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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
Tarbox Family Office
Newport Beach,
California
| USD 259 M | +USD 6.81 M | +3% | 1.58% | 66.4% | 669 | 11.06% | 3.1 |
|
| 2927 |
2927
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| USD 258 M | -USD 10.7 M | -4% | 2.83% | 17.7% | 339 | 17.11% | 2.2 |
|
| 2928 |
2928
Allen Capital Group
Grand Island,
Nebraska
| USD 258 M | +USD 26.7 M | +12% | 1.67% | 62.8% | 124 | 11.29% | 0.2 |
|
| 2929 |
CL
2929
CIM LLC
Albany,
New York
| USD 258 M | +USD 2.8 M | +1% | 3.51% | 108% | 103 | 12.62% | 2.4 |
|
| 2930 |
2930
Roble Belko & Company
Sewickley,
Pennsylvania
| USD 257 M | +USD 12.6 M | +5% | 1.51% | 53.3% | 354 | 12.15% | 1.8 |
|
| 2931 |
2931
Harvest Capital Management
Concord,
New Hampshire
| USD 257 M | -USD 7.58 M | -3% | 1.51% | 19.5% | 91 | 7.69% | 3.2 |
|
| 2932 |
BRCA
2932
Birch Run Capital Advisors
Dallas,
Texas
| USD 257 M | -USD 19.5 M | -7% | 2.99% | 8.22% | 19 | 21.05% | 2.2 |
|
| 2933 |
2933
The Family Firm
Bethesda,
Maryland
| USD 257 M | +USD 4.86 M | +2% | 1.97% | 40.2% | 138 | 10.87% | 2.2 |
|
| 2934 |
2934
Nicholas Hoffman & Company
Atlanta,
Georgia
| USD 257 M | +USD 1.94 M | +0.8% | 1.85% | 71.9% | 174 | 6.32% | 1.4 |
|
| 2935 |
2935
Spearhead Capital Advisors
Wellington,
Florida
| USD 257 M | +USD 50.8 M | +25% | 1.67% | 25.2% | 71 | 18.31% | 0.2 |
|
| 2936 |
2936
Institutional Venture Management XIII
Menlo Park,
California
| USD 256 M | +USD 130 M | +103% | 14% | – | 5 | 20% | 2.8 |
|
| 2937 |
2937
Diana Davis Spencer Foundation
Bethesda,
Maryland
| USD 256 M | -USD 6.46 M | -2% | 2.45% | 13.4% | 3 | 0% | 3.3 |
|
| 2938 |
IBT
2938
International Biotechnology Trust
London,
United Kingdom
| USD 256 M | -USD 27.3 M | -10% | 0.44% | 11.1% | 75 | 29.33% | 0.7 |
|
| 2939 |
2939
Steamboat Capital Partners
Rye,
New York
| USD 256 M | +USD 16.7 M | +7% | 6.09% | 280% | 35 | 42.86% | 0.8 |
|
| 2940 |
2940
FFT Wealth Management
Philadelphia,
Pennsylvania
| USD 255 M | -USD 5.4 M | -2% | 1.05% | 65.6% | 35 | 14.29% | 1.7 |
|
| 2941 |
2941
Chicago Capital Management
Chicago,
Illinois
| USD 255 M | +USD 88.2 M | +53% | 28.1% | 270% | 42 | 83.33% | 0.1 |
|
| 2942 |
2942
Marathon Capital Management
Hunt Valley,
Maryland
| USD 255 M | -USD 757 k | -0.3% | 1.17% | 74% | 123 | 23.58% | 1.8 |
|
| 2943 |
2943
Tiger Pacific Capital
New York
| USD 255 M | +USD 55.6 M | +28% | 7.07% | 84.5% | 21 | 38.1% | 0.6 |
|
| 2944 |
CFSG
2944
Community Financial Services Group
Newport,
Vermont
| USD 255 M | -USD 2.82 M | -1% | 0.66% | – | 74 | 12.16% | 2.7 |
|
| 2945 |
2945
Rothschild Capital Partners
New York
| USD 255 M | -USD 344 k | -0.1% | 2.09% | 90.8% | 54 | 24.07% | 2 |
|
| 2946 |
2946
James Hambro & Partners
London,
United Kingdom
| USD 255 M | +USD 74.3 M | +41% | 5.53% | 97% | 32 | 46.88% | 0.2 |
|
| 2947 |
2947
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| USD 254 M | -USD 56.7 M | -18% | 3.95% | 52.1% | 166 | 7.23% | 3.2 |
|
| 2948 |
2948
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| USD 254 M | +USD 1.28 M | +0.5% | 0.92% | 54.3% | 243 | 1.65% | 3 |
|
| 2949 |
2949
Altium Wealth Management
Purchase,
New York
| USD 254 M | +USD 35.6 M | +16% | 1% | 24.9% | 169 | 10.65% | 0.2 |
|
| 2950 |
2950
G2 Investment Partners Management
New York
| USD 254 M | -USD 4.88 M | -2% | 14% | 1,145% | 97 | 55.67% | 0.6 |
|