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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
2376
LVZ Inc
Holland,
Michigan
| USD 598 M | +USD 112 M | +23% | 14% | 52.9% | 103 | 20.39% | 1.8 |
|
| 2377 |
2377
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| USD 597 M | +USD 107 M | +22% | 14.2% | 104% | 91 | 9.89% | 3.7 |
|
| 2378 |
2378
Accredited Investors
Edina,
Minnesota
| USD 597 M | +USD 120 M | +25% | 17.4% | 81.5% | 161 | 18.01% | 3.5 |
|
| 2379 |
2379
SKBA Capital Management
San Francisco,
California
| USD 597 M | +USD 96 M | +19% | 20.1% | 55.7% | 80 | 15% | 2.6 |
|
| 2380 |
2380
TRUE Private Wealth Advisors
Salem,
Oregon
| USD 597 M | +USD 11.4 M | +2% | 13% | 89.2% | 784 | 9.82% | 1.5 |
|
| 2381 |
2381
Penobscot Investment Management
Boston,
Massachusetts
| USD 597 M | +USD 66.5 M | +13% | 9.79% | 114% | 214 | 7.94% | 4.7 |
|
| 2382 |
2382
Needham Investment Management
New York
| USD 596 M | +USD 95 M | +19% | 27% | 424% | 122 | 22.13% | 3.4 |
|
| 2383 |
2383
Greenwood Capital Associates
Greenwood,
South Carolina
| USD 595 M | +USD 80.2 M | +16% | 17.4% | 87.7% | 215 | 20.93% | 1.5 |
|
| 2384 |
2384
Stewart & Patten Company
Lafayette,
California
| USD 595 M | +USD 38.8 M | +7% | 11.9% | 27.5% | 97 | 14.43% | 5.2 |
|
| 2385 |
2385
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
| USD 594 M | +USD 53 M | +10% | 12.5% | 47.5% | 320 | 21.56% | 1.8 |
|
| 2386 |
2386
Private Trust Company
Cleveland,
Ohio
| USD 594 M | +USD 75.4 M | +15% | 11% | 87.7% | 383 | 10.18% | 4.3 |
|
| 2387 |
2387
LVM Capital Management
Portage,
Michigan
| USD 594 M | +USD 77.8 M | +15% | 9.78% | 121% | 125 | 12.8% | 4.3 |
|
| 2388 |
2388
Growth Interface Management
Orlando,
Florida
| USD 593 M | +USD 122 M | +26% | 44.7% | 12% | 10 | 0% | 1.8 |
|
| 2389 |
2389
Montanaro Asset Management
London,
United Kingdom
| USD 593 M | – | – | 26% | 59.3% | 40 | – | 0 |
|
| 2390 |
2390
Matrix Asset Advisors
White Plains,
New York
| USD 593 M | +USD 78.6 M | +15% | 14.3% | 84.9% | 90 | 15.56% | 3.8 |
|
| 2391 |
2391
Tree Line Advisors
Central,
Hong Kong
| USD 592 M | -USD 166 M | -22% | 36.6% | 670% | 8 | 12.5% | 1.3 |
|
| 2392 |
2392
Naples Global Advisors
Naples,
Florida
| USD 591 M | +USD 78.4 M | +15% | 14% | 111% | 360 | 6.39% | 3.7 |
|
| 2393 |
2393
Alpha Omega Wealth Management
Richmond,
Virginia
| USD 591 M | -USD 118 M | -17% | 11.5% | 65.9% | 215 | 8.84% | 3.1 |
|
| 2394 |
2394
PFG Advisors
Phoenix,
Arizona
| USD 591 M | +USD 69.9 M | +13% | 12.6% | 82.7% | 391 | 13.81% | 1.5 |
|
| 2395 |
2395
AlphaStar Capital Management
Cornelius,
North Carolina
| USD 589 M | +USD 89.5 M | +18% | 10.8% | 69.5% | 225 | 26.67% | 1.4 |
|
| 2396 |
2396
Insight Wealth Strategies
San Ramon,
California
| USD 589 M | +USD 50.4 M | +9% | 10.1% | 83.5% | 229 | 17.03% | 1.1 |
|
| 2397 |
2397
Snow Capital Management
Sewickley,
Pennsylvania
| USD 588 M | +USD 86 M | +17% | 29.2% | 58.5% | 156 | 14.74% | 2.5 |
|
| 2398 |
2398
Thompson Investment Management
Madison,
Wisconsin
| USD 588 M | +USD 54.8 M | +10% | 23.1% | 100% | 192 | 6.25% | 4.3 |
|
| 2399 |
2399
Jump Financial
Chicago,
Illinois
| USD 588 M | +USD 89.9 M | +18% | 29.7% | 125% | 1,285 | 71.44% | 0.1 |
|
| 2400 |
2400
Aperture Investors
New York
| USD 588 M | +USD 182 M | +45% | 35% | 211% | 101 | 51.49% | 0.4 |
|