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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
Pacific Capital Wealth Advisors
Corona,
California
| USD 394 M | +USD 37.7 M | +11% | 9.93% | 54.1% | 348 | 80.46% | 0.5 |
|
| 3402 |
3402
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
| USD 394 M | +USD 143 M | +57% | 77.3% | 667% | 13 | 0% | 2.2 |
|
| 3403 |
CNBTD
3403
Citizens National Bank Trust Department
Meridian,
Mississippi
| USD 394 M | +USD 29.8 M | +8% | 9.45% | 114% | 325 | 4.62% | 2.5 |
|
| 3404 |
UAM
3404
UAS Asset Management
New York
| USD 394 M | +USD 66.5 M | +20% | 9.9% | 98% | 22 | 54.55% | 2.5 |
|
| 3405 |
3405
Vitruvian Partners
London,
United Kingdom
| USD 394 M | +USD 40.9 M | +12% | 16% | 96.9% | 11 | 27.27% | 2 |
|
| 3406 |
3406
Jones Road Capital Management
New York
| USD 393 M | +USD 279 M | +244% | 15.6% | 88.5% | 44 | 27.27% | 1.1 |
|
| 3407 |
3407
Jackson Hole Capital Partners
Tulsa,
Oklahoma
| USD 393 M | +USD 51.3 M | +15% | 7.6% | 71.4% | 286 | 12.24% | 3.1 |
|
| 3408 |
3408
White Mountains Insurance Group
Hanover,
New Hampshire
| USD 393 M | -USD 48.3 M | -11% | 26.6% | 105% | 2 | 0% | 2.1 |
|
| 3409 |
3409
Rainey & Randall Wealth Advisors
Celebration,
Florida
| USD 392 M | +USD 46 M | +13% | 8.63% | 52.3% | 46 | 6.52% | 3 |
|
| 3410 |
FRM
3410
Fox Run Management
Greenwich,
Connecticut
| USD 392 M | +USD 54.2 M | +16% | 12% | 64% | 1,089 | 75.67% | 0.2 |
|
| 3411 |
3411
Cornerstone Management
Duluth,
Georgia
| USD 392 M | +USD 17.8 M | +5% | 7.6% | 43.6% | 54 | 12.96% | 4.5 |
|
| 3412 |
3412
Studio Investment Management
Chicago,
Illinois
| USD 392 M | +USD 33.8 M | +9% | 8.05% | 51.3% | 257 | 14.01% | 1.4 |
|
| 3413 |
3413
Peavine Capital
Reno,
Nevada
| USD 391 M | +USD 7.75 M | +2% | 7.44% | 30.8% | 12 | 33.33% | 4.9 |
|
| 3414 |
3414
Anatole Investment Management
Central,
Hong Kong
| USD 391 M | -USD 201 M | -34% | 19.3% | 3,486% | 19 | 78.95% | 0.1 |
|
| 3415 |
3415
Westside Investment Management
Santa Monica,
California
| USD 391 M | +USD 43.8 M | +13% | 11.9% | 126% | 896 | 9.49% | 4.1 |
|
| 3416 |
3416
Fortis Capital Management
Bellevue,
Washington
| USD 391 M | +USD 69.8 M | +22% | 13.6% | 82% | 147 | 17.01% | 1.4 |
|
| 3417 |
3417
East Coast Asset Management
Essex,
Massachusetts
| USD 391 M | +USD 40.3 M | +11% | 13.2% | 167% | 67 | 2.99% | 8.2 |
|
| 3418 |
3418
Shah Capital Management
Raleigh,
North Carolina
| USD 390 M | -USD 32.3 M | -8% | 1.49% | 287% | 15 | 6.67% | 3.8 |
|
| 3419 |
3419
Coastal Bridge Advisors
Westport,
Connecticut
| USD 390 M | +USD 17.4 M | +5% | 10.3% | 88.1% | 187 | 13.37% | 3.8 |
|
| 3420 |
3420
HughesLittle Investment Management
Vancouver,
| USD 390 M | +USD 60 M | +18% | 19.4% | 106% | 16 | 0% | 5.6 |
|
| 3421 |
3421
Towneley Capital Management
Laguna Hills,
California
| USD 390 M | – | – | 8.2% | 50.2% | 45 | – | 0 |
|
| 3422 |
3422
Stablepoint Partners
Braintree,
Massachusetts
| USD 390 M | – | – | 11.3% | 92.8% | 218 | – | 0 |
|
| 3423 |
3423
Independent Solutions Wealth Management
Williamsville,
New York
| USD 390 M | +USD 4.72 M | +1% | 11.4% | 125% | 208 | 24.04% | 3 |
|
| 3424 |
3424
Blue Fin Capital
Warren,
Rhode Island
| USD 390 M | +USD 47.2 M | +14% | 12.3% | 147% | 140 | 9.29% | 5.9 |
|
| 3425 |
3425
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| USD 390 M | +USD 32.5 M | +9% | 9.38% | 67.5% | 509 | 13.16% | 1.5 |
|