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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Criteria Caixa
Barcelona,
Spain
| USD 630 M | +USD 87.8 M | +16% | 12.3% | 35.5% | 45 | 37.78% | 0.8 |
|
| 2402 |
2402
Dundas Partners
Edinburgh,
United Kingdom
| USD 630 M | -USD 54.1 M | -8% | 6.95% | 87.6% | 37 | 8.11% | 2.4 |
|
| 2403 |
2403
SKBA Capital Management
San Francisco,
California
| USD 630 M | +USD 32.6 M | +5% | 11.1% | 55.7% | 84 | 15.48% | 2.6 |
|
| 2404 |
2404
G2 Investment Partners Management
New York
| USD 630 M | +USD 85.2 M | +16% | 16.6% | 1,145% | 109 | 43.12% | 0.9 |
|
| 2405 |
2405
First Heartland Consultants
Lake St. Louis,
Missouri
| USD 629 M | +USD 27.8 M | +5% | 5.17% | 59.2% | 426 | 29.34% | 2.4 |
|
| 2406 |
2406
KWMG LLC
Overland Park,
Kansas
| USD 627 M | +USD 67.8 M | +12% | 7.3% | 76.2% | 143 | 6.99% | 3.5 |
|
| 2407 |
2407
Circle Wealth Management
Summit,
New Jersey
| USD 627 M | -USD 71.3 M | -10% | 6.34% | 71.8% | 235 | 36.6% | 1.9 |
|
| 2408 |
2408
Summit Partners
Boston,
Massachusetts
| USD 627 M | +USD 138 M | +28% | 32.9% | 23.2% | 5 | 20% | 4.6 |
|
| 2409 |
2409
Toth Financial Advisory
Leesburg,
Virginia
| USD 627 M | +USD 43.2 M | +7% | 6.61% | 90.4% | 738 | 26.96% | 2 |
|
| 2410 |
2410
GFI Investment Counsel
Toronto,
Ontario, Canada
| USD 626 M | +USD 89.6 M | +17% | 0.41% | 41.8% | 21 | 23.81% | 2 |
|
| 2411 |
2411
Van Hulzen Asset Management
El Dorado Hills,
California
| USD 626 M | -USD 33.8 M | -5% | 4.07% | 86.3% | 322 | 27.64% | 2.2 |
|
| 2412 |
2412
PrairieView Partners
St. Paul,
Minnesota
| USD 625 M | +USD 57.6 M | +10% | 6.16% | 34% | 384 | 20.05% | 1.1 |
|
| 2413 |
2413
Robertson Stephens Wealth Management
San Francisco,
California
| USD 625 M | +USD 147 M | +31% | 5.61% | 109% | 302 | 25.5% | 0.9 |
|
| 2414 |
2414
Twele Capital Management
Minnetonka,
Minnesota
| USD 625 M | +USD 67 M | +12% | 2.94% | 37.1% | 46 | 15.22% | 6.3 |
|
| 2415 |
2415
Adams Street Partners
Chicago,
Illinois
| USD 624 M | +USD 143 M | +30% | 23.8% | 399% | 30 | 73.33% | 1.1 |
|
| 2416 |
2416
PKO Investment Management Joint-Stock
Warsaw,
Poland
| USD 623 M | +USD 36.4 M | +6% | 5.47% | 145% | 94 | 10.64% | 3 |
|
| 2417 |
2417
Heartwood Wealth Advisors
Richmond,
Virginia
| USD 623 M | +USD 3.14 M | +0.5% | 4.59% | 59.4% | 92 | 18.48% | 0.9 |
|
| 2418 |
2418
Managed Asset Portfolios
Rochester,
Michigan
| USD 622 M | +USD 53 M | +9% | 10.6% | 99.2% | 37 | 5.41% | 3.2 |
|
| 2419 |
2419
Parthenon LLC
Louisville,
Kentucky
| USD 622 M | +USD 42 M | +7% | 8.24% | 93.3% | 120 | 5.83% | 5.5 |
|
| 2420 |
2420
Merewether Investment Management
Dallas,
Texas
| USD 621 M | +USD 233 M | +60% | 38.7% | 262% | 39 | 48.72% | 0.2 |
|
| 2421 |
2421
Mizuho Bank
Tokyo,
Japan
| USD 621 M | -USD 304 M | -33% | 2.68% | 99.8% | 11 | 72.73% | 2.3 |
|
| 2422 |
2422
Verde Servicos Internacionais
Sao Paulo,
Brazil
| USD 621 M | +USD 41.1 M | +7% | 1.17% | 130% | 52 | 75% | 0.2 |
|
| 2423 |
SCM
2423
Soros Capital Management
New York
| USD 620 M | +USD 238 M | +62% | 11.1% | 732% | 77 | 50.65% | 0.5 |
|
| 2424 |
2424
Beaconlight Capital
New York
| USD 620 M | +USD 291 M | +88% | 18.4% | 282% | 55 | 58.18% | 0.6 |
|
| 2425 |
2425
Bouchey Financial Group
Troy,
New York
| USD 620 M | +USD 36.9 M | +6% | 4.24% | 66.7% | 86 | 19.77% | 3 |
|