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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
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| USD 643 M | +USD 141 M | +28% | 5.14% | 85.6% | 450 | 42.22% | 0.9 |
|
| 2377 |
2377
Stokes Family Office
New Orleans,
Louisiana
| USD 643 M | +USD 136 M | +27% | 5.64% | 68.1% | 201 | 17.41% | 0.8 |
|
| 2378 |
2378
GeoWealth Management
Chicago,
Illinois
| USD 641 M | +USD 17.7 M | +3% | 4.01% | 58% | 244 | 31.15% | 0.6 |
|
| 2379 |
2379
Gemmer Asset Management
Walnut Creek,
California
| USD 640 M | +USD 33.2 M | +5% | 4.58% | 96.8% | 1,560 | 11.35% | 4.1 |
|
| 2380 |
TFM
2380
TPI Fund Managers
London,
United Kingdom
| USD 640 M | +USD 54.9 M | +9% | 7.03% | 49.6% | 42 | 21.43% | 1.2 |
|
| 2381 |
2381
Essex Woodlands Management
The Woodlands,
Texas
| USD 640 M | +USD 254 M | +66% | 4.89% | 119% | 9 | 11.11% | 3.5 |
|
| 2382 |
2382
Mass General Brigham
Somerville,
Massachusetts
| USD 639 M | +USD 167 M | +35% | 2.32% | – | 3 | 0% | 1.1 |
|
| 2383 |
2383
Torray Investment Partners
Bethesda,
Maryland
| USD 639 M | +USD 32.7 M | +5% | 8.02% | 97.2% | 108 | 12.04% | 3.7 |
|
| 2384 |
2384
Van Cleef Asset Management
Beachwood,
Ohio
| USD 639 M | +USD 27.4 M | +4% | 5.01% | 104% | 121 | 4.96% | 5.1 |
|
| 2385 |
2385
Artemis Wealth Advisors
New York
| USD 639 M | +USD 11.1 M | +2% | 0.53% | 180% | 85 | 25.88% | 1.4 |
|
| 2386 |
2386
Beacon Financial Group
Dallas,
Texas
| USD 639 M | USD 0 | 0% | 7.01% | 66.6% | 202 | 2.48% | 3.9 |
|
| 2387 |
2387
Financial Architects (New Jersey)
Marlton,
New Jersey
| USD 638 M | +USD 97.5 M | +18% | 3.85% | 31.3% | 349 | 20.34% | 4 |
|
| 2388 |
2388
Landscape Capital Management
Englewood,
New Jersey
| USD 638 M | +USD 8.86 M | +1% | 11.1% | 92.5% | 599 | 68.78% | 0.3 |
|
| 2389 |
2389
Icon Advisers
Greenwood Village,
Colorado
| USD 638 M | +USD 86.8 M | +16% | 14.7% | 114% | 197 | 28.43% | 2.2 |
|
| 2390 |
2390
WBI Investments
Red Bank,
New Jersey
| USD 637 M | -USD 24 M | -4% | 8.96% | 105% | 238 | 57.56% | 0.6 |
|
| 2391 |
2391
Greenwood Capital Associates
Greenwood,
South Carolina
| USD 636 M | +USD 41 M | +7% | 9.03% | 87.7% | 241 | 27.39% | 1.6 |
|
| 2392 |
2392
Pekin Hardy Strauss
Chicago,
Illinois
| USD 634 M | +USD 58.1 M | +10% | 8.84% | 105% | 320 | 20.63% | 2.9 |
|
| 2393 |
2393
Raub Brock Capital Management
Larkspur,
California
| USD 634 M | +USD 17.3 M | +3% | 5.45% | 54.7% | 72 | 23.61% | 2 |
|
| 2394 |
2394
First American Trust
Santa Ana,
California
| USD 633 M | +USD 33.3 M | +6% | 8.5% | 84.6% | 163 | 15.95% | 3 |
|
| 2395 |
AC
2395
AMS Capital
Sao Paulo,
Brazil
| USD 633 M | +USD 125 M | +25% | 3.22% | 63.1% | 39 | 51.28% | 0.6 |
|
| 2396 |
KFS
2396
Kurt F. Somerville
| USD 632 M | +USD 17.7 M | +3% | 3.84% | 92.9% | 114 | 7.02% | 4.9 |
|
| 2397 |
2397
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| USD 632 M | +USD 25.5 M | +4% | 3.67% | 89.9% | 36 | 5.56% | 2.3 |
|
| 2398 |
2398
Verus Financial Partners
Richmond,
Virginia
| USD 631 M | +USD 47.4 M | +8% | 6.15% | 45.7% | 87 | 6.9% | 2.2 |
|
| 2399 |
2399
Makena Capital Management
Menlo Park,
California
| USD 631 M | +USD 451 M | +250% | 6.57% | 85.5% | 60 | 48.33% | 0.6 |
|
| 2400 |
2400
Penobscot Investment Management
Boston,
Massachusetts
| USD 630 M | +USD 33.8 M | +6% | 3.88% | 114% | 226 | 10.18% | 4.7 |
|