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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 |
3401
Monetary Management Group
St Louis,
Missouri
| USD 404 M | +USD 40.6 M | +11% | 13.8% | 138% | 377 | 15.92% | 4.7 |
|
| 3402 |
3402
Westwind Capital
Las Cruces,
New Mexico
| USD 404 M | +USD 27.9 M | +7% | 3.31% | 87.6% | 45 | 24.44% | 2.4 |
|
| 3403 |
3403
Martin Investment Management
Palm Beach Gardens,
Florida
| USD 404 M | +USD 6.98 M | +2% | 7.74% | 44% | 56 | 12.5% | 4 |
|
| 3404 |
3404
Oak Harvest Investment Services
Houston,
Texas
| USD 403 M | +USD 59.9 M | +17% | 10.1% | 120% | 85 | 5.88% | 0.8 |
|
| 3405 |
3405
Sage Advisory Services
Austin,
Texas
| USD 403 M | +USD 18 M | +5% | 4.59% | 37.8% | 69 | 36.23% | 1.9 |
|
| 3406 |
3406
Tetrad Corporation
Omaha,
Nebraska
| USD 402 M | +USD 21.8 M | +6% | 6.1% | 45.6% | 3 | 0% | 8.5 |
|
| 3407 |
GJCM
3407
Grand Jean Capital Management
San Francisco,
California
| USD 402 M | +USD 6.32 M | +2% | 9.88% | 61.4% | 53 | 13.21% | 3.4 |
|
| 3408 |
3408
Valicenti Advisory Services
Elmira,
New York
| USD 402 M | +USD 33.3 M | +9% | 8.18% | 134% | 87 | 13.79% | 4.1 |
|
| 3409 |
3409
CVA Family Office
Denver,
Colorado
| USD 402 M | +USD 263 M | +190% | 7.25% | 71.6% | 933 | 63.77% | 0.6 |
|
| 3410 |
3410
Monaco Asset Management
Monaco
| USD 402 M | – | – | 4.94% | 120% | 41 | – | 0.4 |
|
| 3411 |
3411
White Lighthouse Investment Management
Bedford,
Massachusetts
| USD 401 M | +USD 28.6 M | +8% | 6.49% | 62% | 118 | 5.93% | 3.1 |
|
| 3412 |
EGA
3412
E&G Advisors
Houston,
Texas
| USD 401 M | +USD 32.1 M | +9% | 7.84% | 97.7% | 218 | 6.42% | 0.2 |
|
| 3413 |
3413
Hunting Hill Global Capital
New York
| USD 400 M | +USD 64.2 M | +19% | 16% | 132% | 127 | 65.35% | 0.2 |
|
| 3414 |
3414
Lafayette Investments
Ashton,
Maryland
| USD 400 M | +USD 31.7 M | +9% | 10.2% | 77.9% | 133 | 12.03% | 3.3 |
|
| 3415 |
3415
WrapManager Inc
Mill Valley,
California
| USD 400 M | +USD 17 M | +4% | 5.43% | 64.6% | 338 | 19.53% | 2.4 |
|
| 3416 |
3416
Paradigm Asset Management
New York
| USD 400 M | +USD 34.8 M | +10% | 6.55% | 79.2% | 394 | 19.54% | 1.6 |
|
| 3417 |
3417
Horst & Graben Wealth Management
Portland,
Oregon
| USD 400 M | +USD 36.9 M | +10% | 6.03% | 62.2% | 142 | 11.27% | 1.3 |
|
| 3418 |
3418
Beck Bode LLC
Dedham,
Massachusetts
| USD 400 M | +USD 41.1 M | +11% | 13.2% | 155% | 107 | 39.25% | 0.5 |
|
| 3419 |
3419
TRV GP III
Boston,
Massachusetts
| USD 400 M | -USD 127 M | -24% | 15.1% | 170% | 7 | 0% | 2.2 |
|
| 3420 |
3420
Medicxi Ventures Management
St. Helier,
Jersey
| USD 400 M | -USD 60.1 M | -13% | 14.3% | 369% | 7 | 14.29% | 1.3 |
|
| 3421 |
3421
Waller Financial Planning Group
Columbus,
Ohio
| USD 399 M | +USD 22.9 M | +6% | 4.24% | 47.5% | 56 | 7.14% | 2.4 |
|
| 3422 |
3422
Flat Footed LLC
Wilson,
Wyoming
| USD 399 M | – | – | 5.52% | 152% | 27 | – | 0 |
|
| 3423 |
CFSG
3423
Community Financial Services Group
Newport,
Vermont
| USD 399 M | +USD 31.5 M | +9% | 7.77% | – | 108 | 6.48% | 3.7 |
|
| 3424 |
3424
Vantagepoint Investment Advisers
Washington,
District of Columbia
| USD 399 M | +USD 6.4 M | +2% | 2.45% | 42.7% | 2 | 0% | 1.5 |
|
| 3425 |
HWM
3425
HFR Wealth Management
Niskayuna,
New York
| USD 398 M | +USD 55 M | +16% | 13.9% | 47.5% | 64 | 7.81% | 0.5 |
|