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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
2226
Insight Wealth Strategies
San Ramon,
California
| USD 539 M | +USD 89.6 M | +20% | 5.89% | 83.5% | 203 | 19.21% | 1 |
|
| 2227 |
2227
Meag Munich Ergo
Munich,
Germany
| USD 539 M | +USD 5.9 M | +1% | 7.51% | 82.8% | 233 | 19.31% | 2.8 |
|
| 2228 |
2228
Chiron Investment Management
New York
| USD 538 M | +USD 71.5 M | +15% | 21% | 104% | 95 | 43.16% | 0.4 |
|
| 2229 |
2229
Gemmer Asset Management
Walnut Creek,
California
| USD 538 M | +USD 62.3 M | +13% | 7.75% | 96.8% | 1,429 | 9.1% | 4 |
|
| 2230 |
2230
Brouwer & Janachowski
Mill Valley,
California
| USD 538 M | +USD 765 k | +0.1% | 5.95% | 41.8% | 48 | 2.08% | 4 |
|
| 2231 |
2231
BFSG LLC
Irvine,
California
| USD 537 M | +USD 72.9 M | +16% | 8.44% | 90.7% | 198 | 24.75% | 1.5 |
|
| 2232 |
2232
Heritage Trust
Oklahoma City,
Oklahoma
| USD 537 M | +USD 26.2 M | +5% | 8.79% | – | 212 | 8.96% | 2.3 |
|
| 2233 |
2233
MPM Asset Management
Boston,
Massachusetts
| USD 536 M | +USD 200 M | +60% | 6.13% | 5.89% | 8 | 25% | 1.9 |
|
| 2234 |
2234
Technology Crossover Management IX
Menlo Park,
California
| USD 536 M | +USD 211 M | +65% | 68.8% | 6.24% | 4 | 0% | 1.8 |
|
| 2235 |
2235
Van Cleef Asset Management
Beachwood,
Ohio
| USD 535 M | +USD 43.6 M | +9% | 10.8% | 104% | 110 | 2.73% | 5.3 |
|
| 2236 |
2236
Hazelview Securities
Toronto,
Ontario, Canada
| USD 535 M | +USD 53.7 M | +11% | 0.27% | – | 35 | 14.29% | 1.7 |
|
| 2237 |
2237
Connable Office Inc
Kalamazoo,
Michigan
| USD 535 M | +USD 26.4 M | +5% | 8.38% | 68.3% | 209 | 18.66% | 2.7 |
|
| 2238 |
2238
Formula Growth
Montreal,
Quebec, Canada
| USD 535 M | -USD 56.6 M | -10% | 8.6% | 118% | 175 | 34.29% | 1.9 |
|
| 2239 |
2239
Silvant Capital Management
Atlanta,
Georgia
| USD 534 M | -USD 21.9 M | -4% | 11.8% | 189% | 341 | 5.28% | 2.1 |
|
| 2240 |
CBT
2240
Central Bank & Trust
Lexington,
Kentucky
| USD 534 M | +USD 27.8 M | +5% | 10.3% | 118% | 309 | 18.77% | 4.1 |
|
| 2241 |
2241
Lyell Wealth Management
Menlo Park,
California
| USD 534 M | +USD 77.9 M | +17% | 14.5% | 144% | 138 | 13.77% | 2.2 |
|
| 2242 |
2242
Whitney & Co
Rochester,
New York
| USD 533 M | +USD 44.6 M | +9% | 7.42% | 110% | 115 | 11.3% | 3.6 |
|
| 2243 |
2243
Thompson Investment Management
Madison,
Wisconsin
| USD 533 M | +USD 15.9 M | +3% | 5.58% | 100% | 190 | 5.79% | 4.2 |
|
| 2244 |
2244
Planning Alternatives
Birmingham,
Michigan
| USD 533 M | +USD 39.1 M | +8% | 6.83% | 69.6% | 48 | 14.58% | 4.6 |
|
| 2245 |
2245
Tekne Capital Management
New York
| USD 532 M | +USD 52.8 M | +11% | 22.2% | 516% | 11 | 27.27% | 1.5 |
|
| 2246 |
2246
Independent Financial Group
San Diego,
California
| USD 532 M | +USD 77.3 M | +17% | 12.6% | 149% | 551 | 21.42% | 0.4 |
|
| 2247 |
2247
Strategic Global Advisors
Newport Beach,
California
| USD 532 M | +USD 63.9 M | +14% | 6.4% | 137% | 172 | 33.14% | 1.8 |
|
| 2248 |
2248
Capital Investment Advisory Services
Raleigh,
North Carolina
| USD 531 M | +USD 37.6 M | +8% | 7.24% | 75.7% | 667 | 18.44% | 1.6 |
|
| 2249 |
2249
Cozad Asset Management
Champaign,
Illinois
| USD 530 M | +USD 38.2 M | +8% | 11.9% | 132% | 343 | 12.54% | 1.2 |
|
| 2250 |
2250
Penobscot Investment Management
Boston,
Massachusetts
| USD 530 M | +USD 43.1 M | +9% | 9.51% | 114% | 203 | 8.37% | 4.8 |
|