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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2651 |
2651
Makena Capital Management
Menlo Park,
California
| USD 952 M | +USD 85.8 M | +10% | 10.6% | 78.7% | 29 | 17.24% | 2 |
|
| 2652 |
2652
Abacus Wealth Partners
Santa Monica,
California
| USD 952 M | -USD 144 M | -13% | 14.8% | 46% | 525 | 42.86% | 1.3 |
|
| 2653 |
LRPA
2653
L. Roy Papp & Associates
Phoenix,
Arizona
| USD 951 M | +USD 84 M | +10% | 16.2% | 64.3% | 200 | 11.5% | 7.2 |
|
| 2654 |
2654
Griffin Asset Management
New York
| USD 949 M | +USD 62.3 M | +7% | 12.6% | 80.7% | 272 | 26.1% | 5.1 |
|
| 2655 |
2655
Diametric Capital
Boston,
Massachusetts
| USD 948 M | +USD 564 M | +146% | 26.2% | 175% | 760 | 75.39% | 0.3 |
|
| 2656 |
TIM
2656
Total Investment Management
Scottsdale,
Arizona
| USD 948 M | +USD 90.6 M | +11% | 11.9% | 38.3% | 100 | 22% | 3.1 |
|
| 2657 |
GA
2657
GFS Advisors
Houston,
Texas
| USD 948 M | +USD 164 M | +21% | 20.7% | 97.9% | 305 | 60.33% | 1.8 |
|
| 2658 |
2658
Asset One Wealth Management
Bellevue,
Washington
| USD 948 M | +USD 43.8 M | +5% | 11.6% | – | 368 | 14.4% | 0.4 |
|
| 2659 |
UAG
2659
United Advisor Group
Cincinnati,
Ohio
| USD 948 M | +USD 136 M | +17% | 16.4% | – | 586 | 20.48% | 1.3 |
|
| 2660 |
WDA
2660
Wendell David Associates
Portsmouth,
New Hampshire
| USD 947 M | +USD 27.8 M | +3% | 6.38% | 46% | 158 | 6.33% | 8.9 |
|
| 2661 |
2661
Oarsman Capital
Milwaukee,
Wisconsin
| USD 945 M | +USD 139 M | +17% | 12.7% | 70.6% | 262 | 15.65% | 4.5 |
|
| 2662 |
2662
Sylebra Capital
Palo Alto,
California
| USD 945 M | +USD 171 M | +22% | 82.8% | 362% | 11 | 18.18% | 2.4 |
|
| 2663 |
OWIM
2663
Old West Investment Management
Los Angeles,
California
| USD 944 M | +USD 21.6 M | +2% | 9.28% | 242% | 137 | 19.71% | 1.5 |
|
| 2664 |
2664
Headlands Technologies
Chicago,
Illinois
| USD 943 M | +USD 64.6 M | +7% | 26.7% | 158% | 1,054 | 66.51% | 0.3 |
|
| 2665 |
2665
Condire Management
Dallas,
Texas
| USD 942 M | -USD 92.4 M | -9% | 17.4% | 187% | 21 | 9.52% | 2 |
|
| 2666 |
2666
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| USD 942 M | +USD 200 M | +27% | 11.5% | 71.1% | 317 | 12.3% | 2.7 |
|
| 2667 |
2667
Middleton & Co
Boston,
Massachusetts
| USD 942 M | +USD 65 M | +7% | 12.7% | 69.7% | 175 | 9.14% | 6.8 |
|
| 2668 |
2668
Wealth High Governance Asset Management
Sao Paulo,
| USD 940 M | +USD 299 M | +47% | 59.1% | – | 81 | 75.31% | 0.2 |
|
| 2669 |
2669
FSM Wealth Advisors
Cleveland,
Ohio
| USD 939 M | +USD 161 M | +21% | 13.1% | 62.8% | 363 | 16.25% | 1.8 |
|
| 2670 |
2670
Pinnbrook Capital Management
New York
| USD 938 M | +USD 554 M | +144% | 44.5% | 913% | 130 | 86.15% | 0.1 |
|
| 2671 |
AP
2671
Archon Partners
Princeton Junction,
New Jersey
| USD 937 M | +USD 91.8 M | +11% | 10.2% | 86% | 44 | 27.27% | 5.5 |
|
| 2672 |
2672
High Probability Advisors
Pittsford,
New York
| USD 935 M | +USD 154 M | +20% | 13.1% | 49.7% | 77 | 15.58% | 3 |
|
| 2673 |
SM
2673
Scoggin Management
New York
| USD 935 M | -USD 103 M | -10% | 64.9% | 889% | 86 | 60.47% | 0.5 |
|
| 2674 |
2674
First Turn Management
Del Mar,
California
| USD 935 M | +USD 39.6 M | +4% | 26.7% | – | 38 | 31.58% | 1 |
|
| 2675 |
2675
Ashford Capital Management
Wilmington,
Delaware
| USD 933 M | +USD 123 M | +15% | 29.3% | 150% | 116 | 22.41% | 4.1 |
|