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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
Mattern Capital Management
Lakewood,
Colorado
| USD 572 M | +USD 65.1 M | +13% | 12.4% | 39.8% | 117 | 2.56% | 1.7 |
|
| 2777 |
2777
Gifford Fong Associates
Lafayette,
California
| USD 572 M | +USD 56.9 M | +11% | 13.1% | 180% | 139 | 2.16% | 3.2 |
|
| 2778 |
2778
Pegasus Partners
Mequon,
Wisconsin
| USD 571 M | +USD 20.2 M | +4% | 9.63% | 32.6% | 168 | 19.64% | 2.9 |
|
| 2779 |
2779
PSG Equity
Boston,
Massachusetts
| USD 571 M | – | – | 4.49% | 13.7% | 1 | – | 0 |
|
| 2780 |
2780
South Street Advisors
New York
| USD 571 M | +USD 47 M | +9% | 11.4% | 169% | 73 | 6.85% | 2.3 |
|
| 2781 |
2781
Cove Street Capital
El Segundo,
California
| USD 571 M | -USD 103 M | -15% | 2.06% | 84.2% | 99 | 19.19% | 2.5 |
|
| 2782 |
2782
Wealth Architects
Mountain View,
California
| USD 570 M | +USD 55.2 M | +11% | 7.2% | 85.1% | 209 | 16.27% | 3.4 |
|
| 2783 |
2783
First Trust Capital Management
Chicago,
Illinois
| USD 570 M | -USD 89.2 M | -14% | 4.44% | 215% | 321 | 52.34% | 0.4 |
|
| 2784 |
2784
Lake Street Private Wealth
Chicago,
Illinois
| USD 570 M | +USD 158 M | +38% | 9.27% | 105% | 343 | 37.03% | 1.2 |
|
| 2785 |
2785
Center Lake Capital Management
West Palm Beach,
Florida
| USD 570 M | -USD 45.4 M | -7% | 8.92% | 98.3% | 21 | 47.62% | 0.8 |
|
| 2786 |
2786
Financial Enhancement Group
Anderson,
Indiana
| USD 569 M | +USD 41.3 M | +8% | 6.16% | 62.2% | 319 | 17.87% | 2.2 |
|
| 2787 |
2787
Camden National Bank
Camden,
Maine
| USD 569 M | +USD 50.4 M | +10% | 9.47% | 58.2% | 162 | 12.35% | 2.8 |
|
| 2788 |
2788
Proffitt & Goodson
Knoxville,
Tennessee
| USD 569 M | +USD 21.1 M | +4% | 4.48% | 48.5% | 264 | 9.85% | 2.9 |
|
| 2789 |
2789
McGowan Group Asset Management
Dallas,
Texas
| USD 569 M | -USD 18.8 M | -3% | 1.5% | 69.8% | 124 | 14.52% | 2.9 |
|
| 2790 |
2790
Southport Capital Management
Chattanooga,
Tennessee
| USD 569 M | +USD 320 M | +128% | 11.2% | 80% | 352 | 40.34% | 2.2 |
|
| 2791 |
HCP
2791
Holt Capital Partners
Fort Worth,
Texas
| USD 569 M | +USD 43.2 M | +8% | 8.17% | 69.5% | 164 | 6.1% | 5 |
|
| 2792 |
2792
Institutional Venture Management XIV
Menlo Park,
California
| USD 569 M | -USD 35.9 M | -6% | 17.9% | 18.1% | 5 | 20% | 1.1 |
|
| 2793 |
2793
Fort Baker Capital Management
Larkspur,
California
| USD 568 M | +USD 195 M | +52% | 1.51% | 46.3% | 143 | 63.64% | 0.3 |
|
| 2794 |
2794
Ropes Wealth Advisors
Boston,
Massachusetts
| USD 568 M | -USD 55.7 M | -9% | 10.1% | 71% | 296 | 16.22% | 4.5 |
|
| 2795 |
2795
Index Venture Growth Associates I
St Helier, Channel Islands,
Jersey
| USD 568 M | -USD 205 M | -27% | 23.7% | 30.9% | 2 | 50% | 0.5 |
|
| 2796 |
2796
Intel Corp
Santa Clara,
California
| USD 568 M | -USD 161 M | -22% | 13.9% | 9.79% | 7 | 28.57% | 0.4 |
|
| 2797 |
SM
2797
Sciencast Management
Princeton,
New Jersey
| USD 568 M | +USD 214 M | +60% | 6.31% | 72.5% | 658 | 79.64% | 0.1 |
|
| 2798 |
2798
McMorgan & Co
San Francisco,
California
| USD 568 M | +USD 69.1 M | +14% | 1.47% | 30.1% | 56 | 5.36% | 0.4 |
|
| 2799 |
2799
Dean Investment Associates
Beavercreek,
Ohio
| USD 568 M | +USD 37.2 M | +7% | 8.62% | 63.5% | 244 | 10.25% | 3.1 |
|
| 2800 |
2800
Baker Ellis Asset Management
Vancouver,
Washington
| USD 567 M | +USD 47.5 M | +9% | 9.51% | 91.9% | 211 | 6.16% | 4.5 |
|