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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
2626
JOYN Advisors
Atlanta,
Georgia
| USD 244 M | +USD 5.37 M | +2% | 3.39% | 0.77% | 32 | 46.88% | 0.7 |
|
| 2627 |
2627
Ativo Capital Management
Chicago,
Illinois
| USD 244 M | -USD 10 M | -4% | 7.01% | 63.8% | 249 | 35.74% | 0.6 |
|
| 2628 |
2628
Xponance
Philadelphia,
Pennsylvania
| USD 244 M | +USD 1.7 M | +0.7% | 1.19% | 144% | 63 | 7.94% | 0.7 |
|
| 2629 |
2629
Roundview Capital
Princeton,
New Jersey
| USD 244 M | +USD 21.2 M | +10% | 4.25% | 77.7% | 153 | 20.92% | 1 |
|
| 2630 |
2630
Watershed Asset Management
San Francisco,
California
| USD 244 M | -USD 227 M | -48% | 3.79% | – | 29 | 51.72% | 0.6 |
|
| 2631 |
2631
Stonebridge Capital Advisors
St Paul,
Minnesota
| USD 243 M | +USD 16.5 M | +7% | 4.54% | 80.1% | 160 | 10.63% | 0.9 |
|
| 2632 |
2632
Rampart Investment Management
Hartford,
Connecticut
| USD 243 M | – | – | 6.34% | 74% | 12 | – | 0 |
|
| 2633 |
2633
Argus Investors Counsel
New York
| USD 243 M | +USD 4.4 M | +2% | 6.29% | 132% | 51 | 1.96% | 1.5 |
|
| 2634 |
2634
Gunma Bank
Gunma,
Japan
| USD 243 M | -USD 355 k | -0.1% | 0.04% | 24.5% | 13 | 0% | 1.5 |
|
| 2635 |
2635
Wildcat Capital Management
New York
| USD 243 M | – | – | 62.4% | 126% | 13 | – | 0 |
|
| 2636 |
2636
Maj Invest Holding A/S
Copenhagen K,
Denmark
| USD 243 M | +USD 12.7 M | +5% | 5.47% | 92.8% | 41 | 9.76% | 0.9 |
|
| 2637 |
2637
Avidian Wealth Enterprises
Houston,
Texas
| USD 243 M | -USD 12.6 M | -5% | 2.23% | 71.7% | 50 | 44% | 0.5 |
|
| 2638 |
2638
Capital Advantage
Walnut Creek,
California
| USD 243 M | +USD 50.7 M | +26% | 0.17% | 49.2% | 71 | 26.76% | 0.7 |
|
| 2639 |
2639
SFE Investment Counsel
Los Angeles,
California
| USD 242 M | +USD 11.3 M | +5% | 5.32% | 105% | 94 | 10.64% | 1.3 |
|
| 2640 |
CANC
2640
Culbertson A N & Co
Charlottesville,
Virginia
| USD 242 M | +USD 10 M | +4% | 5.33% | 87.5% | 81 | 1.23% | 1.4 |
|
| 2641 |
2641
Aspiriant Holdings S3
Los Angeles,
California
| USD 242 M | -USD 6.93 M | -3% | 4.57% | – | 117 | 12.82% | 1.2 |
|
| 2642 |
CGOF
2642
Condorcet Global Opportunity Fund
New York
| USD 242 M | – | – | 11% | – | 32 | – | 0 |
|
| 2643 |
2643
First Heartland Consultants
Lake St. Louis,
Missouri
| USD 242 M | +USD 14.6 M | +6% | 6.17% | 59.2% | 277 | 20.22% | 1 |
|
| 2644 |
VC
2644
V2 Capital
Glenview,
Illinois
| USD 242 M | -USD 809 k | -0.3% | 4.06% | – | 36 | 0% | 0.9 |
|
| 2645 |
PWW
2645
Pettyjohn Wood & White
Lynchburg,
Virginia
| USD 242 M | +USD 10.4 M | +4% | 4.74% | 70.9% | 125 | 6.4% | 1.2 |
|
| 2646 |
2646
United Fire Group
Cedar Rapids,
Iowa
| USD 241 M | +USD 12.7 M | +6% | 6.03% | 27.4% | 111 | 0.9% | 1.4 |
|
| 2647 |
2647
QCM Cayman
Houston,
Texas
| USD 241 M | -USD 189 M | -44% | 5.25% | 74% | 342 | 74.27% | 0.3 |
|
| 2648 |
2648
Klingman & Associates
New York
| USD 241 M | – | – | 0.54% | 64.9% | 387 | – | 0 |
|
| 2649 |
2649
Flagship Ventures 2007 General Partner
Cambridge,
Massachusetts
| USD 241 M | +USD 98.9 M | +70% | 74.8% | – | 4 | 0% | 0.8 |
|
| 2650 |
CIA
2650
CSat Investment Advisory
Detroit,
Michigan
| USD 241 M | +USD 1.33 M | +0.6% | 9.57% | 87.4% | 28 | 46.43% | 0.6 |
|