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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
3376
Bedell Frazier Investment Counselling
Walnut Creek,
California
| USD 250 M | -USD 6.87 M | -3% | 8.41% | 72.5% | 56 | 3.57% | 2.2 |
|
| 3377 |
3377
ShawSpring Partners
Boston,
Massachusetts
| USD 250 M | +USD 96.4 M | +63% | 28.3% | 3.53% | 5 | 0% | 0.9 |
|
| 3378 |
MM
3378
Meridian Management
Little Rock,
Arkansas
| USD 249 M | +USD 25.6 M | +11% | 7.88% | 57.8% | 76 | 9.21% | 3.5 |
|
| 3379 |
3379
Income Research & Management
Boston,
Massachusetts
| USD 249 M | +USD 43.2 M | +21% | 0.12% | 1.19% | 22 | 31.82% | 2.4 |
|
| 3380 |
QCI
3380
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| USD 249 M | +USD 21.3 M | +9% | 9.21% | 107% | 28 | 14.29% | 3.1 |
|
| 3381 |
3381
Invenomic Capital Management
Boston,
Massachusetts
| USD 249 M | – | – | 6.87% | 6.61% | 125 | – | 0 |
|
| 3382 |
FA
3382
FMA Advisory
Harrisburg,
Pennsylvania
| USD 249 M | +USD 18.6 M | +8% | 8.05% | 46.7% | 156 | 7.69% | 2.1 |
|
| 3383 |
3383
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| USD 249 M | +USD 34.9 M | +16% | 4.54% | 151% | 96 | 44.79% | 1 |
|
| 3384 |
3384
Biltmore Family Office
Charlotte,
North Carolina
| USD 249 M | +USD 17.2 M | +7% | 6.59% | 78.1% | 220 | 25.91% | 1.2 |
|
| 3385 |
3385
Vectors Research Management
New York
| USD 249 M | +USD 45 M | +22% | 5.96% | 67.3% | 583 | 21.44% | 0.8 |
|
| 3386 |
3386
Mosaic Family Wealth
St. Louis,
Missouri
| USD 248 M | +USD 5.92 M | +2% | 7.18% | 85.2% | 174 | 13.22% | 3.4 |
|
| 3387 |
22CM
3387
20/20 Capital Management
Costa Mesa,
California
| USD 248 M | – | – | 5.61% | – | 142 | – | 0 |
|
| 3388 |
3388
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| USD 248 M | +USD 30.7 M | +14% | 6.51% | 62.5% | 211 | 17.06% | 4.5 |
|
| 3389 |
3389
Mirador Capital Partners
Pleasanton,
California
| USD 248 M | +USD 24.1 M | +11% | 7.15% | 120% | 193 | 22.28% | 1.8 |
|
| 3390 |
LCP
3390
Legacy Capital Partners
Milwaukee,
Wisconsin
| USD 248 M | +USD 19.7 M | +9% | 9.12% | 85.6% | 161 | 10.56% | 3.5 |
|
| 3391 |
3391
Hellman & Friedman
San Francisco,
California
| USD 248 M | – | – | 35.7% | – | 1 | – | 0 |
|
| 3392 |
3392
Nightview Capital
Austin,
Texas
| USD 248 M | +USD 56.4 M | +29% | 45.1% | 170% | 9 | 11.11% | 1.3 |
|
| 3393 |
3393
Cedar Mountain Advisors
Lake Oswego,
Oregon
| USD 248 M | – | – | 6.81% | 57.7% | 255 | – | 0 |
|
| 3394 |
3394
Riggs Asset Management
Dallas,
Pennsylvania
| USD 248 M | +USD 52.9 M | +27% | 9.9% | 207% | 310 | 21.29% | 2.8 |
|
| 3395 |
3395
Anfield Capital Management
Irvine,
California
| USD 248 M | – | – | 3.9% | 65.3% | 415 | – | 0 |
|
| 3396 |
RHFI
3396
Reilly Herbert Faulkner III
| USD 248 M | +USD 9.34 M | +4% | 6.65% | 80.6% | 50 | 6% | 4.5 |
|
| 3397 |
3397
Stordahl Capital Management
Greenwood Village,
Colorado
| USD 247 M | -USD 3.23 M | -1% | 6.3% | 54% | 46 | 4.35% | 1.7 |
|
| 3398 |
3398
Princeton Global Asset Management
Princeton,
New Jersey
| USD 247 M | +USD 71.9 M | +41% | 8.62% | 110% | 517 | 35.4% | 0.5 |
|
| 3399 |
3399
FinTrust Capital Advisors
Greenville,
South Carolina
| USD 247 M | -USD 45.6 M | -16% | 6.54% | 23.6% | 1,159 | 14.32% | 0.9 |
|
| 3400 |
3400
TrueWealth LLC
Atlanta,
Georgia
| USD 247 M | +USD 15.3 M | +7% | 5.56% | – | 776 | 7.35% | 1.8 |
|