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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
2276
Icon Wealth Partners
Houston,
Texas
| USD 518 M | +USD 105 M | +25% | 6.19% | – | 329 | 46.5% | 1.3 |
|
| 2277 |
2277
Blue Whale Capital
London,
United Kingdom
| USD 518 M | +USD 148 M | +40% | 10.2% | 409% | 17 | 5.88% | 0.7 |
|
| 2278 |
2278
Kore Private Wealth
New York
| USD 518 M | +USD 27.9 M | +6% | 10.1% | 35.9% | 1,246 | 78.89% | 1.3 |
|
| 2279 |
2279
Summit Trail Advisors
New York
| USD 517 M | -USD 19 M | -4% | 9.93% | 74.8% | 252 | 48.81% | 0.5 |
|
| 2280 |
2280
Bouchey Financial Group
Troy,
New York
| USD 516 M | +USD 41.8 M | +9% | 6.84% | 66.7% | 73 | 12.33% | 2.9 |
|
| 2281 |
2281
Ropes Wealth Advisors
Boston,
Massachusetts
| USD 516 M | +USD 26.2 M | +5% | 9.57% | 71% | 681 | 24.23% | 2.8 |
|
| 2282 |
2282
Cutler Investment Counsel
Jacksonville,
Oregon
| USD 516 M | +USD 45.5 M | +10% | 6.78% | 61.8% | 89 | 4.49% | 4.1 |
|
| 2283 |
2283
LVM Capital Management
Portage,
Michigan
| USD 516 M | +USD 28.1 M | +6% | 6.26% | 121% | 112 | 7.14% | 4.7 |
|
| 2284 |
2284
PKO Investment Management Joint-Stock
Warsaw,
Poland
| USD 516 M | +USD 75.4 M | +17% | 9.46% | 145% | 80 | 6.25% | 3.1 |
|
| 2285 |
2285
Fortis Group Advisors
Westwood,
New Jersey
| USD 516 M | – | – | 5.91% | 102% | 493 | – | 0 |
|
| 2286 |
2286
10-15 Associates
Goshen,
New York
| USD 516 M | +USD 19.8 M | +4% | 6.55% | 33% | 102 | 13.73% | 3.7 |
|
| 2287 |
2287
Parthenon LLC
Louisville,
Kentucky
| USD 516 M | +USD 33.9 M | +7% | 8.55% | 93.3% | 107 | 2.8% | 5.5 |
|
| 2288 |
2288
Hodges Capital Management
Dallas,
Texas
| USD 515 M | +USD 25.7 M | +5% | 16.3% | 200% | 232 | 30.17% | 2.8 |
|
| 2289 |
2289
Twele Capital Management
Minnetonka,
Minnesota
| USD 515 M | +USD 15 M | +3% | 3.58% | 37.1% | 42 | 0% | 6.1 |
|
| 2290 |
2290
WMS Partners
Towson,
Maryland
| USD 515 M | +USD 32.4 M | +7% | 8.91% | 10.8% | 245 | 17.14% | 3.4 |
|
| 2291 |
2291
Adelphi Capital
London,
United Kingdom
| USD 515 M | +USD 58.9 M | +13% | 9.39% | – | 3 | 0% | 2.8 |
|
| 2292 |
2292
Greenwood Capital Associates
Greenwood,
South Carolina
| USD 515 M | +USD 76.5 M | +17% | 10.2% | 87.7% | 215 | 29.77% | 1.5 |
|
| 2293 |
2293
Matrix Asset Advisors
White Plains,
New York
| USD 514 M | -USD 7.73 M | -1% | 5.95% | 84.9% | 81 | 8.64% | 4 |
|
| 2294 |
2294
Sigma Investment Counselors
Northville,
Michigan
| USD 514 M | -USD 428 M | -45% | 7.27% | 59.4% | 161 | 26.09% | 4.8 |
|
| 2295 |
2295
Six Columns Capital
Dallas,
Texas
| USD 514 M | +USD 87.8 M | +21% | 26.4% | – | 76 | 77.63% | 0.2 |
|
| 2296 |
RG
2296
Riverstone Group
Richmond,
Virginia
| USD 513 M | +USD 110 M | +27% | 31% | 305% | 5 | 0% | 1.5 |
|
| 2297 |
2297
Naples Global Advisors
Naples,
Florida
| USD 513 M | +USD 48.9 M | +11% | 8.08% | 111% | 353 | 7.37% | 3.6 |
|
| 2298 |
2298
FinTrust Capital Advisors
Greenville,
South Carolina
| USD 512 M | +USD 260 M | +103% | 5% | 23.6% | 1,228 | 19.38% | 1.3 |
|
| 2299 |
2299
Granite Investment Advisors
Concord,
New Hampshire
| USD 512 M | +USD 49.6 M | +11% | 11.7% | 55.6% | 170 | 11.18% | 3.5 |
|
| 2300 |
OM
2300
Opaleye Management
Boston,
Massachusetts
| USD 511 M | +USD 16.2 M | +3% | 21.8% | 748% | 68 | 48.53% | 1 |
|