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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2426 |
2426
Verde Servicos Internacionais
Sao Paulo,
Brazil
| USD 580 M | +USD 185 M | +47% | 14.6% | 130% | 40 | 75% | 0.2 |
|
| 2427 |
2427
Mayflower Financial Advisors
Boston,
Massachusetts
| USD 580 M | – | – | 11.4% | 77.7% | 290 | – | 0 |
|
| 2428 |
2428
Archon Capital Management
Seattle,
Washington
| USD 579 M | +USD 82.8 M | +17% | 39.6% | 222% | 38 | 36.84% | 1.1 |
|
| 2429 |
CBT
2429
Central Bank & Trust
Lexington,
Kentucky
| USD 579 M | +USD 44.7 M | +8% | 9.59% | 118% | 314 | 16.24% | 4.7 |
|
| 2430 |
2430
Highland Private Wealth Management
Bellevue,
Washington
| USD 579 M | +USD 69.5 M | +14% | 10.3% | 19% | 145 | 11.72% | 2 |
|
| 2431 |
2431
Galibier Capital Management
Toronto,
Ontario, Canada
| USD 578 M | +USD 153 M | +36% | 14.4% | 66.8% | 42 | 16.67% | 1.3 |
|
| 2432 |
2432
Burleson & Co
Petaluma,
California
| USD 576 M | +USD 48.1 M | +9% | 18.4% | 49.1% | 139 | 10.79% | 1.9 |
|
| 2433 |
2433
Toyota Motor Corp
Japan
| USD 576 M | – | – | 39.8% | 34.7% | 2 | – | 0 |
|
| 2434 |
2434
Pekin Hardy Strauss
Chicago,
Illinois
| USD 576 M | +USD 86.8 M | +18% | 15.7% | 105% | 289 | 22.84% | 3 |
|
| 2435 |
2435
Graypoint LLC
Albany,
New York
| USD 576 M | +USD 57.8 M | +11% | 11.3% | 72.8% | 221 | 14.03% | 0.5 |
|
| 2436 |
A
2436
Apoletto
Road Town, Tortola,
British Virgin Islands
| USD 575 M | +USD 503 M | +698% | 62.1% | 192% | 9 | 88.89% | 0.4 |
|
| 2437 |
2437
Oslo Pensjonsforsikring
Oslo,
| USD 574 M | -USD 47 M | -8% | 12.3% | 79% | 18 | 22.22% | 2.8 |
|
| 2438 |
2438
Keebeck Wealth Management
Chicago,
Illinois
| USD 574 M | +USD 89.9 M | +19% | 14.2% | 92.1% | 207 | 14.01% | 0.7 |
|
| 2439 |
2439
Kahn Brothers Group
New York
| USD 573 M | +USD 45.8 M | +9% | 24.9% | 53.4% | 43 | 4.65% | 4.9 |
|
| 2440 |
MPAM
2440
Monarch Partners Asset Management
Boston,
Massachusetts
| USD 573 M | +USD 128 M | +29% | 41.1% | 136% | 241 | 64.73% | 0.7 |
|
| 2441 |
2441
Berger Financial Group
Plymouth,
Minnesota
| USD 573 M | – | – | 9.72% | 69.4% | 203 | – | 0 |
|
| 2442 |
2442
Sentinel Trust
Houston,
Texas
| USD 573 M | +USD 86.9 M | +18% | 17.4% | 93.3% | 68 | 17.65% | 2.5 |
|
| 2443 |
2443
Hills Bank & Trust
North Liberty,
Iowa
| USD 572 M | +USD 61.2 M | +12% | 13.4% | 58% | 241 | 7.88% | 3.2 |
|
| 2444 |
2444
Clearlake Capital Group
Santa Monica,
California
| USD 571 M | – | – | 14.9% | 47.3% | 5 | – | 0 |
|
| 2445 |
2445
Impactive Capital
New York City,
New York
| USD 570 M | +USD 253 M | +80% | 47.7% | 25% | 8 | 25% | 0.8 |
|
| 2446 |
2446
MPM BioImpact
Boston,
Massachusetts
| USD 569 M | +USD 154 M | +37% | 36.4% | 550% | 13 | 7.69% | 0.7 |
|
| 2447 |
2447
Brouwer & Janachowski
Mill Valley,
California
| USD 569 M | +USD 31.7 M | +6% | 11.1% | 41.8% | 51 | 11.76% | 4.1 |
|
| 2448 |
2448
Canandaigua National Corp
Canandaigua,
New York
| USD 569 M | +USD 3.73 M | +0.7% | 12.9% | – | 283 | 15.9% | 0.5 |
|
| 2449 |
2449
Managed Asset Portfolios
Rochester,
Michigan
| USD 569 M | +USD 66.2 M | +13% | 15% | 108% | 37 | 5.41% | 3 |
|
| 2450 |
2450
RiverPark Advisors
New York
| USD 569 M | +USD 124 M | +28% | 18.7% | 87.5% | 102 | 53.92% | 1.4 |
|