
| USD 723 M | +USD 88.3 M | +14% | 23.3% | 200% | 238 | 26.47% | 2.7 |
|
| 2212 |
NTCM
2212
Nine Ten Capital Management
Chicago,
Illinois
| USD 722 M | +USD 57.4 M | +9% | 7.63% | 166% | 10 | 10% | 2.4 |
|
| 2213 |
2213
Hengehold Capital Management
Cincinnati,
Ohio
| USD 722 M | +USD 49.7 M | +7% | 4.75% | 54.5% | 159 | 18.24% | 3.2 |
|
| 2214 |
2214
Oxford Financial Group
Carmel,
Indiana
| USD 721 M | +USD 31 M | +4% | 6.34% | 77.2% | 242 | 19.83% | 1.3 |
|
| 2215 |
2215
Weatherly Asset Management
Del Mar,
California
| USD 721 M | +USD 24.8 M | +4% | 2.9% | 116% | 200 | 10% | 4.9 |
|
| 2216 |
2216
Freshford Capital Management
Rye Brook,
New York
| USD 718 M | +USD 29.9 M | +4% | 11.9% | 97.3% | 23 | 39.13% | 1 |
|
| 2217 |
2217
Bogart Wealth LLC
Mclean,
Virginia
| USD 718 M | +USD 179 M | +33% | 8.05% | 60.5% | 678 | 32.01% | 1.7 |
|
| 2218 |
2218
Nalanda India Equity Fund
Mauritius
| USD 718 M | +USD 20 M | +3% | 2.89% | 13.6% | 2 | 0% | 1.6 |
|
| 2219 |
2219
J.M. Forbes & Co
Boston,
Massachusetts
| USD 717 M | +USD 37.4 M | +6% | 2.62% | 112% | 110 | 5.45% | 4.8 |
|
| 2220 |
2220
Caldwell Trust
Venice,
Florida
| USD 717 M | +USD 56.1 M | +8% | 5.67% | 97.5% | 735 | 6.12% | 1.2 |
|
| 2221 |
KAS
2221
Kemnay Advisory Services
New York
| USD 716 M | -USD 72.6 M | -9% | 3.5% | 167% | 116 | 48.28% | 2.4 |
|
| 2222 |
2222
Emerson Point Capital
Larchmont,
New York
| USD 716 M | +USD 109 M | +18% | 6.21% | 94.8% | 44 | 22.73% | 1.2 |
|
| 2223 |
AP
2223
Archon Partners
Princeton Junction,
New Jersey
| USD 716 M | -USD 29 M | -4% | 3.05% | 99.5% | 61 | 26.23% | 3.4 |
|
| 2224 |
2224
Olstein Capital Management
Purchase,
New York
| USD 715 M | +USD 88.9 M | +14% | 17.5% | 16.6% | 104 | 11.54% | 3.9 |
|
| 2225 |
2225
SpiderRock Advisors
Wilimington,
Delaware
| USD 715 M | +USD 270 M | +61% | – | – | 205 | 0% | 1.2 |
|