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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
3476
Sentry Investment Management
Stevens Point,
Wisconsin
| USD 344 M | -USD 48.8 M | -12% | 0.77% | 103% | 533 | 8.44% | 3.7 |
|
| 3477 |
3477
Nishkama Capital LLC
Dorado,
Puerto Rico
| USD 343 M | -USD 94.5 M | -22% | 0.17% | 723% | 53 | 71.7% | 0.4 |
|
| 3478 |
HWM
3478
HFR Wealth Management
Niskayuna,
New York
| USD 343 M | +USD 11.2 M | +3% | 0.24% | 47.5% | 60 | 5% | 0.2 |
|
| 3479 |
3479
Helikon Investments
London,
United Kingdom
| USD 343 M | -USD 15.5 M | -4% | 14.9% | 282% | 4 | 25% | 0.6 |
|
| 3480 |
3480
Cyrus Capital Partners
New York
| USD 343 M | -USD 45.4 M | -12% | 5.91% | 163% | 16 | 43.75% | 2 |
|
| 3481 |
3481
Adelphi Capital
London,
United Kingdom
| USD 343 M | -USD 32.2 M | -9% | 8.5% | – | 2 | 0% | 4.4 |
|
| 3482 |
3482
Glovista Investments
Jersey City,
New Jersey
| USD 343 M | -USD 79.8 M | -19% | 5.68% | 2.48% | 124 | 65.32% | 1.6 |
|
| 3483 |
3483
Oak Harvest Investment Services
Houston,
Texas
| USD 343 M | +USD 39.5 M | +13% | 0.33% | 120% | 83 | 9.64% | 0.6 |
|
| 3484 |
3484
CHI Advisors
New York
| USD 343 M | -USD 87.3 M | -20% | 15.4% | 88.2% | 19 | 5.26% | 1.2 |
|
| 3485 |
3485
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| USD 342 M | -USD 471 k | -0.1% | 0.68% | 68.2% | 192 | 14.58% | 3.9 |
|
| 3486 |
GTC
3486
Ghost Tree Capital
New York
| USD 342 M | -USD 21.8 M | -6% | 13.5% | 265% | 72 | 44.44% | 0.7 |
|
| 3487 |
3487
Gates Foundation
Seattle,
Washington
| USD 342 M | -USD 309 M | -48% | 12.8% | 58.1% | 10 | 20% | 0.5 |
|
| 3488 |
3488
Ironwood Financial
Tucson,
Arizona
| USD 342 M | +USD 8.49 M | +3% | 0.19% | 54.1% | 618 | 4.37% | 2.9 |
|
| 3489 |
3489
ACK Asset Management
Greenwich,
Connecticut
| USD 342 M | +USD 69.8 M | +26% | 6.17% | 132% | 29 | 27.59% | 0.9 |
|
| 3490 |
3490
West Financial Advisors
Des Moines,
Iowa
| USD 341 M | +USD 14.3 M | +4% | 1.13% | 49.1% | 154 | 6.49% | 0.7 |
|
| 3491 |
3491
Rock Point Advisors
Burlington,
Vermont
| USD 341 M | -USD 5.73 M | -2% | 2.28% | 82.8% | 102 | 9.8% | 3.7 |
|
| 3492 |
3492
Kirr Marbach & Co
Columbus,
Indiana
| USD 341 M | -USD 10.4 M | -3% | 1.5% | 121% | 62 | 9.68% | 3.3 |
|
| 3493 |
3493
Capco Asset Management
Tampa,
Florida
| USD 341 M | -USD 36 k | -0% | 3.03% | 46.1% | 28 | 3.57% | 3.3 |
|
| 3494 |
3494
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| USD 341 M | -USD 1.04 M | -0.3% | 0.24% | 70.2% | 305 | 12.13% | 2.3 |
|
| 3495 |
3495
One Wealth Advisors
San Francisco,
California
| USD 341 M | +USD 25.2 M | +8% | 0.39% | 66% | 239 | 35.98% | 0.9 |
|
| 3496 |
3496
GenWealth Group
Maplewood,
New Jersey
| USD 341 M | +USD 1.77 M | +0.5% | 0.19% | 73.9% | 66 | 9.09% | 2.8 |
|
| 3497 |
3497
NEPC LLC
Boston,
Massachusetts
| USD 341 M | -USD 371 M | -52% | 1.29% | 21.3% | 69 | 30.43% | 1 |
|
| 3498 |
CCM
3498
Compton Capital Management
Providence,
Rhode Island
| USD 341 M | +USD 959 k | +0.3% | 1.21% | 75.6% | 165 | 8.48% | 5 |
|
| 3499 |
ACG
3499
Aventail Capital Group
New York
| USD 341 M | +USD 79.9 M | +31% | 5.18% | 154% | 71 | 73.24% | 0.3 |
|
| 3500 |
3500
RMR Wealth Builders
Montclair,
New Jersey
| USD 341 M | +USD 35.5 M | +12% | 0.06% | 91.7% | 194 | 14.95% | 1.4 |
|