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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
Rock Point Advisors
Burlington,
Vermont
| USD 215 M | +USD 46 M | +27% | 25.1% | 82.8% | 82 | 10.98% | 3.4 |
|
| 3527 |
3527
Apella Capital
West Hartford,
Connecticut
| USD 215 M | +USD 43.3 M | +25% | 13.8% | 48.6% | 116 | 13.79% | 0.2 |
|
| 3528 |
3528
Syquant Capital SAS
Paris,
France
| USD 215 M | -USD 193 M | -47% | 4.96% | 160% | 34 | 79.41% | 0.1 |
|
| 3529 |
3529
Peninsula Wealth
San Francisco,
California
| USD 215 M | +USD 35.8 M | +20% | 19.8% | 30% | 48 | 20.83% | 1.4 |
|
| 3530 |
NME
3530
Notis-McConarty Edward
| USD 214 M | +USD 33.8 M | +19% | 20.1% | 91.2% | 96 | 10.42% | 4.9 |
|
| 3531 |
3531
American Money Management
Rancho Santa Fe,
California
| USD 214 M | +USD 35.8 M | +20% | 19.9% | 65% | 84 | 25% | 3.4 |
|
| 3532 |
3532
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| USD 214 M | +USD 56.8 M | +36% | 15.3% | 101% | 40 | 15% | 1.5 |
|
| 3533 |
3533
EnCap Energy Capital Fund IX
Houston,
Texas
| USD 214 M | +USD 88.7 M | +71% | 77.7% | 69.2% | 4 | 0% | 2.3 |
|
| 3534 |
PCR
3534
Potrero Capital Research
San Francisco,
California
| USD 214 M | +USD 72.3 M | +51% | 52.5% | 226% | 63 | 55.56% | 0.7 |
|
| 3535 |
3C
3535
361 Capital
Denver,
Colorado
| USD 213 M | -USD 6.7 M | -3% | 35.3% | 118% | 403 | 55.09% | 0.5 |
|
| 3536 |
3536
Westover Capital Advisors
Wilmington,
Delaware
| USD 213 M | +USD 28.5 M | +15% | 21.6% | 144% | 126 | 24.6% | 2.3 |
|
| 3537 |
3537
Summit Wealth & Retirement Planning
San Ramon,
California
| USD 213 M | +USD 26.1 M | +14% | 16.7% | 67.6% | 118 | 11.86% | 1.2 |
|
| 3538 |
3538
Bellecapital
Zurich,
Switzerland
| USD 213 M | +USD 56.9 M | +36% | 19.5% | 152% | 179 | 30.73% | 1.5 |
|
| 3539 |
3539
Peak Financial Management
Wellesley,
Massachusetts
| USD 213 M | +USD 17.2 M | +9% | 15.4% | 58.2% | 56 | 10.71% | 2.6 |
|
| 3540 |
3540
Siena Capital Partners
Chicago,
Illinois
| USD 213 M | -USD 16.8 M | -7% | 4.34% | 44.2% | 121 | 16.53% | 1.4 |
|
| 3541 |
3541
Concentric Wealth Management
Lafayette,
California
| USD 213 M | +USD 32.5 M | +18% | 16.8% | 33.4% | 121 | 9.92% | 2.5 |
|
| 3542 |
3542
Oasis Management Company
Grand Cayman,
Cayman Islands
| USD 213 M | +USD 94.2 M | +79% | 28.1% | 368% | 59 | 66.1% | 0.4 |
|
| 3543 |
3543
Elevated Capital Advisors
Sandy,
Utah
| USD 213 M | – | – | 17.6% | 46% | 153 | – | 0.7 |
|
| 3544 |
3544
Kingstown Capital Management
New York
| USD 212 M | -USD 438 M | -67% | 28% | 38.6% | 25 | 64% | 0.8 |
|
| 3545 |
3545
Anderson Hoagland & Co
St Louis,
Missouri
| USD 212 M | +USD 50.4 M | +31% | 25% | 104% | 84 | 20.24% | 3.6 |
|
| 3546 |
SCP
3546
Syntal Capital Partners
Midland,
Texas
| USD 212 M | +USD 60.5 M | +40% | 25% | 102% | 116 | 50% | 1.5 |
|
| 3547 |
3547
Confluence Wealth Management
Portland,
Oregon
| USD 212 M | +USD 32.6 M | +18% | 18.5% | 31.9% | 107 | 8.41% | 4 |
|
| 3548 |
3548
Lawson Kroeker Investment Management
Omaha,
Nebraska
| USD 212 M | +USD 32.2 M | +18% | 18.9% | 69.7% | 62 | 4.84% | 5.5 |
|
| 3549 |
OCM
3549
Ogborne Capital Management
San Francisco,
California
| USD 212 M | +USD 124 M | +142% | 70% | 251% | 18 | 66.67% | 0.5 |
|
| 3550 |
3550
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| USD 212 M | +USD 45.8 M | +28% | 18.6% | 72.9% | 168 | 19.64% | 2.7 |
|