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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
2776
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
| USD 222 M | -USD 1.67 M | -0.7% | 5.38% | 12.8% | 157 | 28.03% | 1.8 |
|
| 2777 |
2777
Zeke Capital Advisors
Berwyn,
Pennsylvania
| USD 222 M | +USD 41.9 M | +23% | 3.04% | 41% | 83 | 80.72% | 0.1 |
|
| 2778 |
2778
FRG Family Wealth Advisors
Bellevue,
Washington
| USD 222 M | +USD 770 k | +0.3% | 2.82% | 76.4% | 128 | 7.03% | 0.7 |
|
| 2779 |
2779
Cypress Wealth Advisors
San Francisco,
California
| USD 222 M | +USD 19.3 M | +10% | 4.06% | 29.3% | 216 | 16.2% | 0.9 |
|
| 2780 |
2780
Roanoke Asset Management
Jersey City,
New Jersey
| USD 221 M | +USD 5.68 M | +3% | 7.42% | 50.3% | 106 | 4.72% | 2.5 |
|
| 2781 |
2781
Cadence Bank NA
Houston,
Texas
| USD 221 M | +USD 18.2 M | +9% | 0.97% | 33.3% | 139 | 12.95% | 2.3 |
|
| 2782 |
2782
Fort Point Capital Partners
San Francisco,
California
| USD 221 M | +USD 14.6 M | +7% | 5.47% | 62.2% | 158 | 29.75% | 1 |
|
| 2783 |
2783
Univest Financial
Souderton,
Pennsylvania
| USD 221 M | +USD 1.52 M | +0.7% | 3.63% | 82.6% | 95 | 7.37% | 2.5 |
|
| 2784 |
PCM
2784
Proxima Capital Management
New York
| USD 221 M | -USD 34.6 M | -14% | 18.4% | 20.7% | 39 | 20.51% | 1.5 |
|
| 2785 |
2785
Credential Securities
Vancouver,
| USD 221 M | +USD 28.1 M | +15% | 4.19% | 32.5% | 265 | 8.3% | 1.8 |
|
| 2786 |
2786
Chubb Ltd
Zurich,
Switzerland
| USD 221 M | -USD 10.8 M | -5% | 5.12% | 64.2% | 26 | 7.69% | 0.5 |
|
| 2787 |
2787
Point72 Asia (Singapore)
Singapore
| USD 220 M | +USD 15.6 M | +8% | 21.4% | – | 28 | 82.14% | 0.1 |
|
| 2788 |
IMIM
2788
Irving Magee Investment Management
Conshohocken,
Pennsylvania
| USD 220 M | +USD 15.2 M | +7% | 10.4% | 39.9% | 53 | 7.55% | 2.5 |
|
| 2789 |
2789
Cowen Prime Advisors
New York
| USD 220 M | +USD 14.4 M | +7% | 10.9% | 116% | 281 | 19.93% | 2.1 |
|
| 2790 |
2790
McRae Capital Management
Morristown,
New Jersey
| USD 220 M | +USD 3.82 M | +2% | 5.05% | 78.2% | 102 | 5.88% | 2.1 |
|
| 2791 |
2791
Corsair Capital
New York
| USD 220 M | +USD 23.1 M | +12% | 7.54% | 17.1% | 3 | 33.33% | 1.4 |
|
| 2792 |
CIA
2792
Covington Investment Advisors
Ligonier,
Pennsylvania
| USD 220 M | -USD 6.81 M | -3% | 1.24% | 100% | 88 | 5.68% | 2.6 |
|
| 2793 |
2793
M Holdings Securities
Portland,
Oregon
| USD 219 M | +USD 24.2 M | +12% | 3.05% | 83.9% | 269 | 14.5% | 1.5 |
|
| 2794 |
2794
Harvest Capital Management
Concord,
New Hampshire
| USD 219 M | +USD 5.75 M | +3% | 2.16% | 19.5% | 91 | 10.99% | 2.2 |
|
| 2795 |
2795
Vista Equity Partners Management
San Francisco,
California
| USD 219 M | -USD 9.8 M | -4% | 24.3% | 3.45% | 28 | 25% | 0.9 |
|
| 2796 |
2796
Shelter Insurance Retirement Plan
Columbia,
Missouri
| USD 219 M | +USD 91 k | +0% | 2.12% | 60.5% | 42 | 4.76% | 2.8 |
|
| 2797 |
2797
Goldstein Munger & Associates
San Ramon,
California
| USD 219 M | +USD 2.55 M | +1% | 3.29% | 11.9% | 32 | 3.13% | 2.7 |
|
| 2798 |
2798
Ashburton (Jersey)
St Helier,
Jersey
| USD 219 M | -USD 21.4 M | -9% | 5.24% | – | 84 | 33.33% | 0.5 |
|
| 2799 |
2799
Yorktown Energy Partners VII
New York
| USD 219 M | +USD 13.3 M | +6% | 10.7% | 22.4% | 3 | 0% | 0.8 |
|
| 2800 |
2800
Ion Asset Management
Herzliya,
Israel
| USD 219 M | +USD 6.67 M | +3% | 10.7% | 125% | 19 | 36.84% | 1.3 |
|