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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2476 |
2476
Pacific Financial Group
Bellevue,
Washington
| USD 240 M | +USD 188 M | +362% | 2.6% | 61.1% | 67 | 38.81% | 0.5 |
|
| 2477 |
2477
Pivot Point Capital Partners
San Francisco,
California
| USD 240 M | +USD 7.76 M | +3% | 2.45% | 30.3% | 13 | 23.08% | 0.6 |
|
| 2478 |
2478
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| USD 240 M | +USD 11.7 M | +5% | 4.97% | 0.74% | 17 | 5.88% | 0.7 |
|
| 2479 |
2479
Zebra Capital Management
Stamford,
Connecticut
| USD 239 M | +USD 47 M | +24% | 0.97% | 142% | 319 | 34.8% | 0.4 |
|
| 2480 |
2480
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| USD 239 M | +USD 18.6 M | +8% | 1.23% | 58% | 151 | 11.92% | 0.7 |
|
| 2481 |
MAA
2481
Mraz Amerine & Associates
Modesto,
California
| USD 239 M | +USD 15 M | +7% | 2.44% | 69.8% | 145 | 6.9% | 0.6 |
|
| 2482 |
2482
Edge Wealth Management
New York
| USD 239 M | +USD 22.5 M | +10% | 2.35% | 75.3% | 450 | 33.33% | 0.5 |
|
| 2483 |
ACP
2483
Andalusian Capital Partners
Greenwich,
Connecticut
| USD 239 M | +USD 126 M | +111% | 1.89% | – | 57 | 54.39% | 0.2 |
|
| 2484 |
AAM
2484
AR Asset Management
West Hollywood,
California
| USD 239 M | +USD 2.76 M | +1% | 0.8% | 64.9% | 108 | 1.85% | 0.7 |
|
| 2485 |
2485
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| USD 239 M | +USD 98 M | +70% | 0.64% | 68.3% | 40 | 37.5% | 0.5 |
|
| 2486 |
2486
Kopp Investment Advisors
Bloomington,
Minnesota
| USD 238 M | +USD 17.4 M | +8% | 11.5% | 109% | 70 | 12.86% | 0.6 |
|
| 2487 |
2487
Marquette Asset Management
Minneapolis,
Minnesota
| USD 238 M | -USD 1.1 M | -0.5% | 2.4% | 69.6% | 94 | 17.02% | 0.6 |
|
| 2488 |
2488
New England Private Wealth Advisors
Wellesley,
Massachusetts
| USD 238 M | +USD 17.4 M | +8% | 1.33% | 55.8% | 104 | 14.42% | 0.6 |
|
| 2489 |
MMCM
2489
Marque Millennium Capital Management
New York
| USD 238 M | +USD 10.4 M | +5% | 4.37% | – | 80 | 1.25% | 0.7 |
|
| 2490 |
2490
FundX Investment Group
San Francisco,
California
| USD 238 M | +USD 12.6 M | +6% | 2.42% | 94.6% | 28 | 60.71% | 0.3 |
|
| 2491 |
2491
Aspiriant Holdings S3
Los Angeles,
California
| USD 238 M | -USD 16.6 M | -7% | 1.9% | – | 121 | 22.31% | 0.6 |
|
| 2492 |
2492
Stonehage Fleming (UK)
London,
United Kingdom
| USD 238 M | -USD 10.3 M | -4% | 2.48% | – | 354 | 39.27% | 0.2 |
|
| 2493 |
2493
Xponance
Philadelphia,
Pennsylvania
| USD 237 M | +USD 21.1 M | +10% | 0.69% | 144% | 54 | 37.04% | 0.2 |
|
| 2494 |
HF
2494
Hoxton Financial
Shepherdstown,
West Virginia
| USD 237 M | +USD 4.71 M | +2% | 1.35% | 15.3% | 760 | 62.63% | 0.5 |
|
| 2495 |
2495
Aviance Capital Partners
Naples,
Florida
| USD 237 M | -USD 893 k | -0.4% | 7.59% | 98.2% | 235 | 17.45% | 0.6 |
|
| 2496 |
2496
Bard Associates
Chicago,
Illinois
| USD 236 M | -USD 3.92 M | -2% | 2.25% | 241% | 191 | 5.76% | 0.7 |
|
| 2497 |
2497
Regal Investment Advisors
Kentwood,
Michigan
| USD 236 M | +USD 61.5 M | +35% | 2.36% | 64.7% | 993 | 23.87% | 0.6 |
|
| 2498 |
2498
MPM Asset Management
Boston,
Massachusetts
| USD 236 M | -USD 73.4 M | -24% | 5.51% | 5.89% | 14 | 28.57% | 0.5 |
|
| 2499 |
I2I
2499
Insight 2811 Inc
Chicago,
Illinois
| USD 236 M | +USD 33.6 M | +17% | 2.26% | 30.8% | 123 | 33.33% | 0.5 |
|
| 2500 |
TPCM
2500
Tide Point Capital Management
Old Greenwich,
Connecticut
| USD 236 M | +USD 110 M | +87% | 12.4% | 144% | 55 | 70.91% | 0.1 |
|