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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
LI
3401
Longer Investments
Fayetteville,
Arkansas
| USD 135 M | +USD 11.2 M | +9% | 2.83% | 20.4% | 47 | 38.3% | 0.9 |
|
| 3402 |
3402
University of Notre Dame du Lac
South Bend,
Indiana
| USD 135 M | – | – | 3.28% | – | 5 | – | 0 |
|
| 3403 |
3403
Fort Point Capital Partners
San Francisco,
California
| USD 135 M | +USD 1.34 M | +1% | 0.93% | 62.2% | 81 | 49.38% | 0.5 |
|
| 3404 |
AC
3404
AYM Capital
New York
| USD 134 M | -USD 2.96 M | -2% | 5.75% | – | 58 | 27.59% | 0.6 |
|
| 3405 |
3405
Point View Wealth Management
Summit,
New Jersey
| USD 134 M | +USD 16.5 M | +14% | 3.59% | 27% | 199 | 10.55% | 0.9 |
|
| 3406 |
NFG
3406
Noven Financial Group
Denver,
Colorado
| USD 134 M | -USD 3.14 M | -2% | 5% | 45.1% | 49 | 57.14% | 0.5 |
|
| 3407 |
AIM
3407
Advantage Investment Management
Cedar Rapids,
Iowa
| USD 134 M | – | – | 3.15% | 28.6% | 806 | – | 0 |
|
| 3408 |
3408
Private Ocean
San Rafael,
California
| USD 134 M | -USD 1.66 M | -1% | 0.23% | 2.82% | 237 | 24.05% | 0.8 |
|
| 3409 |
BPCM
3409
Booth Park Capital Management
New York
| USD 134 M | – | – | 4.68% | – | 27 | – | 0 |
|
| 3410 |
3410
Loudon Investment Management
West Lebanon,
New Hampshire
| USD 134 M | -USD 6.61 M | -5% | 0.36% | 61.6% | 82 | 8.54% | 0.9 |
|
| 3411 |
3411
Michael & Susan Dell Foundation
New York
| USD 134 M | +USD 13.3 M | +11% | 10% | 238% | 8 | 25% | 0.8 |
|
| 3412 |
3412
Adirondack Trust Company
Saratoga Springs,
New York
| USD 134 M | +USD 1.84 M | +1% | 3.75% | 96.8% | 356 | 8.43% | 1.3 |
|
| 3413 |
3413
CoreCommodity Management
Stamford,
Connecticut
| USD 134 M | -USD 58.9 M | -31% | 10.5% | 65.8% | 197 | 20.3% | 0.8 |
|
| 3414 |
3414
Ogorek Anthony Joseph
Williamsville,
New York
| USD 133 M | – | – | 1.19% | 61.1% | 50 | – | 0 |
|
| 3415 |
3415
Garrison Asset Management
Fayetteville,
Arkansas
| USD 133 M | USD 0 | 0% | 4.41% | 52.1% | 85 | 0% | 1.3 |
|
| 3416 |
3416
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| USD 133 M | +USD 6.16 M | +5% | 2.58% | 39.1% | 23 | 17.39% | 1.2 |
|
| 3417 |
3417
JW Asset Management
Miami Beach,
Florida
| USD 133 M | – | – | 6.01% | 251% | 57 | – | 0 |
|
| 3418 |
QCM
3418
QFR Capital Management
New York
| USD 133 M | +USD 14.5 M | +12% | 5.36% | – | 10 | 80% | 0.2 |
|
| 3419 |
3419
Lightyear Capital
New York
| USD 133 M | – | – | 19% | – | 3 | – | 0 |
|
| 3420 |
3420
Vector Wealth Management
Minneapolis,
Minnesota
| USD 133 M | -USD 2.7 M | -2% | 0.71% | 2.13% | 74 | 28.38% | 1 |
|
| 3421 |
TC
3421
Talkot Capital
Sausalito,
California
| USD 133 M | -USD 9.6 M | -7% | 9.93% | 13.2% | 19 | 31.58% | 0.8 |
|
| 3422 |
3422
Forester Capital Management
Lake Forest,
Illinois
| USD 133 M | +USD 4.46 M | +3% | 8.48% | 33.4% | 60 | 6.67% | 1.2 |
|
| 3423 |
3423
Valley National Advisers
Bethlehem,
Pennsylvania
| USD 133 M | – | – | 2.04% | 79% | 458 | – | 0 |
|
| 3424 |
3424
Blue Fin Capital
Warren,
Rhode Island
| USD 133 M | +USD 6.54 M | +5% | 3.93% | 125% | 134 | 10.45% | 0.9 |
|
| 3425 |
3425
Cryder Capital Partners
London,
United Kingdom
| USD 133 M | – | – | 6.27% | 55.7% | 11 | – | 0 |
|