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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
3426
Lind Value II ApS
Aarhus C,
Denmark
| USD 622 M | +USD 171 M | +38% | 10.2% | – | 8 | 12.5% | 0.8 |
|
| 3427 |
3427
Accel Leaders 3 Associates
Palo Alto,
California
| USD 622 M | +USD 388 M | +166% | 166% | – | 1 | 0% | 0.5 |
|
| 3428 |
FCA
3428
FLC Capital Advisors
Palm Desert,
California
| USD 622 M | +USD 61.5 M | +11% | 11.1% | 59.3% | 251 | 17.93% | 3.3 |
|
| 3429 |
3429
Element Pointe Advisors
Miami,
Florida
| USD 621 M | +USD 91.1 M | +17% | 14.9% | 75.1% | 98 | 20.41% | 3.1 |
|
| 3430 |
3430
RIT Capital Partners
London,
United Kingdom
| USD 621 M | +USD 247 M | +66% | 0.78% | 71.4% | 15 | 33.33% | 0.7 |
|
| 3431 |
3431
Intel Corp
Santa Clara,
California
| USD 621 M | +USD 151 M | +32% | 33.7% | 9.79% | 2 | 0% | 2.8 |
|
| 3432 |
3432
Brandywine Trust
Hockessin,
Delaware
| USD 621 M | +USD 68.8 M | +12% | 11.6% | 32.7% | 34 | 11.76% | 8.2 |
|
| 3433 |
3433
KPS Global Asset Management (UK)
London,
United Kingdom
| USD 620 M | +USD 1.27 M | +0.2% | 2.63% | 373% | 4 | 0% | 6.1 |
|
| 3434 |
3434
Te Ahumairangi Investment Management
Wellington,
New Zealand
| USD 620 M | +USD 22.9 M | +4% | 5.08% | 55.5% | 89 | 6.74% | 4.4 |
|
| 3435 |
CRB
3435
Chad R. Baker
| USD 620 M | +USD 89.5 M | +17% | 30% | 123% | 57 | 12.28% | 6.6 |
|
| 3436 |
3436
Performa Ltd (US)
Charleston,
South Carolina
| USD 620 M | +USD 178 M | +40% | 13.5% | 55.8% | 53 | 18.87% | 2.9 |
|
| 3437 |
3437
Robotti Robert
| USD 620 M | -USD 21.7 M | -3% | 1.01% | 107% | 63 | 9.52% | 5.3 |
|
| 3438 |
3438
Great Point Wealth Advisors
Boston,
Massachusetts
| USD 619 M | +USD 77.5 M | +14% | 8.78% | – | 70 | 11.43% | 3.8 |
|
| 3439 |
3439
Mason & Associates (California)
Los Angeles,
California
| USD 619 M | +USD 103 M | +20% | 19.1% | 68.5% | 176 | 17.61% | 2 |
|
| 3440 |
3440
First PREMIER Bank
Sioux Falls,
South Dakota
| USD 619 M | +USD 185 M | +43% | 9.8% | 63% | 385 | 9.61% | 5.8 |
|
| 3441 |
KC
3441
KCM Capital
Shawnee,
Kansas
| USD 618 M | -USD 3.84 M | -0.6% | 77.9% | – | 39 | 28.21% | 0.4 |
|
| 3442 |
3442
KEB Asset Management
Springfield,
Illinois
| USD 618 M | +USD 95.9 M | +18% | 11.6% | 68.9% | 138 | 30.43% | 2 |
|
| 3443 |
3443
CacheTech Inc
Logan,
Utah
| USD 618 M | +USD 98.6 M | +19% | 24.8% | – | 186 | 13.98% | 1.4 |
|
| 3444 |
3444
Halter Ferguson Financial
Carmel,
Indiana
| USD 617 M | +USD 162 M | +36% | 39.3% | 131% | 43 | 25.58% | 1.7 |
|
| 3445 |
3445
Sunburst Financial Group
Vestavia Hills,
Alabama
| USD 617 M | +USD 74.4 M | +14% | 12.4% | 55.7% | 142 | 12.68% | 3.5 |
|
| 3446 |
3446
Sage Rhino Capital
Menlo Park,
California
| USD 617 M | +USD 82.6 M | +15% | 13.7% | 93.9% | 422 | 30.57% | 2.8 |
|
| 3447 |
3447
SMI Advisory Services
Columbus,
Indiana
| USD 617 M | +USD 10.1 M | +2% | 13.9% | 80.7% | 68 | 20.59% | 1.5 |
|
| 3448 |
3448
Financial Gravity Companies
Lakeway,
Texas
| USD 616 M | – | – | 11.1% | – | 1,037 | – | 2.3 |
|
| 3449 |
3449
Birnam Oak Advisors
New York
| USD 616 M | +USD 166 M | +37% | 11.5% | – | 45 | 33.33% | 0.6 |
|
| 3450 |
3450
Intelligence Driven Advisers
Carlsbad,
California
| USD 616 M | +USD 42.4 M | +7% | 15% | 65.6% | 154 | 24.68% | 2.2 |
|